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進一步了解
全球頂尖投資人與避險基金的最新股票投資組合
巨額 AUM
超過2,000億美元
AUM 規模大
100億美元至2,000億美元
中型 AUM
20億美元至100億美元
AUM 較小
2.5億美元至20億美元
微型資產管理規模
低於2.5億美元
低於10%
低於20%
低於40%
低於60%
低於80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | 名稱 | AUM |
AUM 成長率 |
AUM 成長率% |
季度 估算報酬率 |
3年 估算報酬率 | 持股 | 投資組合週轉率 |
平均持有 期間(年) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1901 |
1901
Sound View Wealth Advisors Group
Savannah,
Georgia
| US$16.1億 | +US$1.41億 | +10% | 14.5% | 73% | 461 | 13.02% | 4 |
|
| 1902 |
1902
RMR Wealth Builders
Montclair,
New Jersey
| US$16.1億 | +US$3.4億 | +27% | 19.4% | 91.7% | 326 | 18.1% | 2.9 |
|
| 1903 |
1903
BTG Pactual Asset Management US
New York
| US$16.1億 | +US$4.54億 | +39% | 11.7% | – | 558 | 58.24% | 0.4 |
|
| 1904 |
1904
Trust Asset Management
Houston,
Texas
| US$16.1億 | +US$2.09億 | +15% | 19.8% | 91.1% | 234 | 5.98% | 4.6 |
|
| 1905 |
1905
Quintet Private Bank (Europe)
Luxembourg
| US$16億 | +US$1.12億 | +7% | 15.6% | 111% | 204 | 12.75% | 2.8 |
|
| 1906 |
1906
DDD Partners
Bellevue,
Washington
| US$16億 | +US$1.53億 | +11% | 16.7% | 62.1% | 175 | 28.57% | 2.2 |
|
| 1907 |
1907
Moss Adams Wealth Advisors
Seattle,
Washington
| US$16億 | +US$2.33億 | +17% | 18% | 79.6% | 323 | 21.36% | 1.6 |
|
| 1908 |
1908
Investure LLC
Charlottesville,
Virginia
| US$16億 | -US$4.39億 | -22% | 14.2% | 55.4% | 17 | 0% | 5.4 |
|
| 1909 |
1909
IMA Advisory Services
Denver,
Colorado
| US$16億 | +US$5.75億 | +56% | 18.5% | 74.5% | 1,465 | 34.61% | 0.8 |
|
| 1910 |
1910
Alpine Associates Management
Palm Beach,
Florida
| US$16億 | -US$9865萬 | -6% | 14.3% | 366% | 99 | 62.63% | 0.3 |
|
| 1911 |
1911
Beaird Harris Wealth Management
Dallas,
Texas
| US$16億 | +US$1.25億 | +9% | 8.03% | 41.3% | 757 | 16.12% | 2.3 |
|
| 1912 |
1912
Vestor Capital
Chicago,
Illinois
| US$16億 | +US$2.13億 | +15% | 23% | 188% | 317 | 25.87% | 4.1 |
|
| 1913 |
1913
Devon Energy
Houston,
Texas
| US$15.9億 | +US$11.2億 | +235% | 3.5% | – | 2 | 50% | 0.1 |
|
| 1914 |
1914
Asset Dedication LLC
San Francisco,
California
| US$15.9億 | +US$1.61億 | +11% | 13.5% | 67.8% | 1,292 | 17.57% | 3.4 |
|
| 1915 |
1915
NEA Management Company
Timonium,
Maryland
| US$15.9億 | -US$1.71億 | -10% | 26.7% | 823% | 27 | 7.41% | 4.6 |
|
| 1916 |
1916
Cryder Capital Partners
London,
United Kingdom
| US$15.9億 | +US$5572萬 | +4% | 0.96% | 55.7% | 10 | 0% | 7.8 |
|
| 1917 |
ACM
1917
AIGH Capital Management
Baltimore,
Maryland
| US$15.9億 | +US$8.53億 | +116% | 211% | 3,007% | 61 | 55.74% | 0.7 |
|
| 1918 |
1918
SVB Wealth
Boston,
Massachusetts
| US$15.9億 | +US$6832萬 | +5% | 14.6% | 170% | 402 | 9.2% | 1.2 |
|
| 1919 |
1919
GSA Capital Partners
London,
United Kingdom
| US$15.9億 | -US$2253萬 | -1% | 22.8% | 94.7% | 2,269 | 52.09% | 0.6 |
|
| 1920 |
1920
Wealthquest
Cincinnati,
Ohio
| US$15.9億 | +US$1.74億 | +12% | 11% | 52.1% | 183 | 21.31% | 1.7 |
|
| 1921 |
1921
PPSC Investment Service
Tokyo,
Japan
| US$15.8億 | +US$3.17億 | +25% | 30.1% | 193% | 8 | 0% | 2.5 |
|
| 1922 |
1922
Falcon Wealth Planning
Ontario,
California
| US$15.8億 | +US$1.16億 | +8% | 8.82% | 52.7% | 266 | 18.05% | 2.3 |
|
| 1923 |
LLL
1923
Lynrock Lake LP
Rye Brook,
New York
| US$15.8億 | +US$1.22億 | +8% | 8.35% | 21.2% | 29 | 13.79% | 2.6 |
|
| 1924 |
1924
Blue Chip Partners
Farmington Hills,
Michigan
| US$15.8億 | +US$1.94億 | +14% | 17.3% | 81.2% | 192 | 15.63% | 5 |
|
| 1925 |
1925
Rockwood Wealth Management
New Hope,
Pennsylvania
| US$15.8億 | +US$1.85億 | +13% | 9.81% | 52.6% | 134 | 14.18% | 2.4 |
|