我們已在上線!
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1926 |
1926
Blue Chip Partners
Farmington Hills,
Michigan
| US$10.8億 | +US$5257萬 | +5% | 2.28% | 81.2% | 197 | 9.64% | 4.5 |
|
| 1927 |
1927
Sage Mountain Advisors
Atlanta,
Georgia
| US$10.8億 | +US$1.19億 | +12% | 2.51% | 67% | 453 | 17% | 1.6 |
|
| 1928 |
1928
Charles Schwab Trust
Henderson,
Nevada
| US$10.8億 | +US$2429萬 | +2% | 0.39% | 52.7% | 162 | 11.73% | 3.1 |
|
| 1929 |
1929
Eagle Ridge Investment Management
Stamford,
Connecticut
| US$10.8億 | -US$523萬 | -0.5% | 0.62% | 28.2% | 149 | 8.05% | 5.3 |
|
| 1930 |
1930
SPC Financial Inc
Rockville,
Maryland
| US$10.8億 | +US$1622萬 | +2% | 0.11% | 65.1% | 249 | 10.84% | 3.9 |
|
| 1931 |
1931
Stack Financial Management
Whitefish,
Montana
| US$10.8億 | -US$990萬 | -0.9% | 0.63% | 70% | 50 | 10% | 4.5 |
|
| 1932 |
1932
Koshinski Asset Management
Decatur,
Illinois
| US$10.8億 | +US$1.02億 | +10% | 2.46% | 82.9% | 651 | 18.43% | 2.5 |
|
| 1933 |
1933
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| US$10.8億 | -US$5.09億 | -32% | 6.39% | 61.9% | 530 | 16.98% | 4.8 |
|
| 1934 |
1934
True Link Financial Advisors
San Francisco,
California
| US$10.8億 | +US$3495萬 | +3% | 0.74% | 27.3% | 69 | 15.94% | 1.5 |
|
| 1935 |
1935
BTC Capital Management
Des Moines,
Iowa
| US$10.8億 | -US$1651萬 | -2% | 3.74% | – | 229 | 10.04% | 4.6 |
|
| 1936 |
1936
Galvin Gaustad & Stein
Scottsdale,
Arizona
| US$10.7億 | -US$1157萬 | -1% | 1.31% | 60.7% | 192 | 8.85% | 2.5 |
|
| 1937 |
1937
Edgemoor Investment Advisors
Bethesda,
Maryland
| US$10.7億 | +US$1712萬 | +2% | 4.2% | 117% | 170 | 8.24% | 5.2 |
|
| 1938 |
1938
Plato Investment Management
Sydney, NSW,
Australia
| US$10.7億 | +US$1.06億 | +11% | 5.73% | 156% | 521 | 11.13% | 0.4 |
|
| 1939 |
1939
Atalan Capital Partners
New York
| US$10.7億 | -US$1.37億 | -11% | 1.49% | 319% | 9 | 0% | 1.6 |
|
| 1940 |
1940
Petrus Trust Company
Dallas,
Texas
| US$10.7億 | -US$3511萬 | -3% | 3.59% | 36.9% | 791 | 50.06% | 0.6 |
|
| 1941 |
1941
1900 Wealth Management
San Antonio,
Texas
| US$10.7億 | -US$2768萬 | -3% | 1.9% | 61% | 242 | 11.57% | 2.6 |
|
| 1942 |
1942
American Assets Investment Management
San Diego,
California
| US$10.7億 | +US$1784萬 | +2% | 0.83% | 520% | 173 | 9.83% | 5.8 |
|
| 1943 |
1943
Hartford Funds Management
Wayne,
Pennsylvania
| US$10.7億 | +US$1713萬 | +2% | 0.44% | 26.8% | 98 | 10.2% | 1.4 |
|
| 1944 |
1944
Angeles Wealth Management
Santa Monica,
California
| US$10.7億 | +US$6587萬 | +7% | 3.45% | 80.6% | 327 | 16.21% | 1.3 |
|
| 1945 |
1945
Lindbrook Capital
Calabasas,
California
| US$10.6億 | -US$421萬 | -0.4% | 4.35% | 35.8% | 2,874 | 11.9% | 3.1 |
|
| 1946 |
1946
QV Investors
Calgary,
Alberta, Canada
| US$10.6億 | -US$8809萬 | -8% | 3.9% | 68.3% | 67 | 7.46% | 4.2 |
|
| 1947 |
1947
QVT Financial
New York
| US$10.6億 | -US$1.19億 | -10% | 1.25% | 267% | 39 | 20.51% | 3.8 |
|
| 1948 |
1948
Artemis Wealth Advisors
New York
| US$10.6億 | +US$7325萬 | +7% | 7.42% | 180% | 37 | 16.22% | 2.1 |
|
| 1949 |
1949
Flat Footed LLC
Wilson,
Wyoming
| US$10.6億 | +US$4.85億 | +84% | 7.01% | 152% | 28 | 64.29% | 0.5 |
|
| 1950 |
IAIM
1950
International Assets Investment Management
Orlando,
Florida
| US$10.6億 | +US$1.06億 | +11% | 4.64% | 101% | 2,285 | 66.56% | 0.6 |
|