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

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)
Obermeyer Wealth Partners
1951
Obermeyer Wealth Partners
Colorado
US$3.92億 +US$3545萬 +10% 9.03% 91.3% 66 16.67% 0.4
ACG Wealth
1952
ACG Wealth
Georgia
US$3.91億 +US$1.49億 +62% 11.6% 45.5% 186 55.38% 0.2
Partners Group Holding
1953
Partners Group Holding
Switzerland
US$3.9億 +US$3002萬 +8% 5.03% 23.3% 56 41.07% 0.4
Toscafund Asset Management
1954
Toscafund Asset Management
United Kingdom
US$3.89億 +US$1.66億 +74% 17.1% 80.9% 19 47.37% 0.3
Myriad Asset Management
1955
Myriad Asset Management
Hong Kong
US$3.87億 +US$2.74億 +243% 16% 149% 36 47.22% 0.1
ProVise Management Group
1956
ProVise Management Group
Florida
US$3.87億 +US$3440萬 +10% 7.65% 74.6% 324 16.67% 0.4
Tompkins Financial
1957
Tompkins Financial
New York
US$3.86億 +US$2835萬 +8% 7.43% 84.4% 568 24.12% 0.4
CC
1958
ClearArc Capital
Ohio
US$3.86億 +US$2830萬 +8% 11% 63.4% 399 12.28% 0.5
EP Wealth Advisors
1959
EP Wealth Advisors
California
US$3.86億 +US$6730萬 +21% 9.98% – 129 21.71% 0.4
JEW
1960
Jamison Eaton & Wood
New Jersey
US$3.85億 +US$2222萬 +6% 10.1% – 257 56.03% 0.5
Professional Advisory Services
1961
Professional Advisory Services
Florida
US$3.85億 +US$3019萬 +9% 9.44% 69.3% 50 14% 0.4
Foundation Asset Management
1962
Foundation Asset Management
New York
US$3.84億 +US$2254萬 +6% 17.8% 126% 29 51.72% 0.3
Bank of Kentucky
1963
Bank of Kentucky
Kentucky
US$3.84億 +US$3566萬 +10% 9.51% – 294 7.82% 0.5
FrontFour Capital Group
1964
FrontFour Capital Group
Connecticut
US$3.84億 -US$2.37億 -38% 9.56% 8.55% 60 65% 0.2
GMCM
1965
Gruber & McBaine Capital Management
California
US$3.83億 +US$5099萬 +15% 14.4% – 192 34.38% 0.3
Old Mutual Customised Solutions
1966
Old Mutual Customised Solutions
South Africa
US$3.83億 +US$2850萬 +8% 10.1% 49.7% 785 3.06% 0.5
Cabot Wealth Management
1967
Cabot Wealth Management
Massachusetts
US$3.82億 +US$4850萬 +15% 7.29% 75.9% 165 19.39% 0.4
Itau USA Asset Management
1968
Itau USA Asset Management
New York
US$3.82億 -US$770萬 -2% 1.28% 15.8% 129 10.85% 0.4
MRCM
1969
M&R Capital Management
New Jersey
US$3.82億 +US$2585萬 +7% 9.34% 52.6% 214 13.08% 0.4
Middleton & Co
1970
Middleton & Co
Massachusetts
US$3.82億 +US$175萬 +0.5% 10.7% 81.8% 152 19.74% 0.4
LBMC Investment Advisors
1971
LBMC Investment Advisors
Tennessee
US$3.82億 +US$4325萬 +13% 7.04% 52.8% 55 16.36% 0.4
Jacobs Asset Management
1972
Jacobs Asset Management
New York
US$3.82億 +US$1200萬 +3% 13.5% 114% 49 20.41% 0.4
Petrus Trust Company
1973
Petrus Trust Company
Texas
US$3.81億 +US$255萬 +0.7% 7.66% 36.9% 47 6.38% 0.5
BTG Pactual Global Asset Management
1974
BTG Pactual Global Asset Management
Bermuda
US$3.81億 -US$7125萬 -16% 4.23% 88.9% 185 83.78% 0.1
White Mountains Insurance Group
1975
White Mountains Insurance Group
New Hampshire
US$3.81億 +US$2292萬 +6% 6.41% 105% 2 0% 0.5