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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
2026
Plante Moran Financial Advisors
Southfield,
Michigan
| US$10億 | +US$6947萬 | +7% | 2.51% | 62.8% | 904 | 19.25% | 5 |
|
| 2027 |
2027
Atom Investors
Austin,
Texas
| US$10億 | +US$1.98億 | +25% | 1.5% | 83.4% | 717 | 57.6% | 0.5 |
|
| 2028 |
2028
Bangor Savings Bank
Bangor,
Maine
| US$10億 | +US$2186萬 | +2% | 0.96% | 54.6% | 532 | 9.02% | 3.5 |
|
| 2029 |
2029
First American Trust
Santa Ana,
California
| US$10億 | +US$4370萬 | +5% | 3.88% | 84.6% | 229 | 12.23% | 3.5 |
|
| 2030 |
2030
Marcum Wealth
Cleveland,
Ohio
| US$10億 | +US$1129萬 | +1% | 2.03% | 20% | 412 | 9.95% | 2.5 |
|
| 2031 |
2031
Naples Global Advisors
Naples,
Florida
| US$10億 | +US$1964萬 | +2% | 2.59% | 103% | 413 | 6.05% | 5.6 |
|
| 2032 |
2032
Hardy Reed
Tupelo,
Mississippi
| US$10億 | +US$1.91億 | +24% | 2.34% | 69.7% | 237 | 54.43% | 1.5 |
|
| 2033 |
2033
XML Financial
Bethesda,
Maryland
| US$9.9億 | +US$1718萬 | +2% | 1.75% | 69.5% | 354 | 8.76% | 2.7 |
|
| 2034 |
2034
Saudi Central Bank
Riyadh,
Saudi Arabia
| US$9.9億 | +US$3725萬 | +4% | 4.17% | 140% | 7 | 0% | 1.4 |
|
| 2035 |
CC
2035
Cornerstone Capital
Palo Alto,
California
| US$9.9億 | +US$1660萬 | +2% | 1.47% | 91.2% | 98 | 10.2% | 5.7 |
|
| 2036 |
2036
Pegasus Partners
Mequon,
Wisconsin
| US$9.9億 | +US$4798萬 | +5% | 2.82% | 32.6% | 172 | 16.28% | 3.4 |
|
| 2037 |
2037
PDS Planning
Dublin,
Ohio
| US$9.9億 | +US$3938萬 | +4% | 1.17% | 62.7% | 417 | 9.83% | 2.5 |
|
| 2038 |
2038
J. Safra Asset Management
New York
| US$9.9億 | +US$1.08億 | +12% | 4.19% | 84.3% | 284 | 46.48% | 0.7 |
|
| 2039 |
2039
Smith Anglin Financial
Dallas,
Texas
| US$9.9億 | +US$2094萬 | +2% | 1.21% | 52.8% | 213 | 12.68% | 2 |
|
| 2040 |
FP
2040
FPR Partners
San Francisco,
California
| US$9.9億 | -US$2.7億 | -21% | 5.98% | 33% | 16 | 6.25% | 7 |
|
| 2041 |
2041
Pertento Partners
London,
United Kingdom
| US$9.9億 | +US$4.49億 | +83% | 5.86% | 196% | 28 | 25% | 0.8 |
|
| 2042 |
2042
WBH Advisory
Baltimore,
Maryland
| US$9.9億 | +US$1618萬 | +2% | 1.76% | 57.6% | 320 | 6.25% | 6.1 |
|
| 2043 |
2043
Taurus Asset Management
New York
| US$9.9億 | -US$18.2萬 | -0% | 1.96% | 26.9% | 91 | 6.59% | 7.4 |
|
| 2044 |
2044
Water Island Capital
New York
| US$9.9億 | +US$2487萬 | +3% | 5.81% | 438% | 97 | 57.73% | 0.4 |
|
| 2045 |
2045
Avestar Capital
New York
| US$9.8億 | +US$3130萬 | +3% | 6.54% | 112% | 526 | 26.05% | 1.7 |
|
| 2046 |
2046
Iron Triangle Partners
Cos Cob,
Connecticut
| US$9.8億 | +US$735萬 | +0.8% | 4.22% | 152% | 39 | 58.97% | 0.6 |
|
| 2047 |
2047
Woodstock Corp
Boston,
Massachusetts
| US$9.8億 | +US$1741萬 | +2% | 5.31% | 115% | 167 | 2.4% | 7.5 |
|
| 2048 |
2048
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| US$9.8億 | -US$4.38億 | -31% | 6.47% | 135% | 361 | 46.81% | 1.7 |
|
| 2049 |
2049
Fusion Family Wealth
Woodbury,
New York
| US$9.8億 | +US$1702萬 | +2% | 0.8% | 58.2% | 43 | 2.33% | 4.6 |
|
| 2050 |
2050
Tang Capital Management
San Diego,
California
| US$9.8億 | +US$2143萬 | +2% | 9.41% | 493% | 143 | 40.56% | 0.8 |
|