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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
2051
Resource Management
Metairie,
Louisiana
| US$4.77億 | -US$7007萬 | -13% | 15.5% | 82.7% | 144 | 15.97% | 0.9 |
|
| 2052 |
2052
Adams Street Partners
Chicago,
Illinois
| US$4.77億 | -US$1.58億 | -25% | 24.3% | 399% | 18 | 50% | 1.3 |
|
| 2053 |
2053
B. Riley Wealth Management
Memphis,
Tennessee
| US$4.77億 | +US$6990萬 | +17% | 11.2% | 32.2% | 423 | 40.19% | 1.1 |
|
| 2054 |
2054
Cabana LLC
Fayetteville,
Arkansas
| US$4.76億 | +US$4241萬 | +10% | 9% | 58.3% | 76 | 69.74% | 0.3 |
|
| 2055 |
2055
Bell Asset Management
Melbourne,
Australia
| US$4.76億 | -US$493萬 | -1% | 11.4% | 45.3% | 66 | 7.58% | 0.9 |
|
| 2056 |
2056
Granite Investment Advisors
Concord,
New Hampshire
| US$4.76億 | -US$9368萬 | -16% | 12.7% | 55.6% | 170 | 15.88% | 2.9 |
|
| 2057 |
2057
Girard Partners
King Of Prussia,
Pennsylvania
| US$4.76億 | -US$8789萬 | -16% | 10.6% | 25.7% | 980 | 75.31% | 2.7 |
|
| 2058 |
2058
BTR Capital Management
Oakland,
California
| US$4.75億 | -US$1億 | -17% | 11.7% | 35% | 184 | 18.48% | 3.7 |
|
| 2059 |
2059
Harvard Management Company
Boston,
Massachusetts
| US$4.75億 | +US$8256萬 | +21% | 19.3% | 123% | 20 | 20% | 2.5 |
|
| 2060 |
AIM
2060
Axiom Investment Management
New York
| US$4.74億 | – | – | 12.5% | – | 352 | – | 0 |
|
| 2061 |
2061
Sun Life Financial
Toronto,
Ontario, Canada
| US$4.74億 | -US$7740萬 | -14% | 12.9% | 65.7% | 646 | 8.98% | 1.7 |
|
| 2062 |
2062
CX Institutional
Auburn,
Indiana
| US$4.74億 | +US$1.71億 | +57% | 9.91% | 62.9% | 573 | 48.17% | 0.3 |
|
| 2063 |
2063
NewSquare Capital
Newtown Square,
Pennsylvania
| US$4.73億 | -US$5352萬 | -10% | 9.19% | 76.5% | 379 | 27.44% | 2.4 |
|
| 2064 |
2064
Canandaigua National Bank & Trust
Canandaigua,
New York
| US$4.73億 | -US$8872萬 | -16% | 10.9% | – | 367 | 24.25% | 2.8 |
|
| 2065 |
2065
Foundations Investment Advisors
Phoenix,
Arizona
| US$4.73億 | +US$6211萬 | +15% | 7.7% | 80.9% | 138 | 52.9% | 0.3 |
|
| 2066 |
2066
Howe & Rusling
Rochester,
New York
| US$4.73億 | -US$1.26億 | -21% | 13% | 82% | 955 | 21.88% | 2.7 |
|
| 2067 |
2067
ARS Investment Partners
New York
| US$4.73億 | -US$1.73億 | -27% | 15.7% | 260% | 125 | 16.8% | 2.7 |
|
| 2068 |
2068
PagnatoKarp Partners
Reston,
Virginia
| US$4.72億 | +US$1.3億 | +38% | 11.8% | 2.06% | 204 | 27.45% | 1.1 |
|
| 2069 |
BC
2069
Blackstart Capital
New York
| US$4.72億 | +US$3307萬 | +8% | 1.91% | 9% | 37 | 59.46% | 0.4 |
|
| 2070 |
PP
2070
Parplus Partners
New York
| US$4.71億 | – | – | 14% | – | 1 | – | 0 |
|
| 2071 |
2071
Lenox Wealth Advisors
New York
| US$4.71億 | -US$2151萬 | -4% | 12.7% | 35.7% | 440 | 17.95% | 1.3 |
|
| 2072 |
2072
Dynamic Advisor Solutions
Phoenix,
Arizona
| US$4.71億 | -US$1144萬 | -2% | 8.67% | 70.9% | 463 | 25.7% | 1.7 |
|
| 2073 |
2073
SigFig Wealth Management
San Francisco,
California
| US$4.7億 | -US$1363萬 | -3% | 9.39% | 49.3% | 47 | 8.51% | 1.1 |
|
| 2074 |
2074
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| US$4.7億 | – | – | 2.11% | 312% | 1 | – | 0 |
|
| 2075 |
BC
2075
Bruce & Co
Chicago,
Illinois
| US$4.7億 | -US$4635萬 | -9% | 6.38% | 94.5% | 50 | 20% | 3.6 |
|