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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
Crescent Park Management
East Palo Alto,
California
| US$5.5億 | -US$2012萬 | -4% | 6.3% | 87% | 28 | 25% | 1.3 |
|
| 2077 |
SAM
2077
Skyline Asset Management
Chicago,
Illinois
| US$5.49億 | -US$3878萬 | -7% | 6.01% | 26.1% | 61 | 9.84% | 3.2 |
|
| 2078 |
2078
Kingstown Capital Management
New York
| US$5.49億 | +US$6185萬 | +13% | 2.79% | 38.6% | 15 | 0% | 1.9 |
|
| 2079 |
2079
Prime Capital Investment Advisors
Overland Park,
Kansas
| US$5.48億 | +US$2.05億 | +60% | 2.17% | 78.7% | 418 | 40.67% | 0.6 |
|
| 2080 |
2080
NatWest Group
Edinburgh, Scotland,
United Kingdom
| US$5.48億 | +US$4979萬 | +10% | 4.38% | 207% | 80 | 10% | 4 |
|
| 2081 |
2081
Modera Wealth Management
Westwood,
New Jersey
| US$5.48億 | +US$1381萬 | +3% | 1.79% | 68.2% | 156 | 14.74% | 3.2 |
|
| 2082 |
2082
NewSquare Capital
Newtown Square,
Pennsylvania
| US$5.48億 | +US$2341萬 | +4% | 3.02% | 76.5% | 380 | 19.74% | 2.4 |
|
| 2083 |
2083
Kings Point Capital Management
Great Neck,
New York
| US$5.48億 | +US$4455萬 | +9% | 5.03% | 80.1% | 432 | 18.98% | 3 |
|
| 2084 |
2084
Stearns Financial Services Group
Greensboro,
North Carolina
| US$5.48億 | +US$1807萬 | +3% | 2.67% | 26.1% | 187 | 13.9% | 3.3 |
|
| 2085 |
2085
Planning Alternatives
Birmingham,
Michigan
| US$5.47億 | +US$71.1萬 | +0.1% | 2.57% | 69.6% | 51 | 11.76% | 3.7 |
|
| 2086 |
2086
Strategic Value Partners
Greenwich,
Connecticut
| US$5.47億 | -US$5.08億 | -48% | 12.9% | – | 11 | 36.36% | 1.1 |
|
| 2087 |
2087
SeaTown Holdings
Singapore
| US$5.47億 | -US$3.02億 | -36% | 6.11% | 220% | 87 | 60.92% | 0.6 |
|
| 2088 |
2088
Phillips Financial Management
Fort Wayne,
Indiana
| US$5.46億 | +US$2152萬 | +4% | 2.19% | 45.6% | 78 | 2.56% | 4.3 |
|
| 2089 |
2089
Kays Financial Advisory
Atlanta,
Georgia
| US$5.46億 | +US$2967萬 | +6% | 3.16% | 23.3% | 124 | 8.87% | 1.8 |
|
| 2090 |
2090
North Point Portfolio Managers
Orange Village,
Ohio
| US$5.46億 | +US$1894萬 | +4% | 4.51% | 72.8% | 81 | 13.58% | 3.6 |
|
| 2091 |
2091
Archon Capital Management
Seattle,
Washington
| US$5.45億 | +US$1.79億 | +49% | 10.6% | 222% | 37 | 45.95% | 0.8 |
|
| 2092 |
2092
Legato Capital Management
San Francisco,
California
| US$5.45億 | +US$2.42億 | +80% | 0.75% | 243% | 197 | 28.93% | 0.8 |
|
| 2093 |
2093
Weld Capital Management
New York
| US$5.44億 | -US$470萬 | -0.9% | 1.95% | – | 1,058 | 74.29% | 0.1 |
|
| 2094 |
2094
Connable Office Inc
Kalamazoo,
Michigan
| US$5.44億 | +US$2893萬 | +6% | 2.89% | 68.3% | 196 | 20.92% | 2.7 |
|
| 2095 |
2095
Canandaigua National Bank & Trust
Canandaigua,
New York
| US$5.43億 | +US$2124萬 | +4% | 4.38% | – | 306 | 13.07% | 3.3 |
|
| 2096 |
2096
RKL Wealth Management
Lancaster,
Pennsylvania
| US$5.42億 | +US$3166萬 | +6% | 3.5% | 76.8% | 132 | 7.58% | 3 |
|
| 2097 |
2097
Cevian Capital II
St. Helier,
Jersey
| US$5.42億 | -US$930萬 | -2% | 9.28% | 105% | 2 | 0% | 1 |
|
| 2098 |
2098
Ninepoint Partners
Toronto,
Ontario, Canada
| US$5.42億 | +US$757萬 | +1% | 0.48% | 82.6% | 118 | 49.15% | 0.6 |
|
| 2099 |
2099
Northstar Investment Advisors
Denver,
Colorado
| US$5.42億 | +US$285萬 | +0.5% | 4.05% | 85.8% | 131 | 16.79% | 3.6 |
|
| 2100 |
2100
Mount Yale Investment Advisors
Denver,
Colorado
| US$5.42億 | +US$783萬 | +1% | 4.11% | 81.9% | 350 | 21.14% | 1 |
|