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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
J.L. Bainbridge & Co
Sarasota,
Florida
| US$11億 | +US$1.06億 | +11% | 14.1% | 118% | 110 | 12.73% | 3.3 |
|
| 2077 |
TAM
2077
Telemark Asset Management
Boston,
Massachusetts
| US$11億 | +US$3.38億 | +44% | 28.4% | 329% | 60 | 40% | 1.9 |
|
| 2078 |
2078
Moss Adams Wealth Advisors
Seattle,
Washington
| US$11億 | +US$1.52億 | +16% | 10.4% | 79.6% | 262 | 19.85% | 1.2 |
|
| 2079 |
2079
RMR Wealth Builders
Montclair,
New Jersey
| US$11億 | +US$1.5億 | +16% | 11.3% | 91.7% | 292 | 13.7% | 2.6 |
|
| 2080 |
2080
Kintegral Advisory
New York
| US$11億 | +US$1.06億 | +11% | 13.5% | 143% | 239 | 1.26% | 4.7 |
|
| 2081 |
2081
Casdin Capital
New York
| US$11億 | -US$1.26億 | -10% | 11.2% | 370% | 45 | 28.89% | 2.9 |
|
| 2082 |
2082
Fidelis Capital Partners
Tampa,
Florida
| US$11億 | +US$1.57億 | +17% | 13% | 115% | 465 | 11.83% | 1.6 |
|
| 2083 |
2083
Hengehold Capital Management
Cincinnati,
Ohio
| US$11億 | +US$4538萬 | +4% | 6.43% | 54.5% | 217 | 10.6% | 4.6 |
|
| 2084 |
AL
2084
Arnhold LLC
New York
| US$11億 | +US$1.07億 | +11% | 11.6% | 164% | 124 | 11.29% | 4.3 |
|
| 2085 |
2085
Nexpoint Asset Management
Dallas,
Texas
| US$11億 | -US$4504萬 | -4% | 7.21% | 253% | 112 | 49.11% | 1.5 |
|
| 2086 |
2086
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| US$10.9億 | +US$5975萬 | +6% | 7.31% | 44.7% | 178 | 13.48% | 4.9 |
|
| 2087 |
2087
Moody National Bank Trust Division
Galveston,
Texas
| US$10.9億 | +US$1.34億 | +14% | 13.8% | 115% | 519 | 10.02% | 4.6 |
|
| 2088 |
2088
J.M. Forbes & Co
Boston,
Massachusetts
| US$10.9億 | +US$6077萬 | +6% | 12.4% | 112% | 143 | 4.2% | 6.4 |
|
| 2089 |
2089
Capital Investment Services of America
Milwaukee,
Wisconsin
| US$10.9億 | +US$1.06億 | +11% | 13.9% | 50.7% | 84 | 8.33% | 6.9 |
|
| 2090 |
2090
Integral Health Asset Management
New York
| US$10.9億 | +US$1.52億 | +16% | 11.6% | 564% | 100 | 47% | 0.6 |
|
| 2091 |
2091
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| US$10.9億 | US$0 | 0% | 5.73% | – | 189 | 0% | 7.4 |
|
| 2092 |
2092
Woodstock Corp
Boston,
Massachusetts
| US$10.9億 | +US$7574萬 | +7% | 11.5% | 115% | 159 | 5.66% | 8.3 |
|
| 2093 |
2093
Tompkins Financial
Ithaca,
New York
| US$10.9億 | +US$4276萬 | +4% | 7.66% | 84.4% | 583 | 9.95% | 5.3 |
|
| 2094 |
2094
Eversept Partners
New York
| US$10.9億 | +US$1.03億 | +10% | 0.48% | 321% | 75 | 33.33% | 1.8 |
|
| 2095 |
2095
Sone Capital Management
New York
| US$10.8億 | +US$1.12億 | +12% | 1.13% | – | 131 | 45.8% | 0.3 |
|
| 2096 |
2096
TritonPoint Wealth
Chevy Chase,
Maryland
| US$10.8億 | +US$3020萬 | +3% | 8.89% | 92.7% | 361 | 11.08% | 1.2 |
|
| 2097 |
2097
Summit Financial Strategies
Columbus,
Ohio
| US$10.8億 | +US$8902萬 | +9% | 6.44% | 59.4% | 159 | 8.81% | 4.1 |
|
| 2098 |
TA
2098
TCM Advisors
Martinsburg,
West Virginia
| US$10.8億 | +US$374萬 | +0.3% | 7.25% | 56.1% | 66 | 0% | 2.7 |
|
| 2099 |
2099
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| US$10.8億 | +US$6044萬 | +6% | 7.99% | 62.2% | 240 | 9.17% | 4.6 |
|
| 2100 |
2100
Canandaigua National Bank & Trust
Canandaigua,
New York
| US$10.8億 | +US$7648萬 | +8% | 7.93% | – | 319 | 7.52% | 5.6 |
|