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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
2126
Sandia Investment Management
Boston,
Massachusetts
| US$6.64億 | -US$6193萬 | -9% | 0.72% | 20.5% | 363 | 44.63% | 0.5 |
|
| 2127 |
2127
Leuthold Group
Minneapolis,
Minnesota
| US$6.64億 | -US$4071萬 | -6% | 2.97% | 138% | 201 | 18.91% | 2 |
|
| 2128 |
2128
Zhang Financial
Portage,
Michigan
| US$6.63億 | +US$4017萬 | +6% | 5.38% | 67.9% | 230 | 12.17% | 3.1 |
|
| 2129 |
2129
Tanglewood Wealth Management
Houston,
Texas
| US$6.62億 | -US$7886萬 | -11% | 5.91% | 64.6% | 32 | 15.63% | 2.4 |
|
| 2130 |
2130
LTS One Management
New York
| US$6.62億 | -US$1.27億 | -16% | 11.5% | 67.9% | 5 | 40% | 0.5 |
|
| 2131 |
MG
2131
Magnolia Group
Omaha,
Nebraska
| US$6.62億 | -US$1609萬 | -2% | 3.74% | 9.52% | 11 | 9.09% | 2.2 |
|
| 2132 |
2132
L. Roy Papp & Associates
Phoenix,
Arizona
| US$6.61億 | -US$2841萬 | -4% | 3.73% | 80.1% | 171 | 6.43% | 5.9 |
|
| 2133 |
2133
PDT Partners
New York
| US$6.61億 | -US$4.73億 | -42% | 3.39% | 211% | 1,175 | 51.57% | 0.7 |
|
| 2134 |
2134
TRUE Private Wealth Advisors
Salem,
Oregon
| US$6.61億 | -US$2655萬 | -4% | 3.73% | 89.2% | 242 | 14.46% | 3.5 |
|
| 2135 |
2135
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| US$6.61億 | +US$6013萬 | +10% | 22.5% | 312% | 2 | 0% | 0.6 |
|
| 2136 |
2136
Verus Financial Partners
Richmond,
Virginia
| US$6.61億 | -US$3712萬 | -5% | 5.49% | 45.7% | 108 | 17.59% | 2.8 |
|
| 2137 |
2137
Hazelview Securities
Toronto,
Ontario, Canada
| US$6.6億 | -US$8488萬 | -11% | 11.7% | – | 30 | 20% | 1.7 |
|
| 2138 |
2138
Arkadios Wealth Advisors
Atlanta,
Georgia
| US$6.6億 | -US$1238萬 | -2% | 4.9% | 91.1% | 583 | 16.81% | 1.8 |
|
| 2139 |
2139
Oak Ridge Investments
Chicago,
Illinois
| US$6.6億 | -US$2736萬 | -4% | 1.51% | 223% | 161 | 11.18% | 3.5 |
|
| 2140 |
2140
Parkwood LLC
Cleveland,
Ohio
| US$6.6億 | +US$9869萬 | +18% | 3.01% | 120% | 179 | 23.46% | 1.1 |
|
| 2141 |
2141
Marcum Wealth
Cleveland,
Ohio
| US$6.59億 | -US$880萬 | -1% | 5.99% | 20% | 398 | 10.55% | 1.4 |
|
| 2142 |
2142
Smith, Moore & Co
Clayton,
Missouri
| US$6.59億 | +US$1052萬 | +2% | 5.33% | 67% | 418 | 15.55% | 4.1 |
|
| 2143 |
2143
SeaCrest Wealth Management
Purchase,
New York
| US$6.59億 | -US$1.36億 | -17% | 4.67% | 153% | 1,642 | 63.22% | 3 |
|
| 2144 |
2144
Resonant Capital Advisors
Madison,
Wisconsin
| US$6.58億 | +US$1774萬 | +3% | 4.47% | 56.5% | 248 | 14.11% | 1.9 |
|
| 2145 |
AIC
2145
AWM Investment Company
New York
| US$6.58億 | +US$2290萬 | +4% | 13.4% | 778% | 128 | 11.72% | 2.6 |
|
| 2146 |
2146
Armor Advisors
New York
| US$6.58億 | +US$4.75億 | +260% | 3.48% | 78.5% | 15 | 60% | 0.9 |
|
| 2147 |
2147
SeaTown Holdings
Singapore
| US$6.57億 | +US$1.96億 | +43% | 5.33% | 220% | 72 | 47.22% | 1.1 |
|
| 2148 |
2148
Middleton & Co
Boston,
Massachusetts
| US$6.57億 | -US$1.23億 | -16% | 3.98% | 81.8% | 163 | 17.79% | 6.1 |
|
| 2149 |
2149
Marks Group Wealth Management
Minnetonka,
Minnesota
| US$6.57億 | -US$3633萬 | -5% | 4.15% | 62.8% | 296 | 11.82% | 1.8 |
|
| 2150 |
2150
Point72 Europe
London,
United Kingdom
| US$6.56億 | +US$1.84億 | +39% | 2.47% | 95.4% | 73 | 61.64% | 0.4 |
|