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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2176 |
2176
Stack Financial Management
Whitefish,
Montana
| US$12.8億 | -US$8009萬 | -6% | 1.75% | 58.4% | 56 | 10.71% | 5.2 |
|
| 2177 |
MTC
2177
McDaniel Terry & Co
Austin,
Texas
| US$12.8億 | +US$1.03億 | +9% | 12.1% | 57.9% | 86 | 11.63% | 7.3 |
|
| 2178 |
2178
Ursa Fund Management
Danville,
California
| US$12.8億 | +US$11.7億 | +1,090% | 62.9% | 93.5% | 49 | 81.63% | 0.1 |
|
| 2179 |
2179
Formuepleje A/S
Aarhus C,
Denmark
| US$12.8億 | +US$1.76億 | +16% | 27.4% | 92.1% | 107 | 49.53% | 1.5 |
|
| 2180 |
2180
ARS Wealth Advisors Group
St. Petersburg,
Florida
| US$12.8億 | +US$9378萬 | +8% | 8.8% | 89.5% | 227 | 14.54% | 2.4 |
|
| 2181 |
2181
Sherman Porfolios
Coeur D'alene,
Idaho
| US$12.8億 | -US$2656萬 | -2% | 10.3% | – | 98 | 1.02% | 0.6 |
|
| 2182 |
2182
IBEX Wealth Advisors
Bedminster,
New Jersey
| US$12.8億 | +US$2.02億 | +19% | 35% | 221% | 221 | 13.57% | 1 |
|
| 2183 |
2183
Anderson Hoagland & Co
St Louis,
Missouri
| US$12.8億 | +US$1.13億 | +10% | 14.4% | 95.1% | 143 | 9.09% | 4.4 |
|
| 2184 |
2184
Fiduciary Group
Savannah,
Georgia
| US$12.7億 | +US$1.04億 | +9% | 13.1% | 67.1% | 310 | 6.13% | 6.3 |
|
| 2185 |
2185
Clark Asset Management
Stratham,
New Hampshire
| US$12.7億 | +US$2.09億 | +20% | 10.3% | 45.5% | 302 | 14.24% | 1.4 |
|
| 2186 |
2186
J.M. Forbes & Co
Boston,
Massachusetts
| US$12.7億 | +US$8980萬 | +8% | 11.6% | 112% | 159 | 5.66% | 6.5 |
|
| 2187 |
2187
Baskin Financial Services
Toronto,
Ontario, Canada
| US$12.7億 | +US$4896萬 | +4% | 8.58% | 60% | 57 | 12.28% | 6 |
|
| 2188 |
2188
KLCM Advisors
Milwaukee,
Wisconsin
| US$12.7億 | +US$8466萬 | +7% | 13.7% | 122% | 313 | 16.61% | 3.1 |
|
| 2189 |
2189
J.L. Bainbridge & Co
Sarasota,
Florida
| US$12.7億 | +US$1.46億 | +13% | 14.9% | 93.8% | 119 | 13.45% | 3.6 |
|
| 2190 |
2190
Capricorn Fund Managers
London,
United Kingdom
| US$12.7億 | +US$6.27億 | +98% | 15.2% | 169% | 219 | 66.67% | 0.3 |
|
| 2191 |
2191
Wealth Architects
Mountain View,
California
| US$12.7億 | +US$1.44億 | +13% | 19.1% | 80.1% | 262 | 12.21% | 5.4 |
|
| 2192 |
2192
Jackson Thornton Wealth Management
Montgomery,
Alabama
| US$12.6億 | +US$1.54億 | +14% | 13.3% | 64.4% | 443 | 41.31% | 0.8 |
|
| 2193 |
2193
MMBG Investment Advisors
Miami,
Florida
| US$12.6億 | +US$1.75億 | +16% | 21.1% | 118% | 184 | 10.33% | 3 |
|
| 2194 |
2194
Navellier & Associates
Reno,
Nevada
| US$12.6億 | +US$3.03億 | +32% | 39% | 361% | 396 | 36.36% | 2 |
|
| 2195 |
2195
Wilkinson Global Asset Management
New York
| US$12.6億 | -US$5394萬 | -4% | 17.6% | 86.5% | 66 | 15.15% | 3.9 |
|
| 2196 |
2196
Monaco Asset Management
Monaco
| US$12.6億 | +US$7.16億 | +132% | 5.9% | 120% | 79 | 54.43% | 1.1 |
|
| 2197 |
2197
Convergence Financial
Columbia,
Missouri
| US$12.6億 | +US$3.15億 | +33% | 16.3% | 62.3% | 302 | 38.08% | 1.2 |
|
| 2198 |
2198
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| US$12.6億 | +US$1.54億 | +14% | 15.9% | 58.6% | 137 | 10.95% | 2.4 |
|
| 2199 |
2199
Jay A. Fishman Ltd
Troy,
Michigan
| US$12.6億 | +US$1.36億 | +12% | 13.5% | 105% | 80 | 6.25% | 7.6 |
|
| 2200 |
2200
RKL Wealth Management
Lancaster,
Pennsylvania
| US$12.5億 | +US$1.43億 | +13% | 16.8% | 76.8% | 191 | 7.33% | 5.4 |
|