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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
Nicolet Advisory Services
Green Bay,
Wisconsin
| US$6.74億 | -US$9248萬 | -12% | 12.7% | 62.7% | 209 | 14.83% | 2.5 |
|
| 2177 |
2177
DT Investment Partners
Chadds Ford,
Pennsylvania
| US$6.73億 | -US$1.02億 | -13% | 12.3% | 64.3% | 163 | 14.72% | 2.5 |
|
| 2178 |
2178
Asset Dedication LLC
San Francisco,
California
| US$6.73億 | -US$2.25億 | -25% | 9.23% | 67.8% | 1,059 | 48.82% | 2.5 |
|
| 2179 |
2179
J.L. Bainbridge & Co
Sarasota,
Florida
| US$6.73億 | -US$2.05億 | -23% | 16.8% | 118% | 91 | 18.68% | 2.4 |
|
| 2180 |
2180
Arkadios Wealth Advisors
Atlanta,
Georgia
| US$6.72億 | -US$9132萬 | -12% | 14% | 91.1% | 616 | 21.92% | 1.6 |
|
| 2181 |
2181
Transform Wealth
Greenwood Village,
Colorado
| US$6.72億 | -US$2.2億 | -25% | 13.7% | 48.4% | 233 | 19.74% | 2.9 |
|
| 2182 |
2182
Beacon Financial Group
Dallas,
Texas
| US$6.72億 | -US$7846萬 | -10% | 10.7% | 66.6% | 232 | 7.33% | 4.5 |
|
| 2183 |
2183
Estate Counselors
Thiensville,
Wisconsin
| US$6.72億 | -US$9707萬 | -13% | 8.8% | 60% | 207 | 41.55% | 2 |
|
| 2184 |
2184
Lavaca Capital
Houston,
Texas
| US$6.72億 | -US$2.56億 | -28% | 11.6% | 46.5% | 198 | 29.29% | 1.4 |
|
| 2185 |
2185
Foster Victor Wealth Advisors
Greenville,
South Carolina
| US$6.72億 | -US$5819萬 | -8% | 13.1% | 78.2% | 150 | 17.33% | 2.2 |
|
| 2186 |
CCMD
2186
Cypress Capital Management (Delaware)
Greenville,
Delaware
| US$6.72億 | -US$1.25億 | -16% | 11% | 25.6% | 211 | 9.95% | 3.9 |
|
| 2187 |
VS
2187
VK Services
Menlo Park,
California
| US$6.71億 | -US$12.8億 | -66% | 54% | 1,605% | 11 | 9.09% | 0.9 |
|
| 2188 |
2188
Spearhead Capital Advisors
Wellington,
Florida
| US$6.7億 | -US$1.37億 | -17% | 15.8% | 25.2% | 217 | 28.11% | 1.7 |
|
| 2189 |
2189
Index Venture Growth Associates III
St. Helier, Channel Islands,
Jersey
| US$6.7億 | -US$5.5億 | -45% | 34.3% | 740% | 4 | 25% | 0.5 |
|
| 2190 |
2190
Ion Asset Management
Herzliya,
Israel
| US$6.69億 | -US$1.14億 | -15% | 18.7% | 125% | 48 | 31.25% | 0.8 |
|
| 2191 |
2191
CDAM (UK)
London,
United Kingdom
| US$6.69億 | -US$9512萬 | -12% | 14.8% | 7.89% | 13 | 15.38% | 2.4 |
|
| 2192 |
2192
Marcum Wealth
Cleveland,
Ohio
| US$6.68億 | -US$5651萬 | -8% | 14.5% | 20% | 424 | 16.27% | 1.2 |
|
| 2193 |
2193
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| US$6.68億 | -US$21.7億 | -76% | 12.9% | 47.9% | 165 | 31.52% | 0.5 |
|
| 2194 |
2194
Phocas Financial Corp
Alameda,
California
| US$6.68億 | -US$1.36億 | -17% | 14.5% | – | 222 | 15.32% | 2.6 |
|
| 2195 |
2195
Olstein Capital Management
Purchase,
New York
| US$6.67億 | -US$1.31億 | -16% | 16.4% | 16.6% | 108 | 5.56% | 4.6 |
|
| 2196 |
TC
2196
Teilinger Capital
Houston,
Texas
| US$6.67億 | +US$2.79億 | +72% | 10.1% | 30.2% | 67 | 59.7% | 0.3 |
|
| 2197 |
2197
United Bank (Virginia)
Vienna,
Virginia
| US$6.67億 | -US$9336萬 | -12% | 10.7% | 76.1% | 166 | 13.86% | 3.7 |
|
| 2198 |
2198
GSA Capital Partners
London,
United Kingdom
| US$6.66億 | -US$7863萬 | -11% | 17.7% | 94.7% | 1,985 | 64.08% | 0.3 |
|
| 2199 |
2199
J.V. Bruni & Co
Colorado Springs,
Colorado
| US$6.66億 | -US$1.3億 | -16% | 14.2% | 97.9% | 34 | 8.82% | 4.5 |
|
| 2200 |
2200
Anderson Hoagland & Co
St Louis,
Missouri
| US$6.66億 | -US$1.11億 | -14% | 15.4% | 104% | 115 | 12.17% | 2.8 |
|