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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
Dynamic Advisor Solutions
Phoenix,
Arizona
| US$4.82億 | +US$4117萬 | +9% | 6.17% | 70.9% | 443 | 15.35% | 1.6 |
|
| 2202 |
2202
Stillwater Capital Advisors
Devon,
Pennsylvania
| US$4.81億 | +US$6251萬 | +15% | 9.57% | 121% | 86 | 18.6% | 2.6 |
|
| 2203 |
2203
Bell Asset Management
Melbourne,
Australia
| US$4.81億 | +US$6649萬 | +16% | 8.18% | 45.3% | 66 | 6.06% | 0.6 |
|
| 2204 |
2204
Essex Woodlands Management
The Woodlands,
Texas
| US$4.81億 | +US$5019萬 | +12% | 17.3% | 55% | 8 | 0% | 3.9 |
|
| 2205 |
RIA
2205
RPG Investment Advisory
Pleasanton,
California
| US$4.77億 | +US$3171萬 | +7% | 2.25% | 186% | 323 | 12.69% | 1.3 |
|
| 2206 |
2206
Vantage Investment Advisors
State College,
Pennsylvania
| US$4.77億 | +US$6521萬 | +16% | 8.53% | 56.3% | 853 | 13.48% | 2.9 |
|
| 2207 |
2207
Hilltop Holdings
Dallas,
Texas
| US$4.76億 | +US$434萬 | +0.9% | 4.63% | 96.7% | 481 | 26.61% | 1.9 |
|
| 2208 |
2208
Arrow Financial
Glens Falls,
New York
| US$4.76億 | +US$3092萬 | +7% | 7.4% | 66.5% | 371 | 11.32% | 3.6 |
|
| 2209 |
2209
Lunia Capital
Dallas,
Texas
| US$4.75億 | -US$6252萬 | -12% | 10% | 115% | 39 | 43.59% | 0.4 |
|
| 2210 |
2210
Pura Vida Investments
New York
| US$4.75億 | +US$2.26億 | +91% | 26.2% | 38.3% | 154 | 71.43% | 0.3 |
|
| 2211 |
2211
Jackson Wealth Management
Lake Mary,
Florida
| US$4.75億 | +US$4593萬 | +11% | 11.9% | 72.1% | 93 | 11.83% | 1.5 |
|
| 2212 |
2212
United Bank (Virginia)
Vienna,
Virginia
| US$4.75億 | +US$4395萬 | +10% | 8.85% | 76.1% | 135 | 8.89% | 1.5 |
|
| 2213 |
2213
Regal Investment Advisors
Kentwood,
Michigan
| US$4.75億 | +US$1.46億 | +44% | 5.02% | 64.7% | 348 | 33.33% | 2.5 |
|
| 2214 |
2214
First Interstate Bank
Billings,
Montana
| US$4.74億 | +US$2225萬 | +5% | 7.79% | 49.7% | 692 | 11.56% | 2.4 |
|
| 2215 |
2215
Jaffetilchin Investment Partners
Tampa,
Florida
| US$4.73億 | +US$2355萬 | +5% | 4.82% | 88.1% | 347 | 29.11% | 1.1 |
|
| 2216 |
2216
Virtue Capital Management
Brentwood,
Tennessee
| US$4.73億 | +US$2.68億 | +130% | 5.11% | 91% | 259 | 29.34% | 0.5 |
|
| 2217 |
2217
Prince Street Capital Management
New York
| US$4.73億 | -US$1390萬 | -3% | 2.52% | 302% | 53 | 52.83% | 0.6 |
|
| 2218 |
IMOV
2218
Investment Management of Virginia
Richmond,
Virginia
| US$4.73億 | +US$1978萬 | +4% | 8.94% | 93.4% | 153 | 7.84% | 3.6 |
|
| 2219 |
2219
Monashee Investment Management
Boston,
Massachusetts
| US$4.72億 | -US$5316萬 | -10% | 10.7% | 520% | 149 | 0% | 0 |
|
| 2220 |
2220
Legion Partners Asset Management
Los Angeles,
California
| US$4.72億 | +US$6853萬 | +17% | 10.6% | 206% | 15 | 33.33% | 0.7 |
|
| 2221 |
GWI
2221
Grace & White Inc
Ny,
New York
| US$4.71億 | +US$404萬 | +0.9% | 3.3% | 59.6% | 133 | 3.76% | 4.2 |
|
| 2222 |
2222
Transamerica Financial Advisors
St. Petersburg,
Florida
| US$4.71億 | +US$1884萬 | +4% | 4.1% | 77.1% | 534 | 8.99% | 2.7 |
|
| 2223 |
2223
RKL Wealth Management
Lancaster,
Pennsylvania
| US$4.71億 | +US$2819萬 | +6% | 4.95% | 76.8% | 129 | 3.88% | 2.4 |
|
| 2224 |
GTC
2224
Ghost Tree Capital
New York
| US$4.7億 | +US$1.31億 | +38% | 9.51% | 265% | 67 | 49.25% | 0.4 |
|
| 2225 |
2225
J.M. Forbes & Co
Boston,
Massachusetts
| US$4.7億 | +US$2367萬 | +5% | 9.37% | 112% | 109 | 5.5% | 3.8 |
|