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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
Montanaro Asset Management
London,
United Kingdom
| US$6.65億 | -US$1.46億 | -18% | 17.6% | 49.6% | 49 | 10.2% | 1.2 |
|
| 2202 |
2202
American Assets Capital Advisers
San Diego,
California
| US$6.64億 | -US$1.84億 | -22% | 16.7% | 73.5% | 35 | 5.71% | 2.9 |
|
| 2203 |
WCM
2203
Wallace Capital Management
Dallas,
Texas
| US$6.64億 | +US$33.8萬 | +0.1% | 8.36% | 62.3% | 72 | 2.78% | 4.5 |
|
| 2204 |
2204
KWMG LLC
Overland Park,
Kansas
| US$6.64億 | -US$6526萬 | -9% | 11.2% | 76.2% | 146 | 7.53% | 4.6 |
|
| 2205 |
2205
Elite Wealth Management
Kirkland,
Washington
| US$6.64億 | +US$4912萬 | +8% | 22.4% | 142% | 58 | 12.07% | 3.2 |
|
| 2206 |
2206
Te Ahumairangi Investment Management
Wellington,
New Zealand
| US$6.63億 | -US$7341萬 | -10% | 11.9% | 55.5% | 99 | 4.04% | 1.6 |
|
| 2207 |
2207
Wealthquest
Cincinnati,
Ohio
| US$6.63億 | +US$1095萬 | +2% | 13.1% | 52.1% | 152 | 26.97% | 3.5 |
|
| 2208 |
2208
Ausdal Financial Partners
Davenport,
Iowa
| US$6.63億 | -US$7300萬 | -10% | 14% | 63.2% | 520 | 20% | 2.8 |
|
| 2209 |
CM
2209
Conifer Management
New York
| US$6.62億 | -US$2.11億 | -24% | 16.4% | 22.7% | 12 | 33.33% | 1.8 |
|
| 2210 |
2210
True Link Financial Advisors
San Francisco,
California
| US$6.61億 | -US$3026萬 | -4% | 7.4% | 26.8% | 138 | 18.84% | 1.2 |
|
| 2211 |
2211
Cardiff Park Advisors
Carlsbad,
California
| US$6.61億 | -US$4920萬 | -7% | 15.1% | 88.6% | 345 | 16.52% | 0.4 |
|
| 2212 |
2212
Randolph Company
Cincinnati,
Ohio
| US$6.61億 | -US$1.18億 | -15% | 10.9% | 127% | 52 | 13.46% | 2.6 |
|
| 2213 |
2213
Arax Advisory Partners
Denver,
Colorado
| US$6.6億 | -US$9019萬 | -12% | 11.2% | 64.7% | 1,273 | 19.17% | 2.2 |
|
| 2214 |
2214
Stairway Partners
Chicago,
Illinois
| US$6.6億 | -US$8623萬 | -12% | 14.8% | 48.1% | 10 | 0% | 8.2 |
|
| 2215 |
AAA
2215
Adams Asset Advisors
Dallas,
Texas
| US$6.6億 | -US$2026萬 | -3% | 5.8% | 66.8% | 81 | 11.11% | 3.9 |
|
| 2216 |
2216
CAS Investment Partners
Westport,
Connecticut
| US$6.59億 | -US$8.35億 | -56% | 50.5% | 527% | 6 | 16.67% | 3.1 |
|
| 2217 |
2217
JNBA Financial Advisors
Bloomington,
Minnesota
| US$6.59億 | -US$9576萬 | -13% | 13.5% | 61.8% | 771 | 12.06% | 3.6 |
|
| 2218 |
2218
Tang Capital Management
San Diego,
California
| US$6.59億 | +US$1.59億 | +32% | 3.47% | 493% | 72 | 33.33% | 0.6 |
|
| 2219 |
2219
EMG Holdings
Old Greenwich,
Connecticut
| US$6.59億 | -US$5.39億 | -45% | 12.1% | 4.17% | 368 | 51.9% | 0.3 |
|
| 2220 |
2220
Endurance Wealth Management
Providence,
Rhode Island
| US$6.58億 | -US$1.15億 | -15% | 13.8% | 59% | 662 | 4.53% | 4.8 |
|
| 2221 |
2221
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| US$6.58億 | +US$8240萬 | +14% | 29.6% | 101% | 29 | 20.69% | 1 |
|
| 2222 |
2222
Quantitative Investment Management
Charlottesville,
Virginia
| US$6.56億 | -US$2.69億 | -29% | 24.9% | 24.6% | 334 | 80.54% | 0.1 |
|
| 2223 |
2223
Cypress Capital Group
Palm Beach,
Florida
| US$6.56億 | -US$1.56億 | -19% | 9.71% | 97.8% | 316 | 15.82% | 4.3 |
|
| 2224 |
2224
Private Capital Management (Florida)
Naples,
Florida
| US$6.56億 | -US$2930萬 | -4% | 9.98% | 118% | 128 | 39.84% | 1.6 |
|
| 2225 |
2225
Marble Harbor Investment Counsel
Boston,
Massachusetts
| US$6.56億 | -US$1.49億 | -18% | 12% | 66.7% | 192 | 7.81% | 5.6 |
|