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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
2301
Evanston Advisors
Schaumburg,
Illinois
| US$4.18億 | +US$190萬 | +0.5% | 5.81% | 16% | 70 | 11.43% | 1.7 |
|
| 2302 |
2302
10-15 Associates
Goshen,
New York
| US$4.18億 | +US$2172萬 | +5% | 5.48% | 33% | 104 | 6.73% | 2.6 |
|
| 2303 |
2303
VHCP Management II
New York
| US$4.17億 | +US$5526萬 | +15% | 39.4% | 2,334% | 24 | 37.5% | 1 |
|
| 2304 |
SRFM
2304
Shannon River Fund Management
New York
| US$4.17億 | +US$1.11億 | +36% | 4.58% | 554% | 40 | 50% | 0.8 |
|
| 2305 |
2305
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| US$4.16億 | +US$2272萬 | +6% | 5.97% | 50.4% | 12 | 25% | 2.8 |
|
| 2306 |
2306
CNA Financial
Chicago,
Illinois
| US$4.16億 | +US$1892萬 | +5% | 6.75% | 48.6% | 174 | 12.07% | 2.7 |
|
| 2307 |
2307
SNS Financial Group
Minneapolis,
Minnesota
| US$4.15億 | +US$2521萬 | +6% | 4.82% | 54.2% | 187 | 17.11% | 1.7 |
|
| 2308 |
SHCM
2308
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
| US$4.15億 | +US$2904萬 | +8% | 6.25% | 31.2% | 117 | 3.42% | 1.7 |
|
| 2309 |
CBT
2309
Central Bank & Trust
Lexington,
Kentucky
| US$4.15億 | +US$1233萬 | +3% | 6.88% | 118% | 274 | 6.57% | 3.4 |
|
| 2310 |
2310
Krilogy Financial
St. Louis,
Missouri
| US$4.14億 | +US$2245萬 | +6% | 3.46% | 79% | 883 | 14.61% | 1.4 |
|
| 2311 |
2311
Segment Wealth Management
Houston,
Texas
| US$4.14億 | +US$3676萬 | +10% | 6.62% | 102% | 217 | 12.9% | 2.3 |
|
| 2312 |
2312
Weatherly Asset Management
Del Mar,
California
| US$4.14億 | +US$3674萬 | +10% | 6.97% | 116% | 205 | 11.22% | 2.8 |
|
| 2313 |
2313
INCA Investments
Miami,
Florida
| US$4.13億 | -US$5237萬 | -11% | 2.86% | 128% | 10 | 0% | 2.4 |
|
| 2314 |
2314
Orgel Wealth Management
Altoona,
Wisconsin
| US$4.13億 | +US$1.26億 | +44% | 1.43% | 39.6% | 45 | 31.11% | 0.7 |
|
| 2315 |
2315
Credential Securities
Vancouver,
| US$4.13億 | +US$4022萬 | +11% | 4.6% | 32.5% | 281 | 15.3% | 2.4 |
|
| 2316 |
2316
Spinnaker Capital
Boston,
Massachusetts
| US$4.12億 | – | – | 8.68% | 12.4% | 3 | – | 0 |
|
| 2317 |
2317
Longfellow Investment Management
Boston,
Massachusetts
| US$4.12億 | +US$3926萬 | +11% | 8.3% | 45.9% | 117 | 63.25% | 0.3 |
|
| 2318 |
RIA
2318
RPG Investment Advisory
Pleasanton,
California
| US$4.12億 | +US$1959萬 | +5% | 5.4% | 186% | 548 | 17.52% | 0.6 |
|
| 2319 |
2319
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| US$4.12億 | +US$7990萬 | +24% | 4.14% | 73.7% | 113 | 14.16% | 1.3 |
|
| 2320 |
2320
Dow Chemical Company
Midland,
Michigan
| US$4.11億 | +US$893萬 | +2% | 5.05% | 29.4% | 21 | 14.29% | 3.5 |
|
| 2321 |
2321
Casdin Capital
New York
| US$4.11億 | +US$5648萬 | +16% | 24% | 370% | 29 | 17.24% | 1.3 |
|
| 2322 |
CAM
2322
Centre Asset Management
New York
| US$4.1億 | +US$2484萬 | +6% | 9.47% | 45.3% | 59 | 49.15% | 1.2 |
|
| 2323 |
2323
Merriman Wealth Management
Seattle,
Washington
| US$4.1億 | -US$1098萬 | -3% | 4.92% | 18.3% | 190 | 31.05% | 0.9 |
|
| 2324 |
2324
YCG LLC
Austin,
Texas
| US$4.09億 | +US$2826萬 | +7% | 7.8% | 27% | 39 | 5.13% | 3.5 |
|
| 2325 |
2325
Sowell Financial Services
North Little Rock,
Arkansas
| US$4.09億 | +US$2545萬 | +7% | 6.34% | 95.6% | 285 | 18.25% | 0.8 |
|