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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
Falcon Wealth Planning
Ontario,
California
| US$7.7億 | +US$1.39億 | +22% | 2.34% | 52.7% | 142 | 11.27% | 2 |
|
| 2402 |
2402
Hudson Valley Investment Advisors
Goshen,
New York
| US$7.69億 | -US$6546萬 | -8% | 2.65% | 102% | 185 | 5.95% | 5.7 |
|
| 2403 |
2403
Private Advisory Group
Redmond,
Washington
| US$7.68億 | +US$6729萬 | +10% | 7.25% | 177% | 216 | 38.43% | 1.8 |
|
| 2404 |
HPM
2404
H. Partners Management
New York
| US$7.67億 | -US$4932萬 | -6% | 0.93% | 13.5% | 2 | 0% | 7.5 |
|
| 2405 |
AAA
2405
Adams Asset Advisors
Dallas,
Texas
| US$7.67億 | -US$631萬 | -0.8% | 0.66% | 66.8% | 78 | 7.69% | 4.8 |
|
| 2406 |
2406
Planning Center Inc
Moline,
Illinois
| US$7.65億 | +US$3.06億 | +67% | 0.29% | 38.9% | 66 | 13.64% | 1.6 |
|
| 2407 |
2407
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| US$7.65億 | -US$2760萬 | -3% | 2.12% | 58.7% | 42 | 14.29% | 2.7 |
|
| 2408 |
2408
GFI Investment Counsel
Toronto,
Ontario, Canada
| US$7.64億 | -US$2488萬 | -3% | 1.22% | 41.8% | 20 | 15% | 3.7 |
|
| 2409 |
2409
Baxter Bros Inc
Riverside,
Connecticut
| US$7.64億 | -US$1567萬 | -2% | 1.26% | 73.8% | 162 | 8.02% | 5.5 |
|
| 2410 |
2410
Broad Bay Capital Management
New York
| US$7.63億 | -US$2032萬 | -3% | 11.5% | 338% | 24 | 37.5% | 1.8 |
|
| 2411 |
2411
Cabot Wealth Management
Salem,
Massachusetts
| US$7.63億 | -US$215萬 | -0.3% | 2.94% | 69.3% | 145 | 11.03% | 5 |
|
| 2412 |
2412
Towle & Co
Denver,
Colorado
| US$7.63億 | -US$8901萬 | -10% | 8.75% | 172% | 66 | 19.7% | 1.5 |
|
| 2413 |
2413
Stansberry Asset Management
Westlake,
Texas
| US$7.63億 | +US$2144萬 | +3% | 0.84% | 79.6% | 131 | 9.92% | 1.9 |
|
| 2414 |
2414
Perseverance Asset Management International
George Town,
Cayman Islands
| US$7.62億 | +US$2.09億 | +38% | 1.38% | 120% | 22 | 18.18% | 1.5 |
|
| 2415 |
PCM
2415
Prime Capital Management
Hong Kong
| US$7.62億 | +US$1.39億 | +22% | 20.1% | 579% | 5 | 0% | 1 |
|
| 2416 |
2416
Rossmore Private Capital
Glastonbury,
Connecticut
| US$7.61億 | -US$285萬 | -0.4% | 2.34% | 75.4% | 237 | 4.22% | 4.3 |
|
| 2417 |
2417
Cascade Financial Partners
San Diego,
California
| US$7.61億 | +US$6656萬 | +10% | 6.69% | – | 238 | 7.98% | 0.2 |
|
| 2418 |
2418
Greenwood Capital Associates
Greenwood,
South Carolina
| US$7.61億 | +US$771萬 | +1% | 3.03% | 81.3% | 267 | 21.35% | 2.6 |
|
| 2419 |
TIM
2419
Total Investment Management
Scottsdale,
Arizona
| US$7.6億 | -US$3463萬 | -4% | 0.96% | 44.4% | 78 | 19.23% | 3 |
|
| 2420 |
2420
Waddell & Associates
Memphis,
Tennessee
| US$7.6億 | +US$2019萬 | +3% | 1.76% | 194% | 146 | 9.59% | 2.2 |
|
| 2421 |
2421
Community Bank
Dewitt,
New York
| US$7.6億 | -US$219萬 | -0.3% | 2.55% | 73.5% | 423 | 6.62% | 6.2 |
|
| 2422 |
2422
Oslo Pensjonsforsikring
Oslo,
| US$7.6億 | +US$8850萬 | +13% | 1.02% | 79% | 455 | 96.48% | 0.2 |
|
| 2423 |
2423
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| US$7.59億 | +US$4857萬 | +7% | 0.93% | 38.2% | 141 | 14.89% | 3.4 |
|
| 2424 |
2424
Heritage Trust
Oklahoma City,
Oklahoma
| US$7.58億 | +US$1153萬 | +2% | 2.36% | – | 295 | 7.12% | 4.3 |
|
| 2425 |
2425
Siemens
Munich,
Germany
| US$7.58億 | +US$749萬 | +1% | 1.11% | 16.8% | 2 | 0% | 2.1 |
|