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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
2451
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
| US$6.35億 | +US$6441萬 | +11% | 9.31% | 70.8% | 11 | 18.18% | 1.9 |
|
| 2452 |
2452
Alaska Wealth Advisors
Anchorage,
Alaska
| US$6.34億 | +US$3655萬 | +6% | 2.4% | 44.3% | 124 | 15.32% | 1.5 |
|
| 2453 |
SP
2453
Solel Partners
Boston,
Massachusetts
| US$6.34億 | +US$1.45億 | +30% | 12.9% | 25.9% | 27 | 29.63% | 1.3 |
|
| 2454 |
2454
Signet Financial Management
Parsippany,
New Jersey
| US$6.32億 | +US$3851萬 | +6% | 5.98% | 65.2% | 278 | 8.99% | 2.3 |
|
| 2455 |
2455
KWB Wealth
Redlands,
California
| US$6.32億 | +US$9031萬 | +17% | 3.98% | 54.8% | 139 | 25.18% | 1.3 |
|
| 2456 |
2456
Montanaro Asset Management
London,
United Kingdom
| US$6.32億 | -US$1161萬 | -2% | 8.97% | 49.6% | 46 | 4.35% | 2.1 |
|
| 2457 |
2457
Means Investment Company
Bangor,
Maine
| US$6.32億 | +US$6261萬 | +11% | 10.2% | 87.9% | 200 | 6% | 3.1 |
|
| 2458 |
2458
Sierra Capital
Miami,
Florida
| US$6.32億 | +US$1522萬 | +2% | 3.67% | 32.4% | 187 | 5.88% | 1.9 |
|
| 2459 |
SCM
2459
Somerset Capital Management
London,
United Kingdom
| US$6.31億 | -US$8936萬 | -12% | 5.14% | 7.5% | 11 | 9.09% | 3.4 |
|
| 2460 |
2460
Strategic Wealth Investment Group
Louisville,
Kentucky
| US$6.3億 | +US$9099萬 | +17% | 6.73% | – | 141 | 27.66% | 1.9 |
|
| 2461 |
2461
ARS Wealth Advisors Group
St. Petersburg,
Florida
| US$6.3億 | +US$8722萬 | +16% | 6.23% | 89.5% | 148 | 21.62% | 1.2 |
|
| 2462 |
2462
Continuum Advisory
Eagle,
Idaho
| US$6.29億 | +US$3945萬 | +7% | 5.36% | 77% | 458 | 10.48% | 2 |
|
| 2463 |
2463
Ikarian Capital
Dallas,
Texas
| US$6.28億 | +US$1.87億 | +42% | 32.6% | 5,184% | 169 | 58.58% | 0.6 |
|
| 2464 |
2464
Main Street Research
Lakeville,
Connecticut
| US$6.27億 | +US$1.21億 | +24% | 6.94% | 232% | 103 | 21.36% | 4.6 |
|
| 2465 |
2465
Mechanics Bank - Trust Department
Walnut Creek,
California
| US$6.27億 | +US$3233萬 | +5% | 6.86% | 76.8% | 174 | 4.02% | 6.4 |
|
| 2466 |
2466
VR Adviser
New York
| US$6.25億 | +US$1.13億 | +22% | 23.5% | 1,698% | 35 | 42.86% | 0.7 |
|
| 2467 |
2467
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| US$6.25億 | +US$2.8億 | +81% | 51.3% | 101% | 15 | 33.33% | 1.7 |
|
| 2468 |
JWBC
2468
J.W. Burns & Co
Dewitt,
New York
| US$6.24億 | +US$3630萬 | +6% | 8.18% | 95.4% | 177 | 2.82% | 6.8 |
|
| 2469 |
2469
Avestar Capital
New York
| US$6.24億 | +US$6354萬 | +11% | 8.58% | 112% | 371 | 25.07% | 1.7 |
|
| 2470 |
2470
AlphaCore Capital
La Jolla,
California
| US$6.24億 | +US$2.46億 | +65% | 3.23% | 85.9% | 356 | 33.71% | 0.8 |
|
| 2471 |
2471
Dendur Capital
New York
| US$6.24億 | +US$4514萬 | +8% | 18.1% | 99.6% | 14 | 21.43% | 1.3 |
|
| 2472 |
2472
Gilbert & Cook
West Des Moines,
Iowa
| US$6.24億 | +US$4417萬 | +8% | 6.13% | 63.2% | 239 | 21.76% | 2.8 |
|
| 2473 |
2473
Winthrop Advisory Group
Boston,
Massachusetts
| US$6.24億 | +US$5698萬 | +10% | 7.45% | 78.3% | 140 | 12.14% | 3 |
|
| 2474 |
2474
Silver Oak Securities
Jackson,
Tennessee
| US$6.22億 | +US$1251萬 | +2% | 3.96% | 73.4% | 495 | 34.14% | 0.7 |
|
| 2475 |
2475
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| US$6.22億 | +US$2899萬 | +5% | 4.62% | 52.3% | 15 | 0% | 1.7 |
|