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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
Isthmus Partners
Madison,
Wisconsin
| US$8.56億 | +US$5726萬 | +7% | 8.85% | 73.7% | 228 | 12.28% | 3.3 |
|
| 2452 |
2452
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| US$8.55億 | +US$4991萬 | +6% | 7.65% | 83.4% | 411 | 16.79% | 4.8 |
|
| 2453 |
2453
Mason Street Advisors
Milwaukee,
Wisconsin
| US$8.55億 | +US$6837萬 | +9% | 3.57% | 32% | 15 | 13.33% | 2.8 |
|
| 2454 |
2454
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| US$8.53億 | +US$1.11億 | +15% | 11.8% | 95.9% | 273 | 12.82% | 2.9 |
|
| 2455 |
2455
Rock Creek Group
Washington,
District of Columbia
| US$8.53億 | +US$861萬 | +1% | 4.58% | 37.2% | 61 | 45.9% | 1.5 |
|
| 2456 |
2456
Curated Wealth Partners
El Segundo,
California
| US$8.53億 | +US$7982萬 | +10% | 10.3% | 39.9% | 169 | 17.16% | 0.7 |
|
| 2457 |
2457
Ashford Capital Management
Wilmington,
Delaware
| US$8.51億 | +US$7562萬 | +10% | 11.9% | 150% | 108 | 13.89% | 4.4 |
|
| 2458 |
PFMOSF
2458
Philadelphia Financial Management of San Francisco
San Francisco,
California
| US$8.51億 | +US$3.4億 | +67% | 15.3% | 209% | 81 | 72.84% | 0.3 |
|
| 2459 |
2459
U.S. Global Investors (USGI)
San Antonio,
Texas
| US$8.5億 | +US$9295萬 | +12% | 9.44% | 151% | 161 | 28.57% | 2.1 |
|
| 2460 |
2460
Cooper Financial Group
Irvine,
California
| US$8.5億 | +US$9109萬 | +12% | 10.8% | 87.2% | 417 | 19.42% | 2.6 |
|
| 2461 |
2461
HCR Wealth Advisors
Los Angeles,
California
| US$8.5億 | +US$8155萬 | +11% | 11.1% | 107% | 245 | 9.39% | 4.1 |
|
| 2462 |
2462
Tran Capital Management
San Rafael,
California
| US$8.5億 | +US$1.06億 | +14% | 22.4% | 173% | 71 | 12.68% | 2.6 |
|
| 2463 |
2463
Portland Global Advisors
Portland,
Maine
| US$8.49億 | +US$5567萬 | +7% | 7.88% | 43.4% | 141 | 8.51% | 6.3 |
|
| 2464 |
2464
Broad Bay Capital Management
New York
| US$8.49億 | +US$1.67億 | +24% | 16.2% | 338% | 32 | 62.5% | 1.4 |
|
| 2465 |
2465
L.J. Altfest & Co
New York
| US$8.48億 | +US$5055萬 | +6% | 9.09% | 95.6% | 372 | 25% | 3.6 |
|
| 2466 |
2466
Tanager Wealth Management
Goring On Thames,
United Kingdom
| US$8.48億 | +US$7901萬 | +10% | 7.44% | 53.4% | 132 | 18.94% | 1.7 |
|
| 2467 |
2467
Turtle Creek Wealth Advisors
Dallas,
Texas
| US$8.47億 | +US$1.77億 | +26% | 10.6% | 112% | 270 | 56.67% | 0.4 |
|
| 2468 |
PGCM
2468
Prescott Group Capital Management
Tulsa,
Oklahoma
| US$8.47億 | +US$1.58億 | +23% | 17% | 135% | 266 | 17.29% | 2.4 |
|
| 2469 |
2469
Griffin Asset Management
New York
| US$8.47億 | +US$2996萬 | +4% | 9.43% | 88.9% | 221 | 16.29% | 5.7 |
|
| 2470 |
2470
Providence Equity Partners
Providence,
Rhode Island
| US$8.47億 | +US$7610萬 | +10% | 10.4% | 12.4% | 3 | 0% | 3.8 |
|
| 2471 |
2471
Polymer Capital Management
New York
| US$8.46億 | +US$4.59億 | +118% | 16.2% | – | 805 | 65.47% | 0.2 |
|
| 2472 |
2472
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| US$8.46億 | +US$6713萬 | +9% | 12.7% | 127% | 450 | 4.22% | 8.1 |
|
| 2473 |
2473
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| US$8.46億 | +US$9372萬 | +12% | 9.41% | 62.2% | 148 | 8.78% | 3.5 |
|
| 2474 |
2474
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
| US$8.46億 | +US$3.62億 | +75% | 19% | 1,119% | 60 | 16.67% | 1.2 |
|
| 2475 |
2475
Great Lakes Retirement
Sandusky,
Ohio
| US$8.44億 | +US$8106萬 | +11% | 11.6% | 118% | 220 | 16.36% | 2.4 |
|