我們已在上線!
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
BTS Asset Management
Lincoln,
Massachusetts
| US$5.25億 | – | – | 1.05% | 8.8% | 22 | – | 1.3 |
|
| 2802 |
2802
Ascent Wealth Partners
New Hartford,
New York
| US$5.24億 | +US$6356萬 | +14% | 7.73% | 105% | 148 | 18.24% | 3.4 |
|
| 2803 |
BC
2803
Bruce & Co
Chicago,
Illinois
| US$5.24億 | -US$1016萬 | -2% | 2.47% | 94.5% | 35 | 14.29% | 5.4 |
|
| 2804 |
2804
Mizuho Securities
Tokyo,
Japan
| US$5.23億 | +US$4034萬 | +8% | 1.11% | – | 214 | 14.49% | 0.8 |
|
| 2805 |
2805
Chemung Canal Trust
Elmira,
New York
| US$5.23億 | +US$2436萬 | +5% | 6.94% | 93.4% | 121 | 4.96% | 5 |
|
| 2806 |
2806
Destiny Wealth Partners
Tavares,
Florida
| US$5.23億 | +US$4334萬 | +9% | 4.74% | 70.4% | 558 | 69.35% | 0.5 |
|
| 2807 |
2807
Rodgers Brothers
Harmony,
Pennsylvania
| US$5.22億 | +US$3880萬 | +8% | 5.24% | 108% | 207 | 11.59% | 4.6 |
|
| 2808 |
2808
First Fiduciary Investment Counsel
Cleveland,
Ohio
| US$5.22億 | -US$244萬 | -0.5% | 5.52% | 60% | 67 | 5.97% | 3.1 |
|
| 2809 |
2809
Cartica Management
Washington,
District of Columbia
| US$5.22億 | +US$1.48億 | +40% | 11.1% | 92.9% | 14 | 21.43% | 0.7 |
|
| 2810 |
2810
Exchange Capital Management
Ann Arbor,
Michigan
| US$5.21億 | +US$3840萬 | +8% | 6.84% | 57.8% | 164 | 1.83% | 3.9 |
|
| 2811 |
2811
KWB Wealth
Redlands,
California
| US$5.21億 | -US$219萬 | -0.4% | 5.01% | 54.8% | 85 | 0% | 0.5 |
|
| 2812 |
2812
Montecito Bank & Trust
Santa Barbara,
California
| US$5.21億 | +US$3902萬 | +8% | 6.81% | – | 257 | 6.61% | 3.7 |
|
| 2813 |
HCP
2813
Holt Capital Partners
Fort Worth,
Texas
| US$5.21億 | +US$3415萬 | +7% | 6.39% | 75.1% | 158 | 3.16% | 4.6 |
|
| 2814 |
CF
2814
Clarity Financial
Houston,
Texas
| US$5.21億 | +US$2684萬 | +5% | 7.02% | 65.8% | 154 | 46.75% | 0.3 |
|
| 2815 |
2815
Kathmere Capital Management
Wayne,
Pennsylvania
| US$5.2億 | +US$1420萬 | +3% | 4.17% | 68.3% | 135 | 5.19% | 1.1 |
|
| 2816 |
2816
Parkside Investments
Deerfield,
Illinois
| US$5.2億 | +US$3918萬 | +8% | 5.35% | 70.4% | 93 | 10.75% | 2.3 |
|
| 2817 |
IMOV
2817
Investment Management of Virginia
Richmond,
Virginia
| US$5.2億 | +US$2323萬 | +5% | 5.82% | 93.4% | 167 | 9.58% | 4.5 |
|
| 2818 |
2818
Smith Anglin Financial
Dallas,
Texas
| US$5.19億 | +US$5673萬 | +12% | 5.87% | 52.8% | 150 | 12.67% | 0.4 |
|
| 2819 |
2819
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| US$5.19億 | +US$4214萬 | +9% | 7.04% | 98% | 105 | 18.1% | 2.2 |
|
| 2820 |
2820
Advantage Alpha Capital Partners
San Francisco,
California
| US$5.19億 | +US$4357萬 | +9% | 7.78% | 79.2% | 135 | 6.67% | 0.8 |
|
| 2821 |
2821
Chatham Capital Group
Savannah,
Georgia
| US$5.17億 | +US$3950萬 | +8% | 5.54% | 97% | 194 | 10.31% | 3.9 |
|
| 2822 |
2822
Resonant Capital Advisors
Madison,
Wisconsin
| US$5.17億 | +US$3099萬 | +6% | 5.77% | 56.5% | 176 | 9.09% | 1.3 |
|
| 2823 |
2823
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| US$5.17億 | +US$76.6萬 | +0.1% | 7.92% | 83.8% | 157 | 14.01% | 4.9 |
|
| 2824 |
GIM
2824
Greylin Investment Management
Orange,
Virginia
| US$5.17億 | +US$3694萬 | +8% | 6.79% | 52.1% | 100 | 17% | 3.4 |
|
| 2825 |
2825
Towercrest Capital Management
Newtown,
Pennsylvania
| US$5.16億 | +US$4911萬 | +11% | 4.11% | 42.6% | 90 | 7.78% | 2.9 |
|