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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
CANC
2826
Culbertson A N & Co
Charlottesville,
Virginia
| US$8.59億 | +US$8782萬 | +11% | 12.7% | 87.5% | 142 | 8.45% | 7.8 |
|
| 2827 |
2827
Portside Wealth Group
Provo,
Utah
| US$8.58億 | +US$1.2億 | +16% | 15.8% | 90.1% | 564 | 26.42% | 1.6 |
|
| 2828 |
2828
Unique Wealth
Clearwater,
Florida
| US$8.58億 | +US$1.35億 | +19% | 13.7% | 68.5% | 211 | 18.48% | 1.4 |
|
| 2829 |
2829
Stokes Family Office
New Orleans,
Louisiana
| US$8.58億 | -US$1.11億 | -11% | 13.4% | 68.1% | 292 | 12.33% | 3.6 |
|
| 2830 |
2830
Pathway Financial Advisors
South Burlington,
Vermont
| US$8.57億 | +US$4902萬 | +6% | 9.87% | 52.7% | 141 | 11.35% | 4.9 |
|
| 2831 |
2831
Mattern Capital Management
Lakewood,
Colorado
| US$8.57億 | +US$2186萬 | +3% | 4.29% | 39.8% | 173 | 5.78% | 3.9 |
|
| 2832 |
2832
Slow Capital
Greenbrae,
California
| US$8.57億 | +US$8673萬 | +11% | 26.1% | 156% | 111 | 6.31% | 5.1 |
|
| 2833 |
2833
ACK Asset Management
Greenwich,
Connecticut
| US$8.56億 | +US$5518萬 | +7% | 33.2% | 132% | 27 | 48.15% | 0.9 |
|
| 2834 |
2834
Alley Investment Management Company
Lake Forest,
Illinois
| US$8.56億 | +US$3493萬 | +4% | 9.31% | 54.6% | 90 | 6.67% | 3.4 |
|
| 2835 |
2835
Quest Investment Management
Lake Oswego,
Oregon
| US$8.56億 | -US$85.5萬 | -0.1% | 21.9% | 105% | 127 | 13.39% | 3.9 |
|
| 2836 |
2836
Evolution Wealth Advisors
Aventura,
Florida
| US$8.55億 | -US$1.27億 | -13% | 17.6% | 84.5% | 198 | 19.7% | 2.8 |
|
| 2837 |
2837
Talon Private Wealth
The Villages,
Florida
| US$8.55億 | +US$1.02億 | +14% | 13% | – | 254 | 35.43% | 1 |
|
| 2838 |
2838
Hikari Power
Tokyo,
Japan
| US$8.55億 | -US$2.93億 | -26% | 4.21% | 53.9% | 53 | 22.64% | 7.1 |
|
| 2839 |
2839
Dimension Capital Management
Coral Gables,
Florida
| US$8.54億 | +US$1.41億 | +20% | 10.4% | 65.5% | 144 | 16.67% | 3.5 |
|
| 2840 |
2840
Brio Consultants
San Francisco,
California
| US$8.53億 | +US$3540萬 | +4% | 9.35% | 42.7% | 164 | 7.32% | 3 |
|
| 2841 |
2841
FIFTHDELTA
London,
United Kingdom
| US$8.53億 | +US$1.28億 | +18% | 13.3% | 16.6% | 14 | 42.86% | 0.3 |
|
| 2842 |
2842
United Bank (Virginia)
Vienna,
Virginia
| US$8.53億 | +US$7189萬 | +9% | 14.5% | 76.1% | 132 | 9.85% | 5.9 |
|
| 2843 |
2843
Conversant Capital
Summit,
New Jersey
| US$8.52億 | +US$1.07億 | +14% | 29.6% | 228% | 27 | 77.78% | 0.4 |
|
| 2844 |
2844
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| US$8.52億 | +US$9726萬 | +13% | 12.4% | 61.6% | 202 | 9.41% | 2.4 |
|
| 2845 |
2845
Burton Enright Welch
Walnut Creek,
California
| US$8.52億 | +US$1.16億 | +16% | 10.6% | 62.8% | 141 | 8.51% | 2.6 |
|
| 2846 |
2846
Capital Advisors Wealth Management
Yakima,
Washington
| US$8.51億 | +US$1.07億 | +14% | 13% | 70.5% | 242 | 14.05% | 2.6 |
|
| 2847 |
2847
Harbor Group
Bedford,
New Hampshire
| US$8.51億 | +US$1.59億 | +23% | 8.95% | 43% | 123 | 12.2% | 2.7 |
|
| 2848 |
HCP
2848
Holt Capital Partners
Fort Worth,
Texas
| US$8.49億 | +US$1.07億 | +14% | 14.4% | 69.5% | 166 | 8.43% | 7.4 |
|
| 2849 |
2849
Kimmeridge Energy Management
New York
| US$8.49億 | +US$5.49億 | +183% | 11.2% | 19.7% | 4 | 100% | 0 |
|
| 2850 |
2850
Ellevest Inc
New York
| US$8.48億 | +US$1.29億 | +18% | 18% | 73.8% | 503 | 21.07% | 3.2 |
|