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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
2851
Quantitative Investment Management
Charlottesville,
Virginia
| US$7.19億 | -US$2665萬 | -4% | 14.3% | 24.6% | 513 | 79.53% | 0.1 |
|
| 2852 |
2852
Live Oak Private Wealth
Wilmington,
North Carolina
| US$7.18億 | +US$4775萬 | +7% | 7.77% | 74.6% | 200 | 7.5% | 3.8 |
|
| 2853 |
2853
Intrinsic Edge Capital Management
Chicago,
Illinois
| US$7.18億 | +US$310萬 | +0.4% | 26.1% | 267% | 130 | 53.85% | 0.6 |
|
| 2854 |
2854
Ashton Thomas Securities
Rochester,
New York
| US$7.16億 | +US$3.03億 | +73% | 6.89% | – | 427 | 39.34% | 0.7 |
|
| 2855 |
LWANC
2855
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| US$7.15億 | +US$4662萬 | +7% | 6.88% | 71.1% | 189 | 13.76% | 5.8 |
|
| 2856 |
2856
Troluce Capital Advisors
Dorado,
Puerto Rico
| US$7.15億 | +US$2.93億 | +69% | 9.16% | 61.1% | 53 | 75.47% | 0.1 |
|
| 2857 |
2857
Hohimer Wealth Management
Seattle,
Washington
| US$7.15億 | +US$1.52億 | +27% | 9.83% | 111% | 379 | 37.73% | 1.6 |
|
| 2858 |
2858
Berman McAleer
Timonium,
Maryland
| US$7.15億 | – | – | 6.74% | – | 164 | – | 0 |
|
| 2859 |
ECM
2859
EagleClaw Capital Management
Boston,
Massachusetts
| US$7.15億 | +US$4534萬 | +7% | 6.12% | 109% | 149 | 5.37% | 6.7 |
|
| 2860 |
2860
Camden National Bank
Camden,
Maine
| US$7.15億 | +US$2097萬 | +3% | 5.42% | 58.2% | 173 | 9.25% | 4.2 |
|
| 2861 |
2861
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| US$7.15億 | +US$5233萬 | +8% | 6.74% | 61.6% | 198 | 7.07% | 1.9 |
|
| 2862 |
2862
Inspirion Wealth Advisors
Libertyville,
Illinois
| US$7.15億 | -US$4095萬 | -5% | 6.27% | 52.5% | 171 | 19.88% | 5 |
|
| 2863 |
2863
Auxier Asset Management
Aurora,
Oregon
| US$7.14億 | +US$3272萬 | +5% | 6.44% | 71.7% | 179 | 5.59% | 8.3 |
|
| 2864 |
2864
Oarsman Capital
Milwaukee,
Wisconsin
| US$7.13億 | +US$7558萬 | +12% | 7.14% | 74.9% | 272 | 16.54% | 4.2 |
|
| 2865 |
2865
Dean Investment Associates
Beavercreek,
Ohio
| US$7.13億 | +US$3321萬 | +5% | 6.35% | 71% | 216 | 12.04% | 4.5 |
|
| 2866 |
2866
George Kaiser Family Foundation
Tulsa,
Oklahoma
| US$7.13億 | +US$1871萬 | +3% | 4.37% | 106% | 70 | 5.71% | 1.2 |
|
| 2867 |
2867
Boulay Financial Advisors
Eden Prairie,
Minnesota
| US$7.12億 | +US$4936萬 | +7% | 6.62% | – | 4 | 0% | 0.4 |
|
| 2868 |
2868
Mechanics Bank - Trust Department
Walnut Creek,
California
| US$7.12億 | +US$1458萬 | +2% | 7.98% | 76.8% | 216 | 6.48% | 6.6 |
|
| 2869 |
2869
Glassman Wealth Services
Vienna,
Virginia
| US$7.12億 | +US$5878萬 | +9% | 7.35% | 70% | 192 | 8.33% | 4.6 |
|
| 2870 |
2870
Fortis Capital Management
Bellevue,
Washington
| US$7.12億 | +US$6912萬 | +11% | 7.11% | 111% | 186 | 11.29% | 2 |
|
| 2871 |
2871
Blueprint Investment Partners
Greensboro,
North Carolina
| US$7.12億 | +US$1.48億 | +26% | 7.8% | 91.9% | 125 | 54.4% | 1.1 |
|
| 2872 |
2872
Rule One Partners
Moreland,
Georgia
| US$7.11億 | +US$5.27億 | +286% | 7.4% | – | 11 | 18.18% | 0.7 |
|
| 2873 |
2873
Alpine Bank Wealth Management
Grand Junction,
Colorado
| US$7.11億 | +US$4881萬 | +7% | 6.46% | – | 446 | 12.78% | 0.8 |
|
| 2874 |
2874
Gratus Wealth Advisors
Virginia Beach,
Virginia
| US$7.1億 | +US$4989萬 | +8% | 6.33% | 65.2% | 137 | 9.49% | 1.5 |
|
| 2875 |
2875
RMG Wealth Management
Platteville,
Wisconsin
| US$7.1億 | +US$5991萬 | +9% | 5.84% | – | 368 | 17.66% | 0.2 |
|