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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
2876
Cypress Wealth Advisors
San Francisco,
California
| US$2.19億 | -US$276萬 | -1% | 1.4% | 29.3% | 225 | 16.44% | 1.1 |
|
| 2877 |
2877
Steward Partners Investment Advisory
New York
| US$2.19億 | – | – | 2.63% | 88.5% | 930 | – | 0 |
|
| 2878 |
FIM
2878
Friedberg Investment Management
Houston,
Texas
| US$2.19億 | -US$1342萬 | -6% | 1.4% | 44.8% | 108 | 20.37% | 1.8 |
|
| 2879 |
2879
High Falls Advisors
Rochester,
New York
| US$2.18億 | -US$5100萬 | -19% | 1.88% | 56.9% | 91 | 25.27% | 0.8 |
|
| 2880 |
2880
Benin Management Corp
Wilton,
Connecticut
| US$2.18億 | +US$1092萬 | +5% | 8.43% | 76.3% | 109 | 13.76% | 2.7 |
|
| 2881 |
2881
Valley National Advisers
Bethlehem,
Pennsylvania
| US$2.18億 | +US$2406萬 | +12% | 3.83% | 79% | 827 | 23.22% | 1.5 |
|
| 2882 |
2882
Wildcat Capital Management
New York
| US$2.17億 | -US$1.14億 | -34% | 18% | 126% | 28 | 64.29% | 0.9 |
|
| 2883 |
LM
2883
Litespeed Management
New York
| US$2.17億 | -US$3312萬 | -13% | 6.52% | 73.7% | 21 | 80.95% | 0.2 |
|
| 2884 |
2884
Mosaic Family Wealth
St. Louis,
Missouri
| US$2.17億 | +US$185萬 | +0.9% | 2.42% | 85.2% | 782 | 11.38% | 0.9 |
|
| 2885 |
2885
Pelham Capital
London,
United Kingdom
| US$2.17億 | -US$5505萬 | -20% | 12.5% | 135% | 5 | 80% | 1 |
|
| 2886 |
2886
Redmond Asset Management
Henrico,
Virginia
| US$2.17億 | +US$1252萬 | +6% | 3.59% | 61.5% | 164 | 15.85% | 2 |
|
| 2887 |
2887
Arete Wealth Advisors
Chicago,
Illinois
| US$2.17億 | +US$4204萬 | +24% | 6.31% | 85.3% | 207 | 36.71% | 1.1 |
|
| 2888 |
2888
Monetary Management Group
St Louis,
Missouri
| US$2.16億 | +US$29.1萬 | +0.1% | 3.04% | 138% | 336 | 15.48% | 2.4 |
|
| 2889 |
2889
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| US$2.16億 | +US$2842萬 | +15% | 1.29% | 17.7% | 324 | 14.81% | 1.9 |
|
| 2890 |
2890
Greenhouse Funds
Baltimore,
Maryland
| US$2.16億 | – | – | 4.5% | 90.7% | 38 | – | 0 |
|
| 2891 |
PAS
2891
Partnervest Advisory Services
Santa Barbara,
California
| US$2.16億 | +US$436萬 | +2% | 1.82% | 45.1% | 214 | 15.42% | 1.8 |
|
| 2892 |
III
2892
Independent Investors Inc
Nesconset,
New York
| US$2.16億 | -US$13萬 | -0.1% | 2.89% | 61.6% | 84 | 10.71% | 3 |
|
| 2893 |
2893
Taylor Wealth Management Partners
Boston,
Massachusetts
| US$2.16億 | -US$684萬 | -3% | 2.24% | 62% | 185 | 16.76% | 1.2 |
|
| 2894 |
2894
Sanders Morris Harris
Houston,
Texas
| US$2.16億 | -US$1.14億 | -34% | 0.24% | 85.8% | 166 | 33.13% | 0.6 |
|
| 2895 |
2895
Van Hulzen Asset Management
El Dorado Hills,
California
| US$2.16億 | +US$3148萬 | +17% | 0.22% | 86.3% | 183 | 42.62% | 1.2 |
|
| 2896 |
2896
Sky Investment Group
Hartford,
Connecticut
| US$2.15億 | +US$48.3萬 | +0.2% | 1.4% | 68% | 96 | 12.5% | 2.3 |
|
| 2897 |
2897
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| US$2.15億 | -US$2186萬 | -9% | 2.3% | 82.9% | 688 | 12.79% | 0.7 |
|
| 2898 |
2898
Bard Associates
Chicago,
Illinois
| US$2.15億 | +US$1052萬 | +5% | 9.24% | 241% | 183 | 8.74% | 2.5 |
|
| 2899 |
WC
2899
Whitnell & Co
Oak Brook,
Illinois
| US$2.15億 | -US$7762萬 | -26% | 1.08% | 36.6% | 414 | 15.94% | 2.1 |
|
| 2900 |
PWAP
2900
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| US$2.15億 | +US$453萬 | +2% | 4.23% | 58.5% | 119 | 8.4% | 2.8 |
|