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
Financial Advisors Network
Tustin,
California
| US$6.62億 | +US$5945萬 | +10% | 7.45% | – | 197 | 10.15% | 3.4 |
|
| 2877 |
2877
Alpine Bank Wealth Management
Grand Junction,
Colorado
| US$6.62億 | +US$3863萬 | +6% | 8.35% | – | 445 | 15.51% | 0.6 |
|
| 2878 |
2878
Banc Funds Company
Chicago,
Illinois
| US$6.62億 | -US$9687萬 | -13% | 3.96% | 69% | 120 | 5.83% | 6.5 |
|
| 2879 |
FCM
2879
Fieldview Capital Management
Niles,
Michigan
| US$6.61億 | -US$4616萬 | -7% | 11.7% | – | 546 | 68.86% | 0.2 |
|
| 2880 |
2880
Ramirez Asset Management
New York
| US$6.61億 | +US$1.8億 | +38% | 13.9% | 86.8% | 395 | 17.22% | 1.4 |
|
| 2881 |
2881
Polymer Capital Management (HK)
Hong Kong
| US$6.61億 | +US$7438萬 | +13% | 30% | – | 196 | 56.63% | 0.5 |
|
| 2882 |
2882
JT Stratford LLC
Gainesville,
Georgia
| US$6.61億 | +US$9519萬 | +17% | 12.8% | 103% | 333 | 26.43% | 2.6 |
|
| 2883 |
2883
Gratus Wealth Advisors
Virginia Beach,
Virginia
| US$6.6億 | +US$5112萬 | +8% | 8.91% | 65.2% | 138 | 13.04% | 1.3 |
|
| 2884 |
2884
EAM Investors
Solana Beach,
California
| US$6.6億 | +US$8199萬 | +14% | 64.5% | 6,012% | 365 | 72.33% | 0.2 |
|
| 2885 |
NM
2885
Newtyn Management
New York
| US$6.6億 | +US$2791萬 | +4% | 12.8% | 52% | 40 | 37.5% | 1.6 |
|
| 2886 |
SFC
2886
SEG Family Corp
Toronto,
| US$6.6億 | – | – | 16.4% | – | 1 | – | 0 |
|
| 2887 |
2887
Versant Capital Management
Phoenix,
Arizona
| US$6.59億 | +US$6277萬 | +11% | 10.9% | 97.3% | 2,763 | 13.9% | 4 |
|
| 2888 |
BC
2888
Belmont Capital
Los Angeles,
California
| US$6.57億 | +US$1.01億 | +18% | 22.2% | 182% | 173 | 5.2% | 2.1 |
|
| 2889 |
BDWCC
2889
B&D White Capital Company
Lakeway,
Texas
| US$6.57億 | -US$2160萬 | -3% | 10.7% | 44.2% | 91 | 57.14% | 0.9 |
|
| 2890 |
2890
Buck Wealth Strategies
Denver,
Colorado
| US$6.56億 | +US$1.06億 | +19% | 4.52% | 48.4% | 160 | 26.25% | 0.6 |
|
| 2891 |
2891
Wahed Invest
New York
| US$6.56億 | +US$7805萬 | +14% | 12.8% | 140% | 236 | 8.47% | 2.5 |
|
| 2892 |
2892
Eagle Strategies
New York
| US$6.56億 | +US$8111萬 | +14% | 11.3% | 77.7% | 232 | 10.78% | 1.7 |
|
| 2893 |
2893
Proffitt & Goodson
Knoxville,
Tennessee
| US$6.56億 | +US$4847萬 | +8% | 7.69% | 48.5% | 281 | 14.59% | 4.8 |
|
| 2894 |
2894
Chatham Capital Group
Savannah,
Georgia
| US$6.56億 | +US$5626萬 | +9% | 10.3% | 97% | 202 | 6.44% | 5.9 |
|
| 2895 |
2895
Pier Capital
Stamford,
Connecticut
| US$6.56億 | +US$5869萬 | +10% | 19.3% | 223% | 133 | 21.8% | 1.9 |
|
| 2896 |
2896
Abacus Wealth Partners
Santa Monica,
California
| US$6.55億 | -US$952萬 | -1% | 7.33% | 49.5% | 118 | 27.12% | 2 |
|
| 2897 |
2897
Brandywine Trust
Hockessin,
Delaware
| US$6.55億 | +US$962萬 | +1% | 1.6% | 32.7% | 36 | 5.56% | 7.3 |
|
| 2898 |
2898
CRA Financial Services
Northfield,
New Jersey
| US$6.54億 | +US$6973萬 | +12% | 9.64% | 91.9% | 285 | 7.37% | 3.5 |
|
| 2899 |
2899
Goehring & Rozencwajg Associates
New York
| US$6.54億 | +US$1.02億 | +19% | 28.6% | 148% | 42 | 2.38% | 2.3 |
|
| 2900 |
2900
Accurate Wealth Management
Wesley Chapel,
Florida
| US$6.54億 | +US$1.3億 | +25% | 9.3% | 101% | 461 | 22.99% | 1.6 |
|