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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
2926
Mark Asset Management
New York
| US$4.14億 | -US$2.67億 | -39% | 26.6% | 325% | 58 | 39.66% | 2.1 |
|
| 2927 |
LWANC
2927
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| US$4.14億 | -US$6220萬 | -13% | 11.5% | 71.1% | 723 | 15.77% | 2.5 |
|
| 2928 |
2928
Marietta Wealth Management
Marietta,
Georgia
| US$4.14億 | -US$6459萬 | -14% | 14.4% | 93% | 119 | 15.97% | 3.2 |
|
| 2929 |
2929
Sapphire Ventures
Austin,
Texas
| US$4.13億 | -US$1.21億 | -23% | 24.9% | 7.75% | 12 | 16.67% | 1 |
|
| 2930 |
2930
Sharkey, Howes & Javer
Denver,
Colorado
| US$4.13億 | -US$2399萬 | -5% | 12.7% | 60.2% | 92 | 18.48% | 2.7 |
|
| 2931 |
2931
Wellington Shields & Co
New York
| US$4.13億 | +US$1.09億 | +36% | 7.2% | 127% | 298 | 29.53% | 1.9 |
|
| 2932 |
2932
Silvant Capital Management
Atlanta,
Georgia
| US$4.13億 | -US$1.12億 | -21% | 17.8% | 189% | 342 | 7.31% | 3.4 |
|
| 2933 |
HSC
2933
Harbor Spring Capital
New York
| US$4.12億 | -US$2.11億 | -34% | 17.9% | – | 25 | 32% | 1.5 |
|
| 2934 |
MWM
2934
Madison Wealth Management
Cincinnati,
Ohio
| US$4.12億 | -US$6367萬 | -13% | 16.3% | 35.1% | 165 | 13.33% | 1.9 |
|
| 2935 |
2935
Financial Management Professionals
Austin,
Texas
| US$4.12億 | -US$4909萬 | -11% | 12.7% | 67.3% | 1,195 | 23.35% | 2.1 |
|
| 2936 |
2936
Gryphon Financial Partners
Columbus,
Ohio
| US$4.12億 | -US$7907萬 | -16% | 15.9% | 111% | 257 | 31.52% | 2 |
|
| 2937 |
HA
2937
Harbor Advisors
West Palm Beach,
Florida
| US$4.12億 | -US$7579萬 | -16% | 14.6% | 125% | 183 | 4.37% | 3.5 |
|
| 2938 |
2938
Slow Capital
Greenbrae,
California
| US$4.12億 | -US$1.24億 | -23% | 18.6% | 156% | 146 | 12.33% | 3.5 |
|
| 2939 |
2939
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| US$4.11億 | -US$5278萬 | -11% | 10.4% | 86.2% | 131 | 28.24% | 1.5 |
|
| 2940 |
KAS
2940
Kemnay Advisory Services
New York
| US$4.11億 | -US$1.5億 | -27% | 24.5% | 167% | 37 | 13.51% | 2.9 |
|
| 2941 |
2941
Titleist Capital
San Antonio,
Texas
| US$4.11億 | -US$9279萬 | -18% | 21.3% | – | 290 | 28.62% | 0.4 |
|
| 2942 |
2942
Titan Global Capital Management USA
New York
| US$4.11億 | -US$6546萬 | -14% | 14.4% | 191% | 51 | 21.57% | 0.8 |
|
| 2943 |
2943
MA Private Wealth
San Carlos,
California
| US$4.11億 | -US$1.38億 | -25% | 12.4% | 63.4% | 90 | 33.33% | 2.2 |
|
| 2944 |
EFL
2944
ERn Financial LLC
Middleton,
Wisconsin
| US$4.1億 | -US$4169萬 | -9% | 13.6% | 61.2% | 196 | 28.57% | 1.5 |
|
| 2945 |
2945
Financial Planning & Information Services
De Pere,
Wisconsin
| US$4.1億 | -US$3768萬 | -8% | 12.3% | 13% | 83 | 12.05% | 4.6 |
|
| 2946 |
2946
Globeflex Capital
San Diego,
California
| US$4.1億 | -US$8328萬 | -17% | 14% | 186% | 531 | 21.47% | 1.9 |
|
| 2947 |
2947
Johnson Bixby & Associates
Vancouver,
Washington
| US$4.1億 | +US$2186萬 | +6% | 10% | 48.7% | 103 | 16.5% | 1.1 |
|
| 2948 |
2948
Trustees of the Smith College
Northampton,
Massachusetts
| US$4.1億 | +US$1.38億 | +51% | 10.8% | – | 8 | 0% | 0.3 |
|
| 2949 |
2949
EAM Investors
Solana Beach,
California
| US$4.1億 | -US$1.27億 | -24% | 8.22% | 6,012% | 394 | 69.29% | 0.2 |
|
| 2950 |
2950
Hanson & Doremus Investment Management
Burlington,
Vermont
| US$4.09億 | -US$5544萬 | -12% | 12.2% | 86.3% | 552 | 12.32% | 4.6 |
|