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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
3251
Sequent Asset Management
Houston,
Texas
| US$1.56億 | +US$505萬 | +3% | 0.28% | 51.3% | 60 | 13.33% | 2.3 |
|
| 3252 |
3252
Cetera Investment Management
El Segundo,
California
| US$1.56億 | -US$1418萬 | -8% | 3.05% | – | 119 | 11.76% | 0.7 |
|
| 3253 |
3253
Fifth Third Securities
Cincinnati,
Ohio
| US$1.55億 | +US$2315萬 | +17% | 1.92% | 62.7% | 84 | 21.43% | 0.4 |
|
| 3254 |
3254
Tarbox Family Office
Newport Beach,
California
| US$1.55億 | +US$1580萬 | +11% | 3.57% | 60.5% | 597 | 6.03% | 2.2 |
|
| 3255 |
3255
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| US$1.55億 | +US$654萬 | +4% | 4.07% | 42% | 220 | 35.45% | 1.2 |
|
| 3256 |
3256
Cranberry Lake Advisors
Houston,
Texas
| US$1.55億 | +US$109萬 | +0.7% | 4.4% | 31.5% | 18 | 33.33% | 2.7 |
|
| 3257 |
3257
Kavar Capital Partners Group
Leawood,
Kansas
| US$1.55億 | -US$16.2萬 | -0.1% | 1.29% | 77.2% | 104 | 10.58% | 2.1 |
|
| 3258 |
3258
Quotient Investors
New York
| US$1.55億 | -US$5722萬 | -27% | 5.21% | 24.9% | 233 | 38.2% | 1.3 |
|
| 3259 |
RCP
3259
RPM Capital Partners
New York
| US$1.54億 | +US$921萬 | +6% | 7.77% | – | 1 | 0% | 3.3 |
|
| 3260 |
3260
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| US$1.54億 | +US$616萬 | +4% | 3.24% | 55% | 33 | 12.12% | 0.6 |
|
| 3261 |
3261
Inspirion Wealth Advisors
Libertyville,
Illinois
| US$1.54億 | +US$117萬 | +0.8% | 2.88% | 52.5% | 62 | 4.84% | 1.4 |
|
| 3262 |
3262
Concourse Capital Management
Atlanta,
Georgia
| US$1.54億 | -US$702萬 | -4% | 13.1% | 107% | 75 | 33.33% | 0.6 |
|
| 3263 |
3263
Kerrisdale Advisers
Miami,
Florida
| US$1.54億 | -US$2.16億 | -58% | 1.27% | 78.8% | 42 | 73.81% | 0.6 |
|
| 3264 |
3264
Dakota Wealth Management
Palm Beach Gardens,
Florida
| US$1.54億 | +US$530萬 | +4% | 2.82% | 112% | 54 | 5.56% | 1.5 |
|
| 3265 |
3265
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| US$1.54億 | +US$1197萬 | +8% | 2.38% | 65.6% | 150 | 21.33% | 0.2 |
|
| 3266 |
3266
Affinity Wealth Management
Wilmington,
Delaware
| US$1.54億 | +US$708萬 | +5% | 1.52% | 116% | 70 | 34.29% | 1.3 |
|
| 3267 |
3267
Cahill Financial Advisors
Edina,
Minnesota
| US$1.54億 | +US$1052萬 | +7% | 2.99% | 55.9% | 127 | 9.45% | 1.9 |
|
| 3268 |
3268
Liberty Capital Management
Birmingham,
Michigan
| US$1.54億 | +US$562萬 | +4% | 1.09% | – | 255 | 60% | 1 |
|
| 3269 |
3269
Financial Sense Advisors
San Diego,
California
| US$1.54億 | -US$2442萬 | -14% | 1.2% | 152% | 93 | 34.41% | 1.1 |
|
| 3270 |
3270
American Assets Capital Advisers
San Diego,
California
| US$1.53億 | -US$209萬 | -1% | 0.9% | 73.5% | 36 | 16.67% | 1.2 |
|
| 3271 |
3271
BHZ Capital Management
San Jose,
California
| US$1.53億 | +US$1509萬 | +11% | 9.5% | 3.24% | 112 | 38.39% | 0.4 |
|
| 3272 |
3272
Quadrant Capital Group
Cincinnati,
Ohio
| US$1.53億 | +US$791萬 | +5% | 4.43% | 118% | 2,231 | 10.04% | 0.9 |
|
| 3273 |
3273
O'Brien Wealth Partners
Waltham,
Massachusetts
| US$1.53億 | +US$978萬 | +7% | 3.09% | 56.7% | 31 | 0% | 0.7 |
|
| 3274 |
FCPV
3274
FS Capital Partners VI
Los Angeles,
California
| US$1.53億 | +US$3708萬 | +32% | 32% | – | 1 | 0% | 1.8 |
|
| 3275 |
PCMI
3275
Princeton Capital Management Inc
Princeton,
New Jersey
| US$1.53億 | +US$791萬 | +5% | 6.94% | 57.9% | 78 | 6.41% | 2.2 |
|