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
FIFTHDELTA
London,
United Kingdom
| US$4.59億 | -US$1.03億 | -18% | 7.6% | 13% | 14 | 28.57% | 0.8 |
|
| 3252 |
3252
Providence Capital Advisors
Charlotte,
North Carolina
| US$4.59億 | +US$33.9萬 | +0.1% | 0.25% | 60% | 369 | 11.65% | 3 |
|
| 3253 |
3253
Rowlandmiller & Partners
Atlanta,
Georgia
| US$4.59億 | -US$1509萬 | -3% | 1.63% | 84% | 186 | 7.53% | 5.7 |
|
| 3254 |
3254
Advantage Alpha Capital Partners
San Francisco,
California
| US$4.58億 | -US$7346萬 | -14% | 7.88% | 79.2% | 170 | 16.47% | 1.4 |
|
| 3255 |
3255
Tucker Asset Management
Littleton,
Colorado
| US$4.58億 | +US$2392萬 | +6% | 2.7% | 71.6% | 1,995 | 31.43% | 1.1 |
|
| 3256 |
3256
Raub Brock Capital Management
Larkspur,
California
| US$4.58億 | -US$1434萬 | -3% | 0.47% | 54.7% | 42 | 11.9% | 3.4 |
|
| 3257 |
3257
De Lisle Partners
Poole,
United Kingdom
| US$4.58億 | +US$2520萬 | +6% | 1.37% | – | 185 | 16.76% | 0.2 |
|
| 3258 |
IIA
3258
IPG Investment Advisors
San Diego,
California
| US$4.58億 | -US$79.2萬 | -0.2% | 1.05% | 126% | 204 | 30.88% | 2.1 |
|
| 3259 |
3259
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| US$4.58億 | +US$7730萬 | +20% | 1.51% | 68.6% | 533 | 84.24% | 0.3 |
|
| 3260 |
3260
Strategic Planning Group
Bountiful,
Utah
| US$4.58億 | +US$5757萬 | +14% | 6.5% | 162% | 121 | 42.15% | 0.5 |
|
| 3261 |
3261
Oarsman Capital
Milwaukee,
Wisconsin
| US$4.57億 | +US$3815萬 | +9% | 2.67% | 74.9% | 250 | 12.8% | 3.7 |
|
| 3262 |
VARA
3262
Value Aligned Research Advisors
Princeton,
New Jersey
| US$4.57億 | -US$5038萬 | -10% | 11.8% | 1,641% | 36 | 61.11% | 0.5 |
|
| 3263 |
3263
Brickley Wealth Management
San Mateo,
California
| US$4.57億 | +US$2043萬 | +5% | 3.89% | 75.9% | 46 | 2.17% | 3.6 |
|
| 3264 |
3264
Arlington Financial Advisors
Santa Barbara,
California
| US$4.56億 | +US$74.7萬 | +0.2% | 1.77% | 67.6% | 78 | 17.95% | 3.5 |
|
| 3265 |
3265
Lebenthal Global Advisors
Hauppauge,
New York
| US$4.56億 | +US$614萬 | +1% | 1.05% | 57.2% | 198 | 15.66% | 1.4 |
|
| 3266 |
3266
TMD Wealth Management
Scottsdale,
Arizona
| US$4.56億 | +US$2719萬 | +6% | 2.2% | 2.41% | 61 | 18.03% | 1.7 |
|
| 3267 |
III
3267
Independent Investors Inc
Nesconset,
New York
| US$4.56億 | +US$3749萬 | +9% | 12.5% | 94.5% | 68 | 2.94% | 8.2 |
|
| 3268 |
3268
HughesLittle Investment Management
Vancouver,
| US$4.56億 | -US$6.87萬 | -0% | 4.75% | 113% | 18 | 11.11% | 5 |
|
| 3269 |
3269
Marietta Investment Partners
Milwaukee,
Wisconsin
| US$4.55億 | -US$197萬 | -0.4% | 3.43% | 181% | 168 | 7.14% | 4.8 |
|
| 3270 |
3270
Bender Robert & Associates
Pasadena,
California
| US$4.55億 | +US$2862萬 | +7% | 0% | 146% | 84 | 100% | 0 |
|
| 3271 |
3271
Catalyst Financial Partners
Boston,
Massachusetts
| US$4.55億 | +US$6646萬 | +17% | 3.57% | 110% | 252 | 13.1% | 1.1 |
|
| 3272 |
3272
Boston Standard Wealth Management
Winchester,
Massachusetts
| US$4.55億 | +US$1334萬 | +3% | 1% | 47.1% | 48 | 6.25% | 4.9 |
|
| 3273 |
3273
Cornerstone Management
Duluth,
Georgia
| US$4.55億 | +US$428萬 | +1% | 1.21% | 43.6% | 56 | 7.14% | 4.7 |
|
| 3274 |
3274
Valor Management
Chicago,
Illinois
| US$4.55億 | -US$2482萬 | -5% | 2.94% | 14.5% | 6 | 0% | 1.2 |
|
| 3275 |
3275
Atlas Venture Advisors
Boston,
Massachusetts
| US$4.55億 | -US$4791萬 | -10% | 8.78% | 34.6% | 5 | 0% | 4.5 |
|