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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
3526
Round Hill Asset Management
Pasadena,
California
| US$1.76億 | +US$62.4萬 | +0.4% | 3.67% | 43.2% | 63 | 3.17% | 0.9 |
|
| 3527 |
3527
Virtue Capital Management
Brentwood,
Tennessee
| US$1.76億 | – | – | 3.02% | 91% | 550 | – | 0 |
|
| 3528 |
3528
Gryphon Financial Partners
Columbus,
Ohio
| US$1.76億 | – | – | 7.55% | 93.7% | 1,039 | – | 0 |
|
| 3529 |
3529
Old West Investment Management
Los Angeles,
California
| US$1.76億 | -US$1481萬 | -8% | 4.69% | 242% | 77 | 19.48% | 1.8 |
|
| 3530 |
3530
Delphi Management
Brookline,
Massachusetts
| US$1.76億 | -US$334萬 | -2% | 4.96% | 111% | 96 | 23.96% | 2 |
|
| 3531 |
LJHT
3531
Laurie J. Hall Trustee
| US$1.76億 | +US$1487萬 | +9% | 4.89% | 105% | 367 | 21.53% | 1.9 |
|
| 3532 |
3532
WESPAC Advisors SoCal
Pasadena,
California
| US$1.75億 | +US$730萬 | +4% | 6.71% | 135% | 301 | 18.94% | 1.5 |
|
| 3533 |
3533
Triangle Securities Wealth Management
Raleigh,
North Carolina
| US$1.75億 | +US$703萬 | +4% | 6.36% | 83.6% | 140 | 7.14% | 3 |
|
| 3534 |
3534
Thomas Story & Son
Culver,
Indiana
| US$1.75億 | -US$1040萬 | -6% | 10.1% | 101% | 55 | 3.64% | 3.2 |
|
| 3535 |
3535
Peoples Bank (Ohio)
Marietta,
Ohio
| US$1.75億 | -US$831萬 | -5% | 2.73% | 71.7% | 103 | 3.88% | 1.7 |
|
| 3536 |
3536
White Lighthouse Investment Management
Bedford,
Massachusetts
| US$1.74億 | – | – | 4.15% | 62% | 119 | – | 0 |
|
| 3537 |
3537
Mosaic Financial Partners
San Francisco,
California
| US$1.74億 | +US$1169萬 | +7% | 1.49% | 6.05% | 52 | 11.54% | 3.1 |
|
| 3538 |
3538
Lisanti Capital Growth
New York
| US$1.74億 | +US$1442萬 | +9% | 15% | 1,490% | 136 | 37.5% | 0.5 |
|
| 3539 |
NME
3539
Notis-McConarty Edward
| US$1.74億 | +US$1449萬 | +9% | 5.52% | 91.2% | 90 | 2.22% | 3.4 |
|
| 3540 |
3540
Concourse Capital Management
Atlanta,
Georgia
| US$1.74億 | -US$3166萬 | -15% | 9.65% | 107% | 70 | 62.86% | 0.8 |
|
| 3541 |
3541
Eversept Partners
New York
| US$1.74億 | – | – | 0.2% | 321% | 46 | – | 0 |
|
| 3542 |
LCM
3542
Lucha Capital Management
San Francisco,
California
| US$1.74億 | -US$1873萬 | -10% | 3.15% | 84.3% | 36 | 50% | 0.4 |
|
| 3543 |
3543
BCM Advisors
Lafayette,
Louisiana
| US$1.73億 | +US$1090萬 | +7% | 3.99% | 59.3% | 38 | 21.05% | 0.8 |
|
| 3544 |
NFG
3544
Noven Financial Group
Denver,
Colorado
| US$1.73億 | +US$689萬 | +4% | 7.02% | 45.1% | 36 | 22.22% | 2.1 |
|
| 3545 |
3545
Gladstone Capital Management
London,
United Kingdom
| US$1.73億 | +US$2839萬 | +20% | 13.6% | 304% | 16 | 43.75% | 1 |
|
| 3546 |
3546
Pathway Financial Advisors
South Burlington,
Vermont
| US$1.73億 | – | – | 5.72% | 52.7% | 470 | – | 0 |
|
| 3547 |
3547
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| US$1.73億 | +US$1784萬 | +12% | 14.6% | 55% | 46 | 10.87% | 1.3 |
|
| 3548 |
GA
3548
GRS Advisors
Chicago,
Illinois
| US$1.73億 | -US$3703萬 | -18% | 9.29% | 54.3% | 30 | 50% | 1 |
|
| 3549 |
3549
Daily Journal Corp
Los Angeles,
California
| US$1.73億 | +US$1848萬 | +12% | 12.1% | 108% | 4 | 0% | 4 |
|
| 3550 |
3550
Farmers National Bank
Danville,
Kentucky
| US$1.73億 | +US$768萬 | +5% | 4.19% | – | 271 | 47.23% | 1.2 |
|