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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
PWM
3601
Praetorian Wealth Management
Carmel,
California
| US$3.91億 | +US$1662萬 | +4% | 1.23% | 60.4% | 58 | 37.93% | 2 |
|
| 3602 |
3602
Levy Wealth Management Group
Philadelphia,
Pennsylvania
| US$3.91億 | +US$3413萬 | +10% | 2.72% | 21.1% | 108 | 10.19% | 2.4 |
|
| 3603 |
3603
Harbor Group
Bedford,
New Hampshire
| US$3.91億 | +US$1128萬 | +3% | 0.1% | 43% | 89 | 12.36% | 1.9 |
|
| 3604 |
NTCM
3604
Nut Tree Capital Management
New York
| US$3.91億 | +US$2904萬 | +8% | 6.69% | 101% | 15 | 33.33% | 1.4 |
|
| 3605 |
AWAM
3605
Appian Way Asset Management
New York
| US$3.91億 | +US$916萬 | +2% | 2.93% | 49.4% | 53 | 66.04% | 0.2 |
|
| 3606 |
AA
3606
Ancient Art
Austin,
Texas
| US$3.9億 | -US$1.04億 | -21% | 8.39% | 168% | 19 | 26.32% | 2.4 |
|
| 3607 |
3607
Old Second National Bank of Aurora
Aurora,
Illinois
| US$3.9億 | +US$522萬 | +1% | 3.6% | 93.7% | 349 | 9.46% | 6.1 |
|
| 3608 |
3608
Martin Investment Management
Palm Beach Gardens,
Florida
| US$3.9億 | -US$1732萬 | -4% | 4.34% | 44% | 52 | 15.38% | 4.8 |
|
| 3609 |
SPC
3609
Stony Point Capital
New York
| US$3.9億 | +US$8494萬 | +28% | 9.32% | 208% | 49 | 65.31% | 0.6 |
|
| 3610 |
3610
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| US$3.9億 | -US$1025萬 | -3% | 1.98% | 85.6% | 206 | 21.36% | 3.5 |
|
| 3611 |
3611
First Pacific Financial
Vancouver,
Washington
| US$3.89億 | +US$3130萬 | +9% | 1.44% | 53.6% | 488 | 34.84% | 1.2 |
|
| 3612 |
3612
Cypress Asset Management
Houston,
Texas
| US$3.88億 | +US$1964萬 | +5% | 7.79% | 141% | 113 | 10.62% | 6.6 |
|
| 3613 |
3613
Optas LLC
Austin,
Texas
| US$3.88億 | +US$2184萬 | +6% | 5.86% | 118% | 233 | 15.45% | 2.3 |
|
| 3614 |
3614
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| US$3.88億 | +US$1158萬 | +3% | 3.46% | 72.9% | 215 | 18.6% | 4.2 |
|
| 3615 |
3615
Peddock Capital Advisors
Braintree,
Massachusetts
| US$3.88億 | +US$660萬 | +2% | 6.63% | 113% | 155 | 1.94% | 5.8 |
|
| 3616 |
3616
Aspire Private Capital
Cornelius,
North Carolina
| US$3.88億 | +US$873萬 | +2% | 1.64% | 49.6% | 757 | 12.15% | 3 |
|
| 3617 |
RA
3617
Resolute Advisors
San Francisco,
California
| US$3.88億 | -US$1.53億 | -28% | 22.2% | 36.7% | 61 | 9.84% | 2.4 |
|
| 3618 |
3618
Westover Capital Advisors
Wilmington,
Delaware
| US$3.88億 | +US$4650萬 | +14% | 6.36% | 144% | 230 | 27.83% | 2.4 |
|
| 3619 |
3619
Blankinship & Foster
Solana Beach,
California
| US$3.88億 | +US$651萬 | +2% | 2.4% | 67.1% | 74 | 13.51% | 3.8 |
|
| 3620 |
3620
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| US$3.88億 | +US$1375萬 | +4% | 3.17% | 82.6% | 175 | 5.71% | 5.8 |
|
| 3621 |
3621
Creekmur Asset Management
Morton,
Illinois
| US$3.88億 | +US$9535萬 | +33% | 3.73% | – | 1,170 | 38.55% | 0.3 |
|
| 3622 |
3622
Logan Stone Capital
Chicago,
Illinois
| US$3.87億 | -US$7794萬 | -17% | 0.82% | 43.9% | 199 | 50.25% | 0.8 |
|
| 3623 |
3623
Chemistry Wealth Management
New York
| US$3.87億 | +US$1608萬 | +4% | 3.38% | 77.1% | 173 | 7.51% | 1.8 |
|
| 3624 |
RC
3624
Reik & Co
New York
| US$3.87億 | -US$1342萬 | -3% | 2.23% | 47.2% | 55 | 5.45% | 8 |
|
| 3625 |
3625
Northwest Wealth Management
Spencer,
Iowa
| US$3.86億 | +US$2137萬 | +6% | 1.34% | 68.2% | 179 | 10.61% | 3.5 |
|