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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
QC
3676
Qalhat Capital
Tortola,
British Virgin Islands
| US$2.77億 | +US$7874萬 | +40% | 15.9% | 90.3% | 16 | 25% | 0.3 |
|
| 3677 |
3677
Littlejohn & Co
Greenwich,
Connecticut
| US$2.77億 | -US$1.05億 | -27% | 19.8% | 66.1% | 179 | 12.29% | 0.9 |
|
| 3678 |
3678
CMH Wealth Management
Portsmouth,
New Hampshire
| US$2.77億 | -US$4869萬 | -15% | 17.6% | 88% | 55 | 21.82% | 3.3 |
|
| 3679 |
3679
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| US$2.77億 | -US$9163萬 | -25% | 14% | 70.2% | 313 | 29.07% | 2.9 |
|
| 3680 |
3680
Arch Capital Group
Pembroke,
Bermuda
| US$2.76億 | -US$2.62億 | -49% | 2.33% | 2.89% | 4 | 50% | 1.5 |
|
| 3681 |
3681
Corrigan Financial
Middletown,
Rhode Island
| US$2.76億 | -US$4013萬 | -13% | 13.1% | 9.54% | 88 | 13.64% | 3.6 |
|
| 3682 |
3682
Winmill & Co
Walpole,
New Hampshire
| US$2.76億 | -US$5290萬 | -16% | 12.3% | 146% | 82 | 15.85% | 1.9 |
|
| 3683 |
AFS
3683
Annapolis Financial Services
Annapolis,
Maryland
| US$2.75億 | -US$3204萬 | -10% | 12.6% | 15% | 509 | 9.04% | 1.3 |
|
| 3684 |
3684
Cooper Financial Group
Irvine,
California
| US$2.75億 | +US$1208萬 | +5% | 15.2% | 87.2% | 292 | 31.16% | 1.5 |
|
| 3685 |
3685
Hillman Capital Management
Bethesda,
Maryland
| US$2.75億 | -US$3973萬 | -13% | 13.2% | 20.2% | 50 | 8% | 2.3 |
|
| 3686 |
KMWM
3686
Keudell/Morrison Wealth Management
Salem,
Oregon
| US$2.75億 | +US$3608萬 | +15% | 10.5% | – | 189 | 16.93% | 2.3 |
|
| 3687 |
3687
Monashee Investment Management
Boston,
Massachusetts
| US$2.75億 | -US$7055萬 | -20% | 15.4% | 460% | 53 | 79.25% | 0.3 |
|
| 3688 |
3688
Perkins Coie Trust Company
Seattle,
Washington
| US$2.75億 | -US$4743萬 | -15% | 14.6% | 83.2% | 244 | 5.74% | 6.1 |
|
| 3689 |
WM
3689
Wishbone Management
Chicago,
Illinois
| US$2.75億 | -US$2.36億 | -46% | 34.6% | 58.7% | 9 | 22.22% | 1.1 |
|
| 3690 |
3690
Hudson Edge Investment Partners
Jersey City,
New Jersey
| US$2.74億 | -US$4316萬 | -14% | 10.4% | 67.9% | 142 | 9.86% | 4.2 |
|
| 3691 |
3691
Xcel Wealth Management
Holly Hill,
Florida
| US$2.74億 | -US$9032萬 | -25% | 16.7% | 98.8% | 141 | 17.02% | 2.3 |
|
| 3692 |
3692
Eagle Strategies
New York
| US$2.74億 | +US$1826萬 | +7% | 14.2% | 77.7% | 168 | 39.88% | 0.4 |
|
| 3693 |
3693
Kathryn A. Hall
| US$2.74億 | -US$5757萬 | -17% | 15.2% | 95.2% | 53 | 5.66% | 2.5 |
|
| 3694 |
3694
Delta Air Lines
Atlanta,
Georgia
| US$2.74億 | -US$1.28億 | -32% | 30.8% | 5.3% | 4 | 0% | 0.5 |
|
| 3695 |
3695
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| US$2.74億 | -US$3950萬 | -13% | 9.53% | 68.6% | 75 | 36% | 1.4 |
|
| 3696 |
3696
Financial Sense Advisors
San Diego,
California
| US$2.74億 | +US$638萬 | +2% | 12% | 152% | 159 | 86.79% | 0.6 |
|
| 3697 |
3697
JFG Wealth Management
Denver,
Colorado
| US$2.73億 | -US$5950萬 | -18% | 12.6% | 65.2% | 48 | 31.25% | 1.2 |
|
| 3698 |
3698
Whitegate Investment Counselors
Concord,
New Hampshire
| US$2.73億 | -US$5030萬 | -16% | 13.7% | 51% | 71 | 23.94% | 5.7 |
|
| 3699 |
3699
SignalPoint Asset Management
Springfield,
Missouri
| US$2.73億 | -US$4228萬 | -13% | 12.7% | 36% | 234 | 10.68% | 4.6 |
|
| 3700 |
3700
First International Bank & Trust
Watford City,
North Dakota
| US$2.73億 | -US$2094萬 | -7% | 9.55% | 38.6% | 97 | 17.53% | 0.5 |
|