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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
3701
Goehring & Rozencwajg Associates
New York
| US$2.81億 | – | – | 9.82% | 126% | 47 | – | 0 |
|
| 3702 |
3702
Sendero Wealth Management
San Antonio,
Texas
| US$2.81億 | +US$4089萬 | +17% | 8.93% | 99.2% | 118 | 31.36% | 0.5 |
|
| 3703 |
3703
Spinnaker Investment Group
Newport Beach,
California
| US$2.81億 | +US$2577萬 | +10% | 7.57% | 56.9% | 87 | 8.05% | 0.8 |
|
| 3704 |
3704
Abacus Wealth Partners
Santa Monica,
California
| US$2.81億 | +US$9235萬 | +49% | 7.6% | 49.5% | 90 | 26.67% | 1.3 |
|
| 3705 |
3705
Sycale Advisors
New York
| US$2.81億 | +US$2813萬 | +11% | 4.31% | 46.1% | 26 | 42.31% | 1.3 |
|
| 3706 |
3706
Regatta Capital Group
El Segundo,
California
| US$2.81億 | +US$3614萬 | +15% | 7.23% | 78.1% | 185 | 17.3% | 0.8 |
|
| 3707 |
CCP
3707
Caden Capital Partners
Santa Monica,
California
| US$2.81億 | – | – | 10.9% | 19.1% | 13 | – | 0 |
|
| 3708 |
OIM
3708
Opus Investment Management
Worcester,
Massachusetts
| US$2.81億 | -US$1.49億 | -35% | 11.7% | 58.2% | 92 | 20.65% | 5.6 |
|
| 3709 |
3709
SeaBridge Investment Advisors
Summit,
New Jersey
| US$2.81億 | -US$614萬 | -2% | 8.28% | 139% | 138 | 15.94% | 4.7 |
|
| 3710 |
3710
Stone House Investment Management
Tunkhannock,
Pennsylvania
| US$2.81億 | +US$6502萬 | +30% | 7.64% | 57.9% | 50 | 26% | 1.4 |
|
| 3711 |
AIS
3711
AM Investment Strategies
Chattanooga,
Tennessee
| US$2.8億 | +US$762萬 | +3% | 3.42% | 135% | 105 | 23.81% | 1.6 |
|
| 3712 |
3712
Farmers National Bank
Danville,
Kentucky
| US$2.8億 | +US$3093萬 | +12% | 11.6% | – | 150 | 6% | 5.5 |
|
| 3713 |
3713
Pacific Life Fund Advisors
Newport Beach,
California
| US$2.8億 | – | – | 7.3% | 50.2% | 8 | – | 0 |
|
| 3714 |
GWM
3714
GSB Wealth Management
Guilford,
Connecticut
| US$2.8億 | +US$434萬 | +2% | 10.2% | 69.8% | 212 | 15.09% | 1.8 |
|
| 3715 |
3715
CVentures
Denver,
Colorado
| US$2.8億 | – | – | 15.2% | – | 1 | – | 9 |
|
| 3716 |
3716
AXS Investments
Port Chester,
New York
| US$2.8億 | +US$2262萬 | +9% | 10.1% | 107% | 366 | 49.45% | 0.4 |
|
| 3717 |
LCM
3717
Lionstone Capital Management
New York
| US$2.8億 | +US$3975萬 | +17% | 8.78% | 74.1% | 16 | 25% | 3.4 |
|
| 3718 |
3718
Mission Creek Capital Partners
San Francisco,
California
| US$2.8億 | +US$1523萬 | +6% | 10.3% | 148% | 227 | 13.66% | 2.4 |
|
| 3719 |
3719
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| US$2.79億 | +US$1241萬 | +5% | 8.15% | 111% | 148 | 10.14% | 4.6 |
|
| 3720 |
3720
LexAurum Advisors
Overland Park,
Kansas
| US$2.79億 | +US$2057萬 | +8% | 6.9% | – | 264 | 13.64% | 2.5 |
|
| 3721 |
3721
LWMG LLC
Lake Elmo,
Minnesota
| US$2.79億 | – | – | 8.27% | – | 89 | – | 0 |
|
| 3722 |
3722
Cavalier Investments
Alpharetta,
Georgia
| US$2.79億 | +US$181萬 | +0.7% | 6.44% | 171% | 102 | 10.78% | 1.8 |
|
| 3723 |
3723
Aspire Private Capital
Cornelius,
North Carolina
| US$2.78億 | +US$1563萬 | +6% | 6.7% | 55.3% | 696 | 7.61% | 2.1 |
|
| 3724 |
3724
Redmond Asset Management
Henrico,
Virginia
| US$2.78億 | +US$973萬 | +4% | 9.25% | 68.2% | 178 | 9.55% | 4.1 |
|
| 3725 |
3725
Secure Asset Management
Troy,
Michigan
| US$2.78億 | +US$9985萬 | +56% | 7.41% | 97.2% | 205 | 29.27% | 1.3 |
|