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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
3826
Emory University
Atlanta,
Georgia
| US$1.53億 | +US$213萬 | +1% | 4.23% | – | 52 | 23.08% | 1.3 |
|
| 3827 |
3827
Resource America
New York
| US$1.53億 | +US$798萬 | +6% | 1.87% | 12.2% | 45 | 13.33% | 0.6 |
|
| 3828 |
3828
Unio Capital
Princeton,
New Jersey
| US$1.53億 | +US$1983萬 | +15% | 11.9% | 97.8% | 77 | 12.99% | 0.7 |
|
| 3829 |
3829
First Financial Corp
Terre Haute,
Indiana
| US$1.53億 | +US$991萬 | +7% | 8.08% | 95.3% | 341 | 5.57% | 4.3 |
|
| 3830 |
3830
Yost Capital Management
Houston,
Texas
| US$1.53億 | -US$5968萬 | -28% | 4.57% | 125% | 13 | 38.46% | 1.2 |
|
| 3831 |
3831
Sutton Wealth Advisors
Tampa,
Florida
| US$1.53億 | +US$888萬 | +6% | 7.07% | 40.9% | 1,175 | 8.34% | 2.1 |
|
| 3832 |
3832
Tortoise Index Solutions
Overland Park,
Kansas
| US$1.53億 | +US$1275萬 | +9% | 1.22% | 52.2% | 95 | 8.42% | 2.5 |
|
| 3833 |
3833
New England Investment & Retirement Group
North Andover,
Massachusetts
| US$1.53億 | +US$233萬 | +2% | 7.1% | 72.5% | 50 | 14% | 1.7 |
|
| 3834 |
3834
Bellecapital
Zurich,
Switzerland
| US$1.53億 | +US$1404萬 | +10% | 7.59% | 152% | 102 | 29.41% | 1.5 |
|
| 3835 |
3835
Kassirer Asset Management
Toronto,
Ontario, Canada
| US$1.52億 | -US$367萬 | -2% | 13.5% | 577% | 98 | 57.14% | 0.6 |
|
| 3836 |
3836
Whitener Capital Management
Rocky Mount,
North Carolina
| US$1.52億 | +US$2505萬 | +20% | 8% | 113% | 480 | 73.96% | 0.2 |
|
| 3837 |
3837
Epstein & White Financial
San Diego,
California
| US$1.52億 | +US$1763萬 | +13% | 5.25% | 51% | 111 | 27.03% | 0.6 |
|
| 3838 |
SAM
3838
Security Asset Management
New York
| US$1.52億 | +US$1045萬 | +7% | 9.19% | 67.4% | 81 | 0% | 2.9 |
|
| 3839 |
SL
3839
SIB LLC
New York,
New York
| US$1.52億 | +US$932萬 | +7% | 2.4% | 29.2% | 25 | 0% | 4.8 |
|
| 3840 |
3840
Castle Creek Capital Partners IV
Rancho Santa Fe,
California
| US$1.52億 | -US$807萬 | -5% | 4.73% | 47.7% | 4 | 0% | 2.9 |
|
| 3841 |
SL
3841
SWF LLC
Omaha,
Nebraska
| US$1.52億 | +US$9238萬 | +155% | 13.3% | 87.4% | 2 | 0% | 0.8 |
|
| 3842 |
3842
Battery Partners VIII
Boston,
Massachusetts
| US$1.52億 | -US$7034萬 | -32% | 27.1% | – | 1 | 0% | 1.8 |
|
| 3843 |
3843
Ashmore Group
London,
United Kingdom
| US$1.52億 | -US$784萬 | -5% | 2.26% | 103% | 30 | 20% | 1.3 |
|
| 3844 |
3844
Affiance Financial
St. Louis Park,
Minnesota
| US$1.52億 | +US$2092萬 | +16% | 4.04% | 57.8% | 91 | 4.4% | 2.6 |
|
| 3845 |
3845
Ecofin Advisors
London,
United Kingdom
| US$1.52億 | +US$234萬 | +2% | 1.64% | 77% | 25 | 20% | 2.1 |
|
| 3846 |
3846
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| US$1.52億 | +US$1114萬 | +8% | 5.32% | 130% | 622 | 13.18% | 1.9 |
|
| 3847 |
MWM
3847
Mascoma Wealth Management
Hanover,
New Hampshire
| US$1.52億 | +US$952萬 | +7% | 5.02% | 43.7% | 425 | 11.29% | 1.3 |
|
| 3848 |
3848
Wills Financial Group
Richmond,
Virginia
| US$1.51億 | +US$1344萬 | +10% | 8.24% | 57.5% | 71 | 7.04% | 2.9 |
|
| 3849 |
3849
Stableford Capital II
Scottsdale,
Arizona
| US$1.51億 | -US$243萬 | -2% | 4.77% | 66.9% | 111 | 20.72% | 1.2 |
|
| 3850 |
GA
3850
Greytown Advisors
Miami,
Florida
| US$1.51億 | -US$6298萬 | -29% | 3.86% | 14.1% | 80 | 12.5% | 1.4 |
|