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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3851 |
3851
Aspen Investment Management
Grand Rapids,
Michigan
| US$1.51億 | +US$657萬 | +5% | 4.98% | 84.9% | 153 | 7.19% | 3.6 |
|
| 3852 |
3852
CenterStar Asset Management
Chicago,
Illinois
| US$1.51億 | +US$598萬 | +4% | 5.75% | 104% | 1,061 | 0% | 0.4 |
|
| 3853 |
3853
X-Square Capital
Guaynabo,
Puerto Rico
| US$1.51億 | +US$1756萬 | +13% | 12.7% | 158% | 75 | 9.33% | 0.6 |
|
| 3854 |
WAM
3854
WIM Asset Management
Hong Kong
| US$1.51億 | -US$6412萬 | -30% | 8.38% | – | 17 | 52.94% | 0.5 |
|
| 3855 |
3855
REDW Wealth
Albuquerque,
New Mexico
| US$1.51億 | +US$1138萬 | +8% | 3.37% | 59.1% | 85 | 4.71% | 1.4 |
|
| 3856 |
3856
Chubb Ltd
Zurich,
Switzerland
| US$1.51億 | -US$8711萬 | -37% | 7% | 64.2% | 21 | 33.33% | 2.2 |
|
| 3857 |
3857
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| US$1.51億 | +US$5357萬 | +55% | 7.81% | 72.9% | 163 | 36.2% | 2.1 |
|
| 3858 |
3858
Bernicke Wealth Management
Altoona,
Wisconsin
| US$1.51億 | +US$774萬 | +5% | 2.39% | – | 48 | 0% | 2.1 |
|
| 3859 |
3859
Long Road Investment Counsel
Kalamazoo,
Michigan
| US$1.51億 | +US$953萬 | +7% | 8.12% | 64.4% | 70 | 2.86% | 3.3 |
|
| 3860 |
3860
First City Capital Management
Savannah,
Georgia
| US$1.5億 | +US$1057萬 | +8% | 7.57% | 86.4% | 150 | 10.67% | 3.6 |
|
| 3861 |
3861
Continuum Advisory
Eagle,
Idaho
| US$1.5億 | +US$1386萬 | +10% | 3.91% | 77% | 168 | 14.88% | 0.9 |
|
| 3862 |
3862
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| US$1.5億 | +US$576萬 | +4% | 4.8% | 68% | 59 | 8.47% | 1.1 |
|
| 3863 |
3863
Vienna Insurance Group
Warsaw,
Poland
| US$1.5億 | +US$598萬 | +4% | 4.95% | 188% | 69 | 4.35% | 0.9 |
|
| 3864 |
PCM
3864
Proxima Capital Management
New York
| US$1.5億 | -US$1846萬 | -11% | 4.4% | 20.7% | 37 | 21.62% | 1.8 |
|
| 3865 |
3865
Fluent Financial
Dallas,
Texas
| US$1.5億 | -US$123萬 | -0.8% | 3.9% | 46.9% | 80 | 16.25% | 0.5 |
|
| 3866 |
BOCM
3866
Bontempo Ohly Capital Management
Bethesda,
Maryland
| US$1.5億 | +US$2256萬 | +18% | 5% | 49.6% | 33 | 12.12% | 2.3 |
|
| 3867 |
WWMSC
3867
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| US$1.5億 | +US$1145萬 | +8% | 4% | 36.4% | 759 | 12.52% | 0.6 |
|
| 3868 |
3868
Rench Wealth Management
Denton,
Texas
| US$1.5億 | +US$1151萬 | +8% | 8.92% | 106% | 51 | 5.88% | 3.4 |
|
| 3869 |
MCA
3869
Mercer Capital Advisers
Little Silver,
New Jersey
| US$1.5億 | +US$1135萬 | +8% | 8.74% | 59.6% | 248 | 6.45% | 3.2 |
|
| 3870 |
FSA
3870
Financial Services Advisory
Rockville,
Maryland
| US$1.5億 | +US$3412萬 | +29% | 6.54% | 82.5% | 22 | 40.91% | 0.4 |
|
| 3871 |
3871
Bedel Financial Consulting
Indianapolis,
Indiana
| US$1.5億 | +US$1388萬 | +10% | 12.1% | 104% | 747 | 8.7% | 0.5 |
|
| 3872 |
3872
JRM Investment Counsel
Omaha,
Nebraska
| US$1.5億 | +US$2228萬 | +17% | 6.9% | 65.5% | 35 | 8.57% | 2.4 |
|
| 3873 |
3873
Parkside Advisors
Berkeley,
California
| US$1.5億 | +US$844萬 | +6% | 2.59% | 36.7% | 45 | 8.89% | 2.9 |
|
| 3874 |
CAGAS
3874
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| US$1.5億 | +US$1145萬 | +8% | 5.1% | 54.8% | 392 | 7.65% | 0.4 |
|
| 3875 |
3875
Shayne & Jacobs LLC
Nashville,
Tennessee
| US$1.5億 | +US$1015萬 | +7% | 9.5% | 79.4% | 27 | 11.11% | 3.6 |
|