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
Strategic Equity Management
Tucson,
Arizona
| US$2.92億 | +US$5565萬 | +24% | 5.5% | 74.9% | 41 | 31.71% | 0.3 |
|
| 3852 |
3852
Signet Financial Management
Parsippany,
New Jersey
| US$2.92億 | -US$2.42億 | -45% | 5.8% | 65.2% | 249 | 58.23% | 2.6 |
|
| 3853 |
3853
Yale University
New Haven,
Connecticut
| US$2.92億 | +US$2.45億 | +531% | 8.07% | 33.7% | 20 | 75% | 0.4 |
|
| 3854 |
3854
Sax Wealth Advisors
Parsippany,
New Jersey
| US$2.92億 | +US$1813萬 | +7% | 5.46% | 64.3% | 162 | 9.88% | 0.4 |
|
| 3855 |
3855
Buckley Wealth Management
Las Vegas,
Nevada
| US$2.91億 | +US$2172萬 | +8% | 9.28% | 88% | 133 | 9.02% | 2.5 |
|
| 3856 |
3856
Eagle Health Investments
Greenwich,
Connecticut
| US$2.91億 | +US$3672萬 | +14% | 6.94% | 241% | 31 | 25.81% | 0.4 |
|
| 3857 |
3857
First National Corp
Rockland,
Massachusetts
| US$2.91億 | -US$1.12億 | -28% | 6.26% | 56.3% | 162 | 19.75% | 1.9 |
|
| 3858 |
3858
Elgethun Capital Management
Sioux Falls,
South Dakota
| US$2.91億 | +US$3371萬 | +13% | 6.92% | 61.5% | 104 | 2.88% | 2.9 |
|
| 3859 |
3859
13D Management
New York
| US$2.91億 | +US$2069萬 | +8% | 7.42% | 157% | 33 | 15.15% | 1.5 |
|
| 3860 |
3860
Single Point Partners
Boston,
Massachusetts
| US$2.9億 | +US$1694萬 | +6% | 5.33% | 56.4% | 106 | 51.89% | 0.8 |
|
| 3861 |
3861
White Pine Investment Company
Livonia,
Michigan
| US$2.9億 | +US$2098萬 | +8% | 6.78% | 73.3% | 58 | 1.72% | 3.9 |
|
| 3862 |
3862
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| US$2.9億 | +US$747萬 | +3% | 7.72% | 92% | 147 | 6.8% | 2.6 |
|
| 3863 |
3863
Bellwether Advisors
Lincoln,
Nebraska
| US$2.9億 | +US$3747萬 | +15% | 6.19% | 128% | 493 | 22.72% | 0.4 |
|
| 3864 |
3864
Raffa Wealth Management
Washington,
District of Columbia
| US$2.89億 | +US$522萬 | +2% | 4.06% | 35.8% | 1,129 | 6.02% | 1.3 |
|
| 3865 |
3865
Investors Research Corp
Atlanta,
Georgia
| US$2.89億 | +US$2357萬 | +9% | 6.06% | 62.1% | 1,057 | 8.42% | 2.1 |
|
| 3866 |
3866
Centric Wealth Management
Chicago,
Illinois
| US$2.89億 | -US$6138萬 | -18% | 13.7% | 44.4% | 227 | 39.65% | 1.2 |
|
| 3867 |
3867
Norwest Venture Partners XIII
Palo Alto,
California
| US$2.89億 | +US$2841萬 | +11% | 15.8% | – | 3 | 66.67% | 0.2 |
|
| 3868 |
3868
Monument Capital Management
Alexandria,
Virginia
| US$2.89億 | +US$3945萬 | +16% | 6.98% | 170% | 149 | 34.23% | 1.2 |
|
| 3869 |
3869
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| US$2.89億 | +US$4590萬 | +19% | 9% | 71.4% | 256 | 10.94% | 1.6 |
|
| 3870 |
3870
Arkos Global Advisors
Houston,
Texas
| US$2.89億 | +US$2822萬 | +11% | 4.62% | 43.6% | 95 | 12.63% | 1.4 |
|
| 3871 |
3871
Day & Ennis
Macon,
Georgia
| US$2.89億 | +US$2379萬 | +9% | 4.7% | 15.2% | 129 | 10.85% | 2.6 |
|
| 3872 |
VAM
3872
Velanne Asset Management
London,
United Kingdom
| US$2.88億 | +US$1.09億 | +61% | 6.13% | 29.6% | 20 | 5% | 1.8 |
|
| 3873 |
3873
Birinyi Associates
Westport,
Connecticut
| US$2.88億 | +US$2575萬 | +10% | 10.8% | 134% | 70 | 10% | 4.8 |
|
| 3874 |
3874
Clear Perspective Advisors
Aurora,
Illinois
| US$2.88億 | +US$3236萬 | +13% | 7.77% | 88.5% | 167 | 11.98% | 2.3 |
|
| 3875 |
3875
Roanoke Asset Management
Jersey City,
New Jersey
| US$2.88億 | +US$5782萬 | +25% | 7.76% | 50.3% | 115 | 13.04% | 4.5 |
|