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
Builder Investment Group
Atlanta,
Georgia
| US$4.05億 | +US$5273萬 | +15% | 17.5% | 169% | 105 | 9.52% | 2.1 |
|
| 3852 |
3852
Hourglass Capital
Houston,
Texas
| US$4.05億 | +US$2236萬 | +6% | 8.72% | 94.4% | 112 | 7.14% | 5.9 |
|
| 3853 |
3853
Longfellow Investment Management
Boston,
Massachusetts
| US$4.04億 | -US$560萬 | -1% | 1.19% | 45.9% | 309 | 25.24% | 2.3 |
|
| 3854 |
AHT
3854
Amanah Holdings Trust
London,
| US$4.04億 | – | – | 65.4% | – | 16 | – | 0 |
|
| 3855 |
3855
Seven Springs Wealth Group
Brentwood,
Tennessee
| US$4.04億 | +US$1.23億 | +44% | 12.5% | 59.2% | 87 | 10.34% | 3.1 |
|
| 3856 |
3856
GoalVest Advisory
New York
| US$4.04億 | +US$4017萬 | +11% | 11.7% | 94.8% | 544 | 41.91% | 2.1 |
|
| 3857 |
3857
Shulman DeMeo Asset Management
Lake Success,
New York
| US$4.04億 | +US$4775萬 | +13% | 9.07% | 79.3% | 120 | 5% | 3.2 |
|
| 3858 |
OCM
3858
Ogborne Capital Management
San Francisco,
California
| US$4.03億 | +US$1.43億 | +55% | 38.5% | 251% | 14 | 57.14% | 0.9 |
|
| 3859 |
3859
Helen Stephens Group
Fort Worth,
Texas
| US$4.03億 | +US$4969萬 | +14% | 7.85% | 53.4% | 92 | 10.87% | 2.4 |
|
| 3860 |
3860
Davis Rea
Toronto,
Ontario, Canada
| US$4.03億 | +US$2752萬 | +7% | 11.4% | 66.9% | 63 | 23.81% | 3.4 |
|
| 3861 |
RA
3861
Resolute Advisors
San Francisco,
California
| US$4.03億 | +US$5590萬 | +16% | 21.5% | 36.7% | 91 | 31.87% | 2.2 |
|
| 3862 |
3862
Fairvoy Private Wealth
Birmingham,
Alabama
| US$4.02億 | +US$3864萬 | +11% | 10.4% | – | 190 | 12.11% | 0.4 |
|
| 3863 |
3863
Morton Community Bank
East Peoria,
Illinois
| US$4.02億 | +US$2033萬 | +5% | 5.13% | – | 115 | 9.57% | 1.3 |
|
| 3864 |
3864
West Wealth Group
Irvine,
California
| US$4.02億 | +US$6386萬 | +19% | 10.6% | 79.8% | 120 | 27.5% | 1.5 |
|
| 3865 |
3865
Bank of New Hampshire
Laconia,
New Hampshire
| US$4.02億 | +US$1986萬 | +5% | 10.5% | 96.5% | 479 | 7.93% | 3 |
|
| 3866 |
3866
Trium Capital
London,
United Kingdom
| US$4.02億 | -US$3.99億 | -50% | 22.3% | 215% | 80 | 61.25% | 0.7 |
|
| 3867 |
3867
Barry Investment Advisors
New Bedford,
Massachusetts
| US$4.02億 | +US$2527萬 | +7% | 5% | 66.7% | 110 | 9.09% | 4.2 |
|
| 3868 |
3868
AMJ Financial Wealth Management
Leesburg,
Virginia
| US$4.02億 | +US$6294萬 | +19% | 15.8% | 167% | 100 | 32% | 1.5 |
|
| 3869 |
3869
KEB Asset Management
Springfield,
Illinois
| US$4.01億 | +US$4985萬 | +14% | 7.8% | 68.9% | 90 | 11.11% | 2.1 |
|
| 3870 |
3870
Lantz Financial
Naperville,
Illinois
| US$4.01億 | +US$3585萬 | +10% | 7.39% | 74.3% | 243 | 11.93% | 3.3 |
|
| 3871 |
3871
Tempus Wealth Planning
Irvine,
California
| US$4.01億 | +US$6645萬 | +20% | 13.4% | 95% | 281 | 18.15% | 2.3 |
|
| 3872 |
3872
Charles-Lim Capital
Central,
Hong Kong
| US$4.01億 | +US$6182萬 | +18% | 17.9% | 4.44% | 8 | 25% | 3.2 |
|
| 3873 |
3873
Copperwynd Financial
Scottsdale,
Arizona
| US$4.01億 | +US$3830萬 | +11% | 11.1% | 90% | 166 | 19.28% | 3.3 |
|
| 3874 |
3874
O'Dell Group
Cincinnati,
Ohio
| US$4.01億 | +US$1500萬 | +4% | 7.58% | 72.2% | 36 | 41.67% | 4.2 |
|
| 3875 |
3875
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| US$4.01億 | -US$2959萬 | -7% | 13.1% | 143% | 92 | 39.13% | 1.8 |
|