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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
Nishkama Capital LLC
Dorado,
Puerto Rico
| US$2.24億 | -US$2214萬 | -9% | 6.12% | 723% | 42 | 66.67% | 0.5 |
|
| 4002 |
4002
Muhlenkamp & Co
Wexford,
Pennsylvania
| US$2.24億 | +US$1041萬 | +5% | 0.94% | 107% | 29 | 10.34% | 3.8 |
|
| 4003 |
4003
Grant Street Asset Management
Canonsburg,
Pennsylvania
| US$2.24億 | +US$3107萬 | +16% | 3.95% | 47.2% | 60 | 20% | 1.4 |
|
| 4004 |
4004
Fairhaven Wealth Management
Oak Brook,
Illinois
| US$2.24億 | +US$1067萬 | +5% | 5.08% | – | 121 | 14.05% | 2.4 |
|
| 4005 |
4005
Platte River Wealth Advisors
Louisville,
Colorado
| US$2.24億 | -US$730萬 | -3% | 5.04% | 28.6% | 88 | 7.95% | 2.3 |
|
| 4006 |
NME
4006
Notis-McConarty Edward
| US$2.24億 | -US$1644萬 | -7% | 3.88% | 91.2% | 99 | 3.03% | 6.6 |
|
| 4007 |
4007
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| US$2.24億 | US$0 | 0% | 6.27% | 34.2% | 54 | 0% | 3.6 |
|
| 4008 |
4008
Sovereign Investment Advisors
Phoenix,
Arizona
| US$2.23億 | -US$737萬 | -3% | 2.89% | 46.6% | 32 | 0% | 2.2 |
|
| 4009 |
4009
Keating Investment Counselors
Delray Beach,
Florida
| US$2.23億 | -US$1374萬 | -6% | 8.08% | 50% | 60 | 6.67% | 6.2 |
|
| 4010 |
4010
Outlook Wealth Advisors
Shenandoah,
Texas
| US$2.23億 | -US$2137萬 | -9% | 4.33% | 76% | 202 | 17.82% | 2 |
|
| 4011 |
4011
Western Asset Management Company
Pasadena,
California
| US$2.23億 | -US$1027萬 | -4% | 1.53% | 2.29% | 25 | 12% | 1.5 |
|
| 4012 |
4012
Algebris (UK)
London,
United Kingdom
| US$2.23億 | -US$6570萬 | -23% | 3.72% | 17% | 47 | 59.57% | 0.6 |
|
| 4013 |
4013
Oxbow Capital Management (HK)
Hong Kong
| US$2.22億 | -US$692萬 | -3% | 3.85% | 2,244% | 9 | 22.22% | 0.3 |
|
| 4014 |
4014
Stonepine Capital Management
Bend,
Oregon
| US$2.22億 | +US$751萬 | +3% | 4.14% | 231% | 26 | 30.77% | 1.4 |
|
| 4015 |
4015
TMD Wealth Management
Scottsdale,
Arizona
| US$2.22億 | -US$1641萬 | -7% | 6.19% | 2.41% | 44 | 13.64% | 1.3 |
|
| 4016 |
4016
Ameraudi Asset Management
New York
| US$2.22億 | -US$1972萬 | -8% | 5.8% | 51.5% | 58 | 18.97% | 1.5 |
|
| 4017 |
4017
Navalign LLC
Encino,
California
| US$2.22億 | -US$671萬 | -3% | 5.09% | 58.7% | 127 | 9.45% | 1.3 |
|
| 4018 |
4018
SimplyRich
Carlsbad,
California
| US$2.22億 | -US$1878萬 | -8% | 5.83% | 105% | 167 | 13.17% | 2.8 |
|
| 4019 |
4019
Whitcomb & Hess
Ashland,
Ohio
| US$2.22億 | -US$896萬 | -4% | 5.52% | 54% | 37 | 16.22% | 1 |
|
| 4020 |
UID
4020
Union Investments & Development
Tel Aviv,
Israel
| US$2.22億 | -US$237萬 | -1% | 6.51% | 17% | 60 | 8.33% | 0.6 |
|
| 4021 |
4021
Greenup Street Wealth Management
Ann Arbor,
Michigan
| US$2.22億 | +US$934萬 | +4% | 6.04% | 69.8% | 88 | 18.18% | 0.5 |
|
| 4022 |
IAA
4022
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| US$2.22億 | -US$4274萬 | -16% | 0.67% | 49.3% | 101 | 18.81% | 2.6 |
|
| 4023 |
4023
Alpha Square Group S
New York
| US$2.22億 | -US$1512萬 | -6% | 0.1% | 53.8% | 60 | 46.67% | 0.4 |
|
| 4024 |
4024
Bard Associates
Chicago,
Illinois
| US$2.22億 | -US$1191萬 | -5% | 3.85% | 241% | 193 | 8.81% | 4.4 |
|
| 4025 |
EVM
4025
Evelyn V. Moreno
| US$2.21億 | -US$2.07億 | -48% | 4.63% | 39.4% | 164 | 17.07% | 2.5 |
|