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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
4126
Redwood Grove Capital
Palo Alto,
California
| US$2.49億 | +US$1321萬 | +6% | 3.67% | 79.8% | 28 | 7.14% | 2 |
|
| 4127 |
4127
CWS Financial Advisors
Kalamazoo,
Michigan
| US$2.49億 | -US$1426萬 | -5% | 5.88% | 55.7% | 179 | 20.11% | 2.4 |
|
| 4128 |
4128
White Pine Capital
Bloomington,
Minnesota
| US$2.49億 | -US$1886萬 | -7% | 4.46% | 143% | 213 | 7.98% | 5.9 |
|
| 4129 |
4129
Jackson Square Capital
San Francisco,
California
| US$2.49億 | +US$9.44萬 | +0% | 0.31% | 423% | 126 | 26.19% | 2.1 |
|
| 4130 |
4130
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| US$2.49億 | -US$1560萬 | -6% | 3.8% | 73.3% | 99 | 4.04% | 5.9 |
|
| 4131 |
4131
Wildcat Capital Management
New York
| US$2.49億 | -US$1377萬 | -5% | 3.23% | 77.7% | 23 | 39.13% | 1.8 |
|
| 4132 |
4132
Horizon Wealth Management
La Grange,
Illinois
| US$2.49億 | -US$466萬 | -2% | 3.91% | 97.2% | 87 | 14.94% | 1.4 |
|
| 4133 |
4133
Grant Street Asset Management
Canonsburg,
Pennsylvania
| US$2.49億 | -US$1535萬 | -6% | 2.71% | 47.2% | 70 | 24.29% | 1.8 |
|
| 4134 |
4134
Endeavour Capital Advisors
Greenwich,
Connecticut
| US$2.49億 | +US$2020萬 | +9% | 9.58% | 105% | 47 | 42.55% | 3.1 |
|
| 4135 |
4135
Buck Wealth Strategies
Denver,
Colorado
| US$2.49億 | +US$1814萬 | +8% | 2.34% | 48.4% | 401 | 39.15% | 0.3 |
|
| 4136 |
4136
INCA Investments
Miami,
Florida
| US$2.49億 | -US$3736萬 | -13% | 5.74% | 128% | 12 | 16.67% | 3.8 |
|
| 4137 |
4137
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| US$2.49億 | -US$1460萬 | -6% | 3.12% | 84.3% | 188 | 20.21% | 2.2 |
|
| 4138 |
4138
Summit Wealth & Retirement Planning
San Ramon,
California
| US$2.49億 | -US$563萬 | -2% | 3.13% | 67.6% | 60 | 6.67% | 2.7 |
|
| 4139 |
4139
Horan Capital Advisors
Cincinnati,
Ohio
| US$2.49億 | -US$742萬 | -3% | 3.02% | 26.6% | 118 | 16.1% | 4.1 |
|
| 4140 |
NAH
4140
Neumann Advisory (HK)
Central,
Hong Kong
| US$2.49億 | -US$1345萬 | -5% | 4.48% | 77.3% | 14 | 0% | 3.7 |
|
| 4141 |
4141
Windham Capital Management
Boston,
Massachusetts
| US$2.49億 | -US$1124萬 | -4% | 3.22% | 8.3% | 89 | 7.87% | 3.6 |
|
| 4142 |
4142
Diana Davis Spencer Foundation
Bethesda,
Maryland
| US$2.48億 | -US$1198萬 | -5% | 4.58% | 13.4% | 3 | 0% | 8.8 |
|
| 4143 |
4143
BetterWealth
San Jose,
California
| US$2.48億 | -US$860萬 | -3% | 3.94% | 63.3% | 50 | 12% | 1.1 |
|
| 4144 |
4144
Steadview Capital Management
London,
United Kingdom
| US$2.48億 | -US$1.57億 | -39% | 6.79% | 839% | 9 | 11.11% | 2.1 |
|
| 4145 |
DA
4145
Dash Acquisitions
Woodland Hills,
California
| US$2.48億 | -US$397萬 | -2% | 1.3% | 52% | 46 | 13.04% | 1.9 |
|
| 4146 |
4146
Hendley & Co
Zanesville,
Ohio
| US$2.48億 | +US$694萬 | +3% | 2.82% | 64.9% | 53 | 3.77% | 6 |
|
| 4147 |
4147
True Wind Capital Management
San Francisco,
California
| US$2.48億 | +US$147萬 | +0.6% | 5.85% | 59.6% | 3 | 0% | 1.8 |
|
| 4148 |
FAP
4148
Financial Advisory Partners
Winter Park,
Florida
| US$2.48億 | -US$1179萬 | -5% | 4.91% | 52.9% | 65 | 3.08% | 1.5 |
|
| 4149 |
4149
Rather & Kittrell
Knoxville,
Tennessee
| US$2.48億 | +US$859萬 | +4% | 3.49% | 41.1% | 64 | 6.25% | 1.4 |
|
| 4150 |
4150
Sanchez Wealth Management Group
Jacksonville,
Florida
| US$2.48億 | +US$91.9萬 | +0.4% | 3.17% | 56.9% | 36 | 5.56% | 3.5 |
|