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
G2 Capital Management
Columbus,
Ohio
| US$4.59億 | +US$4723萬 | +11% | 11.7% | 55.1% | 77 | 14.29% | 2.9 |
|
| 4127 |
4127
Coleford Investment Management
Toronto, Ontario,
Canada
| US$4.59億 | +US$5075萬 | +12% | 10.6% | – | 25 | 12% | 1.2 |
|
| 4128 |
4128
Global Assets Advisory
Orlando,
Florida
| US$4.58億 | +US$1.09億 | +31% | 17% | 95.9% | 594 | 65.49% | 0.8 |
|
| 4129 |
4129
Seven Springs Wealth Group
Brentwood,
Tennessee
| US$4.58億 | +US$2561萬 | +6% | 7.24% | 59.2% | 87 | 9.2% | 3.7 |
|
| 4130 |
4130
AllGen Financial Advisors
Orlando,
Florida
| US$4.58億 | +US$3650萬 | +9% | 8.15% | 39.7% | 43 | 23.26% | 2 |
|
| 4131 |
4131
Westmount Partners
Los Angeles,
California
| US$4.57億 | +US$5083萬 | +13% | 18.6% | 101% | 303 | 22.11% | 2.2 |
|
| 4132 |
4132
Atlas Private Wealth Advisors
Matawan,
New Jersey
| US$4.57億 | +US$3206萬 | +8% | 13.4% | 57.8% | 144 | 11.81% | 3 |
|
| 4133 |
4133
Carmel Capital Management
Carmel,
California
| US$4.56億 | +US$1.07億 | +31% | 41.1% | 247% | 29 | 17.24% | 3.4 |
|
| 4134 |
4134
Canal Insurance Company
Greenville,
South Carolina
| US$4.56億 | -US$910萬 | -2% | 11.9% | 114% | 79 | 7.59% | 6.1 |
|
| 4135 |
4135
Warther Private Wealth
Akron,
Ohio
| US$4.56億 | +US$2941萬 | +7% | 12.8% | 94.1% | 51 | 23.53% | 2 |
|
| 4136 |
4136
Carderock Capital Management
Chevy Chase,
Maryland
| US$4.56億 | +US$5096萬 | +13% | 22.8% | 97.6% | 76 | 15.79% | 5.6 |
|
| 4137 |
4137
Legacy Wealth Asset Management
Woodbury,
Minnesota
| US$4.56億 | +US$4465萬 | +11% | 22.4% | 116% | 405 | 13.83% | 3 |
|
| 4138 |
4138
CLG LLC
Long Beach,
California
| US$4.55億 | +US$5271萬 | +13% | 12.3% | – | 159 | 17.61% | 1.1 |
|
| 4139 |
CWM
4139
Cordatus Wealth Management
Newtown,
Pennsylvania
| US$4.55億 | +US$3511萬 | +8% | 11.3% | 108% | 182 | 17.58% | 1.5 |
|
| 4140 |
4140
Natural Investments
Windsor,
California
| US$4.55億 | +US$4981萬 | +12% | 18.8% | – | 320 | 15.94% | 1 |
|
| 4141 |
4141
Colony Family Offices
Charlotte,
North Carolina
| US$4.55億 | +US$4955萬 | +12% | 11.2% | 53.9% | 62 | 1.61% | 3.5 |
|
| 4142 |
4142
Miramar Capital
Northbrook,
Illinois
| US$4.55億 | +US$576萬 | +1% | 2.19% | 47.3% | 60 | 11.67% | 4.1 |
|
| 4143 |
4143
Bulldog Investors
Saddle Brook,
New Jersey
| US$4.55億 | +US$975萬 | +2% | 3.67% | 22.5% | 282 | 43.62% | 0.9 |
|
| 4144 |
4144
Lisanti Capital Growth
New York
| US$4.55億 | +US$5775萬 | +15% | 66.2% | 1,588% | 153 | 61.44% | 0.5 |
|
| 4145 |
4145
Highland Financial Advisors
Wayne,
New Jersey
| US$4.55億 | +US$7588萬 | +20% | 13.9% | 70% | 75 | 13.33% | 2.3 |
|
| 4146 |
4146
Progressive Investment Management
Lake Oswego,
Oregon
| US$4.54億 | +US$7562萬 | +20% | 34.3% | 139% | 59 | 6.78% | 4.9 |
|
| 4147 |
4147
GSG Advisors
Mount Laurel,
New Jersey
| US$4.54億 | +US$6933萬 | +18% | 17.3% | 99.3% | 153 | 13.07% | 1.8 |
|
| 4148 |
4148
Markowski Investments
Tampa,
Florida
| US$4.54億 | – | – | 13.9% | – | 619 | – | 0 |
|
| 4149 |
4149
Integral Investment Advisors
Turlock,
California
| US$4.54億 | +US$5207萬 | +13% | 14.1% | 69% | 184 | 7.07% | 2.5 |
|
| 4150 |
4150
Weaver Capital Management
Suwanee,
Georgia
| US$4.54億 | -US$707萬 | -2% | 10.3% | 79.4% | 174 | 1.15% | 2 |
|