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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
Birinyi Associates
Westport,
Connecticut
| US$2.21億 | -US$6908萬 | -24% | 19.7% | 133% | 64 | 18.75% | 6 |
|
| 4152 |
4152
Anfield Capital Management
Irvine,
California
| US$2.21億 | -US$5247萬 | -19% | 10.4% | 65.3% | 108 | 26.85% | 0.9 |
|
| 4153 |
4153
S.E.E.D. Planning Group
Binghamton,
New York
| US$2.21億 | -US$1369萬 | -6% | 10.6% | 57.3% | 96 | 18.75% | 1.7 |
|
| 4154 |
4154
Enterprise Bank & Trust
Lowell,
Massachusetts
| US$2.21億 | -US$3380萬 | -13% | 13.4% | 65.9% | 98 | 16.33% | 2.4 |
|
| 4155 |
4155
JSF Financial
Los Angeles,
California
| US$2.21億 | -US$1427萬 | -6% | 14.8% | 91% | 125 | 32% | 1.8 |
|
| 4156 |
4156
Foundry Group
Boulder,
Colorado
| US$2.21億 | -US$6230萬 | -22% | 19.8% | – | 4 | 0% | 0.5 |
|
| 4157 |
4157
Colony Family Offices
Charlotte,
North Carolina
| US$2.21億 | +US$1221萬 | +6% | 13.8% | 53.9% | 76 | 64.47% | 0.4 |
|
| 4158 |
4158
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| US$2.21億 | -US$1.56億 | -41% | 11.4% | 116% | 221 | 34.84% | 1.6 |
|
| 4159 |
4159
Blue Zone Wealth Advisors
Los Angeles,
California
| US$2.21億 | -US$4757萬 | -18% | 14.3% | 91.1% | 106 | 23.58% | 1.5 |
|
| 4160 |
4160
OneAscent Financial Services
Birmingham,
Alabama
| US$2.21億 | +US$8062萬 | +58% | 10.9% | 63.8% | 254 | 54.72% | 0.4 |
|
| 4161 |
4161
Waypoint Capital Advisors
Minneapolis,
Minnesota
| US$2.2億 | +US$5022萬 | +30% | 14.8% | 50.3% | 146 | 42.47% | 0.4 |
|
| 4162 |
4162
Aries Wealth Management
Portland,
Maine
| US$2.2億 | -US$1076萬 | -5% | 10.6% | 87.7% | 233 | 93.13% | 0.3 |
|
| 4163 |
MFGP
4163
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| US$2.2億 | -US$3067萬 | -12% | 15.2% | 65.5% | 58 | 8.62% | 2.9 |
|
| 4164 |
4164
Raffa Wealth Management
Washington,
District of Columbia
| US$2.2億 | -US$4924萬 | -18% | 11.4% | 35.8% | 1,179 | 7.63% | 2.1 |
|
| 4165 |
4165
Weik Capital Management
Wyomissing,
Pennsylvania
| US$2.19億 | -US$3412萬 | -13% | 11.8% | 66.9% | 111 | 9.91% | 6 |
|
| 4166 |
SSI
4166
Scott & Selber Inc
Houston,
Texas
| US$2.19億 | -US$4010萬 | -15% | 13.2% | 202% | 102 | 10.78% | 3.2 |
|
| 4167 |
4167
Stonebridge Capital Management
Los Angeles,
California
| US$2.19億 | -US$5794萬 | -21% | 12.2% | – | 100 | 4% | 6.4 |
|
| 4168 |
4168
Delta Investment Management
San Francisco,
California
| US$2.19億 | -US$1.18億 | -35% | 12.9% | 65.8% | 157 | 22.29% | 1.8 |
|
| 4169 |
4169
Sagefield Capital
Dallas,
Texas
| US$2.19億 | -US$958萬 | -4% | 6.49% | 115% | 170 | 28.82% | 0.4 |
|
| 4170 |
SEP
4170
Southland Equity Partners
Wildwood,
Missouri
| US$2.19億 | -US$2128萬 | -9% | 12.6% | 66.1% | 184 | 16.3% | 1.2 |
|
| 4171 |
4171
Norman Fields Gottscho Capital Management
New York
| US$2.19億 | -US$4784萬 | -18% | 17% | 96.9% | 76 | 13.16% | 4.4 |
|
| 4172 |
4172
CWS Financial Advisors
Kalamazoo,
Michigan
| US$2.19億 | -US$4607萬 | -17% | 16.2% | 55.7% | 174 | 18.39% | 1.8 |
|
| 4173 |
4173
Quantamental Technologies
White Plains,
New York
| US$2.19億 | +US$4531萬 | +26% | 16.9% | 24.2% | 603 | 75.12% | 0.2 |
|
| 4174 |
4174
Levy Wealth Management Group
Philadelphia,
Pennsylvania
| US$2.19億 | -US$2226萬 | -9% | 11.4% | 21.1% | 81 | 20.99% | 1.3 |
|
| 4175 |
4175
LL Funds
Philadelphia,
Pennsylvania
| US$2.19億 | -US$2.86億 | -57% | 56.7% | 96.9% | 1 | 0% | 0.5 |
|