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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
4301
Pecaut & Co
Sioux City,
Iowa
| US$2.37億 | +US$1756萬 | +8% | 6.78% | 62.8% | 119 | 18.49% | 2.7 |
|
| 4302 |
IAS
4302
Investment Advisory Services
The Woodlands,
Texas
| US$2.37億 | +US$3383萬 | +17% | 6.02% | 74.9% | 105 | 9.52% | 2.5 |
|
| 4303 |
4303
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| US$2.37億 | -US$3673萬 | -13% | 6.31% | 51.8% | 26 | 38.46% | 1.9 |
|
| 4304 |
4304
Socorro Asset Management
Dallas,
Texas
| US$2.37億 | +US$1016萬 | +4% | 3.55% | 43.8% | 32 | 12.5% | 1.7 |
|
| 4305 |
4305
J. Arnold Wealth Management
Youngstown,
Ohio
| US$2.36億 | +US$3174萬 | +16% | 2.6% | 46.2% | 59 | 67.8% | 2.3 |
|
| 4306 |
4306
West Wealth Group
Irvine,
California
| US$2.36億 | +US$2035萬 | +9% | 6.23% | 79.8% | 81 | 20.99% | 1 |
|
| 4307 |
4307
Redwood Grove Capital
Palo Alto,
California
| US$2.36億 | +US$2630萬 | +13% | 8.74% | 79.8% | 29 | 13.79% | 1.8 |
|
| 4308 |
4308
Three Bridge Wealth Advisors
Los Altos,
California
| US$2.36億 | +US$2041萬 | +9% | 11.7% | 162% | 97 | 9.28% | 1 |
|
| 4309 |
4309
Horan Securities
Cincinnati,
United States
| US$2.36億 | +US$4135萬 | +21% | 5.68% | 50.1% | 773 | 10.61% | 2 |
|
| 4310 |
4310
PCJ Investment Counsel
Toronto,
Ontario, Canada
| US$2.36億 | -US$1635萬 | -6% | 5.16% | 178% | 88 | 36.36% | 2.4 |
|
| 4311 |
4311
Childress Capital Advisors
Houston,
Texas
| US$2.36億 | +US$869萬 | +4% | 4.78% | 107% | 94 | 32.98% | 1.8 |
|
| 4312 |
4312
Financial Consulate
Hunt Valley,
Maryland
| US$2.36億 | -US$5079萬 | -18% | 3.73% | 61.4% | 127 | 70.87% | 5 |
|
| 4313 |
4313
Biltmore Wealth Management
Tempe,
Arizona
| US$2.36億 | -US$1229萬 | -5% | 5.08% | 59.8% | 58 | 22.41% | 2.9 |
|
| 4314 |
4314
JRM Investment Counsel
Omaha,
Nebraska
| US$2.36億 | +US$741萬 | +3% | 5.29% | 65.5% | 22 | 4.55% | 4.7 |
|
| 4315 |
4315
Veracity Capital
Atlanta,
Georgia
| US$2.36億 | +US$1899萬 | +9% | 6.8% | 149% | 238 | 23.53% | 1.9 |
|
| 4316 |
4316
First Pacific Financial
Vancouver,
Washington
| US$2.36億 | +US$1961萬 | +9% | 5.09% | 53.6% | 231 | 54.55% | 0.9 |
|
| 4317 |
4317
Auour Investments
Woburn,
Massachusetts
| US$2.36億 | – | – | 2.9% | 39.2% | 72 | – | 0 |
|
| 4318 |
4318
Bandera Partners
New York
| US$2.36億 | -US$760萬 | -3% | 4.57% | 55.4% | 19 | 21.05% | 3 |
|
| 4319 |
4319
Passive Capital Management
Baltimore,
Maryland
| US$2.36億 | +US$633萬 | +3% | 1.89% | 37.7% | 54 | 7.41% | 1.2 |
|
| 4320 |
IAA
4320
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| US$2.35億 | +US$1548萬 | +7% | 8.98% | 49.3% | 100 | 16% | 2.6 |
|
| 4321 |
4321
Deepwater Asset Management
Minneapolis,
Minnesota
| US$2.35億 | +US$2447萬 | +12% | 12.9% | 142% | 34 | 29.41% | 0.3 |
|
| 4322 |
4322
Little House Capital
Braintree,
Massachusetts
| US$2.35億 | +US$2285萬 | +11% | 6.9% | 118% | 112 | 9.82% | 1.8 |
|
| 4323 |
4323
US Financial Advisors
Braintree,
Massachusetts
| US$2.35億 | +US$1104萬 | +5% | 4.04% | 12.6% | 73 | 8.22% | 2.4 |
|
| 4324 |
4324
TCP Asset Management
Columbus,
Ohio
| US$2.35億 | +US$5355萬 | +29% | 6.34% | 65% | 67 | 20.9% | 0.4 |
|
| 4325 |
4325
Hayek Kallen Investment Management
Fairhope,
Alabama
| US$2.35億 | +US$1392萬 | +6% | 7.58% | 71.9% | 88 | 5.68% | 5.5 |
|