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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
4326
Pratt Collard Advisory Partners
Buffalo,
New York
| US$1.1億 | -US$1520萬 | -12% | 8% | 91.7% | 114 | 14.04% | 0.9 |
|
| 4327 |
4327
Deane Retirement Strategies
New Orleans,
Louisiana
| US$1.1億 | -US$80.4萬 | -0.7% | 0.19% | 73.4% | 67 | 35.82% | 1.9 |
|
| 4328 |
SWM
4328
Strategic Wealth Management
Kirkland,
Washington
| US$1.1億 | -US$799萬 | -7% | 8.35% | 52.8% | 24 | 16.67% | 1.5 |
|
| 4329 |
4329
Financial Gravity Companies
Lakeway,
Texas
| US$1.1億 | – | – | 9.2% | – | 1,614 | – | 0.8 |
|
| 4330 |
4330
Unified Trust Company
Lexington,
Kentucky
| US$1.1億 | – | – | 10.2% | 69.7% | 50 | – | 0 |
|
| 4331 |
4331
Centerstone Investors
New York
| US$1.1億 | – | – | 16.1% | 73.7% | 28 | – | 0 |
|
| 4332 |
4332
Arjuna Capital
Durham,
North Carolina
| US$1.1億 | -US$2312萬 | -17% | 11.6% | 118% | 100 | 18% | 0.8 |
|
| 4333 |
4333
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| US$1.1億 | -US$934萬 | -8% | 13% | 81.3% | 93 | 24.73% | 1.5 |
|
| 4334 |
4334
AUA Capital Management
Camp Hill,
Pennsylvania
| US$1.1億 | -US$1673萬 | -13% | 9.76% | 70.2% | 188 | 2.13% | 1.8 |
|
| 4335 |
SC
4335
Salzman & Co
Pittsford,
New York
| US$1.1億 | +US$2194萬 | +25% | 13.2% | 15.7% | 10 | 60% | 0.5 |
|
| 4336 |
4336
Garrett Wealth Advisory Group
Weatherford,
Texas
| US$1.1億 | – | – | 10.2% | 74.6% | 45 | – | 0 |
|
| 4337 |
RWG
4337
Regal Wealth Group
Seal Beach,
California
| US$1.1億 | -US$3646萬 | -25% | 11.6% | 17% | 177 | 10.17% | 2.4 |
|
| 4338 |
4338
Jentner Corp
Akron,
Ohio
| US$1.1億 | -US$1097萬 | -9% | 8.94% | 38.9% | 33 | 18.18% | 1.6 |
|
| 4339 |
4339
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
| US$1.09億 | -US$1193萬 | -10% | 8.65% | – | 57 | 22.81% | 0.9 |
|
| 4340 |
4340
Gargoyle Investment Advisor
Englewood,
New Jersey
| US$1.09億 | -US$2971萬 | -21% | 15.8% | 34.5% | 138 | 63.77% | 1 |
|
| 4341 |
4341
Kassirer Asset Management
Toronto,
Ontario, Canada
| US$1.09億 | -US$4308萬 | -28% | 13.1% | 577% | 95 | 70.53% | 0.7 |
|
| 4342 |
4342
Edgbaston Investment Partners
| US$1.09億 | -US$307萬 | -3% | 3.16% | 4.67% | 2 | 0% | 1 |
|
| 4343 |
4343
Millrace Asset Group
Berwyn,
Pennsylvania
| US$1.09億 | -US$1917萬 | -15% | 14.1% | 113% | 84 | 47.62% | 0.8 |
|
| 4344 |
4344
Protective Life
Birmingham,
Alabama
| US$1.09億 | -US$1252萬 | -10% | 3.58% | 34.7% | 13 | 7.69% | 0.3 |
|
| 4345 |
4345
Abacus FCF Advisors
Orlando,
Florida
| US$1.09億 | – | – | 11.8% | 197% | 96 | – | 1.1 |
|
| 4346 |
4346
Corundum Group
Colorado Springs,
Colorado
| US$1.09億 | – | – | 13.2% | 89.5% | 76 | – | 1.5 |
|
| 4347 |
KSCM
4347
Kamunting Street Capital Management
Miami Beach,
Florida
| US$1.09億 | -US$55.2萬 | -0.5% | 20% | 7.47% | 38 | 50% | 0.6 |
|
| 4348 |
4348
SimplyRich
Carlsbad,
California
| US$1.09億 | -US$7449萬 | -41% | 9.66% | 105% | 159 | 53.46% | 1 |
|
| 4349 |
4349
SCP Investment
Orinda,
California
| US$1.09億 | -US$1486萬 | -12% | 23.4% | 32.8% | 42 | 52.38% | 0.5 |
|
| 4350 |
SCA
4350
Sander Capital Advisors
Seattle,
Washington
| US$1.09億 | -US$3757萬 | -26% | 15.3% | 113% | 13 | 38.46% | 1 |
|