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
Juncture Wealth Strategies
Scottsdale,
Arizona
| US$1.24億 | -US$504萬 | -4% | 1.4% | 76.5% | 133 | 30.83% | 2.2 |
|
| 4327 |
4327
MONECO Advisors
Fairfield,
Connecticut
| US$1.24億 | +US$84.4萬 | +0.7% | 3.15% | 70.5% | 141 | 10.64% | 0.4 |
|
| 4328 |
4328
Taylor Hoffman Wealth Management
Richmond,
Virginia
| US$1.24億 | -US$1062萬 | -8% | 3% | 47.8% | 427 | 5.39% | 1.3 |
|
| 4329 |
4329
9258 Wealth Management
Blue Ash,
Ohio
| US$1.24億 | +US$644萬 | +5% | 3% | 49.6% | 198 | 17.17% | 0.4 |
|
| 4330 |
4330
Elm Ridge Management
Briarcliff Manor,
New York
| US$1.24億 | -US$1039萬 | -8% | 5.9% | 93.6% | 34 | 26.47% | 2.3 |
|
| 4331 |
4331
Donor Advised Charitable Giving
San Francisco,
California
| US$1.24億 | +US$478萬 | +4% | 4.02% | 418% | 56 | 57.14% | 0.4 |
|
| 4332 |
4332
Northwest Wealth Management
Spencer,
Iowa
| US$1.24億 | -US$871萬 | -7% | 2.08% | 68.2% | 543 | 78.27% | 1.8 |
|
| 4333 |
4333
Geneva Partners
Lake Geneva,
Wisconsin
| US$1.24億 | +US$653萬 | +6% | 7.3% | 417% | 73 | 27.4% | 1.5 |
|
| 4334 |
4334
Great Point Wealth Advisors
Boston,
Massachusetts
| US$1.24億 | +US$606萬 | +5% | 2.38% | – | 45 | 6.67% | 0.5 |
|
| 4335 |
4335
First Financial Corp
Terre Haute,
Indiana
| US$1.24億 | -US$1015萬 | -8% | 1.35% | 95.3% | 325 | 7.38% | 4.7 |
|
| 4336 |
4336
GoodHaven Capital Management
Millburn,
New Jersey
| US$1.24億 | +US$57.2萬 | +0.5% | 3.83% | 80.7% | 24 | 8.33% | 3.8 |
|
| 4337 |
4337
Harborview Advisors
Portland,
Maine
| US$1.24億 | +US$822萬 | +7% | 2.26% | 27.1% | 87 | 11.49% | 0.9 |
|
| 4338 |
4338
Defender Capital
Charlotte,
North Carolina
| US$1.24億 | -US$142萬 | -1% | 1.54% | 101% | 16 | 0% | 0.5 |
|
| 4339 |
4339
Shilanski & Associates
Anchorage,
Alaska
| US$1.23億 | – | – | 4.12% | 84.2% | 91 | – | 0 |
|
| 4340 |
4340
Westbourne Investment Advisors
Annapolis,
Maryland
| US$1.23億 | -US$722萬 | -6% | 3.18% | 107% | 99 | 13.13% | 2.9 |
|
| 4341 |
RCA
4341
Rex Capital Advisors
Providence,
Rhode Island
| US$1.23億 | +US$320萬 | +3% | 3.17% | 7.31% | 17 | 5.88% | 3.4 |
|
| 4342 |
WC
4342
Weil Company
San Diego,
California
| US$1.23億 | +US$357萬 | +3% | 7.67% | 71.7% | 110 | 17.27% | 1.1 |
|
| 4343 |
4343
GVO Asset Management
Zug,
Switzerland
| US$1.23億 | +US$895萬 | +8% | 0.83% | 71.2% | 11 | 63.64% | 0.6 |
|
| 4344 |
HWC
4344
Hill Winds Capital
High Falls,
New York
| US$1.23億 | -US$30萬 | -0.2% | 0.61% | 8.52% | 36 | 58.33% | 0.3 |
|
| 4345 |
4345
Groesbeck Investment Management
Paramus,
New Jersey
| US$1.23億 | -US$808萬 | -6% | 1.48% | 155% | 104 | 14.42% | 2.7 |
|
| 4346 |
4346
Half Sky Capital (UK)
London,
United Kingdom
| US$1.23億 | +US$234萬 | +2% | 3.2% | 13% | 8 | 50% | 0.4 |
|
| 4347 |
4347
TRB Advisors
New York
| US$1.23億 | -US$2.11億 | -63% | 7.65% | 76.1% | 20 | 45% | 1.6 |
|
| 4348 |
RMSCM
4348
R.M. Sincerbeaux Capital Management
New York
| US$1.23億 | -US$124萬 | -1% | 6.01% | 76.4% | 53 | 7.55% | 4.6 |
|
| 4349 |
4349
S. Muoio & Co
New York
| US$1.23億 | +US$1366萬 | +13% | 11.4% | 327% | 88 | 40.91% | 2 |
|
| 4350 |
4350
Cerebellum
San Francisco,
California
| US$1.23億 | +US$763萬 | +7% | 2.43% | – | 550 | 45.82% | 0.5 |
|