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
Lifeworks Advisors
Grand Rapids,
Michigan
| US$2.35億 | +US$2307萬 | +11% | 4.14% | 80.4% | 164 | 17.68% | 0.9 |
|
| 4327 |
4327
Safeguard Investment Advisory Group
Corona,
California
| US$2.35億 | +US$2675萬 | +13% | 7.65% | 84.3% | 109 | 13.76% | 1.7 |
|
| 4328 |
WA
4328
Wealth Advisors
Rancho Santa Fe,
California
| US$2.34億 | +US$2404萬 | +11% | 15% | 40% | 73 | 20.55% | 2.2 |
|
| 4329 |
4329
LCNB Corp
Lebanon,
Ohio
| US$2.34億 | +US$1339萬 | +6% | 5.43% | 75.2% | 179 | 6.7% | 4 |
|
| 4330 |
4330
Atwater Malick
Lancaster,
Pennsylvania
| US$2.34億 | +US$2084萬 | +10% | 4.74% | 83.4% | 66 | 15.15% | 2.7 |
|
| 4331 |
4331
McElhenny Sheffield Capital Management
Dallas,
Texas
| US$2.34億 | +US$4424萬 | +23% | 13% | 89.1% | 107 | 28.97% | 1.2 |
|
| 4332 |
4332
Radnor Capital Management
Wayne,
Pennsylvania
| US$2.34億 | -US$1.46億 | -38% | 4.36% | 96.9% | 254 | 66.93% | 2.5 |
|
| 4333 |
4333
Hurlow Wealth Management Group
Bloomington,
Indiana
| US$2.34億 | +US$1772萬 | +8% | 5.5% | 60.7% | 110 | 9.09% | 3.3 |
|
| 4334 |
4334
Almitas Capital
Santa Monica,
California
| US$2.34億 | +US$2466萬 | +12% | 1.58% | 86.1% | 118 | 39.83% | 0.9 |
|
| 4335 |
LFM
4335
Lumina Fund Management
New York
| US$2.34億 | +US$2140萬 | +10% | 8.72% | 28.1% | 76 | 6.58% | 2.1 |
|
| 4336 |
4336
FirstPurpose Wealth
Orem,
Utah
| US$2.34億 | +US$3071萬 | +15% | 5.87% | – | 213 | 18.31% | 1 |
|
| 4337 |
4337
BHK Investment Advisors
Birmingham,
Alabama
| US$2.34億 | +US$474萬 | +2% | 5.12% | 54.6% | 62 | 8.06% | 3.9 |
|
| 4338 |
4338
Syverson Strege & Co
West Des Moines,
Iowa
| US$2.34億 | -US$62.3萬 | -0.3% | 4.09% | 74% | 666 | 90.69% | 2.2 |
|
| 4339 |
4339
MBM Wealth Consultants
Chesterfield,
Missouri
| US$2.34億 | -US$1165萬 | -5% | 5.02% | 57.1% | 281 | 62.99% | 3.1 |
|
| 4340 |
4340
DCM Advisors
New York
| US$2.33億 | +US$1851萬 | +9% | 9.59% | 99.3% | 80 | 12.5% | 1.6 |
|
| 4341 |
4341
All-Stars Investment
Hong Kong
| US$2.33億 | -US$1.16億 | -33% | 17.7% | 30.1% | 3 | 0% | 1.2 |
|
| 4342 |
DL
4342
DOHJ LLC
Seattle,
Washington
| US$2.33億 | +US$3547萬 | +18% | 6.06% | 51.5% | 89 | 4.49% | 2.5 |
|
| 4343 |
4343
WPWealth
Fort Worth,
Texas
| US$2.33億 | +US$1653萬 | +8% | 2.49% | 38.2% | 56 | 21.43% | 0.3 |
|
| 4344 |
4344
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| US$2.33億 | +US$2636萬 | +13% | 12.6% | 90.8% | 90 | 6.67% | 1.9 |
|
| 4345 |
4345
Modus Advisors
Excelsior,
Minnesota
| US$2.33億 | +US$1573萬 | +7% | 5.52% | 89.5% | 106 | 8.49% | 2.5 |
|
| 4346 |
4346
O'Keefe Stevens Advisory
Rochester,
New York
| US$2.33億 | +US$3045萬 | +15% | 17.3% | 208% | 42 | 4.76% | 4 |
|
| 4347 |
AIA
4347
AIMZ Investment Advisors
Los Altos,
California
| US$2.33億 | +US$948萬 | +4% | 5.56% | 81.3% | 113 | 2.65% | 6.2 |
|
| 4348 |
4348
TrueFG
Cedar Park,
Texas
| US$2.33億 | +US$1112萬 | +5% | 3.5% | 54.2% | 39 | 7.69% | 2.9 |
|
| 4349 |
4349
Somerset Trust
Somerset,
Pennsylvania
| US$2.32億 | +US$181萬 | +0.8% | 4.93% | 80.5% | 152 | 9.21% | 5.1 |
|
| 4350 |
4350
Wells Trecaso Financial Group
Akron,
Ohio
| US$2.32億 | +US$1648萬 | +8% | 8.12% | 108% | 95 | 10.53% | 3.5 |
|