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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
4351
Gill Capital Partners
Denver,
Colorado
| US$1.91億 | -US$3617萬 | -16% | 4.94% | 59% | 129 | 17.05% | 2.5 |
|
| 4352 |
4352
Quaker Wealth Management
Moorestown,
New Jersey
| US$1.91億 | -US$699萬 | -4% | 5.34% | – | 52 | 28.85% | 1.1 |
|
| 4353 |
4353
13D Management
New York
| US$1.91億 | -US$3500萬 | -15% | 9.17% | 157% | 35 | 25.71% | 1.6 |
|
| 4354 |
4354
Glovista Investments
Jersey City,
New Jersey
| US$1.91億 | -US$5136萬 | -21% | 10.1% | 2.48% | 52 | 42.31% | 2.8 |
|
| 4355 |
4355
OneAscent Wealth Management
Birmingham,
Alabama
| US$1.91億 | -US$495萬 | -3% | 4.7% | 54.1% | 198 | 33.33% | 0.6 |
|
| 4356 |
4356
Mountain Capital Investment Advisors
Westminster,
Colorado
| US$1.91億 | -US$910萬 | -5% | 7.4% | 70.1% | 88 | 19.32% | 1.6 |
|
| 4357 |
4357
Shoker Investment Counsel
Oxford,
Ohio
| US$1.91億 | +US$245萬 | +1% | 5.27% | 88.9% | 88 | 4.55% | 5.2 |
|
| 4358 |
4358
Entrust Global Partners
New York
| US$1.91億 | +US$478萬 | +3% | 5.62% | 82.3% | 12 | 0% | 1 |
|
| 4359 |
4359
Taylor Hoffman Wealth Management
Richmond,
Virginia
| US$1.91億 | -US$1318萬 | -6% | 4.28% | 47.8% | 130 | 4.62% | 3.5 |
|
| 4360 |
4360
RS Crum Inc
Newport Beach,
California
| US$1.91億 | -US$455萬 | -2% | 5.86% | 54.2% | 75 | 13.33% | 0.6 |
|
| 4361 |
PA
4361
PSI Advisors
Tampa,
Florida
| US$1.9億 | -US$1307萬 | -6% | 4.88% | 65% | 898 | 19.27% | 1 |
|
| 4362 |
4362
Grand Wealth Management
Grand Rapids,
Michigan
| US$1.9億 | -US$644萬 | -3% | 5.69% | 58.5% | 63 | 14.29% | 0.7 |
|
| 4363 |
4363
Websterrogers Financial Advisors
Florence,
South Carolina
| US$1.9億 | -US$1445萬 | -7% | 4.69% | 46% | 60 | 21.67% | 1.2 |
|
| 4364 |
4364
Modus Advisors
Excelsior,
Minnesota
| US$1.9億 | -US$752萬 | -4% | 4.21% | 99.2% | 98 | 6.12% | 2.2 |
|
| 4365 |
4365
Thomas Story & Son
Culver,
Indiana
| US$1.9億 | -US$2033萬 | -10% | 6.38% | 101% | 55 | 1.82% | 5.9 |
|
| 4366 |
4366
RPg Family Wealth Advisory
Burlington,
Massachusetts
| US$1.9億 | +US$2230萬 | +13% | 5.49% | 123% | 96 | 20.83% | 3.2 |
|
| 4367 |
4367
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| US$1.9億 | -US$718萬 | -4% | 6.53% | 106% | 40 | 7.5% | 2.4 |
|
| 4368 |
4368
Cartica Management
Washington,
District of Columbia
| US$1.9億 | -US$6771萬 | -26% | 1.19% | 92.9% | 17 | 23.53% | 1.2 |
|
| 4369 |
AIP
4369
Ahrens Investment Partners
Lafayette,
Louisiana
| US$1.9億 | -US$3667萬 | -16% | 2.09% | 82.3% | 1,015 | 85.12% | 2.8 |
|
| 4370 |
4370
Bishop & Co Investment Management
Erie,
Pennsylvania
| US$1.9億 | -US$1092萬 | -5% | 5.19% | 53.7% | 24 | 4.17% | 4.8 |
|
| 4371 |
H2CM
4371
H/2 Credit Manager
Stamford,
Connecticut
| US$1.9億 | -US$4228萬 | -18% | 11.6% | 97.4% | 13 | 0% | 1.2 |
|
| 4372 |
PCA
4372
Prospect Capital Advisors
Sausalito,
California
| US$1.9億 | -US$762萬 | -4% | 6.7% | 202% | 32 | 21.88% | 2.3 |
|
| 4373 |
4373
Wynnefield Capital
New York
| US$1.9億 | -US$831萬 | -4% | 6.39% | 52.1% | 22 | 9.09% | 3.9 |
|
| 4374 |
4374
Landmark Financial Advisors
Bowling Green,
Kentucky
| US$1.89億 | -US$1416萬 | -7% | 6.86% | 11.8% | 82 | 6.1% | 4.3 |
|
| 4375 |
4375
Passive Capital Management
Baltimore,
Maryland
| US$1.89億 | -US$715萬 | -4% | 6.56% | 41% | 50 | 8% | 0.7 |
|