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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4551 |
4551
Hobbs Group Advisors
Columbia,
South Carolina
| US$2.63億 | – | – | 1.21% | – | 605 | – | 0.4 |
|
| 4552 |
4552
RFG Holdings
Argyle,
Texas
| US$2.63億 | +US$2534萬 | +11% | 2.55% | 74.2% | 49 | 16.33% | 1 |
|
| 4553 |
4553
Standard General
New York
| US$2.63億 | +US$1.05億 | +67% | 292% | 259% | 3 | 0% | 5.8 |
|
| 4554 |
4554
Aquamarine Zurich
Zurich,
Switzerland
| US$2.63億 | +US$62.3萬 | +0.2% | 0.36% | 74.8% | 14 | 14.29% | 1.5 |
|
| 4555 |
FNWM
4555
Financial Network Wealth Management
Draper,
Utah
| US$2.63億 | +US$5128萬 | +24% | 5.45% | – | 109 | 63.3% | 1 |
|
| 4556 |
4556
Viola Ventures VC Management 4
Herzliya,
Israel
| US$2.62億 | -US$1058萬 | -4% | 4.66% | 79.1% | 5 | 0% | 1.3 |
|
| 4557 |
4557
Jeppson Wealth Management
Manhattan Beach,
California
| US$2.62億 | +US$439萬 | +2% | 4.24% | 107% | 217 | 9.68% | 2.6 |
|
| 4558 |
4558
Iron Horse Wealth Management
Johston,
Iowa
| US$2.62億 | +US$886萬 | +4% | 0.04% | 29.1% | 496 | 10.69% | 1.5 |
|
| 4559 |
4559
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
| US$2.62億 | – | – | 4.25% | – | 149 | – | 2.5 |
|
| 4560 |
4560
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| US$2.61億 | -US$809萬 | -3% | 0.92% | 106% | 44 | 2.27% | 3.8 |
|
| 4561 |
4561
Bard Associates
Chicago,
Illinois
| US$2.61億 | -US$1680萬 | -6% | 0.91% | 241% | 179 | 5.59% | 5.5 |
|
| 4562 |
4562
Allegiance Financial Group Advisory Services
Vienna,
Virginia
| US$2.61億 | +US$1677萬 | +7% | 0.56% | 71.1% | 74 | 6.76% | 1.3 |
|
| 4563 |
4563
Anatole Investment Management
Central,
Hong Kong
| US$2.61億 | -US$6258萬 | -19% | 9.71% | 3,486% | 11 | 63.64% | 0.3 |
|
| 4564 |
4564
Sandbox Financial Partners
Bethesda,
Maryland
| US$2.61億 | +US$2283萬 | +10% | 6.24% | 69.6% | 103 | 11.65% | 2 |
|
| 4565 |
PAM
4565
Pegasus Asset Management
Montebello,
New York
| US$2.61億 | +US$257萬 | +1% | 3.42% | 101% | 73 | 8.22% | 4.8 |
|
| 4566 |
4566
Allred Capital Management
Dallas,
Texas
| US$2.61億 | +US$474萬 | +2% | 2.09% | 73.5% | 175 | 5.14% | 3.9 |
|
| 4567 |
4567
Bourne Lent Asset Management
Pawling,
New York
| US$2.61億 | +US$1285萬 | +5% | 7.57% | 95.1% | 63 | 3.17% | 6.4 |
|
| 4568 |
MCF
4568
MKA Charitable Fund
San Francisco,
California
| US$2.61億 | -US$2792萬 | -10% | 8.08% | 17.1% | 1 | 0% | 0.5 |
|
| 4569 |
4569
Sicart Associates
New York
| US$2.61億 | -US$1245萬 | -5% | 0.53% | 113% | 79 | 12.66% | 3.9 |
|
| 4570 |
4570
McCarthy & Cox
Marysville,
Ohio
| US$2.61億 | -US$422萬 | -2% | 0.31% | – | 54 | 14.81% | 0.2 |
|
| 4571 |
4571
Bill Few Associates
Pittsburgh,
Pennsylvania
| US$2.61億 | +US$1400萬 | +6% | 3.77% | 91.5% | 181 | 11.05% | 1.7 |
|
| 4572 |
4572
Swiss Re
Zurich,
Switzerland
| US$2.6億 | -US$2.38億 | -48% | 4.56% | – | 2 | 0% | 1.1 |
|
| 4573 |
4573
Snow Phipps Group
New York
| US$2.6億 | -US$3062萬 | -11% | 0.06% | 58% | 2 | 0% | 4.3 |
|
| 4574 |
4574
Fielder Capital Group
Nashville,
Tennessee
| US$2.6億 | +US$3644萬 | +16% | 4.31% | – | 207 | 22.22% | 0.4 |
|
| 4575 |
4575
Stiles Financial Services
Edina,
Minnesota
| US$2.6億 | +US$1045萬 | +4% | 4.35% | 144% | 187 | 8.56% | 1.9 |
|