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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4676 |
4676
Madrona Financial Services
Everett,
Washington
| US$1.95億 | -US$19萬 | -0.1% | 6.69% | 85.1% | 61 | 8.2% | 2.6 |
|
| 4677 |
DI
4677
Disciplined Investments
Tulsa,
Oklahoma
| US$1.95億 | +US$2472萬 | +15% | 5.48% | 54.1% | 458 | 17.69% | 1.1 |
|
| 4678 |
4678
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| US$1.95億 | +US$1530萬 | +9% | 7.69% | 70.1% | 82 | 17.07% | 1.8 |
|
| 4679 |
4679
ACT Capital Management
Wayne,
Pennsylvania
| US$1.95億 | – | – | 20.6% | – | 117 | – | 0 |
|
| 4680 |
4680
Lantz Financial
Naperville,
Illinois
| US$1.95億 | +US$1876萬 | +11% | 6.27% | 74.3% | 148 | 12.16% | 1.6 |
|
| 4681 |
4681
Westshore Wealth
Newport Beach,
California
| US$1.94億 | +US$1924萬 | +11% | 8.56% | 58.8% | 152 | 15.13% | 0.7 |
|
| 4682 |
4682
Orser Capital Management
Southlake,
Texas
| US$1.94億 | +US$4055萬 | +26% | 11.1% | 128% | 99 | 19.19% | 1.4 |
|
| 4683 |
4683
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| US$1.94億 | +US$1778萬 | +10% | 4.95% | 47.5% | 32 | 9.38% | 2 |
|
| 4684 |
4684
MACRO Consulting Group
Parsippany,
New Jersey
| US$1.94億 | +US$922萬 | +5% | 5.43% | – | 107 | 9.35% | 1.5 |
|
| 4685 |
4685
TriaGen Wealth Management
Calabasas,
California
| US$1.94億 | +US$2023萬 | +12% | 8.1% | 132% | 200 | 25.5% | 0.4 |
|
| 4686 |
4686
Oak Management Corp
Wilton,
Connecticut
| US$1.94億 | -US$5933萬 | -23% | 0% | 96.4% | 3 | 100% | 0 |
|
| 4687 |
4687
Mader & Shannon Wealth Management
Kansas City,
Missouri
| US$1.94億 | +US$2317萬 | +14% | 5.24% | 62.5% | 26 | 3.85% | 1.3 |
|
| 4688 |
IAMH
4688
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| US$1.94億 | +US$4034萬 | +26% | 3.14% | 64.5% | 14 | 28.57% | 0.4 |
|
| 4689 |
4689
Augustine Asset Management
Jacksonville,
Florida
| US$1.94億 | +US$403萬 | +2% | 5.99% | 316% | 97 | 21.65% | 2.9 |
|
| 4690 |
4690
GYL Financial Synergies
West Hartford,
Connecticut
| US$1.94億 | +US$1197萬 | +7% | 8.05% | 36% | 187 | 7.49% | 1.6 |
|
| 4691 |
4691
Stewart Asset Management
New York
| US$1.94億 | +US$3731萬 | +24% | 13.8% | 42.5% | 28 | 7.14% | 1.3 |
|
| 4692 |
4692
NatWest Group
Edinburgh, Scotland,
United Kingdom
| US$1.94億 | -US$1368萬 | -7% | 8.46% | 221% | 69 | 15.94% | 4.6 |
|
| 4693 |
NERM
4693
New England Research & Management
Chicago,
Illinois
| US$1.93億 | +US$1095萬 | +6% | 5.61% | 65% | 197 | 28.43% | 2.4 |
|
| 4694 |
4694
Karani Asset Management
New York
| US$1.93億 | +US$2349萬 | +14% | 17.3% | – | 46 | 17.39% | 1.2 |
|
| 4695 |
4695
First National Bank of Hutchinson
Hutchinson,
Kansas
| US$1.93億 | -US$871萬 | -4% | 7.36% | 121% | 137 | 10.95% | 2.7 |
|
| 4696 |
4696
MBE Wealth Management
Tomah,
Wisconsin
| US$1.93億 | +US$889萬 | +5% | 6.06% | 66.5% | 70 | 28.57% | 1 |
|
| 4697 |
4697
Client 1st Advisory Group
Dunedin,
Florida
| US$1.93億 | +US$1819萬 | +10% | 4.91% | 64.5% | 78 | 17.95% | 0.9 |
|
| 4698 |
CAM
4698
Centre Asset Management
New York
| US$1.93億 | -US$2435萬 | -11% | 8.86% | 45.3% | 68 | 19.12% | 1.8 |
|
| 4699 |
PL
4699
Polianta Ltd
St Helier,
Jersey
| US$1.93億 | +US$1232萬 | +7% | 4.61% | 31.6% | 123 | 94.31% | 0.1 |
|
| 4700 |
4700
Exos Asset Management
New York
| US$1.93億 | +US$6534萬 | +51% | 1.07% | – | 940 | 65.53% | 0.1 |
|