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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
4751
Topel & Distasi Wealth Management
Berkeley,
California
| US$1.79億 | -US$256萬 | -1% | 6.54% | 43.6% | 74 | 12.16% | 0.8 |
|
| 4752 |
4752
Ashburton (Jersey)
St Helier,
Jersey
| US$1.78億 | +US$959萬 | +6% | 16.2% | – | 47 | 14.89% | 3.2 |
|
| 4753 |
4753
Aflac Inc
Columbus,
Georgia
| US$1.78億 | -US$5775萬 | -24% | 20.1% | 13.4% | 5 | 40% | 0.3 |
|
| 4754 |
4754
Eagle Bay Advisors
New York
| US$1.78億 | +US$1626萬 | +10% | 8.01% | 85% | 1,045 | 15.12% | 0.7 |
|
| 4755 |
4755
Verger Capital Management
Winston-Salem,
North Carolina
| US$1.78億 | +US$2666萬 | +18% | 9.09% | 58.3% | 38 | 39.47% | 2.4 |
|
| 4756 |
4756
First Citizens Asset Management
Raleigh,
North Carolina
| US$1.78億 | +US$1990萬 | +13% | 7.56% | 48.4% | 45 | 42.22% | 0.1 |
|
| 4757 |
4757
Wick Capital Partners
Wayne,
Pennsylvania
| US$1.78億 | +US$2340萬 | +15% | 5.94% | 60% | 67 | 40.3% | 0.6 |
|
| 4758 |
4758
Beaconlight Capital
New York
| US$1.78億 | +US$96.9萬 | +0.5% | 15.8% | 264% | 48 | 54.17% | 0.9 |
|
| 4759 |
4759
Beacon Wealthcare LLC
Raleigh,
North Carolina
| US$1.78億 | +US$820萬 | +5% | 4.51% | 47% | 15 | 26.67% | 1.2 |
|
| 4760 |
4760
Wela Strategies
Atlanta,
Georgia
| US$1.78億 | +US$3031萬 | +21% | 6.49% | 51.3% | 46 | 4.35% | 3.1 |
|
| 4761 |
4761
Sculati Wealth Management
Bloomfield Hills,
Michigan
| US$1.78億 | +US$862萬 | +5% | 8.46% | 80.3% | 118 | 8.47% | 2.3 |
|
| 4762 |
4762
Horan Securities
Cincinnati,
United States
| US$1.78億 | +US$1592萬 | +10% | 8.05% | 50.1% | 810 | 22.72% | 1.5 |
|
| 4763 |
4763
Copperwynd Financial
Scottsdale,
Arizona
| US$1.78億 | +US$419萬 | +2% | 9.64% | 90% | 145 | 24.14% | 2.6 |
|
| 4764 |
DL
4764
DOHJ LLC
Seattle,
Washington
| US$1.78億 | +US$2979萬 | +20% | 7.87% | 51.5% | 89 | 14.61% | 2.1 |
|
| 4765 |
4765
New England Professional Planning Group
Westerly,
Rhode Island
| US$1.78億 | +US$3749萬 | +27% | 8.66% | 64.1% | 43 | 16.28% | 3.7 |
|
| 4766 |
4766
BHK Investment Advisors
Birmingham,
Alabama
| US$1.78億 | -US$2136萬 | -11% | 6.31% | 58.8% | 65 | 13.85% | 3.9 |
|
| 4767 |
4767
Sara-Bay Financial
Sarasota,
Florida
| US$1.78億 | -US$196萬 | -1% | 3.77% | 233% | 85 | 10.59% | 1.9 |
|
| 4768 |
4768
Stonehearth Capital Management
Danvers,
Massachusetts
| US$1.78億 | +US$1437萬 | +9% | 8.32% | 87.5% | 72 | 15.28% | 2.4 |
|
| 4769 |
4769
Lifeworks Advisors
Grand Rapids,
Michigan
| US$1.78億 | +US$179萬 | +1% | 11.6% | 90.3% | 125 | 10.4% | 0.8 |
|
| 4770 |
4770
Kinnevik AB
Stockholm,
Sweden
| US$1.77億 | +US$5798萬 | +49% | 20% | 51.4% | 3 | 33.33% | 0.7 |
|
| 4771 |
4771
Truvestments Capital
Sarasota,
Florida
| US$1.77億 | +US$1870萬 | +12% | 9.93% | 131% | 982 | 40.84% | 0.8 |
|
| 4772 |
4772
Centurion Wealth Management
Mclean,
Virginia
| US$1.77億 | – | – | 6.58% | – | 155 | – | 0 |
|
| 4773 |
ITIM
4773
Indiana Trust & Investment Management
Mishawaka,
Indiana
| US$1.77億 | +US$1246萬 | +8% | 6.55% | 114% | 116 | 6.9% | 6.9 |
|
| 4774 |
4774
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| US$1.77億 | +US$2202萬 | +14% | 6.36% | – | 791 | 24.15% | 0.6 |
|
| 4775 |
4775
Corundum Group
Colorado Springs,
Colorado
| US$1.77億 | +US$1814萬 | +11% | 8.91% | 89.5% | 112 | 14.29% | 3.3 |
|