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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4876 |
4876
BNC Wealth Management
Beaverton,
Oregon
| US$1.88億 | +US$925萬 | +5% | 11.6% | 204% | 118 | 26.27% | 1.6 |
|
| 4877 |
AFP
4877
Advus Financial Partners
Winter Park,
Florida
| US$1.88億 | +US$637萬 | +4% | 3.75% | 56.5% | 56 | 12.5% | 1.2 |
|
| 4878 |
4878
Standard General
New York
| US$1.88億 | -US$2.21億 | -54% | 15.7% | 259% | 5 | 20% | 5.1 |
|
| 4879 |
4879
Horiko Capital Management
New York
| US$1.88億 | +US$2200萬 | +13% | 17.1% | 275% | 27 | 7.41% | 2.9 |
|
| 4880 |
TPWM
4880
Twelve Points Wealth Management
Concord,
Massachusetts
| US$1.88億 | +US$1364萬 | +8% | 2.61% | 56.8% | 169 | 5.92% | 1.3 |
|
| 4881 |
4881
SRH Advisors
Salina,
Kansas
| US$1.88億 | -US$2,644 | -0% | 5.91% | 55.7% | 294 | 0% | 5.8 |
|
| 4882 |
4882
Thames Capital Management
Roseland,
New Jersey
| US$1.88億 | +US$4563萬 | +32% | 14.4% | 1,177% | 25 | 28% | 1.9 |
|
| 4883 |
4883
InceptionR
Lafayette,
California
| US$1.88億 | -US$1.24億 | -40% | 5.55% | 62.9% | 646 | 74.92% | 0.1 |
|
| 4884 |
4884
Eastover Investment Advisors
Charlotte,
North Carolina
| US$1.87億 | +US$865萬 | +5% | 6.04% | 105% | 47 | 6.38% | 2.5 |
|
| 4885 |
CC
4885
Claybrook Capital
Wellesley,
Massachusetts
| US$1.87億 | +US$846萬 | +5% | 4.57% | 7.15% | 144 | 6.25% | 1.6 |
|
| 4886 |
4886
Morton Brown Family Wealth
Allentown,
Pennsylvania
| US$1.87億 | +US$1960萬 | +12% | 3.15% | 54.5% | 302 | 45.36% | 1.2 |
|
| 4887 |
DI
4887
Disciplined Investments
Tulsa,
Oklahoma
| US$1.87億 | -US$5031萬 | -21% | 2.88% | 51.4% | 1,741 | 6.49% | 1.5 |
|
| 4888 |
SLA
4888
Silver Lake Advisory
Cottonwood Heights,
Utah
| US$1.87億 | +US$690萬 | +4% | 2.57% | 76.7% | 97 | 11.34% | 3.6 |
|
| 4889 |
4889
Invus Financial Advisors
New York
| US$1.87億 | +US$3346萬 | +22% | 29.8% | 29.5% | 8 | 0% | 2.2 |
|
| 4890 |
HIC
4890
Harbor Island Capital
Topsfield,
Massachusetts
| US$1.87億 | +US$488萬 | +3% | 13.8% | 218% | 15 | 0% | 4.9 |
|
| 4891 |
4891
Jessup Wealth Management
Dayton,
Ohio
| US$1.87億 | +US$1806萬 | +11% | 11.2% | 181% | 81 | 41.98% | 0.3 |
|
| 4892 |
4892
UG Investment Advisers
Taipei,
Taiwan
| US$1.87億 | +US$4946萬 | +36% | 2.01% | 172% | 22 | 27.27% | 1.1 |
|
| 4893 |
4893
Brick & Kyle Associates
Newtown,
Pennsylvania
| US$1.87億 | +US$1225萬 | +7% | 8.53% | 97.4% | 55 | 0% | 5.6 |
|
| 4894 |
SI
4894
Saxon Interests
Houston,
Texas
| US$1.87億 | +US$984萬 | +6% | 5.97% | 81.2% | 182 | 15.38% | 1.1 |
|
| 4895 |
MAM
4895
Mystic Asset Management
Warwick,
Rhode Island
| US$1.87億 | +US$528萬 | +3% | 8.01% | 114% | 151 | 9.93% | 1.4 |
|
| 4896 |
4896
Exane Asset Management
Paris,
France
| US$1.86億 | +US$1069萬 | +6% | 2.8% | 74.5% | 18 | 66.67% | 0.3 |
|
| 4897 |
4897
Trinity Financial Advisors
Columbus,
Ohio
| US$1.86億 | +US$2267萬 | +14% | 6.29% | 74.5% | 81 | 22.22% | 0.9 |
|
| 4898 |
4898
ICW Investment Advisors
Scottsdale,
Arizona
| US$1.86億 | +US$1014萬 | +6% | 4.14% | 58.6% | 133 | 5.26% | 3.1 |
|
| 4899 |
4899
IRON Financial
Northbrook,
Illinois
| US$1.86億 | +US$410萬 | +2% | 3.56% | 60.6% | 106 | 12.26% | 2.8 |
|
| 4900 |
KFO
4900
Kopp Family Office
Bloomington,
Minnesota
| US$1.86億 | +US$65.6萬 | +0.4% | 6.79% | 47.9% | 22 | 0% | 1.9 |
|