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
Adirondack Trust Company
Saratoga Springs,
New York
| US$2.75億 | +US$1953萬 | +8% | 9.4% | 96.7% | 498 | 7.83% | 6.5 |
|
| 4877 |
4877
Meredith Wealth Planning
Maryville,
Illinois
| US$2.75億 | +US$4868萬 | +21% | 8.99% | 66.5% | 62 | 20.97% | 1.6 |
|
| 4878 |
4878
Castle Wealth Management
West Palm Beach,
Florida
| US$2.75億 | +US$1993萬 | +8% | 7.87% | 53.6% | 130 | 9.23% | 2.2 |
|
| 4879 |
SCI
4879
Silver Coast Investments
San Diego,
United States
| US$2.75億 | +US$1166萬 | +4% | 4.99% | – | 111 | 13.51% | 1.1 |
|
| 4880 |
4880
LifeWealth Investments
Winter Garden,
Florida
| US$2.75億 | +US$6719萬 | +32% | 7.9% | – | 163 | 29.45% | 0.3 |
|
| 4881 |
IWN
4881
Independent Wealth Network
Urbandale,
Iowa
| US$2.75億 | +US$2414萬 | +10% | 8.16% | 78.2% | 263 | 8.75% | 2.3 |
|
| 4882 |
4882
Watershed Private Wealth
Oak Brook,
Illinois
| US$2.75億 | +US$2458萬 | +10% | 10.9% | 80.3% | 116 | 13.79% | 1.8 |
|
| 4883 |
4883
Vert Asset Management
Sausalito,
California
| US$2.75億 | -US$1634萬 | -6% | 0.68% | 43.1% | 45 | 0% | 2.8 |
|
| 4884 |
4884
Sykon Capital
Harrison,
New York
| US$2.74億 | +US$1092萬 | +4% | 8.93% | 63.7% | 97 | 48.45% | 0.8 |
|
| 4885 |
4885
Nine Masts Capital
Central,
Hong Kong
| US$2.74億 | +US$1.23億 | +82% | 16% | 88.1% | 129 | 69.77% | 0.3 |
|
| 4886 |
4886
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| US$2.74億 | -US$5183萬 | -16% | 5.5% | 34.2% | 43 | 4.65% | 6 |
|
| 4887 |
CIA
4887
Cape Investment Advisory
Mcdonough,
Georgia
| US$2.74億 | +US$2290萬 | +9% | 8.58% | 72.5% | 1,272 | 18.79% | 1.5 |
|
| 4888 |
4888
Selective Wealth Management
Forest,
Virginia
| US$2.74億 | +US$4405萬 | +19% | 8.74% | 74.4% | 106 | 4.72% | 3.3 |
|
| 4889 |
AW
4889
Atlas Wealth
Cincinnati,
Ohio
| US$2.74億 | +US$1742萬 | +7% | 4.63% | 43.5% | 112 | 16.96% | 1.5 |
|
| 4890 |
4890
Financial Insights
Tacoma,
Washington
| US$2.74億 | +US$2255萬 | +9% | 9.63% | 82.1% | 134 | 22.39% | 3.1 |
|
| 4891 |
4891
TSA Wealth Management
Houston,
Texas
| US$2.74億 | +US$2225萬 | +9% | 8.03% | 62.4% | 85 | 15.29% | 1 |
|
| 4892 |
4892
Hassell Wealth Management
Houma,
Louisiana
| US$2.74億 | +US$3932萬 | +17% | 7.16% | 49.7% | 26 | 3.85% | 2 |
|
| 4893 |
4893
Royal Harbor Partners
Houston,
Texas
| US$2.74億 | +US$1545萬 | +6% | 7.47% | 54.6% | 53 | 20.75% | 1.9 |
|
| 4894 |
4894
Gladius Capital Management
Chicago,
Illinois
| US$2.73億 | -US$1.03億 | -27% | 12.7% | 85% | 74 | 8.11% | 2.2 |
|
| 4895 |
4895
Starr Indemnity & Liability Company
New York
| US$2.73億 | +US$6666萬 | +32% | 6.48% | – | 8 | 87.5% | 0.1 |
|
| 4896 |
4896
Beta Wealth Group
San Diego,
California
| US$2.73億 | -US$538萬 | -2% | 6.42% | 45.4% | 118 | 22.03% | 2.2 |
|
| 4897 |
4897
Enzi Wealth
Austin,
Texas
| US$2.73億 | +US$2588萬 | +10% | 7.57% | 77% | 70 | 8.57% | 2 |
|
| 4898 |
4898
Encompass Wealth Advisors
Portland,
Oregon
| US$2.73億 | +US$2711萬 | +11% | 10.4% | 68.7% | 105 | 5.71% | 3.5 |
|
| 4899 |
4899
Canopy Partners
Cincinnati,
Ohio
| US$2.73億 | +US$1600萬 | +6% | 11.1% | 108% | 236 | 11.86% | 1.2 |
|
| 4900 |
4900
Olympus Peak Asset Management
Greenwich,
Connecticut
| US$2.73億 | +US$3705萬 | +16% | 29.9% | – | 1 | 0% | 0.8 |
|