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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4951 |
4951
Dorval Corp
Maple Grove,
Minnesota
| US$2.27億 | +US$1085萬 | +5% | 0.27% | 29.6% | 27 | 0% | 0.5 |
|
| 4952 |
4952
Foguth Wealth Management
Brighton,
Michigan
| US$2.27億 | +US$4023萬 | +22% | 1.94% | – | 162 | 39.51% | 0.2 |
|
| 4953 |
4953
Old West Investment Management
Los Angeles,
California
| US$2.27億 | +US$2896萬 | +15% | 8.54% | 242% | 63 | 23.81% | 2.6 |
|
| 4954 |
4954
Marks Wealth
Annapolis,
Maryland
| US$2.27億 | -US$3797萬 | -14% | 4.71% | 165% | 24 | 70.83% | 0.8 |
|
| 4955 |
SST
4955
S Squared Technology
New York
| US$2.27億 | +US$880萬 | +4% | 4.46% | 223% | 36 | 5.56% | 3 |
|
| 4956 |
4956
Rooted Wealth Advisors
Bourbonnais,
Illinois
| US$2.27億 | +US$2360萬 | +12% | 1.7% | 57.3% | 88 | 9.09% | 1 |
|
| 4957 |
4957
Monte Financial Group
Guilford,
Connecticut
| US$2.26億 | -US$176萬 | -0.8% | 0.31% | 66.7% | 86 | 8.14% | 3.4 |
|
| 4958 |
4958
Clarus Group
Houston,
Texas
| US$2.26億 | +US$8363萬 | +59% | 3.52% | 67.5% | 125 | 22.4% | 2 |
|
| 4959 |
4959
Purus Wealth Management
Newport Beach,
California
| US$2.26億 | +US$2386萬 | +12% | 10.3% | 174% | 118 | 5.93% | 2.3 |
|
| 4960 |
4960
IMA Advisory Services
Denver,
Colorado
| US$2.26億 | +US$1491萬 | +7% | 3.41% | 74.5% | 77 | 10.39% | 3.4 |
|
| 4961 |
4961
Vigilare Wealth Management
Scottsdale,
Arizona
| US$2.26億 | +US$2340萬 | +12% | 2.74% | 59.5% | 100 | 15% | 2.6 |
|
| 4962 |
4962
Hunting Hill Global Capital
New York
| US$2.26億 | +US$2459萬 | +12% | 5.56% | 132% | 132 | 28.79% | 0.7 |
|
| 4963 |
4963
Kensington Investment Counsel
Long Beach,
California
| US$2.26億 | +US$712萬 | +3% | 1.5% | 81.9% | 111 | 15.32% | 2.4 |
|
| 4964 |
4964
Letson Investment Management
Atlanta,
Georgia
| US$2.26億 | -US$1049萬 | -4% | 2.81% | 56.7% | 96 | 9.38% | 0.5 |
|
| 4965 |
4965
James T. Borello
East Dundee,
Illinois
| US$2.26億 | +US$639萬 | +3% | 0.98% | 71.2% | 178 | 3.37% | 0.5 |
|
| 4966 |
MS
4966
Madden Securities
Dallas,
Texas
| US$2.26億 | +US$922萬 | +4% | 3.8% | 108% | 109 | 17.43% | 2.4 |
|
| 4967 |
4967
Bridgewealth Advisory Group
Fresno,
California
| US$2.26億 | +US$2145萬 | +10% | 0.82% | 39.1% | 87 | 25.29% | 1 |
|
| 4968 |
4968
Investment Research & Advisory Group
Atlanta,
Georgia
| US$2.26億 | +US$836萬 | +4% | 4.76% | 105% | 216 | 7.87% | 2.9 |
|
| 4969 |
4969
Robertson Opportunity Capital
Dallas,
Texas
| US$2.26億 | +US$340萬 | +2% | 0.37% | 93.4% | 26 | 7.69% | 6.7 |
|
| 4970 |
DI
4970
DAGCO Inc
Westlake,
Ohio
| US$2.25億 | +US$573萬 | +3% | 1.69% | 75% | 232 | 11.21% | 1 |
|
| 4971 |
4971
Compass Advisory Group
Melville,
New York
| US$2.25億 | -US$105萬 | -0.5% | 1.55% | 49.2% | 79 | 13.92% | 2.4 |
|
| 4972 |
4972
Walnut Level Capital
Denver,
Colorado
| US$2.25億 | +US$5408萬 | +32% | 4.9% | – | 50 | 44% | 0.3 |
|
| 4973 |
4973
Hanover Advisors
Seneca,
South Carolina
| US$2.25億 | -US$1327萬 | -6% | 1.56% | – | 96 | 9.38% | 0.5 |
|
| 4974 |
ODFS
4974
O'Donnell Financial Services
San Rafael,
California
| US$2.25億 | +US$659萬 | +3% | 1.86% | 61% | 40 | 7.5% | 1.2 |
|
| 4975 |
4975
Sentry Investment Management
Stevens Point,
Wisconsin
| US$2.25億 | -US$3248萬 | -13% | 5.38% | 103% | 471 | 8.92% | 5.4 |
|