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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4976 |
4976
Cambridge Financial Group (Arizona)
Tucson,
Arizona
| US$2.66億 | +US$3076萬 | +13% | 9.03% | 69.5% | 140 | 5% | 1.3 |
|
| 4977 |
4977
Crown Wealth Group
Charlotte,
North Carolina
| US$2.66億 | +US$7339萬 | +38% | 12.4% | 98.2% | 130 | 25.38% | 1.6 |
|
| 4978 |
4978
Sculati Wealth Management
Bloomfield Hills,
Michigan
| US$2.66億 | +US$1886萬 | +8% | 9.67% | 80.3% | 126 | 14.29% | 3.3 |
|
| 4979 |
4979
Costello Asset Management
Feasterville,
Pennsylvania
| US$2.66億 | +US$1968萬 | +8% | 13.3% | 81.5% | 713 | 7.85% | 1.2 |
|
| 4980 |
4980
Members Advisory Group
Williamsville,
New York
| US$2.66億 | +US$2675萬 | +11% | 7.87% | 74.9% | 36 | 13.89% | 1.2 |
|
| 4981 |
4981
BCS Private Wealth Management
Rumson,
New Jersey
| US$2.66億 | – | – | 9.74% | – | 166 | – | 0 |
|
| 4982 |
4982
Stance Capital
Boston,
Massachusetts
| US$2.66億 | +US$1.31億 | +97% | 8.96% | – | 179 | 87.15% | 0.1 |
|
| 4983 |
4983
Midwest Heritage Bank
West Des Moines,
Iowa
| US$2.66億 | +US$2297萬 | +9% | 7.56% | 52.2% | 62 | 11.29% | 2.3 |
|
| 4984 |
MHP
4984
Manatuck Hill Partners
Westport,
Connecticut
| US$2.66億 | +US$4870萬 | +22% | 20.2% | 556% | 142 | 52.11% | 1.1 |
|
| 4985 |
WA
4985
Wealthstar Advisors
Plano,
Texas
| US$2.66億 | +US$4721萬 | +22% | 12.3% | – | 152 | 19.74% | 0.7 |
|
| 4986 |
4986
Lazari Capital Management
Woodland Hills,
California
| US$2.66億 | +US$2105萬 | +9% | 14.3% | 145% | 163 | 9.82% | 1.5 |
|
| 4987 |
4987
Gold Investment Management
Edmonton,
Alberta, Canada
| US$2.66億 | +US$2896萬 | +12% | 13.2% | 117% | 217 | 6.91% | 1.4 |
|
| 4988 |
4988
Terril Brothers
St. Louis,
Missouri
| US$2.66億 | -US$389萬 | -1% | 5.41% | 112% | 71 | 26.76% | 3.6 |
|
| 4989 |
RL
4989
Rogco LP
Claremore,
Oklahoma
| US$2.66億 | +US$1584萬 | +6% | 7.25% | 53.3% | 215 | 9.77% | 1.5 |
|
| 4990 |
4990
Seven Post Investment Office
San Francisco,
California
| US$2.65億 | +US$364萬 | +1% | 1.51% | 44.4% | 41 | 36.59% | 3.9 |
|
| 4991 |
4991
Stableford Capital II
Scottsdale,
Arizona
| US$2.65億 | +US$2904萬 | +12% | 7.77% | 66.9% | 136 | 21.32% | 1.5 |
|
| 4992 |
4992
Leisure Capital Management
Costa Mesa,
California
| US$2.65億 | +US$2157萬 | +9% | 10.3% | 111% | 142 | 9.15% | 5.3 |
|
| 4993 |
4993
Flagship Wealth Advisors
Wakefield,
Massachusetts
| US$2.65億 | +US$2770萬 | +12% | 9.97% | – | 406 | 15.52% | 0.5 |
|
| 4994 |
4994
Helix Partners Management
New York
| US$2.65億 | -US$7150萬 | -21% | 86.8% | – | 14 | 14.29% | 0.4 |
|
| 4995 |
4995
Armor Investment Advisors
Raleigh,
North Carolina
| US$2.65億 | +US$2363萬 | +10% | 8.77% | 62% | 160 | 8.13% | 5 |
|
| 4996 |
4996
Wealth Advisors of Tampa Bay
Tampa,
Florida
| US$2.65億 | +US$1917萬 | +8% | 10.1% | 86.2% | 151 | 41.06% | 3.9 |
|
| 4997 |
4997
Beacon Wealthcare LLC
Raleigh,
North Carolina
| US$2.65億 | +US$1932萬 | +8% | 7.34% | 47% | 26 | 19.23% | 2.3 |
|
| 4998 |
4998
Tilson Financial Group
New Providence,
New Jersey
| US$2.65億 | +US$1239萬 | +5% | 6.5% | 42.9% | 78 | 11.54% | 1.3 |
|
| 4999 |
4999
Eaton-Cambridge
Phoenix,
Arizona
| US$2.65億 | +US$3220萬 | +14% | 7.09% | 48.7% | 39 | 15.38% | 1.1 |
|
| 5000 |
AC
5000
AMS Capital
Sao Paulo,
Brazil
| US$2.65億 | +US$2207萬 | +9% | 21.5% | 63.1% | 19 | 31.58% | 1.3 |
|