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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
5001
Buttonwood Financial Advisors
Baltimore,
Maryland
| US$3億 | +US$951萬 | +3% | 3.8% | 73.4% | 106 | 4.72% | 2.9 |
|
| 5002 |
5002
Ravenswood Partners
Mclean,
Virginia
| US$3億 | -US$1645萬 | -5% | 0.31% | – | 37 | 10.81% | 0.2 |
|
| 5003 |
5003
Front Row Advisors
Tiburon,
California
| US$3億 | +US$237萬 | +0.8% | 2.65% | 142% | 573 | 4.54% | 5.2 |
|
| 5004 |
5004
Spectrum Asset Management (California)
Newport Beach,
California
| US$3億 | +US$1538萬 | +5% | 2.14% | 68.3% | 126 | 26.19% | 3.3 |
|
| 5005 |
5005
Barrett & Company
Providence,
Rhode Island
| US$3億 | +US$811萬 | +3% | 2.05% | 83.6% | 679 | 8.98% | 2.5 |
|
| 5006 |
SA
5006
Skyline Advisors
Bellingham,
Washington
| US$3億 | +US$930萬 | +3% | 0.62% | 52% | 105 | 9.52% | 1.5 |
|
| 5007 |
5007
TPG Financial Advisors
Portland,
Oregon
| US$3億 | +US$3107萬 | +12% | 0.92% | – | 78 | 17.95% | 3.2 |
|
| 5008 |
5008
Sustainable Insight Capital Management
New York
| US$3億 | -US$1868萬 | -6% | 2.9% | 168% | 89 | 33.71% | 1.5 |
|
| 5009 |
5009
Argyle Capital Management
Center Valley,
Pennsylvania
| US$3億 | +US$1032萬 | +4% | 4.17% | 106% | 139 | 4.32% | 8.9 |
|
| 5010 |
5010
Denver PWM
Denver,
Colorado
| US$2.99億 | -US$2132萬 | -7% | 0.97% | 48.6% | 78 | 2.56% | 3.1 |
|
| 5011 |
5011
AlphaGrep UK
London,
| US$2.99億 | – | – | 2.09% | – | 657 | – | 0 |
|
| 5012 |
5012
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| US$2.99億 | +US$159萬 | +0.5% | 3.25% | 63.9% | 145 | 6.21% | 6.5 |
|
| 5013 |
5013
Alta Wealth Advisors
Woburn,
Massachusetts
| US$2.99億 | +US$2009萬 | +7% | 3.52% | 134% | 181 | 21.55% | 2 |
|
| 5014 |
5014
Hassell Wealth Management
Houma,
Louisiana
| US$2.99億 | +US$1078萬 | +4% | 1.79% | 49.7% | 26 | 0% | 2.5 |
|
| 5015 |
5015
Demars Financial Group
Spokane Valley,
Washington
| US$2.99億 | +US$1015萬 | +4% | 1.95% | 69.1% | 99 | 15.15% | 2.4 |
|
| 5016 |
5016
Marks Wealth
Annapolis,
Maryland
| US$2.99億 | -US$2499萬 | -8% | 5.06% | 165% | 36 | 75% | 0.5 |
|
| 5017 |
5017
Flagstar Advisors
New York
| US$2.99億 | -US$2804萬 | -9% | 1.46% | 81.9% | 186 | 9.14% | 3.1 |
|
| 5018 |
ACM
5018
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| US$2.99億 | +US$32.2萬 | +0.1% | 14.7% | 2,106% | 39 | 74.36% | 0.5 |
|
| 5019 |
5019
LCNB Corp
Lebanon,
Ohio
| US$2.98億 | +US$1264萬 | +4% | 3.87% | 83.1% | 190 | 5.79% | 5.4 |
|
| 5020 |
5020
Financial Insights
Tacoma,
Washington
| US$2.98億 | -US$363萬 | -1% | 1.5% | 82.1% | 146 | 14.38% | 3.3 |
|
| 5021 |
5021
Turas Capital Management
Boston,
Massachusetts
| US$2.98億 | – | – | 1.31% | – | 63 | – | 0 |
|
| 5022 |
5022
Harmony Asset Management
Scottsdale,
Arizona
| US$2.98億 | +US$785萬 | +3% | 4.6% | 138% | 188 | 13.3% | 1.4 |
|
| 5023 |
5023
44 Wealth Management
Eugene,
Oregon
| US$2.98億 | +US$336萬 | +1% | 3.41% | – | 213 | 14.55% | 2.5 |
|
| 5024 |
5024
Corundum Group
Colorado Springs,
Colorado
| US$2.98億 | +US$5461萬 | +22% | 2.09% | 89.5% | 119 | 18.49% | 4.7 |
|
| 5025 |
5025
NIA Impact Advisors
Berkeley,
California
| US$2.98億 | -US$978萬 | -3% | 2.76% | – | 105 | 7.62% | 2.2 |
|