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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
5026
Tacita Capital
Toronto,
Ontario, Canada
| US$1.66億 | +US$1187萬 | +8% | 6.44% | 77.5% | 209 | 21.53% | 0.4 |
|
| 5027 |
5027
Affinia Financial Group
Burlington,
Massachusetts
| US$1.66億 | +US$548萬 | +3% | 6.53% | 37.5% | 33 | 12.12% | 0.9 |
|
| 5028 |
5028
Foresite Capital Management I
Larkspur,
California
| US$1.66億 | -US$3238萬 | -16% | 8.54% | 40.7% | 4 | 0% | 2.7 |
|
| 5029 |
5029
New England Professional Planning Group
Westerly,
Rhode Island
| US$1.66億 | +US$274萬 | +2% | 6.53% | 64.1% | 60 | 23.33% | 2.7 |
|
| 5030 |
5030
Mine & Arao Wealth Creation & Management
Campbell,
California
| US$1.66億 | +US$1567萬 | +10% | 7.89% | 105% | 295 | 9.49% | 1.2 |
|
| 5031 |
5031
Armor Investment Advisors
Raleigh,
North Carolina
| US$1.66億 | +US$1156萬 | +8% | 4.69% | 62% | 164 | 3.66% | 3.2 |
|
| 5032 |
5032
Brookmont Capital Management
Dallas,
Texas
| US$1.65億 | +US$1011萬 | +7% | 6.13% | 32.2% | 57 | 10.53% | 5 |
|
| 5033 |
5033
Sovereign Financial Group
Stamford,
Connecticut
| US$1.65億 | +US$516萬 | +3% | 6.59% | 98% | 167 | 0% | 0.4 |
|
| 5034 |
5034
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| US$1.65億 | +US$738萬 | +5% | 4.12% | 45.1% | 28 | 7.14% | 4.7 |
|
| 5035 |
5035
Garrison Asset Management
Fayetteville,
Arkansas
| US$1.65億 | +US$804萬 | +5% | 5.44% | 52.1% | 104 | 3.85% | 5.1 |
|
| 5036 |
5036
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| US$1.65億 | +US$112萬 | +0.7% | 5.47% | 58.7% | 58 | 20.69% | 1.7 |
|
| 5037 |
5037
Searcy Financial Services
Overland Park,
Kansas
| US$1.65億 | +US$723萬 | +5% | 5.03% | 60.2% | 21 | 19.05% | 1.4 |
|
| 5038 |
5038
BNC Wealth Management
Beaverton,
Oregon
| US$1.65億 | +US$2426萬 | +17% | 11.4% | 204% | 97 | 26.8% | 0.5 |
|
| 5039 |
5039
Successful Portfolios
Clearwater,
Florida
| US$1.65億 | +US$1328萬 | +9% | 6.4% | 110% | 208 | 7.69% | 2.2 |
|
| 5040 |
5040
Lansing Management
New York
| US$1.65億 | +US$2235萬 | +16% | 11% | 76.9% | 7 | 14.29% | 2.1 |
|
| 5041 |
5041
Cribstone Capital Management
Augusta,
Maine
| US$1.65億 | +US$1290萬 | +8% | 6.97% | 22.4% | 370 | 9.46% | 3 |
|
| 5042 |
5042
Vigilare Wealth Management
Scottsdale,
Arizona
| US$1.65億 | +US$2393萬 | +17% | 8.22% | 59.5% | 223 | 19.73% | 0.7 |
|
| 5043 |
FIM
5043
FWL Investment Management
Dallas,
Texas
| US$1.65億 | +US$1623萬 | +11% | 8.9% | 165% | 51 | 13.73% | 0.4 |
|
| 5044 |
5044
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| US$1.65億 | +US$1016萬 | +7% | 5.5% | 50.2% | 26 | 26.92% | 0.8 |
|
| 5045 |
5045
Argent Advisors
Monroe,
Louisiana
| US$1.65億 | +US$920萬 | +6% | 5.69% | 71% | 139 | 10.07% | 1.1 |
|
| 5046 |
MI
5046
Markston International
White Plains,
New York
| US$1.65億 | -US$7.25億 | -81% | 8.95% | 109% | 153 | 7.84% | 6 |
|
| 5047 |
5047
Arkfeld Wealth Strategies
Omaha,
Nebraska
| US$1.65億 | +US$769萬 | +5% | 6.47% | 90.8% | 79 | 7.59% | 1.1 |
|
| 5048 |
5048
Maltin Wealth Management
Ridgewood,
New Jersey
| US$1.65億 | +US$1029萬 | +7% | 5.11% | 58.2% | 112 | 10.71% | 1 |
|
| 5049 |
5049
Wealth Quarterback
Toms River,
New Jersey
| US$1.64億 | – | – | 6.25% | 109% | 851 | – | 0.2 |
|
| 5050 |
5050
Loveless Wealth Management
Billings,
Montana
| US$1.64億 | +US$1295萬 | +9% | 5.37% | – | 124 | 4.03% | 1.3 |
|