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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
5051
Renaissance Capital
Stamford,
Connecticut
| US$1.76億 | +US$4080萬 | +30% | 16.2% | 392% | 90 | 18.89% | 1.5 |
|
| 5052 |
AAG
5052
Avalon Advisory Group
Wexford,
Pennsylvania
| US$1.76億 | +US$771萬 | +5% | 3.77% | 46% | 7 | 0% | 3.4 |
|
| 5053 |
5053
NIA Impact Advisors
Berkeley,
California
| US$1.76億 | -US$945萬 | -5% | 2.24% | – | 62 | 17.74% | 1.8 |
|
| 5054 |
5054
Sandy Cove Advisors
Hingham,
Massachusetts
| US$1.76億 | +US$3765萬 | +27% | 6.75% | 78% | 128 | 34.38% | 0.9 |
|
| 5055 |
5055
Constitution Capital
Shelton,
Connecticut
| US$1.76億 | +US$1075萬 | +7% | 8.1% | 91.1% | 68 | 4.41% | 1.9 |
|
| 5056 |
5056
United Bank (Georgia)
Zebulon,
Georgia
| US$1.76億 | +US$493萬 | +3% | 6.77% | 93.7% | 90 | 4.44% | 4.3 |
|
| 5057 |
5057
Strategic Financial Partners
Bend,
Oregon
| US$1.76億 | +US$1227萬 | +8% | 4.09% | 54.8% | 73 | 9.59% | 2.6 |
|
| 5058 |
5058
Lipe & Dalton
Syracuse,
New York
| US$1.76億 | +US$94.2萬 | +0.5% | 4.88% | 101% | 105 | 5.71% | 4.9 |
|
| 5059 |
5059
American Securities
New York
| US$1.75億 | -US$1924萬 | -10% | 10% | – | 1 | 0% | 6.5 |
|
| 5060 |
5060
Harvest Investment Services
Oakbrook Terrace,
Illinois
| US$1.75億 | +US$4615萬 | +36% | 12.3% | 282% | 191 | 49.74% | 1.3 |
|
| 5061 |
5061
Essential Planning
Portsmouth,
New Hampshire
| US$1.75億 | +US$1044萬 | +6% | 3.88% | 40.9% | 58 | 10.34% | 0.5 |
|
| 5062 |
5062
Forefront Analytics
West Conshohocken,
Pennsylvania
| US$1.75億 | -US$1866萬 | -10% | 1.25% | 50.9% | 80 | 20% | 3.3 |
|
| 5063 |
5063
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| US$1.75億 | +US$1678萬 | +11% | 3.28% | 65.3% | 142 | 18.31% | 1.2 |
|
| 5064 |
5064
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| US$1.75億 | +US$302萬 | +2% | 5.65% | 92.4% | 409 | 10.02% | 4.8 |
|
| 5065 |
5065
Zullo Investment Group
Scranton,
Pennsylvania
| US$1.75億 | +US$1462萬 | +9% | 11.7% | 143% | 141 | 6.38% | 1.4 |
|
| 5066 |
5066
Eagle Bay Advisors
New York
| US$1.75億 | -US$743萬 | -4% | 5.64% | 85% | 948 | 16.88% | 1.2 |
|
| 5067 |
5067
Social Capital Group
Menlo Park,
California
| US$1.75億 | -US$738萬 | -4% | 3.19% | – | 4 | 0% | 0.5 |
|
| 5068 |
5068
Worldly Partners Management
Needham,
Massachusetts
| US$1.75億 | +US$1622萬 | +10% | 9.57% | 19.2% | 4 | 0% | 0.5 |
|
| 5069 |
5069
Forum Private Client Group
Fishers,
Indiana
| US$1.75億 | +US$1640萬 | +10% | 3.31% | 47.9% | 70 | 4.29% | 1.1 |
|
| 5070 |
5070
Axiom Financial Strategies
New Albany,
Indiana
| US$1.74億 | -US$549萬 | -3% | 3.07% | 54.5% | 37 | 10.81% | 2.6 |
|
| 5071 |
5071
Aegon USA Investment Management
Cedar Rapids,
Iowa
| US$1.74億 | -US$607萬 | -3% | 3.72% | 44.9% | 41 | 4.88% | 2.1 |
|
| 5072 |
5072
Newton One Investments
Newark,
Delaware
| US$1.74億 | +US$789萬 | +5% | 3.31% | 42% | 127 | 7.09% | 2 |
|
| 5073 |
5073
Beacon Financial Advisory
Cleveland,
Ohio
| US$1.74億 | +US$1687萬 | +11% | 5.18% | 76.8% | 223 | 7.17% | 2.2 |
|
| 5074 |
PCMK
5074
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| US$1.74億 | +US$925萬 | +6% | 7.59% | 87.5% | 55 | 7.27% | 5.8 |
|
| 5075 |
5075
Convergence Investment Partners
Palm Beach Gardens,
Florida
| US$1.74億 | +US$415萬 | +2% | 6.98% | 304% | 208 | 34.13% | 3.5 |
|