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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5126 |
5126
Weinberger Asset Management
Los Angeles,
California
| US$2.12億 | +US$511萬 | +2% | 2.58% | 89.6% | 81 | 6.17% | 1.9 |
|
| 5127 |
HIS
5127
Horizon Investment Services
Hammond,
Indiana
| US$2.12億 | +US$777萬 | +4% | 7.46% | 247% | 127 | 24.41% | 3.1 |
|
| 5128 |
5128
Freemont Management
Vaud,
Switzerland
| US$2.12億 | -US$4.89億 | -70% | 9.35% | 102% | 92 | 30.43% | 1.6 |
|
| 5129 |
5129
Buttonwood Financial Advisors
Baltimore,
Maryland
| US$2.12億 | -US$80.2萬 | -0.4% | 0.77% | 73.4% | 107 | 11.21% | 1.7 |
|
| 5130 |
5130
GS Investments
Minneapolis,
Minnesota
| US$2.12億 | +US$449萬 | +2% | 5.18% | 108% | 138 | 5.8% | 3.5 |
|
| 5131 |
5131
Long Walk Management
Greenwich,
Connecticut
| US$2.12億 | +US$1134萬 | +6% | 3.45% | 302% | 11 | 27.27% | 1.4 |
|
| 5132 |
5132
StrongBox Wealth
Lee's Summit,
Missouri
| US$2.12億 | +US$2207萬 | +12% | 3.24% | 63.9% | 91 | 15.38% | 2.6 |
|
| 5133 |
5133
Lumbard & Kellner
Hollis,
New Hampshire
| US$2.12億 | +US$621萬 | +3% | 0.09% | 135% | 80 | 20% | 3 |
|
| 5134 |
5134
Tanglewood Legacy Advisors
Houston,
Texas
| US$2.12億 | +US$867萬 | +4% | 2.3% | 69.1% | 300 | 7% | 1.3 |
|
| 5135 |
5135
Theory Financial
Fort Collins,
Colorado
| US$2.12億 | +US$1516萬 | +8% | 1.72% | 58.3% | 80 | 23.75% | 1.1 |
|
| 5136 |
5136
Perry Creek Capital
New York
| US$2.12億 | -US$2614萬 | -11% | 9.72% | 51.2% | 13 | 0% | 3.4 |
|
| 5137 |
GAMC
5137
Garner Asset Management Corp
Plano,
Texas
| US$2.12億 | +US$852萬 | +4% | 3.46% | 103% | 156 | 4.49% | 4.6 |
|
| 5138 |
5138
Meros Investment Management
Dallas,
Texas
| US$2.11億 | -US$1219萬 | -5% | 2.38% | 102% | 42 | 11.9% | 1.6 |
|
| 5139 |
5139
Jones Road Capital Management
New York
| US$2.11億 | +US$7766萬 | +58% | 1.9% | 88.5% | 42 | 33.33% | 1.3 |
|
| 5140 |
5140
TPG Financial Advisors
Portland,
Oregon
| US$2.11億 | – | – | 0.62% | – | 68 | – | 2.4 |
|
| 5141 |
5141
Proathlete Wealth Management
Boca Raton,
Florida
| US$2.11億 | +US$2318萬 | +12% | 2.1% | 73.9% | 59 | 8.47% | 0.5 |
|
| 5142 |
5142
Cypress Point Wealth Management
Dallas,
Texas
| US$2.11億 | +US$1587萬 | +8% | 2.96% | 255% | 74 | 6.76% | 1.2 |
|
| 5143 |
5143
Elevation Wealth Partners
Santa Rosa,
California
| US$2.11億 | +US$1096萬 | +5% | 2.42% | 69.9% | 544 | 18.38% | 0.9 |
|
| 5144 |
5144
Beta Wealth Group
San Diego,
California
| US$2.11億 | +US$537萬 | +3% | 0.29% | 51.2% | 106 | 7.55% | 2 |
|
| 5145 |
5145
KKM Financial
Chicago,
Illinois
| US$2.11億 | +US$576萬 | +3% | 2.88% | – | 149 | 5.37% | 0.4 |
|
| 5146 |
5146
Prairiewood Capital
Fargo,
North Dakota
| US$2.11億 | -US$240萬 | -1% | 1.75% | 42.6% | 86 | 15.12% | 2 |
|
| 5147 |
5147
Sterling Wealth Management
Champaign,
Illinois
| US$2.11億 | +US$972萬 | +5% | 0.45% | – | 101 | 4.95% | 0.5 |
|
| 5148 |
5148
St. Johns Investment Management
Jacksonville,
Florida
| US$2.11億 | +US$217萬 | +1% | 2.82% | 91.9% | 226 | 11.5% | 5.5 |
|
| 5149 |
5149
25 LLC
St. Louis,
Missouri
| US$2.11億 | +US$623萬 | +3% | 0.13% | 48.7% | 54 | 9.26% | 0.9 |
|
| 5150 |
5150
Silphium Asset Management
London,
United Kingdom
| US$2.11億 | +US$1255萬 | +6% | 4.18% | 118% | 64 | 45.31% | 0.7 |
|