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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5151 |
LFP
5151
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| US$2.69億 | +US$2062萬 | +8% | 6.48% | 65.4% | 85 | 11.76% | 1.5 |
|
| 5152 |
5152
Post Oak Energy Holdings
Houston,
Texas
| US$2.69億 | -US$1726萬 | -6% | 6.02% | 64.6% | 1 | 0% | 2.8 |
|
| 5153 |
5153
Tyro Capital Management
Miami,
Florida
| US$2.69億 | +US$1425萬 | +6% | 1.58% | 270% | 12 | 33.33% | 1 |
|
| 5154 |
GECH
5154
Garnet Equity Capital Holdings
New York
| US$2.69億 | -US$1.54億 | -36% | 21.2% | 302% | 33 | 30.3% | 1.2 |
|
| 5155 |
5155
Tandem Financial
Greenwood Village,
Colorado
| US$2.69億 | +US$1.62億 | +151% | 9.96% | – | 90 | 44.44% | 0.4 |
|
| 5156 |
5156
Stone Point Capital
Greenwich,
Connecticut
| US$2.69億 | -US$5.14億 | -66% | 8.58% | 20.4% | 3 | 33.33% | 7.6 |
|
| 5157 |
5157
Sachetta
Lynnfield,
Massachusetts
| US$2.69億 | +US$1571萬 | +6% | 7.41% | – | 1,140 | 9.74% | 1.5 |
|
| 5158 |
5158
IMZ Advisory
Boca Raton,
Florida
| US$2.69億 | +US$1870萬 | +7% | 7.12% | 73.1% | 41 | 2.44% | 1.5 |
|
| 5159 |
5159
MKT Advisors
Escondido,
California
| US$2.69億 | +US$1603萬 | +6% | 5.62% | 55.5% | 175 | 7.43% | 2.5 |
|
| 5160 |
5160
Jessup Wealth Management
Dayton,
Ohio
| US$2.69億 | +US$1933萬 | +8% | 14% | 181% | 83 | 12.05% | 1.3 |
|
| 5161 |
5161
TPG Financial Advisors
Portland,
Oregon
| US$2.68億 | +US$1863萬 | +7% | 5.45% | – | 69 | 8.7% | 3.5 |
|
| 5162 |
BOC
5162
Barbara Oil Co
Chicago,
Illinois
| US$2.68億 | +US$1408萬 | +6% | 7.14% | 76.9% | 76 | 3.95% | 8.7 |
|
| 5163 |
5163
SK Wealth Management
Providence,
Rhode Island
| US$2.68億 | +US$3750萬 | +16% | 6.3% | – | 86 | 11.63% | 0.8 |
|
| 5164 |
5164
Weik Capital Management
Wyomissing,
Pennsylvania
| US$2.68億 | +US$1527萬 | +6% | 7.64% | 66.9% | 95 | 6.32% | 8.3 |
|
| 5165 |
5165
eCIO Inc
Madison,
Wisconsin
| US$2.68億 | +US$3073萬 | +13% | 2.15% | – | 80 | 23.75% | 0.4 |
|
| 5166 |
5166
Warner Financial
Bethesda,
Maryland
| US$2.68億 | +US$2543萬 | +10% | 6.43% | 69.2% | 125 | 8.8% | 2.6 |
|
| 5167 |
5167
BHK Investment Advisors
Birmingham,
Alabama
| US$2.68億 | +US$1225萬 | +5% | 5.65% | 58.8% | 67 | 5.97% | 4.8 |
|
| 5168 |
5168
Fosun International
Hong Kong,
China
| US$2.67億 | -US$9222萬 | -26% | 0.59% | 37.8% | 56 | 21.43% | 2.5 |
|
| 5169 |
5169
Ruggaard & Associates
Hudson,
Ohio
| US$2.67億 | +US$1846萬 | +7% | 5.53% | 47.6% | 121 | 4.96% | 2 |
|
| 5170 |
5170
First Dallas Securities
Dallas,
Texas
| US$2.67億 | +US$1395萬 | +6% | 9.83% | 163% | 127 | 14.17% | 3 |
|
| 5171 |
5171
Family Wealth Partners
Matthews,
North Carolina
| US$2.67億 | +US$1692萬 | +7% | 3.55% | 58.5% | 82 | 25.61% | 1 |
|
| 5172 |
TIM
5172
Timelo Investment Management
Aurora,
Ontario, Canada
| US$2.67億 | +US$1.93億 | +259% | 21.8% | 104% | 50 | 76% | 0.2 |
|
| 5173 |
5173
WorthPointe
La Jolla,
California
| US$2.67億 | +US$2906萬 | +12% | 7.06% | 59.7% | 111 | 19.82% | 1.6 |
|
| 5174 |
5174
Trinity Wealth Management
Berwyn,
Pennsylvania
| US$2.67億 | +US$1477萬 | +6% | 5.05% | 56.7% | 69 | 11.59% | 2.6 |
|
| 5175 |
5175
AmeriFlex Group
Las Vegas,
Nevada
| US$2.67億 | +US$7645萬 | +40% | 9.77% | – | 1,435 | 50.1% | 0.5 |
|