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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5226 |
5226
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
| US$2.17億 | +US$1924萬 | +10% | 7.2% | – | 215 | 89.77% | 0 |
|
| 5227 |
5227
New Wave Wealth Advisors
Springdale,
Arkansas
| US$2.17億 | +US$3094萬 | +17% | 7.2% | – | 167 | 29.94% | 0.2 |
|
| 5228 |
5228
Amtrust Financial Services
New York
| US$2.17億 | +US$1129萬 | +5% | 5.2% | 61.9% | 14 | 0% | 2.9 |
|
| 5229 |
5229
Twin Peaks Wealth Advisors
Burlingame,
California
| US$2.17億 | +US$1645萬 | +8% | 5.45% | 99% | 140 | 15% | 0.6 |
|
| 5230 |
5230
Bullseye Asset Management
Denver,
Colorado
| US$2.17億 | +US$1258萬 | +6% | 12.9% | 115% | 64 | 9.38% | 3.4 |
|
| 5231 |
5231
United Bank (Georgia)
Zebulon,
Georgia
| US$2.17億 | +US$1641萬 | +8% | 6.38% | 93.7% | 104 | 10.58% | 4.6 |
|
| 5232 |
5232
Elios Financial Group
Westlake,
Ohio
| US$2.17億 | – | – | 5.91% | – | 113 | – | 0 |
|
| 5233 |
5233
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| US$2.16億 | -US$2587萬 | -11% | 9.3% | 40.5% | 5 | 20% | 1.4 |
|
| 5234 |
5234
CNB Bank
Clearfield,
Pennsylvania
| US$2.16億 | +US$833萬 | +4% | 6.92% | 106% | 540 | 7.78% | 3.8 |
|
| 5235 |
5235
IMZ Advisory
Boca Raton,
Florida
| US$2.16億 | +US$1582萬 | +8% | 4.94% | 73.1% | 37 | 16.22% | 0.6 |
|
| 5236 |
5236
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| US$2.16億 | +US$1513萬 | +8% | 4.46% | 47.5% | 40 | 5% | 3.6 |
|
| 5237 |
5237
Denver Wealth Management
Denver,
Colorado
| US$2.16億 | +US$1636萬 | +8% | 5.24% | 70.3% | 88 | 6.82% | 2 |
|
| 5238 |
5238
Horizon Bancorp
Michigan City,
Indiana
| US$2.16億 | +US$554萬 | +3% | 5.87% | 35.3% | 235 | 8.94% | 2.8 |
|
| 5239 |
SCA
5239
Sander Capital Advisors
Seattle,
Washington
| US$2.16億 | -US$303萬 | -1% | 0.09% | 113% | 16 | 12.5% | 3.8 |
|
| 5240 |
KCM
5240
Knoll Capital Management
Miami,
Florida
| US$2.16億 | +US$6739萬 | +45% | 33.4% | 258% | 37 | 8.11% | 2 |
|
| 5241 |
5241
Watchtower Advisors
Old Greenwich,
Connecticut
| US$2.16億 | +US$6063萬 | +39% | 10.7% | 378% | 17 | 47.06% | 0.7 |
|
| 5242 |
5242
Evergreen Private Wealth
Greenwood Village,
Colorado
| US$2.16億 | +US$1274萬 | +6% | 5.66% | 80.2% | 217 | 5.07% | 0.7 |
|
| 5243 |
5243
Wealth Management Partners
Tucson,
Arizona
| US$2.16億 | +US$1007萬 | +5% | 6.86% | 194% | 121 | 19.83% | 2.4 |
|
| 5244 |
5244
Aull & Monroe Investment Management
Mobile,
Alabama
| US$2.16億 | +US$1132萬 | +6% | 8.47% | 98.3% | 131 | 4.58% | 8 |
|
| 5245 |
5245
Bull Street Advisors
Savannah,
Georgia
| US$2.15億 | +US$818萬 | +4% | 6.64% | 48.5% | 92 | 2.17% | 4.6 |
|
| 5246 |
5246
Verde Servicos Internacionais
Sao Paulo,
Brazil
| US$2.15億 | -US$128萬 | -0.6% | 6.98% | 130% | 41 | 58.54% | 0.5 |
|
| 5247 |
5247
Mine & Arao Wealth Creation & Management
Campbell,
California
| US$2.15億 | +US$996萬 | +5% | 5.11% | 105% | 75 | 1.33% | 4.5 |
|
| 5248 |
5248
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| US$2.15億 | +US$1619萬 | +8% | 6.5% | 68.8% | 127 | 9.45% | 2.2 |
|
| 5249 |
5249
HF Advisory Group
Annapolis,
Maryland
| US$2.15億 | +US$2185萬 | +11% | 7.35% | 73.2% | 167 | 3.59% | 1.5 |
|
| 5250 |
5250
Pacific Wealth Management
San Diego,
California
| US$2.15億 | +US$1860萬 | +9% | 5.15% | 72.8% | 22 | 27.27% | 1.9 |
|