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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5276 |
5276
IMZ Advisory
Boca Raton,
Florida
| US$2億 | +US$643萬 | +3% | 2.56% | 73.1% | 31 | 3.23% | 0.5 |
|
| 5277 |
5277
Aspen Investment Management
Grand Rapids,
Michigan
| US$2億 | +US$347萬 | +2% | 1.69% | 92.6% | 159 | 10.69% | 6 |
|
| 5278 |
5278
Towerpoint Wealth
Sacramento,
California
| US$2億 | +US$128萬 | +0.6% | 1.97% | 67.7% | 85 | 7.06% | 3.7 |
|
| 5279 |
5279
LaSalle St. Investment Advisors
Elmhurst,
Illinois
| US$2億 | +US$2216萬 | +12% | 1.84% | 61.9% | 185 | 36.22% | 0.8 |
|
| 5280 |
5280
Crown Wealth Group
Charlotte,
North Carolina
| US$2億 | +US$617萬 | +3% | 6.69% | 98.2% | 118 | 19.49% | 1.1 |
|
| 5281 |
5281
Marshall & Sullivan
Seattle,
Washington
| US$2億 | -US$195萬 | -1% | 1.32% | 82% | 41 | 0% | 7.2 |
|
| 5282 |
5282
Continental Grain Company
New York
| US$2億 | +US$4580萬 | +30% | 6.37% | 5.73% | 2 | 0% | 2.8 |
|
| 5283 |
BOCM
5283
Bontempo Ohly Capital Management
Bethesda,
Maryland
| US$2億 | -US$498萬 | -2% | 1.51% | 49.6% | 35 | 5.71% | 4.6 |
|
| 5284 |
5284
Davis Rea
Toronto,
Ontario, Canada
| US$2億 | -US$1962萬 | -9% | 1.33% | 66.9% | 38 | 18.42% | 5.9 |
|
| 5285 |
5285
Ridgewood Investments
Springfield,
New Jersey
| US$2億 | +US$1092萬 | +6% | 1.19% | – | 800 | 73.13% | 0.8 |
|
| 5286 |
5286
Winthrop Capital Management
Carmel,
Indiana
| US$2億 | -US$1714萬 | -8% | 3.09% | 68.1% | 177 | 18.08% | 0.4 |
|
| 5287 |
5287
CEDRUS
Littleton,
Colorado
| US$2億 | +US$1678萬 | +9% | 0.98% | 19.8% | 172 | 23.26% | 1.6 |
|
| 5288 |
PCG
5288
PFC Capital Group
Los Angeles,
California
| US$2億 | +US$1364萬 | +7% | 8.43% | 118% | 78 | 14.1% | 0.5 |
|
| 5289 |
WAM
5289
Westport Asset Management
Southport,
Connecticut
| US$2億 | -US$47.1萬 | -0.2% | 0.59% | 73.2% | 76 | 5.26% | 6.5 |
|
| 5290 |
5290
Calton & Associates
Tampa,
Florida
| US$2億 | -US$546萬 | -3% | 2.6% | 79% | 199 | 10.55% | 1.5 |
|
| 5291 |
5291
Everpar Advisors
Tulsa,
Oklahoma
| US$2億 | +US$3529萬 | +21% | 3.66% | 130% | 276 | 20.65% | 0.4 |
|
| 5292 |
5292
Medina Value Partners
Los Angeles,
California
| US$2億 | -US$440萬 | -2% | 1.01% | 80% | 18 | 55.56% | 0.4 |
|
| 5293 |
5293
Altus Wealth Group
Colorado Springs,
Colorado
| US$2億 | +US$24.7萬 | +0.1% | 1.08% | 76.7% | 149 | 17.45% | 2.2 |
|
| 5294 |
5294
Denver Wealth Management
Denver,
Colorado
| US$2億 | +US$373萬 | +2% | 3.46% | 70.3% | 84 | 5.95% | 1.9 |
|
| 5295 |
5295
John W. Brooker & Co
Oakland,
California
| US$2億 | +US$1346萬 | +7% | 0.68% | 43.4% | 76 | 3.95% | 3.2 |
|
| 5296 |
5296
Sustainable Insight Capital Management
New York
| US$2億 | +US$6097萬 | +44% | 8.86% | 168% | 91 | 45.05% | 1.5 |
|
| 5297 |
5297
272 Capital
Dallas,
Texas
| US$2億 | -US$5089萬 | -20% | 6.49% | 222% | 93 | 53.76% | 0.7 |
|
| 5298 |
RA
5298
Ransom Advisory
Providence,
Rhode Island
| US$1.99億 | +US$1199萬 | +6% | 4.83% | – | 409 | 17.85% | 0.2 |
|
| 5299 |
5299
Wilshire Advisors
Santa Monica,
California
| US$1.99億 | -US$156萬 | -0.8% | 0.95% | 129% | 11 | 0% | 3 |
|
| 5300 |
5300
Madison International Realty Holdings
New York
| US$1.99億 | -US$692萬 | -3% | 3.32% | – | 2 | 0% | 5.5 |
|