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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5476 |
5476
Black Maple Capital Management
Milwaukee,
Wisconsin
| US$2.23億 | +US$4371萬 | +24% | 10.7% | 35.7% | 120 | 41.67% | 0.8 |
|
| 5477 |
5477
BCU Wealth Advisors
Vernon Hills,
Illinois
| US$2.23億 | +US$3046萬 | +16% | 8.07% | 57.7% | 61 | 26.23% | 1 |
|
| 5478 |
5478
Guardian Financial Partners
Orange,
California
| US$2.23億 | +US$1365萬 | +7% | 4.93% | 53.9% | 57 | 3.51% | 1.6 |
|
| 5479 |
5479
Redwood Wealth Management Group
Medford,
New Jersey
| US$2.23億 | +US$2599萬 | +13% | 9.62% | 74.1% | 186 | 19.35% | 1.4 |
|
| 5480 |
5480
HMS Capital Management
Nashville,
Tennessee
| US$2.22億 | +US$4216萬 | +23% | 15.2% | 140% | 111 | 10.81% | 2.9 |
|
| 5481 |
ACM
5481
AIGH Capital Management
Baltimore,
Maryland
| US$2.22億 | -US$1924萬 | -8% | 39.1% | 3,026% | 43 | 23.26% | 1.3 |
|
| 5482 |
5482
Ergawealth Advisors
Oak Brook,
Illinois
| US$2.22億 | +US$2044萬 | +10% | 6.98% | 50% | 78 | 29.49% | 1.5 |
|
| 5483 |
5483
Maltin Wealth Management
Ridgewood,
New Jersey
| US$2.22億 | +US$930萬 | +4% | 6.51% | 58.2% | 143 | 20.28% | 3.1 |
|
| 5484 |
5484
Beech Hill Advisors
New York
| US$2.22億 | -US$2906萬 | -12% | 13.6% | 117% | 101 | 7.92% | 4.9 |
|
| 5485 |
5485
Bandera Partners
New York
| US$2.22億 | -US$5607萬 | -20% | 5.41% | 54.7% | 18 | 22.22% | 4.5 |
|
| 5486 |
5486
Vestwell Advisors
New York
| US$2.22億 | – | – | 8.9% | – | 30 | – | 0 |
|
| 5487 |
5487
Choice Wealth Advisors
Waterville,
Maine
| US$2.21億 | +US$2940萬 | +15% | 7.34% | 60.3% | 32 | 15.63% | 2.2 |
|
| 5488 |
5488
GE Investment Management
Norwalk,
Connecticut
| US$2.21億 | +US$2193萬 | +11% | 28.5% | – | 4 | 0% | 1.4 |
|
| 5489 |
5489
TenCore Partners
New York
| US$2.21億 | +US$3094萬 | +16% | 24.8% | 78.4% | 12 | 0% | 3.5 |
|
| 5490 |
WM
5490
Wishbone Management
Chicago,
Illinois
| US$2.21億 | +US$5429萬 | +33% | 22.8% | 58.7% | 5 | 40% | 0.6 |
|
| 5491 |
5491
Sustainable Insight Capital Management
New York
| US$2.21億 | +US$2001萬 | +10% | 15.4% | 168% | 83 | 46.99% | 1.7 |
|
| 5492 |
BOCM
5492
Bontempo Ohly Capital Management
Bethesda,
Maryland
| US$2.21億 | +US$1347萬 | +6% | 5.64% | 58.8% | 32 | 6.25% | 4.1 |
|
| 5493 |
5493
TCFG Wealth Management
Laguna Niguel,
California
| US$2.21億 | +US$2155萬 | +11% | 13.3% | – | 276 | 19.93% | 0.6 |
|
| 5494 |
DMKJ
5494
David M. Knott Jr
| US$2.21億 | +US$865萬 | +4% | 12.8% | 219% | 93 | 18.28% | 2.1 |
|
| 5495 |
5495
Ararat Capital Management
Westport,
Connecticut
| US$2.21億 | +US$1608萬 | +8% | 14.2% | 99.2% | 21 | 33.33% | 1.5 |
|
| 5496 |
5496
Elios Financial Group
Westlake,
Ohio
| US$2.2億 | +US$1779萬 | +9% | 7.71% | – | 123 | 13.01% | 0.7 |
|
| 5497 |
5497
Greenfield Savings Bank
Greenfield,
Massachusetts
| US$2.2億 | +US$1657萬 | +8% | 10.5% | 108% | 151 | 7.95% | 2.4 |
|
| 5498 |
5498
Gainplan
Bloomfield Hills,
Michigan
| US$2.2億 | +US$6596萬 | +43% | 15.1% | 103% | 64 | 42.19% | 1.8 |
|
| 5499 |
5499
Fortress Private Ledger
Raleigh,
North Carolina
| US$2.2億 | +US$4092萬 | +23% | 21.6% | – | 197 | 17.26% | 0.4 |
|
| 5500 |
5500
Quad-Cities Investment Group
Davenport,
Iowa
| US$2.2億 | +US$1744萬 | +9% | 7.52% | 67.3% | 192 | 8.85% | 4 |
|