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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5676 |
5676
Performa Ltd (US)
Charleston,
South Carolina
| US$1.42億 | -US$2072萬 | -13% | 5.34% | 59.6% | 75 | 32% | 0.9 |
|
| 5677 |
5677
Trinity Wealth Management
Berwyn,
Pennsylvania
| US$1.42億 | -US$310萬 | -2% | 4.46% | 56.7% | 43 | 23.26% | 1.3 |
|
| 5678 |
5678
AFG Fiduciary Services
Hingham,
Massachusetts
| US$1.42億 | -US$15.1萬 | -0.1% | 4.41% | 72.4% | 97 | 31.96% | 0.2 |
|
| 5679 |
5679
Dalton Investments
Las Vegas,
Nevada
| US$1.42億 | -US$1092萬 | -7% | 3.66% | 125% | 23 | 17.39% | 3.2 |
|
| 5680 |
5680
Sterling Investment Management
Tucson,
Arizona
| US$1.42億 | -US$1840萬 | -11% | 0.47% | 45.3% | 73 | 6.85% | 3.6 |
|
| 5681 |
5681
New Potomac Partners
Bethesda,
Maryland
| US$1.42億 | -US$1228萬 | -8% | 3.99% | 37.2% | 63 | 9.52% | 3.4 |
|
| 5682 |
GTCM
5682
Gyon Technologies Capital Management
Denville,
New Jersey
| US$1.42億 | -US$4億 | -74% | 5.03% | 42.2% | 661 | 77.76% | 0.3 |
|
| 5683 |
5683
Dow Chemical Company
Midland,
Michigan
| US$1.42億 | -US$1.82億 | -56% | 7.85% | 29.4% | 13 | 23.08% | 1.7 |
|
| 5684 |
CAM
5684
Crown Advisors Management
Larkspur,
California
| US$1.42億 | -US$1344萬 | -9% | 7.9% | 284% | 49 | 28.57% | 1.6 |
|
| 5685 |
5685
Nationwide Asset Management
Columbus,
Ohio
| US$1.42億 | -US$2986萬 | -17% | 6.71% | 8.56% | 10 | 20% | 1.7 |
|
| 5686 |
5686
Capasso Planning Partners
Charleston,
South Carolina
| US$1.42億 | +US$480萬 | +4% | 4.55% | 51.6% | 97 | 21.65% | 0.2 |
|
| 5687 |
5687
Nierenberg Investment Management Company
Camas,
Washington
| US$1.41億 | +US$1989萬 | +16% | 16.6% | 135% | 46 | 28.26% | 1 |
|
| 5688 |
5688
Capital One Financial
Mclean,
Virginia
| US$1.41億 | -US$6.87億 | -83% | 5.41% | – | 187 | 51.34% | 1.9 |
|
| 5689 |
5689
CV Advisors
Aventura,
Florida
| US$1.41億 | -US$3359萬 | -19% | 5.97% | 112% | 34 | 20.59% | 0.2 |
|
| 5690 |
5690
Northeast Financial Group
Tannersville,
Pennsylvania
| US$1.41億 | -US$2973萬 | -17% | 4.54% | 31.6% | 50 | 24% | 1 |
|
| 5691 |
5691
Barnett & Company
Chattanooga,
Tennessee
| US$1.41億 | -US$248萬 | -2% | 4.76% | 65.9% | 285 | 68.42% | 3.7 |
|
| 5692 |
ASFA
5692
All Season Financial Advisors
Denver,
Colorado
| US$1.41億 | -US$288萬 | -2% | 1.7% | 33.8% | 183 | 55.74% | 0.4 |
|
| 5693 |
5693
JCP Investment Management
Houston,
Texas
| US$1.41億 | +US$401萬 | +3% | 2.37% | 94.7% | 28 | 60.71% | 0.2 |
|
| 5694 |
5694
Tempus Wealth Planning
Irvine,
California
| US$1.41億 | -US$4474萬 | -24% | 2.76% | 95% | 154 | 12.99% | 1.4 |
|
| 5695 |
5695
RDST Capital
Seattle,
Washington
| US$1.41億 | -US$613萬 | -4% | 5.9% | 43% | 16 | 0% | 0.3 |
|
| 5696 |
5696
Sustainable Insight Capital Management
New York
| US$1.41億 | -US$4563萬 | -25% | 7.23% | 168% | 143 | 27.97% | 1.2 |
|
| 5697 |
5697
Meritech Capital Associates VI
Palo Alto,
California
| US$1.41億 | -US$7943萬 | -36% | 38.7% | – | 6 | 16.67% | 0.2 |
|
| 5698 |
5698
Tranquilli Financial Advisor
Clinton,
New Jersey
| US$1.41億 | -US$233萬 | -2% | 1.29% | 55.1% | 96 | 29.17% | 0.9 |
|
| 5699 |
5699
WealthTrust Asset Management
Destin,
Florida
| US$1.4億 | -US$988萬 | -7% | 3.4% | 102% | 91 | 28.57% | 0.6 |
|
| 5700 |
5700
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| US$1.4億 | +US$1352萬 | +11% | 2.01% | 96.8% | 358 | 6.98% | 0.9 |
|