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
Unison Asset Management
North Miami Beach,
Florida
| US$1.32億 | +US$1143萬 | +9% | 9.19% | 81.4% | 34 | 5.88% | 1.7 |
|
| 5677 |
5677
Cherrydale Wealth Management
Hoboken,
New Jersey
| US$1.32億 | +US$1119萬 | +9% | 8.55% | 80.8% | 39 | 12.82% | 0.9 |
|
| 5678 |
5678
Argus Investors Counsel
New York
| US$1.32億 | +US$736萬 | +6% | 7.33% | 132% | 98 | 13.27% | 4.9 |
|
| 5679 |
5679
Syntax Advisors
New York
| US$1.32億 | +US$1189萬 | +10% | 3.72% | – | 240 | 14.58% | 1 |
|
| 5680 |
5680
Shore Point Advisors
Brielle,
New Jersey
| US$1.32億 | +US$1028萬 | +8% | 2.29% | 54.6% | 53 | 20.75% | 0.8 |
|
| 5681 |
5681
C.M. Bidwell & Associates
Honolulu,
Hawaii
| US$1.32億 | +US$513萬 | +4% | 6.16% | 70.6% | 580 | 27.93% | 2 |
|
| 5682 |
EL
5682
EQ LLC
Bellevue,
Washington
| US$1.32億 | +US$674萬 | +5% | 6.2% | 80% | 54 | 25.93% | 1.7 |
|
| 5683 |
5683
Lokken Investment Group
Lewes,
Delaware
| US$1.32億 | +US$499萬 | +4% | 3.7% | 65.3% | 142 | 23.94% | 1.5 |
|
| 5684 |
5684
Worth Asset Management
Dallas,
Texas
| US$1.32億 | -US$1180萬 | -8% | 3.06% | 115% | 552 | 27.17% | 0.7 |
|
| 5685 |
5685
Barnett & Company
Chattanooga,
Tennessee
| US$1.32億 | +US$72.5萬 | +0.6% | 0.91% | 77% | 93 | 27.96% | 3.7 |
|
| 5686 |
5686
RHS Financial
San Francisco,
California
| US$1.32億 | +US$583萬 | +5% | 4.84% | 65.6% | 95 | 7.37% | 2.2 |
|
| 5687 |
5687
Wayfinding Financial
Lynnwood,
Washington
| US$1.32億 | +US$682萬 | +5% | 7.89% | 81.9% | 135 | 58.52% | 0.6 |
|
| 5688 |
5688
TFB Advisors
Overland Park,
Kansas
| US$1.32億 | +US$1211萬 | +10% | 6.01% | 85% | 146 | 21.92% | 0.2 |
|
| 5689 |
5689
Financial Guidance Group
Palm Harbor,
Florida
| US$1.31億 | +US$864萬 | +7% | 5.19% | 58.7% | 52 | 5.77% | 0.8 |
|
| 5690 |
5690
Wallace Advisory Group
Lafayette,
California
| US$1.31億 | +US$477萬 | +4% | 5.2% | 66.1% | 192 | 27.08% | 0.2 |
|
| 5691 |
5691
Warther Private Wealth
Akron,
Ohio
| US$1.31億 | -US$222萬 | -2% | 9.06% | 94.1% | 83 | 27.71% | 1.4 |
|
| 5692 |
5692
McGinn Penninger Investment Management
Alexandria,
Virginia
| US$1.31億 | -US$767萬 | -6% | 7.75% | 71.6% | 27 | 3.7% | 2 |
|
| 5693 |
5693
West Bancorporation
West Des Moines,
Iowa
| US$1.31億 | -US$342萬 | -3% | 0.4% | 72.5% | 100 | 21% | 2.5 |
|
| 5694 |
ORC
5694
O'Rourke & Company
Boston,
Massachusetts
| US$1.31億 | +US$524萬 | +4% | 6.49% | 78.5% | 134 | 3.73% | 1.1 |
|
| 5695 |
5695
ETF Store
Overland Park,
Kansas
| US$1.31億 | +US$135萬 | +1% | 4.81% | 61% | 93 | 2.15% | 1.1 |
|
| 5696 |
JKSF
5696
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| US$1.31億 | +US$2311萬 | +21% | 16.6% | 8.95% | 4 | 0% | 1.1 |
|
| 5697 |
5697
Roubaix Capital
Denver,
Colorado
| US$1.31億 | +US$761萬 | +6% | 21.1% | 159% | 63 | 60.32% | 0.5 |
|
| 5698 |
5698
Family CFO
Los Altos,
California
| US$1.31億 | +US$1974萬 | +18% | 4.78% | 89.6% | 59 | 8.47% | 1.2 |
|
| 5699 |
5699
Melone Private Wealth
Auburn Hills,
Michigan
| US$1.31億 | +US$1302萬 | +11% | 2.57% | 30.4% | 55 | 9.09% | 1.2 |
|
| 5700 |
5700
Macellum Advisors
New York
| US$1.31億 | -US$845萬 | -6% | 6.95% | – | 6 | 33.33% | 0.6 |
|