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
Optimist Retirement Group
Bellevue,
Washington
| US$2.09億 | +US$882萬 | +4% | 5.44% | – | 124 | 11.29% | 1.1 |
|
| 5677 |
5677
Aristotle Pacific Capital
Newport Beach,
California
| US$2.09億 | -US$9525萬 | -31% | 1.61% | 1.84% | 6 | 0% | 2.9 |
|
| 5678 |
5678
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
| US$2.08億 | +US$2685萬 | +15% | 9.17% | – | 63 | 12.7% | 0.7 |
|
| 5679 |
5679
Ardent Capital Management
Cincinnati,
Ohio
| US$2.08億 | -US$2264萬 | -10% | 1.17% | 87.2% | 45 | 6.67% | 2.2 |
|
| 5680 |
5680
New Vernon Capital Holdings II
Morristown,
New Jersey
| US$2.08億 | +US$2173萬 | +12% | 12.7% | 114% | 87 | 45.98% | 1.1 |
|
| 5681 |
5681
Roubaix Capital
Denver,
Colorado
| US$2.08億 | +US$1643萬 | +9% | 22.8% | 174% | 73 | 61.64% | 0.5 |
|
| 5682 |
5682
Emprise Bank
Wichita,
Kansas
| US$2.08億 | +US$2147萬 | +11% | 10.7% | – | 109 | 16.51% | 1.1 |
|
| 5683 |
5683
Moser Wealth Advisors
Bellevue,
Washington
| US$2.08億 | +US$1747萬 | +9% | 9.57% | – | 206 | 24.27% | 2.6 |
|
| 5684 |
5684
Delap Wealth Advisory
Lake Oswego,
Oregon
| US$2.08億 | +US$2890萬 | +16% | 9.72% | 73% | 89 | 24.72% | 1.6 |
|
| 5685 |
5685
Ayrshire Capital Management
Westport,
Connecticut
| US$2.08億 | +US$164萬 | +0.8% | 9.68% | 84.8% | 51 | 9.8% | 3.4 |
|
| 5686 |
5686
Continuum Wealth Advisors
Saratoga Springs,
New York
| US$2.08億 | +US$1320萬 | +7% | 7.73% | 69% | 68 | 26.47% | 1.5 |
|
| 5687 |
5687
Shore Point Advisors
Brielle,
New Jersey
| US$2.08億 | +US$1930萬 | +10% | 8.07% | 54.6% | 71 | 8.45% | 2.1 |
|
| 5688 |
MWM
5688
MTC Wealth Management
Tampa,
Florida
| US$2.08億 | +US$451萬 | +2% | 5.33% | 30.5% | 13 | 0% | 3.2 |
|
| 5689 |
5689
Marshall & Sullivan
Seattle,
Washington
| US$2.08億 | +US$1103萬 | +6% | 7.5% | 82% | 119 | 64.71% | 2.8 |
|
| 5690 |
5690
Bull Street Advisors
Savannah,
Georgia
| US$2.08億 | -US$76萬 | -0.4% | 1.78% | 48.5% | 90 | 2.22% | 5.3 |
|
| 5691 |
5691
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| US$2.08億 | +US$1381萬 | +7% | 10.5% | 83.9% | 108 | 9.26% | 2.6 |
|
| 5692 |
BCFD
5692
Boit C.F. David
| US$2.08億 | +US$863萬 | +4% | 7.17% | 75.4% | 129 | 6.98% | 3 |
|
| 5693 |
SCM
5693
Sage Capital Management
Stockton,
New Jersey
| US$2.08億 | +US$2353萬 | +13% | 12.3% | 94.3% | 161 | 8.07% | 1.3 |
|
| 5694 |
5694
Breed's Hill Capital
Charlestown,
Massachusetts
| US$2.08億 | +US$2228萬 | +12% | 14.5% | – | 144 | 8.33% | 1.1 |
|
| 5695 |
5695
Shelton Wealth Management
Fort Worth,
Texas
| US$2.08億 | +US$2364萬 | +13% | 13.7% | 89.4% | 182 | 45.6% | 1.4 |
|
| 5696 |
SSA
5696
SSA Swiss Advisors
Zurich,
| US$2.08億 | +US$1220萬 | +6% | 8.28% | – | 135 | 22.96% | 0.2 |
|
| 5697 |
5697
Financial Council
Towson,
Maryland
| US$2.07億 | +US$2188萬 | +12% | 11.5% | 80% | 95 | 10.53% | 2.3 |
|
| 5698 |
5698
Grove Street Fiduciary
Peterborough,
New Hampshire
| US$2.07億 | +US$1009萬 | +5% | 7.98% | – | 76 | 11.84% | 0.4 |
|
| 5699 |
5699
Fortress Wealth Management
Culver City,
California
| US$2.07億 | +US$1473萬 | +8% | 5.47% | 52.1% | 76 | 10.53% | 2 |
|
| 5700 |
WA
5700
Win Advisors
Palm Beach Gardens,
Florida
| US$2.07億 | +US$1266萬 | +7% | 16.4% | 226% | 84 | 78.57% | 0.4 |
|