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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5726 |
5726
Salvus Wealth Management
Red Bank,
New Jersey
| US$1.12億 | -US$1922萬 | -15% | 14% | 108% | 104 | 12.5% | 1.3 |
|
| 5727 |
YAVAPFMC
5727
Yahav Achim Ve Achayot - Provident Funds Management Company
Tel-Aviv,
Israel
| US$1.12億 | -US$1821萬 | -14% | 16.2% | 201% | 57 | 1.75% | 0.7 |
|
| 5728 |
5728
Birchcreek Wealth Management
Miami Township,
Ohio
| US$1.11億 | -US$145萬 | -1% | 11.2% | 86.1% | 123 | 17.07% | 1.2 |
|
| 5729 |
RHDIC
5729
R.H. Dinel Investment Counsel
Los Angeles,
California
| US$1.11億 | -US$1887萬 | -15% | 11.8% | 55.9% | 55 | 5.45% | 6.6 |
|
| 5730 |
5730
Diamant Asset Management
Ridgefield,
Connecticut
| US$1.11億 | -US$1946萬 | -15% | 11.9% | 66.9% | 68 | 4.41% | 3.8 |
|
| 5731 |
5731
Matrix China Management IV
Grand Cayman,
Cayman Islands
| US$1.11億 | +US$1452萬 | +15% | 15% | – | 1 | 0% | 0.5 |
|
| 5732 |
5732
Walker Asset Management
Verona,
Missouri
| US$1.11億 | -US$1360萬 | -11% | 10.4% | 87.6% | 96 | 10.42% | 0.4 |
|
| 5733 |
5733
Buttonwood Financial Advisors
Baltimore,
Maryland
| US$1.11億 | +US$4,000 | +0% | 13.7% | 73.4% | 75 | 16% | 0.4 |
|
| 5734 |
5734
Wells Financial Advisors
Framingham,
Massachusetts
| US$1.11億 | -US$902萬 | -8% | 13.4% | 58.9% | 58 | 3.45% | 1.4 |
|
| 5735 |
5735
Cottonwood Capital Advisors
Salt Lake City,
Utah
| US$1.11億 | -US$1570萬 | -12% | 12.6% | 79% | 107 | 16.82% | 0.5 |
|
| 5736 |
5736
Midwest Heritage Bank
West Des Moines,
Iowa
| US$1.11億 | -US$1691萬 | -13% | 12.5% | 52.2% | 73 | 21.92% | 0.4 |
|
| 5737 |
5737
Visa Inc
San Francisco,
California
| US$1.11億 | -US$4042萬 | -27% | 26.7% | – | 4 | 0% | 0.5 |
|
| 5738 |
5738
Apogem Capital
New York
| US$1.11億 | -US$3574萬 | -24% | 18.9% | – | 213 | 47.89% | 0.7 |
|
| 5739 |
5739
MAS Advisors
Miami,
Florida
| US$1.11億 | -US$2035萬 | -16% | 14.6% | 47.9% | 104 | 27.88% | 0.4 |
|
| 5740 |
5740
Bluegrass Capital Partners
Palm Beach,
Florida
| US$1.1億 | -US$3461萬 | -24% | 15.1% | 60.1% | 14 | 14.29% | 1.2 |
|
| 5741 |
MJB
5741
Mark J. Bradley
| US$1.1億 | -US$2985萬 | -21% | 16.9% | – | 49 | 8.16% | 1.4 |
|
| 5742 |
5742
Pavadi Capital
New York
| US$1.1億 | -US$318萬 | -3% | 10.5% | – | 26 | 19.23% | 0.4 |
|
| 5743 |
5743
Crown Wealth Group
Charlotte,
North Carolina
| US$1.1億 | -US$3329萬 | -23% | 13.3% | 98.2% | 105 | 41.9% | 0.3 |
|
| 5744 |
5744
Disciplined Equity Management
Neptune Beach,
Florida
| US$1.1億 | +US$1042萬 | +10% | 11.8% | 72.3% | 66 | 37.88% | 0.3 |
|
| 5745 |
5745
Atmos Advisory
Pittsburgh,
Pennsylvania
| US$1.1億 | -US$1038萬 | -9% | 10.2% | 31.9% | 21 | 0% | 0.5 |
|
| 5746 |
5746
Sandy Cove Advisors
Hingham,
Massachusetts
| US$1.1億 | -US$1025萬 | -9% | 13.1% | 78% | 427 | 82.44% | 0.5 |
|
| 5747 |
CI
5747
Carroll Investors
Mt Pleasant,
South Carolina
| US$1.1億 | -US$4638萬 | -30% | 27.6% | 345% | 182 | 82.97% | 0.5 |
|
| 5748 |
5748
MV Management XI
Menlo Park,
California
| US$1.1億 | -US$3400萬 | -24% | 21% | – | 4 | 0% | 0.5 |
|
| 5749 |
OF
5749
Outfitter Financial
Brunswick,
Maine
| US$1.1億 | -US$2066萬 | -16% | 12.7% | 97.6% | 90 | 5.56% | 1.5 |
|
| 5750 |
5750
Magnolia Capital Advisors
Jackson,
Mississippi
| US$1.1億 | -US$1.45億 | -57% | 12.8% | 78.7% | 201 | 38.31% | 1.3 |
|