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
Okabena Investment Services
Minneapolis,
Minnesota
| US$1.37億 | -US$646萬 | -5% | 5.03% | 83.9% | 258 | 63.18% | 1.2 |
|
| 5727 |
5727
Matrix Private Capital Group
New York
| US$1.37億 | -US$770萬 | -5% | 5.22% | 62.5% | 202 | 18.81% | 2.6 |
|
| 5728 |
TCM
5728
Tao Capital Management
San Francisco,
California
| US$1.37億 | +US$1087萬 | +9% | 20.8% | 286% | 16 | 18.75% | 2.1 |
|
| 5729 |
5729
Autumn Glory Partners
Dallas,
Texas
| US$1.37億 | +US$1955萬 | +17% | 5.32% | 76% | 183 | 56.83% | 0.8 |
|
| 5730 |
5730
Penobscot Wealth Management
Portland,
Maine
| US$1.36億 | +US$784萬 | +6% | 4.57% | 56.7% | 70 | 20% | 1.4 |
|
| 5731 |
5731
CV Advisors
Aventura,
Florida
| US$1.36億 | +US$2208萬 | +19% | 12.1% | 112% | 23 | 8.7% | 1.1 |
|
| 5732 |
FAG
5732
Fortitude Advisory Group
Gig Harbor,
Washington
| US$1.36億 | +US$714萬 | +6% | 9.91% | 142% | 235 | 14.47% | 1.3 |
|
| 5733 |
5733
Roubaix Capital
Denver,
Colorado
| US$1.36億 | +US$507萬 | +4% | 7.02% | 159% | 59 | 59.32% | 0.6 |
|
| 5734 |
5734
RHS Financial
San Francisco,
California
| US$1.36億 | +US$458萬 | +3% | 3.37% | 65.6% | 97 | 10.31% | 2.3 |
|
| 5735 |
5735
Tacita Capital
Toronto,
Ontario, Canada
| US$1.36億 | +US$334萬 | +3% | 3.06% | 77.5% | 198 | 8.59% | 2.1 |
|
| 5736 |
5736
Anabranch Capital Management
Stamford,
Connecticut
| US$1.36億 | +US$1420萬 | +12% | 14.5% | 139% | 7 | 0% | 2 |
|
| 5737 |
5737
Dravo Bay
Rehoboth Beach,
Delaware
| US$1.36億 | +US$296萬 | +2% | 3.72% | 50.4% | 43 | 2.33% | 1.3 |
|
| 5738 |
5738
Financial Guidance Group
Palm Harbor,
Florida
| US$1.36億 | +US$453萬 | +3% | 3.99% | 58.7% | 52 | 1.92% | 1.1 |
|
| 5739 |
5739
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| US$1.36億 | +US$835萬 | +7% | 4.93% | 62.6% | 72 | 6.94% | 2 |
|
| 5740 |
5740
Alamar Capital Management
Santa Barbara,
California
| US$1.36億 | +US$1578萬 | +13% | 5.15% | – | 80 | 16.25% | 1.6 |
|
| 5741 |
5741
University of Wisconsin Foundation
Madison,
Wisconsin
| US$1.36億 | +US$8333萬 | +158% | 14.8% | 140% | 3 | 33.33% | 0.3 |
|
| 5742 |
WFA
5742
WMG Financial Advisors
Knoxville,
Tennessee
| US$1.36億 | +US$1513萬 | +13% | 7.33% | 73.8% | 133 | 18.8% | 1.1 |
|
| 5743 |
AA
5743
AlphaQ Advisors
Winter Park,
Florida
| US$1.36億 | +US$1816萬 | +15% | 3.76% | – | 183 | 15.3% | 0.4 |
|
| 5744 |
5744
GoalFusion Wealth Management
Austin,
Texas
| US$1.36億 | +US$849萬 | +7% | 3.14% | 47.6% | 27 | 22.22% | 0.9 |
|
| 5745 |
5745
Oracle Investment Management
Greenwich,
Connecticut
| US$1.36億 | +US$3240萬 | +31% | 14.3% | 865% | 37 | 48.65% | 2.6 |
|
| 5746 |
5746
Lakeside Advisors
Seattle,
Washington
| US$1.36億 | +US$620萬 | +5% | 8.48% | 83.7% | 62 | 6.45% | 1.4 |
|
| 5747 |
5747
Cox Capital Management
Andover,
Massachusetts
| US$1.36億 | -US$270萬 | -2% | 2.91% | 106% | 73 | 2.74% | 3.7 |
|
| 5748 |
5748
F/M Investments
Washington,
District of Columbia
| US$1.36億 | +US$3647萬 | +37% | 15.8% | 107% | 86 | 41.86% | 0.5 |
|
| 5749 |
5749
LRT Capital Management
Austin,
Texas
| US$1.36億 | +US$252萬 | +2% | 4.38% | 76.2% | 79 | 22.78% | 0.8 |
|
| 5750 |
5750
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| US$1.36億 | +US$1132萬 | +9% | 5.64% | 68.6% | 41 | 24.39% | 2.1 |
|