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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5851 |
5851
Matisse Capital
Portland,
Oregon
| US$1.05億 | -US$339萬 | -3% | 13.7% | 73.3% | 145 | 29.66% | 2 |
|
| 5852 |
5852
Harrison & Co Wealth Management
Roanoke,
Virginia
| US$1.05億 | -US$881萬 | -8% | 9.47% | – | 80 | 6.25% | 0.5 |
|
| 5853 |
5853
Lauterbach Financial Advisors
El Paso,
Texas
| US$1.05億 | -US$473萬 | -4% | 13.1% | 76.5% | 56 | 26.79% | 0.4 |
|
| 5854 |
IF
5854
Integrity Financial
Cheyenne,
Wyoming
| US$1.05億 | -US$1674萬 | -14% | 13.5% | 66.3% | 222 | 9.01% | 0.5 |
|
| 5855 |
5855
Impala Asset Management
Palm Beach,
Florida
| US$1.05億 | -US$10.5億 | -91% | 17.6% | 62.6% | 40 | 60% | 2.2 |
|
| 5856 |
5856
Aufman Associates
Sewickley,
Pennsylvania
| US$1.05億 | -US$2176萬 | -17% | 16.4% | 141% | 49 | 14.29% | 1.8 |
|
| 5857 |
5857
Morris Financial Concepts
Mount Pleasant,
South Carolina
| US$1.05億 | -US$1476萬 | -12% | 14.6% | 56.5% | 133 | 13.53% | 0.4 |
|
| 5858 |
5858
Plotkin Financial Advisors
Chevy Chase,
Maryland
| US$1.05億 | -US$3802萬 | -27% | 21% | 95.3% | 85 | 23.53% | 1.6 |
|
| 5859 |
5859
Alcosta Capital Management
San Ramon,
California
| US$1.05億 | -US$3395萬 | -24% | 18.6% | 175% | 29 | 10.34% | 1.1 |
|
| 5860 |
EGVF
5860
ESA Global Value Fund
Grand Cayman,
Cayman Islands
| US$1.05億 | -US$4073萬 | -28% | 29% | – | 4 | 0% | 1.5 |
|
| 5861 |
5861
Northpond Ventures
Bethesda,
Maryland
| US$1.05億 | -US$8055萬 | -43% | 35.8% | 67.3% | 5 | 0% | 0.5 |
|
| 5862 |
5862
Arbor Capital Management (Alaska)
Anchorage,
Alaska
| US$1.05億 | -US$2517萬 | -19% | 12.8% | 62.7% | 105 | 12.38% | 0.5 |
|
| 5863 |
5863
TAGStone Capital
Charlotte,
North Carolina
| US$1.05億 | -US$1369萬 | -12% | 15.2% | 58.3% | 75 | 12% | 0.5 |
|
| 5864 |
5864
Soundwatch Capital
Rowayton,
Connecticut
| US$1.05億 | -US$660萬 | -6% | 16.5% | 79.6% | 17 | 47.06% | 0.8 |
|
| 5865 |
5865
Tilia Fiduciary Partners
Wilmington,
North Carolina
| US$1.05億 | -US$1312萬 | -11% | 13.5% | 101% | 567 | 8.82% | 0.5 |
|
| 5866 |
ASI
5866
Advisory Services & Investments
Bend,
Oregon
| US$1.05億 | -US$1879萬 | -15% | 13.7% | 19.9% | 47 | 27.66% | 0.8 |
|
| 5867 |
5867
Courant Investment Management
Franklin,
Tennessee
| US$1.05億 | -US$762萬 | -7% | 10.8% | 35.2% | 13 | 7.69% | 3.2 |
|
| 5868 |
5868
swisspartners
Vaduz,
Liechtenstein
| US$1.05億 | -US$2177萬 | -17% | 18.2% | – | 88 | 19.32% | 1.1 |
|
| 5869 |
5869
Linse Capital Management PR
San Juan,
Puerto Rico
| US$1.05億 | -US$7362萬 | -41% | 31.1% | – | 1 | 0% | 0.5 |
|
| 5870 |
5870
Lowery Thomas LLC
Pebble Beach,
California
| US$1.05億 | -US$2429萬 | -19% | 12.2% | 74.7% | 57 | 35.09% | 0.4 |
|
| 5871 |
5871
DHK Financial Advisors
Portsmouth,
New Hampshire
| US$1.05億 | -US$1393萬 | -12% | 14.1% | 46.1% | 41 | 4.88% | 0.5 |
|
| 5872 |
5872
Tevis Investment Management
Plano,
Texas
| US$1.05億 | -US$610萬 | -6% | 9.11% | 58.7% | 531 | 15.25% | 0.4 |
|
| 5873 |
5873
Sendero Wealth Management
San Antonio,
Texas
| US$1.04億 | -US$1.13億 | -52% | 16.2% | 99.2% | 94 | 24.47% | 0.4 |
|
| 5874 |
5874
Pring Turner Capital Group
Alamo,
California
| US$1.04億 | -US$2546萬 | -20% | 11.6% | 70.8% | 60 | 10% | 3.5 |
|
| 5875 |
5875
Zeit Capital
Greenwood Village,
Colorado
| US$1.04億 | -US$1538萬 | -13% | 12.5% | 56.5% | 35 | 0% | 1.5 |
|