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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5901 |
5901
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| US$1.03億 | -US$1479萬 | -13% | 16.1% | 58.3% | 33 | 18.18% | 1.9 |
|
| 5902 |
5902
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| US$1.03億 | -US$2391萬 | -19% | 14% | 107% | 132 | 18.94% | 0.5 |
|
| 5903 |
5903
CEDRUS
Littleton,
Colorado
| US$1.03億 | -US$832萬 | -8% | 13.9% | 19.8% | 172 | 39.53% | 0.4 |
|
| 5904 |
LAI
5904
Legal Advantage Investments
Los Altos Hills,
California
| US$1.03億 | -US$3040萬 | -23% | 17.4% | 116% | 89 | 32.58% | 1.1 |
|
| 5905 |
LFGH
5905
Lee Financial Group Hawaii
Honolulu,
Hawaii
| US$1.03億 | -US$4415萬 | -30% | 11% | 12.9% | 41 | 26.83% | 1.5 |
|
| 5906 |
5906
Penobscot Wealth Management
Portland,
Maine
| US$1.03億 | -US$871萬 | -8% | 14.5% | 56.7% | 70 | 20% | 0.7 |
|
| 5907 |
5907
Lakehouse Capital
Sydney NSW,
Australia
| US$1.03億 | -US$5148萬 | -33% | 23.9% | 87.4% | 14 | 0% | 1.8 |
|
| 5908 |
5908
Western Pacific Wealth Management
Lake Forest,
Illinois
| US$1.03億 | -US$3465萬 | -25% | 21.8% | 91.4% | 229 | 11.79% | 0.5 |
|
| 5909 |
5909
Future Financial Wealth Management
Cincinnati,
Ohio
| US$1.02億 | -US$1815萬 | -15% | 13.1% | 65.2% | 540 | 75.56% | 1.2 |
|
| 5910 |
5910
Unison Asset Management
North Miami Beach,
Florida
| US$1.02億 | -US$1414萬 | -12% | 14.2% | 81.4% | 25 | 0% | 1.5 |
|
| 5911 |
5911
Sightline Wealth Advisors
Groton,
Connecticut
| US$1.02億 | -US$1772萬 | -15% | 11.3% | 48.5% | 58 | 17.24% | 1.2 |
|
| 5912 |
5912
EDMP Inc
Lutz,
Florida
| US$1.02億 | -US$409萬 | -4% | 7.51% | 78% | 61 | 6.56% | 3.8 |
|
| 5913 |
5913
Millennium Capital Advisors
Little Rock,
Arkansas
| US$1.02億 | -US$2162萬 | -17% | 14.9% | 134% | 104 | 14.42% | 0.5 |
|
| 5914 |
MCM
5914
Magnolia Capital Management
Cold Spring,
New York
| US$1.02億 | -US$1842萬 | -15% | 13.6% | 85.9% | 124 | 4.03% | 1.1 |
|
| 5915 |
5915
Safir Wealth Advisors
Greenland,
New Hampshire
| US$1.02億 | -US$1758萬 | -15% | 11.1% | 52.1% | 17 | 17.65% | 1.3 |
|
| 5916 |
5916
Buttonwood Financial Group
Kansas City,
Missouri
| US$1.02億 | -US$3235萬 | -24% | 14.3% | 77.9% | 23 | 30.43% | 0.2 |
|
| 5917 |
5917
Integrity Advisory
Overland Park,
Kansas
| US$1.02億 | +US$23.5萬 | +0.2% | 13.2% | – | 87 | 24.14% | 0.2 |
|
| 5918 |
5918
Straight Path Wealth Management
Jenison,
Michigan
| US$1.02億 | -US$1598萬 | -14% | 18.1% | 70.4% | 78 | 17.95% | 0.4 |
|
| 5919 |
5919
Cynosure Group
Salt Lake City,
Utah
| US$1.02億 | -US$2229萬 | -18% | 17.4% | 56.8% | 45 | 48.89% | 1.2 |
|
| 5920 |
5920
Fortis Capital Management
Bellevue,
Washington
| US$1.02億 | -US$9411萬 | -48% | 16% | 82% | 102 | 38.24% | 1.3 |
|
| 5921 |
5921
Geneva Partners
Lake Geneva,
Wisconsin
| US$1.02億 | -US$6006萬 | -37% | 6.84% | 401% | 80 | 41.25% | 2.3 |
|
| 5922 |
5922
Empirical Capital Management
Hendersonville,
Tennessee
| US$1.02億 | -US$388萬 | -4% | 17.4% | – | 28 | 25% | 1.7 |
|
| 5923 |
5923
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| US$1.02億 | -US$2418萬 | -19% | 17.3% | 72% | 118 | 15.25% | 1.5 |
|
| 5924 |
5924
LCM Capital Management
Chicago,
Illinois
| US$1.02億 | -US$2242萬 | -18% | 15.1% | 128% | 96 | 11.46% | 1.3 |
|
| 5925 |
5925
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| US$1.01億 | +US$469萬 | +5% | 13.8% | 60.1% | 120 | 33.33% | 1 |
|