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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6051 |
6051
Anchor Capital Management Group
Aliso Viejo,
California
| US$1.98億 | -US$1754萬 | -8% | 7.72% | – | 18 | 11.11% | 0.8 |
|
| 6052 |
6052
Brooks Moore & Associates
Chattanooga,
Tennessee
| US$1.97億 | +US$1197萬 | +6% | 7.37% | 63.7% | 109 | 8.26% | 4.3 |
|
| 6053 |
LWM
6053
Latko Wealth Management
Frankfort,
Illinois
| US$1.97億 | +US$1934萬 | +11% | 7.12% | – | 33 | 9.09% | 0.9 |
|
| 6054 |
6054
DMKC Advisory Services
Des Moines,
Iowa
| US$1.97億 | +US$609萬 | +3% | 6.15% | – | 81 | 11.11% | 0.6 |
|
| 6055 |
ACA
6055
Acorn Capital Advisors
New York
| US$1.97億 | +US$4410萬 | +29% | 48.5% | – | 22 | 13.64% | 0.7 |
|
| 6056 |
6056
Fortune 45 LLC
Gonzales,
Louisiana
| US$1.97億 | +US$2342萬 | +13% | 7.99% | 85.2% | 29 | 0% | 2.6 |
|
| 6057 |
TTA
6057
Thor Trading Advisors
Greensburg,
Pennsylvania
| US$1.97億 | +US$1.17億 | +146% | 6.76% | – | 13 | 0% | 0.3 |
|
| 6058 |
6058
Cincinnati Casualty Company
Fairfield,
Ohio
| US$1.97億 | +US$784萬 | +4% | 5.32% | 68.7% | 24 | 0% | 9.5 |
|
| 6059 |
6059
Plan A Wealth
Lincoln,
Nebraska
| US$1.97億 | +US$2008萬 | +11% | 6.36% | – | 179 | 14.53% | 0.5 |
|
| 6060 |
6060
Scalar Gauge Management
Dallas,
Texas
| US$1.97億 | +US$2098萬 | +12% | 12.7% | – | 46 | 65.22% | 0.4 |
|
| 6061 |
6061
SWP Financial
San Diego,
California
| US$1.96億 | +US$1435萬 | +8% | 7.45% | 58.4% | 78 | 8.97% | 1.1 |
|
| 6062 |
6062
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| US$1.96億 | +US$2108萬 | +12% | 7.08% | 78% | 599 | 17.2% | 0.8 |
|
| 6063 |
6063
Keystone Global Partners
Denver,
Colorado
| US$1.96億 | +US$1273萬 | +7% | 6.66% | – | 157 | 69.43% | 0.5 |
|
| 6064 |
ASBI
6064
American State Bank (Iowa)
Sioux Center,
Iowa
| US$1.96億 | +US$1564萬 | +9% | 10.3% | 149% | 132 | 3.79% | 4 |
|
| 6065 |
6065
Capital Square
Chattanooga,
Tennessee
| US$1.96億 | +US$856萬 | +5% | 5.51% | 62.5% | 223 | 15.7% | 2.3 |
|
| 6066 |
6066
Client First Investment Management
West Bend,
Wisconsin
| US$1.96億 | +US$3302萬 | +20% | 21.7% | 243% | 47 | 61.7% | 0.4 |
|
| 6067 |
6067
Canerector Inc
Toronto,
Ontario, Canada
| US$1.96億 | +US$1965萬 | +11% | 8.64% | – | 10 | 0% | 0.8 |
|
| 6068 |
6068
TrueWealth Financial Partners
Bellevue,
Washington
| US$1.96億 | +US$1462萬 | +8% | 5.15% | 36.4% | 26 | 3.85% | 2.3 |
|
| 6069 |
6069
Birch Capital Management
Dallas,
Texas
| US$1.96億 | +US$70.2萬 | +0.4% | 2.21% | 62% | 81 | 7.41% | 4.5 |
|
| 6070 |
6070
First County Bank
Stamford,
Connecticut
| US$1.96億 | +US$998萬 | +5% | 7.75% | 101% | 170 | 5.29% | 2 |
|
| 6071 |
6071
Aull & Monroe Investment Management
Mobile,
Alabama
| US$1.96億 | +US$954萬 | +5% | 7.1% | 98.3% | 127 | 5.51% | 8.9 |
|
| 6072 |
6072
Wisconsin Capital Management
Madison,
Wisconsin
| US$1.96億 | +US$1487萬 | +8% | 9.25% | 153% | 55 | 18.18% | 4.6 |
|
| 6073 |
6073
International City Management Association Retirement Corp
Washington,
District of Columbia
| US$1.96億 | +US$839萬 | +4% | 4.58% | 48.1% | 6 | 0% | 1.9 |
|
| 6074 |
6074
Crossingbridge Advisors
Pleasantville,
New York
| US$1.95億 | +US$8151萬 | +72% | 0.22% | – | 120 | 63.33% | 0.3 |
|
| 6075 |
6075
Horizon Advisory Services
West Henrietta,
New York
| US$1.95億 | +US$929萬 | +5% | 5.66% | – | 47 | 6.38% | 1.1 |
|