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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6076 |
6076
Wisconsin Capital Management
Madison,
Wisconsin
| US$1.96億 | +US$1487萬 | +8% | 9.25% | 166% | 55 | 18.18% | 4.6 |
|
| 6077 |
6077
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 |
|
| 6078 |
6078
Crossingbridge Advisors
Pleasantville,
New York
| US$1.95億 | +US$8151萬 | +72% | 0.22% | – | 120 | 63.33% | 0.3 |
|
| 6079 |
6079
Horizon Advisory Services
West Henrietta,
New York
| US$1.95億 | +US$929萬 | +5% | 5.66% | – | 47 | 6.38% | 1.1 |
|
| 6080 |
6080
McCarter Private Wealth Services
Boston,
Massachusetts
| US$1.95億 | +US$2041萬 | +12% | 9.95% | – | 130 | 12.31% | 0.8 |
|
| 6081 |
6081
Spectrum Strategic Capital Management
Corvallis,
Oregon
| US$1.95億 | -US$357萬 | -2% | 8.31% | 85.6% | 47 | 8.51% | 1.1 |
|
| 6082 |
6082
Pinnacle Wealth Management Group
Plymouth,
Michigan
| US$1.95億 | +US$2068萬 | +12% | 8.99% | 64.3% | 131 | 9.16% | 2.2 |
|
| 6083 |
6083
Touchstone Capital
Pittsburgh,
Pennsylvania
| US$1.95億 | – | – | 8% | – | 49 | – | 0.8 |
|
| 6084 |
6084
R.W. Roge & Company
Bohemia,
New York
| US$1.95億 | +US$1893萬 | +11% | 7.8% | 76.3% | 59 | 11.86% | 3 |
|
| 6085 |
6085
Quarry Hill Advisors
St Paul,
Minnesota
| US$1.95億 | +US$2310萬 | +13% | 7.74% | 65% | 52 | 13.46% | 2.3 |
|
| 6086 |
6086
Main Line Retirement Advisors
Whitefish,
Montana
| US$1.95億 | +US$1927萬 | +11% | 5.19% | 47.6% | 46 | 10.87% | 1.5 |
|
| 6087 |
6087
Yorktown Energy Partners XI
New York
| US$1.95億 | +US$7984萬 | +69% | 111% | 105% | 3 | 0% | 5.1 |
|
| 6088 |
6088
Fairfield, Bush & Co
Darien,
Connecticut
| US$1.95億 | +US$1787萬 | +10% | 11.9% | 112% | 122 | 11.48% | 6.3 |
|
| 6089 |
6089
Peninsula Asset Management
Bradenton,
Florida
| US$1.95億 | +US$536萬 | +3% | 4.85% | 54.2% | 45 | 4.44% | 8.8 |
|
| 6090 |
6090
Brendel Financial Advisors
Hanover,
New Hampshire
| US$1.95億 | +US$1624萬 | +9% | 10.6% | 139% | 127 | 40.16% | 1.7 |
|
| 6091 |
6091
Tenon Financial
Metuchen,
New Jersey
| US$1.95億 | -US$3166萬 | -14% | 6.12% | – | 49 | 8.16% | 1.3 |
|
| 6092 |
6092
Makaira Partners
La Jolla,
California
| US$1.95億 | -US$1.34億 | -41% | 8.89% | 22% | 13 | 7.69% | 3.2 |
|
| 6093 |
BAM
6093
Bosun Asset Management
Chicago,
Illinois
| US$1.95億 | -US$1.41億 | -42% | 8.35% | 309% | 200 | 66.5% | 2.5 |
|
| 6094 |
6094
Trivant Custom Portfolio Group
San Diego,
California
| US$1.95億 | +US$1248萬 | +7% | 7.66% | 103% | 105 | 23.81% | 1.6 |
|
| 6095 |
6095
EntreWealth
Austin,
Texas
| US$1.94億 | +US$4970萬 | +34% | 5.26% | – | 86 | 26.74% | 0.5 |
|
| 6096 |
6096
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| US$1.94億 | +US$661萬 | +4% | 8.06% | 112% | 170 | 12.35% | 7.3 |
|
| 6097 |
6097
School Employees Retirement Board of Ohio
Columbus,
Ohio
| US$1.94億 | +US$1900萬 | +11% | 8.15% | – | 5 | 40% | 0.6 |
|
| 6098 |
6098
American Trust Investment Advisors
Lebanon,
New Hampshire
| US$1.94億 | -US$426萬 | -2% | 6.36% | 91% | 93 | 25.81% | 4.4 |
|
| 6099 |
6099
Friedenthal Financial
Marlton,
New Jersey
| US$1.94億 | +US$1123萬 | +6% | 6.1% | 105% | 324 | 37.65% | 1.7 |
|
| 6100 |
6100
Birchcreek Wealth Management
Miami Township,
Ohio
| US$1.94億 | +US$1703萬 | +10% | 6.9% | 86.1% | 122 | 11.48% | 3.1 |
|