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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6276 |
CA
6276
Carson Advisory
Athens,
Georgia
| US$2.18億 | +US$2485萬 | +13% | 11.6% | 68.6% | 208 | 11.54% | 2.7 |
|
| 6277 |
XWL
6277
XXI Wealth LLC
Chicago,
Illinois
| US$2.18億 | +US$4115萬 | +23% | 34.9% | – | 237 | 16.46% | 0.4 |
|
| 6278 |
LCWM
6278
Legacy Capital Wealth Management
The Woodlands,
Texas
| US$2.18億 | +US$4381萬 | +25% | 23.8% | – | 84 | 27.38% | 0.8 |
|
| 6279 |
TCM
6279
Turas Capital Management
Boston,
Massachusetts
| US$2.18億 | -US$1.74億 | -44% | 6.1% | – | 86 | 88.37% | 0.1 |
|
| 6280 |
RFM
6280
RPD Fund Management
New York
| US$2.18億 | -US$8832萬 | -29% | 18.5% | – | 6 | 33.33% | 0.8 |
|
| 6281 |
WWM
6281
Wolff Wiese Magana
Carslbad,
California
| US$2.17億 | +US$3623萬 | +20% | 32.5% | 149% | 1,058 | 10.02% | 2.9 |
|
| 6282 |
PP
6282
Pearl Planning
Dexter,
Michigan
| US$2.17億 | +US$3032萬 | +16% | 11.6% | – | 58 | 10.34% | 0.4 |
|
| 6283 |
HIMS
6283
Hager Investment Management Services
New London,
New Hampshire
| US$2.17億 | +US$3544萬 | +19% | 31.3% | – | 372 | 16.67% | 1.1 |
|
| 6284 |
NCM
6284
NEXTBio Capital Management
Menlo Park,
California
| US$2.17億 | +US$203萬 | +0.9% | 26.2% | – | 27 | 29.63% | 0.4 |
|
| 6285 |
CWM
6285
Carolina Wealth Management
Greenville,
North Carolina
| US$2.17億 | – | – | 12.1% | – | 114 | – | 0 |
|
| 6286 |
CA
6286
Corrado Advisors
Ramsey,
New Jersey
| US$2.17億 | +US$2558萬 | +13% | 15.1% | 64% | 127 | 14.96% | 2.7 |
|
| 6287 |
ECM
6287
English Capital Management
Bloomfield Hills,
Michigan
| US$2.17億 | +US$4644萬 | +27% | 23.9% | – | 39 | 15.38% | 1.8 |
|
| 6288 |
DCM
6288
Delta Capital Management
Red Bank,
New Jersey
| US$2.17億 | +US$3550萬 | +20% | 37.8% | 129% | 112 | 10.71% | 5.8 |
|
| 6289 |
EF
6289
Envision Financial
Brookfield,
Wisconsin
| US$2.17億 | +US$3125萬 | +17% | 10.3% | – | 49 | 8.16% | 1.3 |
|
| 6290 |
OFG
6290
OmniStar Financial Group
Wilmington,
North Carolina
| US$2.17億 | +US$2420萬 | +13% | 6.39% | 67.1% | 125 | 19.2% | 1.3 |
|
| 6291 |
EP
6291
Essential Partners
Rancho Santa Fe,
California
| US$2.17億 | -US$8012萬 | -27% | 18.4% | – | 2,990 | 9.33% | 0.8 |
|
| 6292 |
JKA
6292
Jones Kertz & Associates
Blaine,
Minnesota
| US$2.17億 | +US$2858萬 | +15% | 33.2% | – | 68 | 5.88% | 0.5 |
|
| 6293 |
GAA
6293
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
| US$2.17億 | +US$4572萬 | +27% | 15% | 106% | 130 | 26.15% | 1.7 |
|
| 6294 |
BAM
6294
Bellevue Asset Management
Bellevue,
Washington
| US$2.17億 | +US$1689萬 | +8% | 13.8% | 56.7% | 591 | 39.76% | 3.1 |
|
| 6295 |
CAM
6295
Chou Associates Management
Toronto,
Ontario, Canada
| US$2.17億 | +US$633萬 | +3% | 7% | 66.4% | 31 | 3.23% | 3.8 |
|
| 6296 |
FF
6296
Friedenthal Financial
Marlton,
New Jersey
| US$2.17億 | +US$1713萬 | +9% | 9.19% | 111% | 312 | 40.38% | 2 |
|
| 6297 |
SNBOSD
6297
Security National Bank of So Dak
Sioux City,
Iowa
| US$2.17億 | +US$909萬 | +4% | 11.4% | 67.7% | 292 | 60.96% | 2.4 |
|
| 6298 |
BRPW
6298
Ballast Rock Private Wealth
Charleston,
South Carolina
| US$2.17億 | +US$3574萬 | +20% | 14.2% | – | 195 | 10.77% | 0.4 |
|
| 6299 |
TGM
6299
Tenzing Global Management
San Francisco,
California
| US$2.16億 | +US$9590萬 | +80% | 35.4% | 273% | 23 | 56.52% | 0.6 |
|
| 6300 |
O3W
6300
Omni 360 Wealth
Plainsboro,
New Jersey
| US$2.16億 | +US$2262萬 | +12% | 11.1% | 59.9% | 137 | 10.22% | 1.8 |
|