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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6351 |
EFS
6351
Econ Financial Services
Harrisburg,
Pennsylvania
| US$2.14億 | -US$136萬 | -0.6% | 5.29% | 16.9% | 100 | 54% | 0.8 |
|
| 6352 |
RAM
6352
Reflection Asset Management
Isle Of Palms,
South Carolina
| US$2.14億 | +US$5052萬 | +31% | 33% | – | 162 | 23.46% | 0.4 |
|
| 6353 |
CIA
6353
Cladis Investment Advisory
Billings,
Montana
| US$2.14億 | +US$3223萬 | +18% | 24.4% | 131% | 177 | 12.43% | 2.6 |
|
| 6354 |
EFIC
6354
Eliot Finkel Investment Counsel
Beverly Hills,
California
| US$2.14億 | +US$3006萬 | +16% | 24.8% | 88.9% | 34 | 8.82% | 5.8 |
|
| 6355 |
BC
6355
Birchview Capital
Burlington,
Vermont
| US$2.14億 | +US$3816萬 | +22% | 47.9% | 327% | 87 | 33.33% | 2.3 |
|
| 6356 |
TCM
6356
Tassel Capital Management
Matthews,
North Carolina
| US$2.14億 | +US$2957萬 | +16% | 8.4% | – | 45 | 17.78% | 1 |
|
| 6357 |
TFCM
6357
Taylor Frigon Capital Management
Scottsdale,
Arizona
| US$2.14億 | +US$3790萬 | +22% | 39.5% | 131% | 95 | 4.21% | 4.6 |
|
| 6358 |
KWM
6358
Kingsman Wealth Management
Pensacola,
Florida
| US$2.14億 | +US$3541萬 | +20% | 31.1% | – | 83 | 24.1% | 0.9 |
|
| 6359 |
FA
6359
Fortis Advisors
Wayne,
Pennsylvania
| US$2.14億 | +US$1398萬 | +7% | 17.6% | 72.8% | 131 | 16.03% | 3 |
|
| 6360 |
KFS
6360
Keynote Financial Services
Vernon,
Connecticut
| US$2.14億 | +US$2555萬 | +14% | 26.4% | – | 193 | 13.99% | 1.7 |
|
| 6361 |
ACM
6361
Ayrshire Capital Management
Westport,
Connecticut
| US$2.14億 | +US$2022萬 | +10% | 17.7% | 78.4% | 57 | 24.56% | 3.2 |
|
| 6362 |
ACM
6362
Ararat Capital Management
Westport,
Connecticut
| US$2.13億 | +US$3587萬 | +20% | 28.3% | 99.2% | 19 | 31.58% | 1.8 |
|
| 6363 |
SC
6363
Stephenson & Company
San Clemente,
California
| US$2.13億 | +US$2903萬 | +16% | 9.29% | – | 50 | 14% | 1.7 |
|
| 6364 |
AW
6364
Alchemi Wealth
Essex,
Connecticut
| US$2.13億 | +US$3323萬 | +18% | 24.6% | – | 176 | 16.48% | 0.4 |
|
| 6365 |
GW
6365
Griffith & Werner
Canton,
Georgia
| US$2.13億 | +US$1160萬 | +6% | 11.4% | – | 80 | 21.25% | 1.2 |
|
| 6366 |
HB
6366
Horizon Bancorp
Michigan City,
Indiana
| US$2.13億 | +US$548萬 | +3% | 7.73% | 33.4% | 209 | 7.18% | 3.6 |
|
| 6367 |
EWM
6367
Evergreen Wealth Management
Williamston,
Michigan
| US$2.13億 | +US$1954萬 | +10% | 10.3% | 62.1% | 58 | 12.07% | 2.5 |
|
| 6368 |
LWP
6368
LFG Wealth Partners
Elizabethtown,
Kentucky
| US$2.13億 | +US$4747萬 | +29% | 26.5% | – | 116 | 38.79% | 0.3 |
|
| 6369 |
MACM
6369
MAC Alpha Capital Management
Tampa,
Florida
| US$2.13億 | +US$4170萬 | +24% | 1.33% | – | 22 | 9.09% | 0.5 |
|
| 6370 |
B
6370
Birchbrook
Bangor,
Maine
| US$2.13億 | +US$911萬 | +4% | 10.1% | 49.1% | 326 | 17.18% | 1.9 |
|
| 6371 |
BGI
6371
B Group Inc
Dallas,
Texas
| US$2.13億 | +US$7812萬 | +58% | 22.2% | – | 22 | 22.73% | 1 |
|
| 6372 |
WPA
6372
WIT Partners Advisory
Singapore
| US$2.13億 | -US$1.29億 | -38% | 14.1% | 22.7% | 19 | 31.58% | 0.7 |
|
| 6373 |
CCWP
6373
Cedar Cove Wealth Partners
Bloomington,
Minnesota
| US$2.13億 | +US$2225萬 | +12% | 15.9% | – | 103 | 26.21% | 0.4 |
|
| 6374 |
4FG
6374
4Thought Financial Group
Syosset,
New York
| US$2.13億 | +US$1058萬 | +5% | 8.54% | 37.6% | 99 | 0% | 3.8 |
|
| 6375 |
KCM
6375
KM Capital Management
Austin,
Texas
| US$2.13億 | +US$6414萬 | +43% | 13.1% | 60.8% | 94 | 68.09% | 1.3 |
|