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 |
MF
6351
Meridian Financial
Holliston,
Massachusetts
| US$1.78億 | +US$2299萬 | +15% | 6.22% | 58.5% | 141 | 10.64% | 2.5 |
|
| 6352 |
6352
Keystone Financial Group (Georgia)
Atlanta,
Georgia
| US$1.77億 | +US$2040萬 | +13% | 4.77% | – | 153 | 18.3% | 0.7 |
|
| 6353 |
6353
Kestrel Investment Management
San Mateo,
California
| US$1.77億 | +US$1040萬 | +6% | 8.21% | 99.8% | 44 | 15.91% | 1.8 |
|
| 6354 |
6354
Eight 31 Financial
Midland,
Texas
| US$1.77億 | +US$2594萬 | +17% | 2.62% | 31.6% | 79 | 24.05% | 1.1 |
|
| 6355 |
6355
General Motors Holdings
Detroit,
Michigan
| US$1.77億 | +US$8397萬 | +90% | 72.2% | 21.4% | 6 | 33.33% | 1.9 |
|
| 6356 |
6356
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| US$1.77億 | +US$1129萬 | +7% | 8.31% | 70.9% | 132 | 12.88% | 1.9 |
|
| 6357 |
6357
1248 Management
Kansas City,
Missouri
| US$1.77億 | -US$9351萬 | -35% | 6.61% | – | 175 | 14.86% | 0.5 |
|
| 6358 |
SPAS
6358
Spectrum Planning & Advisory Services
San Diego,
California
| US$1.77億 | +US$2254萬 | +15% | 6.33% | – | 106 | 11.32% | 1.3 |
|
| 6359 |
6359
Prentiss Smith & Co
Brattleboro,
Vermont
| US$1.77億 | +US$906萬 | +5% | 7.71% | 67.4% | 69 | 5.8% | 6.2 |
|
| 6360 |
6360
Next Level Wealth Planning
Meridian,
Idaho
| US$1.77億 | +US$2098萬 | +13% | 7.61% | – | 62 | 14.52% | 0.6 |
|
| 6361 |
6361
Allodium Investment Consultants
Minneapolis,
Minnesota
| US$1.77億 | +US$1911萬 | +12% | 5.98% | – | 51 | 3.92% | 0.7 |
|
| 6362 |
6362
Andina Capital Management
Lehi,
Utah
| US$1.77億 | +US$3418萬 | +24% | 4.5% | 38.9% | 158 | 12.66% | 0.8 |
|
| 6363 |
6363
GSI Capital Advisors
Newport Beach,
California
| US$1.77億 | -US$973萬 | -5% | 3.87% | 41.1% | 35 | 31.43% | 1.9 |
|
| 6364 |
6364
Custos Family Office
Austin,
Texas
| US$1.77億 | -US$1.37億 | -44% | 7.3% | 66.2% | 81 | 29.63% | 1.7 |
|
| 6365 |
ECP
6365
Elemental Capital Partners
San Francisco,
California
| US$1.77億 | – | – | 157% | – | 6 | – | 2.7 |
|
| 6366 |
6366
Lagoda Investment Management
New York
| US$1.77億 | +US$23.5萬 | +0.1% | 5.37% | 250% | 24 | 4.17% | 7.5 |
|
| 6367 |
SWP
6367
Semus Wealth Partners
Boca Raton,
Florida
| US$1.77億 | +US$2242萬 | +15% | 12.8% | 107% | 124 | 17.74% | 2 |
|
| 6368 |
WPEP
6368
Walnut Private Equity Partners
Omaha,
Nebraska
| US$1.77億 | +US$536萬 | +3% | 3.23% | 48% | 13 | 0% | 4.7 |
|
| 6369 |
6369
Riverchase Wealth Management
Flower Mound,
Texas
| US$1.77億 | +US$1892萬 | +12% | 4.54% | – | 77 | 16.88% | 0.6 |
|
| 6370 |
6370
Wolff Wiese Magana
Carslbad,
California
| US$1.77億 | +US$1504萬 | +9% | 8.63% | 149% | 1,043 | 13.61% | 2.6 |
|
| 6371 |
6371
Starwood Capital Group Management
Miami Beach,
Florida
| US$1.76億 | +US$2522萬 | +17% | 1.37% | 16.2% | 8 | 12.5% | 1.5 |
|
| 6372 |
6372
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| US$1.76億 | +US$748萬 | +4% | 7.35% | 62.6% | 79 | 12.66% | 3.5 |
|
| 6373 |
6373
venBio Partners
San Francisco,
California
| US$1.76億 | +US$6165萬 | +54% | 69.5% | 564% | 6 | 0% | 2.9 |
|
| 6374 |
6374
Valley Financial Group
Ambler,
Pennsylvania
| US$1.76億 | +US$1131萬 | +7% | 4.69% | – | 67 | 11.94% | 1.4 |
|
| 6375 |
6375
Everstar Asset Management
Mooresville,
North Carolina
| US$1.76億 | +US$1240萬 | +8% | 7.38% | – | 217 | 23.96% | 0.8 |
|