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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6451 |
6451
First National Bank of Hutchinson
Hutchinson,
Kansas
| US$1.61億 | +US$928萬 | +6% | 15.4% | 121% | 94 | 15.96% | 4.6 |
|
| 6452 |
6452
Hudson Canyon Capital Management
New York
| US$1.61億 | +US$1872萬 | +13% | 19.1% | 182% | 57 | 15.79% | 2.9 |
|
| 6453 |
6453
Independence Asset Advisors
Wynnewood,,
Pennsylvania
| US$1.61億 | +US$1.3億 | +421% | 1.14% | 20.3% | 17 | 23.53% | 0.5 |
|
| 6454 |
6454
Strategic Financial Planning
Plano,
Texas
| US$1.61億 | +US$1559萬 | +11% | 9.14% | 47.5% | 38 | 7.89% | 4.1 |
|
| 6455 |
6455
Broadway Wealth Solutions
San Antonio,
Texas
| US$1.61億 | +US$2356萬 | +17% | 7.93% | – | 99 | 16.16% | 0.4 |
|
| 6456 |
6456
Kingsman Wealth Management
Pensacola,
Florida
| US$1.61億 | +US$2372萬 | +17% | 25.5% | – | 72 | 23.61% | 0.2 |
|
| 6457 |
6457
TSG Consumer Partners
Larkspur,
California
| US$1.6億 | +US$1556萬 | +11% | 10.7% | 12.3% | 1 | 0% | 3.5 |
|
| 6458 |
6458
Prospect Financial Services
Melville,
New York
| US$1.6億 | -US$1995萬 | -11% | 12.3% | – | 120 | 23.33% | 1.1 |
|
| 6459 |
6459
Element Squared
Minneapolis,
Minnesota
| US$1.6億 | – | – | 13.3% | – | 55 | – | 0 |
|
| 6460 |
6460
Straightline Group
Troy,
Michigan
| US$1.6億 | +US$560萬 | +4% | 4.67% | – | 13 | 7.69% | 0.4 |
|
| 6461 |
6461
Cloud Capital Management
Seattle,
Washington
| US$1.6億 | +US$1949萬 | +14% | 8.47% | – | 282 | 73.05% | 0.2 |
|
| 6462 |
6462
Hofer & Associates
Thousand Oaks,
California
| US$1.6億 | +US$1293萬 | +9% | 7.65% | 61.7% | 62 | 19.35% | 2.6 |
|
| 6463 |
6463
Taylor Financial Group
Roanoke,
Virginia
| US$1.6億 | +US$1642萬 | +11% | 10.1% | 79% | 106 | 10.38% | 1.2 |
|
| 6464 |
6464
Sowa Financial Group
Lincoln,
Rhode Island
| US$1.6億 | +US$790萬 | +5% | 6.46% | 100% | 31 | 19.35% | 3.1 |
|
| 6465 |
6465
FPC Investment Advisory
Petaluma,
California
| US$1.6億 | +US$1434萬 | +10% | 5.56% | – | 29 | 10.34% | 1 |
|
| 6466 |
6466
Blackston Financial Advisory Group
The Villages,
Florida
| US$1.6億 | +US$1252萬 | +8% | 9.4% | 79.8% | 107 | 16.82% | 1.3 |
|
| 6467 |
EIM
6467
Ervin Investment Management
Seattle,
Washington
| US$1.6億 | +US$1167萬 | +8% | 6.5% | 92.9% | 42 | 14.29% | 2.6 |
|
| 6468 |
CCA
6468
Cypress Capital Advisors
Franklin,
Tennessee
| US$1.6億 | +US$1596萬 | +11% | 6.72% | – | 79 | 15.19% | 0.4 |
|
| 6469 |
6469
Burk Holdings
Tulsa,
Oklahoma
| US$1.6億 | +US$2723萬 | +21% | 7.32% | – | 61 | 6.56% | 0.5 |
|
| 6470 |
6470
FFG Retirement Advisors
Centennial,
Colorado
| US$1.6億 | +US$1273萬 | +9% | 6.12% | 43.4% | 50 | 24% | 1.5 |
|
| 6471 |
6471
Tenzing Global Management
San Francisco,
California
| US$1.6億 | +US$2166萬 | +16% | 43.4% | 273% | 30 | 60% | 0.9 |
|
| 6472 |
LAMC
6472
Longview Asset Management (California)
San Rafael,
California
| US$1.6億 | +US$808萬 | +5% | 4.92% | – | 134 | 10.45% | 0.5 |
|
| 6473 |
SCA
6473
Sassicaia Capital Advisers
Jericho,
New York
| US$1.6億 | +US$1.32億 | +478% | 44.7% | 4,519% | 58 | 87.93% | 0.1 |
|
| 6474 |
6474
Cladis Investment Advisory
Billings,
Montana
| US$1.6億 | +US$2136萬 | +15% | 13.7% | 131% | 152 | 13.16% | 2.3 |
|
| 6475 |
6475
Meriwether Wealth & Planning
Minden,
Louisiana
| US$1.6億 | +US$630萬 | +4% | 7.13% | – | 135 | 14.81% | 0.4 |
|