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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6526 |
6526
Objectivity Squared
Charleston,
South Carolina
| US$1.68億 | +US$2217萬 | +15% | 7.41% | – | 56 | 16.07% | 1.3 |
|
| 6527 |
6527
Michael S. Ryan Inc
Latham,
New York
| US$1.68億 | +US$1022萬 | +6% | 7% | 63.3% | 59 | 28.81% | 1.3 |
|
| 6528 |
6528
PTM Wealth Management
North Wales,
United States
| US$1.68億 | +US$1645萬 | +11% | 6.98% | – | 54 | 9.26% | 0.4 |
|
| 6529 |
6529
InTrack Investment Management
South Burlington,
Vermont
| US$1.67億 | +US$1863萬 | +13% | 7.39% | 99.2% | 115 | 10.43% | 2.3 |
|
| 6530 |
6530
ROI Financial Advisors
Beaverton,
Oregon
| US$1.67億 | +US$1018萬 | +6% | 9.98% | 165% | 74 | 13.51% | 1.3 |
|
| 6531 |
6531
Worldly Partners Management
Needham,
Massachusetts
| US$1.67億 | -US$1494萬 | -8% | 3.76% | 19.2% | 3 | 0% | 2.8 |
|
| 6532 |
6532
Arbiter Partners Capital Management
New York
| US$1.67億 | +US$5386萬 | +47% | 14.6% | 378% | 43 | 37.21% | 2.8 |
|
| 6533 |
6533
EVR Research
Richmond,
Virginia
| US$1.67億 | -US$6300萬 | -27% | 18.8% | 165% | 41 | 63.41% | 0.6 |
|
| 6534 |
MG
6534
McHugh Group
Bratenahl,
Ohio
| US$1.67億 | +US$1756萬 | +12% | 10.1% | – | 81 | 17.28% | 0.6 |
|
| 6535 |
6535
Lynx Investment Advisory
Washington, Dc,
District of Columbia
| US$1.67億 | +US$1404萬 | +9% | 7.83% | – | 160 | 14.38% | 1 |
|
| 6536 |
6536
Walnut Level Capital
Denver,
Colorado
| US$1.67億 | -US$1777萬 | -10% | 2.47% | – | 45 | 26.67% | 1.2 |
|
| 6537 |
6537
Clearfield Capital Management
New York
| US$1.67億 | +US$3727萬 | +29% | 29.6% | 421% | 14 | 35.71% | 0.6 |
|
| 6538 |
6538
Certus Wealth Management
Redwood City,
California
| US$1.67億 | +US$1178萬 | +8% | 7.94% | – | 60 | 10% | 1.7 |
|
| 6539 |
6539
Swisher Financial Concepts
Westerville,
Ohio
| US$1.67億 | +US$1191萬 | +8% | 8.07% | – | 95 | 12.63% | 1 |
|
| 6540 |
6540
MGO Private Wealth
Irvine,
California
| US$1.67億 | +US$1058萬 | +7% | 6.03% | 51.5% | 69 | 14.49% | 1.9 |
|
| 6541 |
6541
Fischer Investment Strategies
Westlake Village,
California
| US$1.67億 | +US$1771萬 | +12% | 7.68% | 81% | 38 | 15.79% | 0.9 |
|
| 6542 |
MFFIA
6542
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
| US$1.67億 | +US$2495萬 | +18% | 10.5% | 136% | 84 | 21.43% | 1.8 |
|
| 6543 |
6543
Define Financial
San Diego,
California
| US$1.67億 | +US$1487萬 | +10% | 7.21% | – | 41 | 12.2% | 0.6 |
|
| 6544 |
6544
FPC Investment Advisory
Petaluma,
California
| US$1.67億 | +US$667萬 | +4% | 4.98% | – | 28 | 0% | 1.3 |
|
| 6545 |
6545
Draper Asset Management
Smithtown,
New York
| US$1.67億 | +US$1361萬 | +9% | 17.6% | 187% | 45 | 33.33% | 1.5 |
|
| 6546 |
6546
Gimbal Financial
Carmel,
Indiana
| US$1.67億 | +US$376萬 | +2% | 8.6% | – | 58 | 24.14% | 1 |
|
| 6547 |
6547
Greenhouse Wealth Management
Westport,
Connecticut
| US$1.67億 | +US$1127萬 | +7% | 8.85% | 87.2% | 61 | 6.56% | 3.4 |
|
| 6548 |
6548
Sterling Investment Management
Tucson,
Arizona
| US$1.66億 | +US$1545萬 | +10% | 4.99% | 45.3% | 67 | 17.91% | 4.5 |
|
| 6549 |
6549
LSP Investment Advisors
New York
| US$1.66億 | +US$2701萬 | +19% | 0.09% | 79.5% | 22 | 9.09% | 3.1 |
|
| 6550 |
6550
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| US$1.66億 | +US$2690萬 | +19% | 7.9% | 80.6% | 212 | 34.43% | 1.6 |
|