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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6551 |
6551
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| US$8029萬 | +US$997萬 | +14% | 3.74% | 206% | 170 | 7.06% | 3.6 |
|
| 6552 |
6552
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| US$8024萬 | +US$384萬 | +5% | 7.58% | – | 174 | 48.85% | 0.4 |
|
| 6553 |
6553
Redwood Wealth Management Group
Medford,
New Jersey
| US$8013萬 | – | – | 8.68% | 74.1% | 146 | – | 0 |
|
| 6554 |
6554
Clifford Group
Wayland,
Massachusetts
| US$8008萬 | – | – | 7.52% | 67.9% | 74 | – | 0 |
|
| 6555 |
6555
Nvest Financial
Portsmouth,
New Hampshire
| US$7992萬 | +US$919萬 | +13% | 9.08% | 92.8% | 51 | 7.84% | 0.7 |
|
| 6556 |
6556
Offit Capital Advisors
New York
| US$7983萬 | +US$1127萬 | +16% | 25.3% | – | 1 | 0% | 1 |
|
| 6557 |
6557
David J. Yvars Group
University Park,
Florida
| US$7980萬 | -US$1019萬 | -11% | 9.27% | 143% | 71 | 14.08% | 1.6 |
|
| 6558 |
6558
Fidato Wealth
Middleburg Heights,
Ohio
| US$7967萬 | +US$652萬 | +9% | 6.66% | 61.1% | 7 | 28.57% | 0.7 |
|
| 6559 |
6559
Meritech Capital Associates VI
Palo Alto,
California
| US$7965萬 | -US$1736萬 | -18% | 16.6% | – | 6 | 0% | 1 |
|
| 6560 |
PAM
6560
Premier Asset Management
Chicago,
Illinois
| US$7960萬 | -US$1689萬 | -17% | 10.2% | 104% | 121 | 23.14% | 2 |
|
| 6561 |
6561
Ativo Capital Management
Chicago,
Illinois
| US$7945萬 | +US$1580萬 | +25% | 11.1% | 63.2% | 62 | 24.19% | 2 |
|
| 6562 |
DIM
6562
DC Investments Management
Mclean,
Virginia
| US$7903萬 | +US$3530萬 | +81% | 3.41% | 56.3% | 65 | 64.62% | 0.4 |
|
| 6563 |
TMC
6563
Trellus Management Company
Delray Beach,
Florida
| US$7895萬 | -US$338萬 | -4% | 1.32% | 268% | 73 | 49.32% | 1.5 |
|
| 6564 |
6564
Luts & Greenleigh Group
Bethesda,
Maryland
| US$7892萬 | – | – | 14.1% | – | 60 | – | 0 |
|
| 6565 |
6565
Watershed Asset Management
San Francisco,
California
| US$7891萬 | +US$226萬 | +3% | 11.2% | – | 159 | 52.2% | 0.4 |
|
| 6566 |
6566
Orca Investment Management
Roseburg,
Oregon
| US$7885萬 | +US$222萬 | +3% | 7.87% | 139% | 57 | 0% | 5.6 |
|
| 6567 |
6567
ClientFirst Wealth Management
Little Rock,
Arkansas
| US$7876萬 | -US$184萬 | -2% | 14.2% | – | 26 | 3.85% | 0.9 |
|
| 6568 |
6568
Gritstone Asset Management
Bethesda,
Maryland
| US$7860萬 | – | – | 3.63% | – | 213 | – | 0 |
|
| 6569 |
6569
EDBI Pte Ltd
Singapore
| US$7854萬 | -US$1645萬 | -17% | 9.4% | 6.21% | 26 | 26.92% | 0.9 |
|
| 6570 |
6570
Mayfair Advisory Group
Birmingham,
Alabama
| US$7854萬 | +US$776萬 | +11% | 8.43% | 71.5% | 125 | 20% | 1.5 |
|
| 6571 |
6571
Mendota Financial Group
Madison,
Wisconsin
| US$7851萬 | – | – | 12.6% | 50.1% | 312 | – | 0 |
|
| 6572 |
6572
Arthedge Capital Management
Jericho,
New York
| US$7849萬 | -US$1960萬 | -20% | 17.5% | 80.7% | 13 | 7.69% | 1.5 |
|
| 6573 |
6573
AtonRa Partners
Geneva,
Switzerland
| US$7848萬 | -US$2329萬 | -23% | 14.9% | 49% | 116 | 4.31% | 1.4 |
|
| 6574 |
WPA
6574
Winning Points Advisors
Boca Raton,
Florida
| US$7847萬 | -US$336萬 | -4% | 6.51% | – | 53 | 26.42% | 3.8 |
|
| 6575 |
6575
Morling Financial Advisors
Fremont,
California
| US$7841萬 | +US$498萬 | +7% | 3.82% | 97.6% | 79 | 16.46% | 0.8 |
|