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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6576 |
6576
Green Alpha Advisors
Niwot,
Colorado
| US$1.24億 | -US$1362萬 | -10% | 5.76% | 316% | 143 | 4.2% | 2.5 |
|
| 6577 |
6577
Emergent Wealth Advisors
Williamsville,
New York
| US$1.24億 | +US$840萬 | +7% | 1.99% | 74.2% | 113 | 12.39% | 0.4 |
|
| 6578 |
6578
Cohen Investment Advisors
Bedford,
New Hampshire
| US$1.24億 | -US$2992萬 | -19% | 1.74% | 90.6% | 78 | 3.85% | 3.3 |
|
| 6579 |
6579
Clayton Partners
Berkeley,
California
| US$1.24億 | +US$660萬 | +6% | 4.54% | 109% | 39 | 15.38% | 1.9 |
|
| 6580 |
6580
Dentgroup
Baton Rouge,
Louisiana
| US$1.24億 | +US$324萬 | +3% | 0.97% | 53.6% | 89 | 22.47% | 1.8 |
|
| 6581 |
6581
Kellett Wealth Advisors
Cincinnati,
Ohio
| US$1.24億 | -US$2046萬 | -14% | 2.82% | 76.3% | 92 | 31.52% | 1.5 |
|
| 6582 |
6582
Dean Jacobson Financial Services
Fort Worth,
Texas
| US$1.24億 | +US$47.1萬 | +0.4% | 0.21% | 59.6% | 13 | 7.69% | 1.4 |
|
| 6583 |
6583
Mosaic Advisors
Houston,
Texas
| US$1.24億 | +US$147萬 | +1% | 0.42% | 50.9% | 17 | 17.65% | 2.2 |
|
| 6584 |
6584
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| US$1.24億 | -US$2266萬 | -15% | 1.39% | 167% | 20 | 15% | 1.9 |
|
| 6585 |
6585
Clifford Group
Wayland,
Massachusetts
| US$1.24億 | +US$275萬 | +2% | 2.63% | 67.9% | 74 | 5.41% | 1.3 |
|
| 6586 |
6586
Oceanside Advisors
Mount Pleasant,
South Carolina
| US$1.24億 | +US$293萬 | +2% | 0.3% | – | 48 | 6.25% | 0.5 |
|
| 6587 |
FWM
6587
FMA Wealth Management
Duxbury,
Massachusetts
| US$1.24億 | +US$303萬 | +3% | 0.68% | 40.8% | 43 | 6.98% | 0.4 |
|
| 6588 |
6588
Patrick M. Sweeney & Associates
Libertyville,
Illinois
| US$1.24億 | +US$208萬 | +2% | 0.76% | 90.4% | 140 | 5% | 0.5 |
|
| 6589 |
6589
Eagle Wealth Strategies
West Deptford,
New Jersey
| US$1.24億 | +US$60.5萬 | +0.5% | 1.71% | 85% | 96 | 9.38% | 0.5 |
|
| 6590 |
RL
6590
RPO LLC
Stamford,
Connecticut
| US$1.23億 | +US$5388萬 | +77% | 6.36% | 66.2% | 61 | 45.9% | 0.7 |
|
| 6591 |
LI
6591
Latash Investments
Anchorage,
Alaska
| US$1.23億 | -US$1723萬 | -12% | 3.16% | 110% | 20 | 15% | 4.1 |
|
| 6592 |
6592
Archon Capital Management
Seattle,
Washington
| US$1.23億 | -US$1.67億 | -57% | 10.9% | 222% | 37 | 45.95% | 2.5 |
|
| 6593 |
6593
Napatree Capital
Westerly,
Rhode Island
| US$1.23億 | +US$2006萬 | +19% | 1.76% | – | 138 | 13.77% | 0.4 |
|
| 6594 |
WA
6594
Wealthstar Advisors
Plano,
Texas
| US$1.23億 | -US$1.64億 | -57% | 2.6% | – | 152 | 94.74% | 1.2 |
|
| 6595 |
6595
Stonekeep Investments
Sante Fe,
New Mexico
| US$1.23億 | – | – | 2.76% | – | 48 | – | 0 |
|
| 6596 |
6596
Elevate Wealth Advisory
Athens,
Georgia
| US$1.23億 | +US$837萬 | +7% | 0.18% | 49.5% | 114 | 9.65% | 0.5 |
|
| 6597 |
PIP
6597
PB Investment Partners
Burlingame,
California
| US$1.23億 | -US$948萬 | -7% | 6.75% | 81.1% | 9 | 11.11% | 2.1 |
|
| 6598 |
6598
Zeit Capital
Greenwood Village,
Colorado
| US$1.23億 | -US$71.3萬 | -0.6% | 1.15% | 56.5% | 30 | 3.33% | 3.2 |
|
| 6599 |
6599
B. Riley Financial
Los Angeles,
California
| US$1.23億 | +US$1811萬 | +17% | 16.8% | 682% | 20 | 40% | 1.6 |
|
| 6600 |
6600
CAP Partners LLC
Franklin,
Tennessee
| US$1.23億 | +US$976萬 | +9% | 2.72% | 97% | 131 | 12.21% | 0.4 |
|