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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6701 |
TA
6701
TPG Advisors
Northfield,
Illinois
| US$1.17億 | – | – | 2% | – | 84 | – | 0 |
|
| 6702 |
6702
Schubert & Co
Mckinney,
Texas
| US$1.17億 | US$0 | 0% | 0.35% | 65.2% | 32 | 0% | 2.1 |
|
| 6703 |
6703
PrairieView Wealth Partners
Orland Park,
Illinois
| US$1.17億 | +US$715萬 | +6% | 0.76% | 41.5% | 20 | 25% | 0.4 |
|
| 6704 |
6704
Vesey Street Capital Partners
New York
| US$1.17億 | -US$6275萬 | -35% | 34.9% | 74.3% | 1 | 0% | 2.5 |
|
| 6705 |
6705
Naples Money Management
Naples,
Florida
| US$1.17億 | +US$1692萬 | +17% | 9.44% | – | 447 | 23.49% | 0.4 |
|
| 6706 |
6706
22NW LP
Seattle,
Washington
| US$1.17億 | +US$114萬 | +1% | 7.56% | 115% | 14 | 14.29% | 2.9 |
|
| 6707 |
6707
Laraway Financial Advisors
Saint Cloud,
Minnesota
| US$1.17億 | +US$367萬 | +3% | 4.7% | 101% | 112 | 1.79% | 2.3 |
|
| 6708 |
6708
First Community Trust
Dubuque,
Iowa
| US$1.17億 | +US$1066萬 | +10% | 5.66% | 128% | 314 | 14.33% | 2 |
|
| 6709 |
6709
Brooktree Capital Management
Gand Rapids,
Michigan
| US$1.17億 | -US$1272萬 | -10% | 1.64% | 92.6% | 24 | 4.17% | 3.5 |
|
| 6710 |
6710
Coordinated Financial Services
Denver,
Colorado
| US$1.17億 | +US$227萬 | +2% | 2.37% | – | 136 | 8.09% | 0.2 |
|
| 6711 |
6711
DMC Group
Birmingham,
Alabama
| US$1.17億 | +US$93.8萬 | +0.8% | 3.14% | 116% | 127 | 8.66% | 1.9 |
|
| 6712 |
6712
VanWeelden Wealth Management
West Chester Township,
Ohio
| US$1.17億 | – | – | 0.29% | – | 20 | – | 0 |
|
| 6713 |
6713
Sharp Financial Services
Horsham,
Pennsylvania
| US$1.17億 | +US$901萬 | +8% | 2.45% | – | 105 | 26.67% | 0.4 |
|
| 6714 |
6714
Cape Ann Asset Management
London,
United Kingdom
| US$1.17億 | +US$417萬 | +4% | 4.29% | 244% | 6 | 16.67% | 2.8 |
|
| 6715 |
6715
Bush Investment Group
Valdosta,
Georgia
| US$1.16億 | +US$326萬 | +3% | 3.01% | – | 33 | 18.18% | 0.4 |
|
| 6716 |
6716
Symphony Financial Services
Akron,
Ohio
| US$1.16億 | – | – | 4.08% | – | 85 | – | 0 |
|
| 6717 |
6717
Pangea Capital Gestao de Recursos
Rio De Janeiro,
| US$1.16億 | -US$156萬 | -1% | 2% | 54.4% | 4 | 25% | 1.1 |
|
| 6718 |
6718
Dynamic Wealth Strategies
Granite Bay,
California
| US$1.16億 | -US$65.2萬 | -0.6% | 1.29% | 52.2% | 249 | 4.02% | 0.5 |
|
| 6719 |
6719
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| US$1.16億 | +US$267萬 | +2% | 3.51% | 86.3% | 110 | 6.36% | 2.1 |
|
| 6720 |
6720
Michelson Medical Research Foundation
Los Angeles,
California
| US$1.16億 | -US$4867萬 | -30% | 0.65% | 52.2% | 32 | 34.38% | 1 |
|
| 6721 |
SLFPAM
6721
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
| US$1.16億 | +US$515萬 | +5% | 4.96% | 139% | 44 | 38.64% | 0.6 |
|
| 6722 |
6722
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| US$1.16億 | +US$4070萬 | +54% | 0.68% | 26.9% | 13 | 0% | 3.1 |
|
| 6723 |
6723
Bank of Marin
Novato,
California
| US$1.16億 | +US$235萬 | +2% | 4.28% | 94.6% | 126 | 13.49% | 3.1 |
|
| 6724 |
6724
Waterfall Asset Management
New York
| US$1.16億 | -US$2939萬 | -20% | 2.86% | 29.7% | 6 | 16.67% | 0.4 |
|
| 6725 |
6725
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
| US$1.16億 | +US$51萬 | +0.4% | 1.83% | 86.9% | 100 | 10% | 1.9 |
|