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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6751 |
6751
Hengistbury Investment Partners
London,
United Kingdom
| US$1.46億 | -US$2693萬 | -16% | 18.1% | 108% | 5 | 40% | 5.1 |
|
| 6752 |
6752
Paragon Financial Partners
Woodland Hills,
California
| US$1.46億 | +US$1874萬 | +15% | 13.8% | 90.6% | 71 | 4.23% | 3.1 |
|
| 6753 |
6753
Old North State Trust
Greensboro,
North Carolina
| US$1.46億 | -US$1085萬 | -7% | 8.49% | – | 150 | 16% | 4.2 |
|
| 6754 |
6754
Fort Vancouver Investment Management
Vancouver,
Washington
| US$1.46億 | +US$1592萬 | +12% | 8.57% | – | 61 | 24.59% | 0.7 |
|
| 6755 |
BM
6755
Bislett Management
Palo Alto,
California
| US$1.46億 | +US$490萬 | +3% | 3.3% | 19.8% | 15 | 6.67% | 6.3 |
|
| 6756 |
BCM
6756
Beaumont Capital Management
Boston,
Massachusetts
| US$1.46億 | +US$1039萬 | +8% | 5.35% | 45.4% | 69 | 52.17% | 1.2 |
|
| 6757 |
6757
Tru Independence Asset Management 2
Portland,
Oregon
| US$1.46億 | +US$1247萬 | +9% | 8.34% | – | 102 | 23.53% | 1.5 |
|
| 6758 |
6758
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
| US$1.46億 | +US$1959萬 | +15% | 8.39% | – | 101 | 6.93% | 0.8 |
|
| 6759 |
6759
Lansing Management
New York
| US$1.46億 | +US$2680萬 | +22% | 18.9% | 76.9% | 8 | 0% | 3.2 |
|
| 6760 |
SBCM
6760
Silverberg Bernstein Capital Management
Armonk,
New York
| US$1.46億 | +US$3841萬 | +36% | 15% | 133% | 67 | 7.46% | 1.2 |
|
| 6761 |
6761
Oracle Investment Management
Greenwich,
Connecticut
| US$1.46億 | -US$5239萬 | -26% | 0.53% | 865% | 19 | 36.84% | 3.1 |
|
| 6762 |
6762
DecisionMap Wealth Management
Great Falls,
Virginia
| US$1.46億 | +US$1433萬 | +11% | 9.52% | – | 130 | 14.62% | 0.4 |
|
| 6763 |
6763
PKO BP Bankowy Universal Pension Society
Warsaw,
Poland
| US$1.46億 | +US$2460萬 | +20% | 22.8% | – | 13 | 0% | 0.5 |
|
| 6764 |
6764
Forefront Wealth Partners
Austin,
Texas
| US$1.46億 | -US$117萬 | -0.8% | 10% | – | 139 | 37.41% | 0.4 |
|
| 6765 |
6765
Providence Wealth Advisors
Frankfort,
Illinois
| US$1.46億 | +US$1365萬 | +10% | 9.85% | 112% | 96 | 25% | 4.5 |
|
| 6766 |
6766
MB Generational Wealth
Spokane,
Washington
| US$1.46億 | +US$1168萬 | +9% | 8.46% | – | 65 | 27.69% | 1 |
|
| 6767 |
6767
LifeSteps Financial
Claremont,
California
| US$1.46億 | +US$2222萬 | +18% | 12.3% | 98.4% | 87 | 6.9% | 3.8 |
|
| 6768 |
6768
Refined Wealth Management
Salt Lake City,
Utah
| US$1.45億 | +US$2324萬 | +19% | 23.8% | 99.4% | 33 | 18.18% | 2.4 |
|
| 6769 |
6769
Objectivity Squared
Charleston,
South Carolina
| US$1.45億 | +US$2612萬 | +22% | 8.42% | – | 53 | 22.64% | 1.1 |
|
| 6770 |
6770
MRP Capital Investments
Alpharetta,
Georgia
| US$1.45億 | +US$3837萬 | +36% | 27.7% | 222% | 229 | 25.76% | 1.2 |
|
| 6771 |
6771
Patrick M. Sweeney & Associates
Libertyville,
Illinois
| US$1.45億 | +US$1151萬 | +9% | 6.44% | 90.4% | 157 | 7.01% | 1.3 |
|
| 6772 |
MIM
6772
Meixler Investment Management
Show Low,
Arizona
| US$1.45億 | +US$79.4萬 | +0.5% | 1.21% | 66.2% | 120 | 19.17% | 1.7 |
|
| 6773 |
XC
6773
XY Capital
Central,
Hong Kong
| US$1.45億 | -US$2.07億 | -59% | 0.15% | 52.8% | 228 | 89.04% | 0.3 |
|
| 6774 |
6774
Vienna Asset Management
Saratoga,
California
| US$1.45億 | +US$1841萬 | +15% | 14.2% | – | 61 | 45.9% | 1.3 |
|
| 6775 |
6775
Retireful LLC
Haslett,
Michigan
| US$1.45億 | +US$3933萬 | +37% | 16.2% | 437% | 180 | 68.89% | 0.2 |
|