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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6776 |
6776
FPC Investment Advisory
Petaluma,
California
| US$1.12億 | +US$1096萬 | +11% | 2.14% | – | 97 | 11.34% | 0.2 |
|
| 6777 |
DW
6777
Durante & Waters
Brewster,
New York
| US$1.12億 | +US$288萬 | +3% | 1.95% | 59.1% | 33 | 12.12% | 0.5 |
|
| 6778 |
6778
Allen Wealth Management
Boone,
North Carolina
| US$1.12億 | -US$102萬 | -0.9% | 0.69% | 60.3% | 58 | 1.72% | 0.5 |
|
| 6779 |
6779
Exome Asset Management
New York
| US$1.12億 | -US$446萬 | -4% | 0.6% | – | 80 | 68.75% | 0.2 |
|
| 6780 |
6780
RenaissanceRe Holdings
Pembroke,
Bermuda
| US$1.12億 | -US$597萬 | -5% | 4.95% | 26.4% | 3 | 0% | 4.5 |
|
| 6781 |
6781
Investment Partners Asset Management
Metuchen,
New Jersey
| US$1.12億 | +US$150萬 | +1% | 3.93% | 86.1% | 139 | 5.04% | 0.5 |
|
| 6782 |
6782
Farley Capital
New York
| US$1.12億 | +US$577萬 | +5% | 6.36% | 116% | 17 | 17.65% | 4.8 |
|
| 6783 |
6783
Capstone Capital
Henderson,
Nevada
| US$1.12億 | -US$387萬 | -3% | 0.87% | 62.8% | 23 | 17.39% | 0.4 |
|
| 6784 |
6784
Marathon Asset Management (New York)
New York
| US$1.12億 | -US$1.05億 | -48% | 4.94% | 490% | 12 | 41.67% | 2 |
|
| 6785 |
6785
WFA of San Diego
San Diego,
California
| US$1.12億 | – | – | 2.29% | – | 406 | – | 1.3 |
|
| 6786 |
6786
EMFO LLC
Weston,
Florida
| US$1.12億 | +US$245萬 | +2% | 3.28% | 25.8% | 299 | 9.7% | 2.4 |
|
| 6787 |
6787
Aflac Inc
Columbus,
Georgia
| US$1.12億 | +US$815萬 | +8% | 8.64% | 13.4% | 4 | 0% | 1.8 |
|
| 6788 |
6788
Perissos Private Wealth Management
Bethany,
Oklahoma
| US$1.12億 | +US$128萬 | +1% | 3% | – | 87 | 17.24% | 0.2 |
|
| 6789 |
6789
Fingerlakes Wealth Management
Ithaca,
New York
| US$1.11億 | +US$788萬 | +8% | 4.79% | 92.1% | 91 | 3.3% | 2.2 |
|
| 6790 |
6790
Hershey Financial Advisers
Lancaster,
Pennsylvania
| US$1.11億 | – | – | 3.19% | – | 157 | – | 0 |
|
| 6791 |
6791
Fulcrum Equity Management
Plano,
Texas
| US$1.11億 | +US$2664萬 | +31% | 2.3% | 116% | 152 | 42.76% | 1.1 |
|
| 6792 |
6792
Kuhn & Co Investment Counsel
Chicago,
Illinois
| US$1.11億 | +US$506萬 | +5% | 3.46% | 88.7% | 128 | 6.25% | 0.5 |
|
| 6793 |
MFC
6793
Miramar Fiduciary Corp
Reno,
Nevada
| US$1.11億 | -US$2535萬 | -19% | 0.33% | 67.7% | 6 | 16.67% | 2.5 |
|
| 6794 |
6794
Clearfield Capital Management
New York
| US$1.11億 | -US$669萬 | -6% | 4.06% | 421% | 12 | 50% | 0.6 |
|
| 6795 |
BAWM
6795
Bennett Associates Wealth Management
Butler,
Pennsylvania
| US$1.11億 | +US$23.5萬 | +0.2% | 0.2% | 51% | 48 | 35.42% | 0.4 |
|
| 6796 |
6796
Basso Capital Management
Stamford,
Connecticut
| US$1.11億 | +US$499萬 | +5% | 2.74% | 89% | 78 | 14.1% | 1.1 |
|
| 6797 |
6797
Schrum Private Wealth Management
St. Augustine,
Florida
| US$1.11億 | +US$69.9萬 | +0.6% | 2.33% | 76.2% | 133 | 6.02% | 1.8 |
|
| 6798 |
6798
Yarra Square Partners
New York
| US$1.11億 | -US$461萬 | -4% | 10.2% | 55.9% | 26 | 34.62% | 1.5 |
|
| 6799 |
6799
Plustick Management
Charlottesville,
Virginia
| US$1.11億 | +US$583萬 | +6% | 19.4% | 1,864% | 19 | 26.32% | 1.2 |
|
| 6800 |
6800
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
| US$1.11億 | +US$101萬 | +0.9% | 0.02% | 41.6% | 12 | 33.33% | 0.3 |
|