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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7251 |
SH
7251
SLT Holdings
Scottsdale,
Arizona
| US$1.6億 | +US$1238萬 | +8% | 30.6% | – | 175 | 36.57% | 0.8 |
|
| 7252 |
SA
7252
Stolz & Associates
Tacoma,
Washington
| US$1.6億 | +US$1690萬 | +12% | 7.5% | – | 33 | 12.12% | 0.4 |
|
| 7253 |
CI
7253
Chartist Inc
Seal Beach,
California
| US$1.6億 | +US$2097萬 | +15% | 14.6% | – | 21 | 4.76% | 6.8 |
|
| 7254 |
EU
7254
Emory University
Atlanta,
Georgia
| US$1.6億 | -US$1.07億 | -40% | 4.88% | – | 7 | 14.29% | 2.7 |
|
| 7255 |
WH
7255
Wallace Hart
Lexington,
Kentucky
| US$1.6億 | +US$8746萬 | +121% | 34.7% | – | 47 | 31.91% | 0.9 |
|
| 7256 |
CPW
7256
Cogent Private Wealth
Orlando,
Florida
| US$1.6億 | +US$2151萬 | +16% | 12.1% | – | 119 | 19.33% | 0.4 |
|
| 7257 |
NWS
7257
Nvest Wealth Strategies
Powell,
Ohio
| US$1.6億 | +US$1714萬 | +12% | 10.4% | – | 435 | 28.05% | 0.4 |
|
| 7258 |
SGM
7258
Sellaronda Global Management
New York
| US$1.6億 | +US$748萬 | +5% | 15.1% | – | 12 | 50% | 0.4 |
|
| 7259 |
GFA
7259
Gladwyn Financial Advisors
Chantilly,
Virginia
| US$1.6億 | +US$1617萬 | +11% | 8.46% | – | 86 | 4.65% | 1 |
|
| 7260 |
WWC
7260
Waypoint Wealth Counsel
Atlanta,
Georgia
| US$1.6億 | -US$3354萬 | -17% | 15.8% | 96.6% | 243 | 43.62% | 1.7 |
|
| 7261 |
BWM
7261
BAM Wealth Management
Lakewood,
Colorado
| US$1.6億 | +US$2611萬 | +20% | 12.4% | – | 188 | 27.66% | 0.5 |
|
| 7262 |
S
7262
Systrade
Vaduz,
Liechtenstein
| US$1.6億 | +US$1073萬 | +7% | 10.2% | 152% | 14 | 21.43% | 1 |
|
| 7263 |
WH
7263
Willner & Heller
Encino,
California
| US$1.6億 | +US$2554萬 | +19% | 30.8% | – | 172 | 10.47% | 2.9 |
|
| 7264 |
AAMG
7264
AMG Asset Management Group
Cartersville,
Georgia
| US$1.6億 | +US$3084萬 | +24% | 21.5% | – | 94 | 17.02% | 0.3 |
|
| 7265 |
LI
7265
LDIC Inc
Toronto,
| US$1.6億 | – | – | 10.8% | – | 25 | – | 0 |
|
| 7266 |
ACM
7266
Aubrey Capital Management
Edinburgh,
United Kingdom
| US$1.6億 | -US$2652萬 | -14% | 30.6% | 264% | 64 | 60.94% | 0.7 |
|
| 7267 |
AC
7267
Avant Capital
Lafayette,
Louisiana
| US$1.6億 | +US$1741萬 | +12% | 14.1% | – | 87 | 13.79% | 3 |
|
| 7268 |
KCAM
7268
Kagan Cocozza Asset Management
Mickleton,
New Jersey
| US$1.6億 | +US$1746萬 | +12% | 10.1% | – | 70 | 5.71% | 1.3 |
|
| 7269 |
PWAM
7269
Papamarkou Wellner Asset Management
New York
| US$1.59億 | -US$427萬 | -3% | 9.08% | – | 91 | 23.08% | 1.2 |
|
| 7270 |
SWM
7270
Sagace Wealth Management
St. Petersburg,
Florida
| US$1.59億 | +US$1021萬 | +7% | 7.94% | – | 72 | 4.17% | 1.4 |
|
| 7271 |
CSI
7271
Clark & Stuart Inc
Portland,
Maine
| US$1.59億 | +US$1099萬 | +7% | 9.09% | – | 57 | 14.04% | 1.2 |
|
| 7272 |
CFWMA
7272
Center for Wealth Management Advisory
Milford,
Ohio
| US$1.59億 | +US$2044萬 | +15% | 18.4% | – | 68 | 17.65% | 0.4 |
|
| 7273 |
RHAM
7273
Round Hill Asset Management
Pasadena,
California
| US$1.59億 | +US$658萬 | +4% | 5.63% | 43.2% | 63 | 3.17% | 5.7 |
|
| 7274 |
AIM
7274
ABS Investment Management
Greenwich,
Connecticut
| US$1.59億 | – | – | 29% | – | 111 | – | 0 |
|
| 7275 |
ADEF
7275
ABS Direct Equity Fund
Stamford,
Connecticut
| US$1.59億 | +US$2834萬 | +22% | 29% | – | 151 | 54.3% | 0.4 |
|