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 |
7251
Bonfire Financial
Colorado Springs,
Colorado
| US$1.22億 | +US$1343萬 | +12% | 7.99% | – | 53 | 7.55% | 0.5 |
|
| 7252 |
7252
Richwood Investment Advisors
Cincinnati,
Ohio
| US$1.22億 | +US$413萬 | +4% | 5.18% | 71.9% | 102 | 6.86% | 3.2 |
|
| 7253 |
7253
Clifford Group
Wayland,
Massachusetts
| US$1.22億 | +US$1468萬 | +14% | 12.2% | 67.9% | 85 | 12.94% | 1.9 |
|
| 7254 |
7254
Palacios Wealth Management
Ormond Beach,
Florida
| US$1.22億 | -US$1299萬 | -10% | 26.7% | – | 77 | 24.68% | 0.4 |
|
| 7255 |
7255
Fairman Group
Chesterbrook,
Pennsylvania
| US$1.22億 | +US$1249萬 | +11% | 7.17% | 46.8% | 261 | 3.07% | 1.4 |
|
| 7256 |
7256
Ridgeline Wealth Planning
Centerville,
Ohio
| US$1.21億 | +US$1971萬 | +19% | 10.1% | – | 37 | 5.41% | 0.5 |
|
| 7257 |
7257
Washington University
St Louis,
Missouri
| US$1.21億 | +US$1055萬 | +10% | 30.2% | 30.4% | 4 | 50% | 1.8 |
|
| 7258 |
7258
Avant Financial Advisors
Austin,
Texas
| US$1.21億 | +US$1112萬 | +10% | 8.14% | – | 65 | 3.08% | 0.5 |
|
| 7259 |
7259
Argyle Capital Partners
Los Angeles,
California
| US$1.21億 | +US$471萬 | +4% | 6.17% | – | 150 | 8% | 0.4 |
|
| 7260 |
7260
Summit Investment Advisors
Hunt Valley,
Maryland
| US$1.21億 | +US$892萬 | +8% | 4.85% | – | 56 | 3.57% | 0.5 |
|
| 7261 |
7261
Shorepath Capital Management
Park City,
Utah
| US$1.21億 | -US$1119萬 | -8% | 10.9% | – | 24 | 8.33% | 1.4 |
|
| 7262 |
7262
AGH Wealth Advisors
Wichita,
Kansas
| US$1.21億 | +US$1767萬 | +17% | 12.4% | – | 134 | 16.42% | 0.4 |
|
| 7263 |
7263
PMG Wealth Management
Hawthorn Woods,
Illinois
| US$1.21億 | +US$2702萬 | +29% | 7.34% | – | 54 | 24.07% | 0.4 |
|
| 7264 |
7264
Lauer Wealth
Valparaiso,
Indiana
| US$1.21億 | -US$881萬 | -7% | 13.6% | 89.4% | 73 | 50.68% | 0.7 |
|
| 7265 |
7265
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
| US$1.21億 | +US$1686萬 | +16% | 11.5% | – | 167 | 32.34% | 0.4 |
|
| 7266 |
7266
Galaxy Digital Capital Management
New York
| US$1.21億 | +US$3290萬 | +37% | 68.4% | – | 57 | 59.65% | 0.3 |
|
| 7267 |
7267
Boreal Capital Management
Miami,
Florida
| US$1.21億 | – | – | 9.67% | – | 488 | – | 0 |
|
| 7268 |
7268
Cathy Pareto & Associates
Coral Gables,
Florida
| US$1.21億 | +US$795萬 | +7% | 6.48% | – | 89 | 8.99% | 0.4 |
|
| 7269 |
7269
Eagle Bay Advisors
New York
| US$1.21億 | +US$299萬 | +3% | 9.08% | 85% | 119 | 10.08% | 3.3 |
|
| 7270 |
7270
Hickory Asset Management
Concord,
Ohio
| US$1.21億 | +US$838萬 | +7% | 9.66% | – | 94 | 8.51% | 0.5 |
|
| 7271 |
7271
Persium Advisors
Atlanta,
Georgia
| US$1.21億 | +US$1531萬 | +15% | 9.04% | – | 65 | 16.92% | 0.4 |
|
| 7272 |
7272
Anchor Capital Management Company
Raleigh,
North Carolina
| US$1.21億 | +US$2071萬 | +21% | 11.6% | – | 11 | 27.27% | 0.8 |
|
| 7273 |
7273
LifePlan Financial
Mankato,
Minnesota
| US$1.21億 | +US$600萬 | +5% | 5.66% | 69.9% | 95 | 12.63% | 1.2 |
|
| 7274 |
7274
Gilbert Capital Group
North Yarmouth,
Maine
| US$1.21億 | – | – | 8.78% | – | 48 | – | 0 |
|
| 7275 |
7275
Innovative Wealth Building
California,
Maryland
| US$1.21億 | +US$1210萬 | +11% | 8.64% | – | 55 | 16.36% | 0.4 |
|