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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7551 |
7551
Platt Investment Counsel
Lake Mary,
Florida
| US$1.05億 | +US$388萬 | +4% | 9.45% | 62.9% | 10 | 10% | 2.9 |
|
| 7552 |
WA
7552
Wilmar Advisors
Juno Beach,
Florida
| US$1.05億 | +US$852萬 | +9% | 13.1% | – | 22 | 31.82% | 0.4 |
|
| 7553 |
7553
10Elms LLP
Tulsa,
Oklahoma
| US$1.05億 | +US$557萬 | +6% | 5.74% | – | 528 | 5.87% | 0.5 |
|
| 7554 |
7554
Arrow Investment Advisors
Laurel,
Maryland
| US$1.05億 | +US$1051萬 | +11% | 5.36% | 38.1% | 77 | 67.53% | 0.8 |
|
| 7555 |
7555
Bingham Private Wealth
San Francisco,
California
| US$1.05億 | +US$817萬 | +8% | 11.2% | – | 164 | 10.98% | 0.4 |
|
| 7556 |
7556
Caerus Investment Advisors
West Lake Hills,
Texas
| US$1.05億 | +US$118萬 | +1% | 7.49% | 85% | 33 | 9.09% | 2.3 |
|
| 7557 |
7557
Hobbs Wealth Management
Zionsville,
Indiana
| US$1.05億 | +US$1465萬 | +16% | 12.1% | – | 58 | 27.59% | 0.4 |
|
| 7558 |
7558
Yorktown Management & Research Company
Forest,
Virginia
| US$1.05億 | +US$1276萬 | +14% | 22.6% | 211% | 245 | 31.02% | 1.5 |
|
| 7559 |
CG
7559
Curat Global
Springfield,
New Hampshire
| US$1.05億 | +US$2268萬 | +28% | 10.2% | – | 308 | 4.87% | 0.2 |
|
| 7560 |
7560
Harbor Asset Planning
Belmont,
Massachusetts
| US$1.05億 | – | – | 8.18% | – | 410 | – | 0 |
|
| 7561 |
7561
Green Alpha Advisors
Niwot,
Colorado
| US$1.05億 | +US$1105萬 | +12% | 21.3% | 316% | 112 | 2.68% | 3.2 |
|
| 7562 |
7562
York GP
Grand Cayman,
Cayman Islands
| US$1.04億 | -US$1878萬 | -15% | 18.2% | – | 4 | 75% | 0.8 |
|
| 7563 |
7563
Legacy Solutions LLC
Kennett Square,
Pennsylvania
| US$1.04億 | +US$1360萬 | +15% | 9.95% | – | 80 | 13.75% | 0.4 |
|
| 7564 |
7564
MY Wealth Management
Germantown,
Maryland
| US$1.04億 | +US$101萬 | +1% | 4.59% | 41.2% | 32 | 21.88% | 2 |
|
| 7565 |
7565
Western Pacific Wealth Management
Lake Forest,
Illinois
| US$1.04億 | -US$632萬 | -6% | 14.3% | 91.4% | 216 | 16.67% | 2.4 |
|
| 7566 |
7566
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| US$1.04億 | +US$4.01萬 | +0% | 1.28% | 61.6% | 63 | 3.17% | 5.9 |
|
| 7567 |
7567
Luts & Greenleigh Group
Bethesda,
Maryland
| US$1.04億 | +US$366萬 | +4% | 5.08% | – | 80 | 7.5% | 1.9 |
|
| 7568 |
7568
Square Wave Capital
Brooklyn,
New York
| US$1.04億 | +US$1081萬 | +12% | 13.9% | – | 8 | 12.5% | 0.5 |
|
| 7569 |
7569
Michelson Medical Research Foundation
Los Angeles,
California
| US$1.04億 | -US$1528萬 | -13% | 7.51% | 52.2% | 27 | 33.33% | 1.5 |
|
| 7570 |
CWMGP
7570
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| US$1.04億 | -US$7104萬 | -41% | 8.23% | 85.4% | 76 | 40.79% | 2.1 |
|
| 7571 |
7571
Searchlight Capital Partners
New York
| US$1.04億 | +US$818萬 | +9% | 3.73% | 38.5% | 3 | 0% | 7.3 |
|
| 7572 |
7572
Clarendon Private
Boston,
Massachusetts
| US$1.04億 | +US$935萬 | +10% | 15.2% | – | 110 | 16.36% | 0.4 |
|
| 7573 |
7573
E Fund Management (HK)
Central,
Hong Kong
| US$1.04億 | -US$754萬 | -7% | 4.07% | 137% | 177 | 27.68% | 1.1 |
|
| 7574 |
7574
LWM Advisors
El Dorado Hills,
California
| US$1.04億 | +US$670萬 | +7% | 8.66% | – | 29 | 3.45% | 0.4 |
|
| 7575 |
7575
Nestegg Advisors
Hauppauge,
New York
| US$1.04億 | +US$977萬 | +10% | 8.24% | – | 47 | 8.51% | 0.5 |
|