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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7701 |
7701
HBE Wealth Management
Lincoln,
Nebraska
| US$1.39億 | +US$2450萬 | +21% | 10.6% | – | 61 | 16.39% | 0.4 |
|
| 7702 |
7702
Brickwood Asset Management
London,
United Kingdom
| US$1.39億 | +US$593萬 | +4% | 9.37% | – | 12 | 33.33% | 0.6 |
|
| 7703 |
7703
Petiole USA
New York
| US$1.39億 | -US$386萬 | -3% | 16.8% | 105% | 32 | 3.13% | 3.4 |
|
| 7704 |
7704
Synergy Financial Group
San Ramon,
California
| US$1.39億 | +US$588萬 | +4% | 21.4% | 133% | 133 | 18.05% | 2.5 |
|
| 7705 |
7705
Liberty Atlantic Advisors
Allen,
Texas
| US$1.39億 | +US$2199萬 | +19% | 7.01% | – | 86 | 15.12% | 0.4 |
|
| 7706 |
7706
SeedSafe Financial
Austin,
Texas
| US$1.39億 | +US$1739萬 | +14% | 8.98% | – | 40 | 17.5% | 0.4 |
|
| 7707 |
7707
BG Investment Services
Hagatna,
Guam
| US$1.39億 | +US$1836萬 | +15% | 12.2% | – | 53 | 11.32% | 1.7 |
|
| 7708 |
7708
Karani Asset Management
New York
| US$1.39億 | +US$1661萬 | +14% | 29.6% | – | 63 | 23.81% | 1.7 |
|
| 7709 |
7709
New Mountain Capital
New York
| US$1.39億 | +US$2884萬 | +26% | 26.3% | 64.8% | 1 | 0% | 3.8 |
|
| 7710 |
7710
Purewater Capital
Fort Worth,
Texas
| US$1.39億 | +US$3412萬 | +33% | 31.7% | – | 75 | 34.67% | 0.2 |
|
| 7711 |
7711
GS Investments
Minneapolis,
Minnesota
| US$1.38億 | -US$3620萬 | -21% | 19.2% | 94.1% | 139 | 7.91% | 4.3 |
|
| 7712 |
7712
Sandro Wealth Management
Fairfield,
New Jersey
| US$1.38億 | +US$1348萬 | +11% | 17.4% | – | 108 | 12.96% | 0.4 |
|
| 7713 |
7713
First Financial Group
Raleigh,
North Carolina
| US$1.38億 | +US$1588萬 | +13% | 9.48% | – | 85 | 10.59% | 1.2 |
|
| 7714 |
7714
E-Wealth Partners
Minnetonka,
Minnesota
| US$1.38億 | +US$1451萬 | +12% | 13.8% | – | 62 | 14.52% | 0.4 |
|
| 7715 |
7715
Hillman Capital Management
Bethesda,
Maryland
| US$1.38億 | -US$585萬 | -4% | 4.93% | 20.2% | 58 | 10.34% | 3.4 |
|
| 7716 |
7716
Prosperity Advisers
Fort Washington,
Pennsylvania
| US$1.38億 | +US$1777萬 | +15% | 13.5% | – | 45 | 15.56% | 0.4 |
|
| 7717 |
WA
7717
Wilmar Advisors
Juno Beach,
Florida
| US$1.38億 | +US$2239萬 | +19% | 29.9% | – | 28 | 21.43% | 1.2 |
|
| 7718 |
7718
ArborFi Advisors
Ann Arbor,
Michigan
| US$1.38億 | +US$1545萬 | +13% | 11.7% | – | 48 | 12.5% | 1.2 |
|
| 7719 |
ACM
7719
Appalachian Capital Management
St Clairsville,
Ohio
| US$1.38億 | +US$1294萬 | +10% | 11.5% | – | 45 | 4.44% | 0.5 |
|
| 7720 |
7720
Broadwater Capital
Boston,
Massachusetts
| US$1.38億 | +US$404萬 | +3% | 14.6% | – | 218 | 7.8% | 2.4 |
|
| 7721 |
7721
Cassilly Financial Group
Severna Park,
Maryland
| US$1.38億 | +US$2256萬 | +20% | 10% | – | 79 | 24.05% | 0.4 |
|
| 7722 |
7722
Orca Investment Management
Roseburg,
Oregon
| US$1.38億 | +US$2019萬 | +17% | 25.2% | 139% | 61 | 8.2% | 7.9 |
|
| 7723 |
7723
Approach Retirement Advisors
Vestavia,
Alabama
| US$1.38億 | +US$1749萬 | +15% | 9.42% | – | 86 | 12.79% | 0.5 |
|
| 7724 |
7724
Windsor Advisory Group
Columbus,
Ohio
| US$1.38億 | +US$1802萬 | +15% | 9.26% | 48.2% | 112 | 40.18% | 1.4 |
|
| 7725 |
7725
Littlejohn Financial Services
Roseburg,
Oregon
| US$1.38億 | +US$450萬 | +3% | 10.2% | – | 86 | 46.51% | 0.8 |
|