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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7926 |
7926
TT Capital Management
Coto De Caza,
California
| US$1.28億 | +US$708萬 | +6% | 2.71% | – | 82 | 17.07% | 1 |
|
| 7927 |
7927
Journey Retirement Planning & Investment Management
Ammon,
Idaho
| US$1.28億 | +US$1480萬 | +13% | 12.7% | – | 160 | 20.63% | 0.4 |
|
| 7928 |
7928
Kennon-Green & Company
New Albany,
Ohio
| US$1.28億 | +US$626萬 | +5% | 3.9% | 58.4% | 41 | 4.88% | 2.8 |
|
| 7929 |
ML
7929
MILFAM LLC
Stuart,
Florida
| US$1.28億 | +US$2587萬 | +25% | 4.33% | – | 13 | 46.15% | 0.1 |
|
| 7930 |
7930
Journey Beyond Wealth
Roswell,
Georgia
| US$1.28億 | +US$1163萬 | +10% | 15.4% | – | 31 | 9.68% | 1.3 |
|
| 7931 |
7931
CDKV Holdings
Denver,
Colorado
| US$1.28億 | +US$1406萬 | +12% | 12.3% | – | 282 | 4.61% | 0.5 |
|
| 7932 |
7932
Brooklands Fund Management
London,
United Kingdom
| US$1.28億 | +US$3904萬 | +44% | 13.3% | – | 77 | 70.13% | 0.2 |
|
| 7933 |
7933
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
| US$1.28億 | +US$1378萬 | +12% | 11.7% | – | 51 | 5.88% | 1.3 |
|
| 7934 |
7934
Fortune Financial Group
Naples,
Florida
| US$1.28億 | +US$1662萬 | +15% | 13.2% | – | 125 | 37.6% | 0.3 |
|
| 7935 |
7935
SkyView Investment Advisors
Shrewsbury,
New Jersey
| US$1.28億 | -US$6.16億 | -83% | 10.5% | 70.3% | 489 | 78.12% | 0.9 |
|
| 7936 |
7936
C2C Wealth Management
Scottsdale,
Arizona
| US$1.28億 | +US$941萬 | +8% | 12.2% | 77.2% | 99 | 11.11% | 3.4 |
|
| 7937 |
CIS
7937
Continental Investors Services
Longview,
Washington
| US$1.28億 | +US$2178萬 | +21% | 12.1% | 76.6% | 88 | 15.91% | 2.5 |
|
| 7938 |
PM
7938
Parametrica Management
Wanchai,
Hong Kong
| US$1.28億 | +US$3963萬 | +45% | 117% | 543% | 30 | 66.67% | 1.5 |
|
| 7939 |
7939
New York University
New York
| US$1.28億 | +US$1.24億 | +3,929% | 18.8% | – | 2 | 100% | 0 |
|
| 7940 |
7940
Financial Concepts Unlimited
Centreville,
Maine
| US$1.28億 | +US$1595萬 | +14% | 15.6% | – | 47 | 12.77% | 0.2 |
|
| 7941 |
7941
Twin Lions Management
Stamford,
Connecticut
| US$1.28億 | -US$3794萬 | -23% | 13.6% | – | 10 | 10% | 1.1 |
|
| 7942 |
7942
Risk Paradigm Group
Austin,
Texas
| US$1.28億 | +US$1029萬 | +9% | 6.32% | – | 60 | 6.67% | 4.5 |
|
| 7943 |
7943
Osbon Capital Management
Boston,
Massachusetts
| US$1.27億 | +US$496萬 | +4% | 27.5% | – | 541 | 30.31% | 0.9 |
|
| 7944 |
7944
Parvin Asset Management
Sioux Falls,
South Dakota
| US$1.27億 | -US$1125萬 | -8% | 0.53% | – | 333 | 10.81% | 1.2 |
|
| 7945 |
7945
Farley Capital
New York
| US$1.27億 | +US$407萬 | +3% | 10.6% | 105% | 18 | 16.67% | 6.2 |
|
| 7946 |
7946
Eagle Harbor Asset Management
Seattle,
Washington
| US$1.27億 | +US$1041萬 | +9% | 13.6% | 76.2% | 144 | 15.97% | 2.8 |
|
| 7947 |
7947
Kids Capital Management
Los Angeles,
California
| US$1.27億 | +US$2165萬 | +20% | 32.1% | – | 16 | 50% | 1.8 |
|
| 7948 |
7948
M Wealth Management LLC
San Diego,
California
| US$1.27億 | +US$855萬 | +7% | 7.57% | – | 60 | 13.33% | 1.2 |
|
| 7949 |
7949
Alta Partners Management Company
Jackson,
Wyoming
| US$1.27億 | -US$2369萬 | -16% | 15.4% | – | 2 | 0% | 1.5 |
|
| 7950 |
7950
Fairman Group
Chesterbrook,
Pennsylvania
| US$1.27億 | +US$1032萬 | +9% | 8.22% | 46.8% | 343 | 8.16% | 1.7 |
|