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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8151 |
8151
Kitching Partners
Conshohocken,
Pennsylvania
| US$1.16億 | +US$769萬 | +7% | 6.97% | – | 46 | 26.09% | 1.5 |
|
| 8152 |
8152
WealthSpring Partners
Long Beach,
California
| US$1.16億 | +US$738萬 | +7% | 8.8% | – | 75 | 9.33% | 2.7 |
|
| 8153 |
8153
Teca Partners
Austin,
Texas
| US$1.16億 | -US$2871萬 | -20% | 3.4% | 66% | 11 | 36.36% | 1.7 |
|
| 8154 |
PCMN
8154
Paradigm Capital Management (Nevada)
Reno,
Nevada
| US$1.16億 | +US$711萬 | +7% | 7.28% | – | 67 | 14.93% | 2.9 |
|
| 8155 |
8155
Accuvest Global Advisors
Provo,
Utah
| US$1.16億 | +US$898萬 | +8% | 9.21% | 130% | 92 | 53.26% | 0.9 |
|
| 8156 |
MS
8156
Monetary Solutions
Dayton,
Ohio
| US$1.16億 | +US$1264萬 | +12% | 11.9% | – | 403 | 22.58% | 0.4 |
|
| 8157 |
8157
CDM Financial Counseling Services
Norwich,
Connecticut
| US$1.16億 | +US$1155萬 | +11% | 19.4% | – | 82 | 8.54% | 0.5 |
|
| 8158 |
8158
J.M. Arbour
Gardiner,
Maine
| US$1.16億 | +US$1186萬 | +11% | 13% | – | 143 | 24.48% | 0.4 |
|
| 8159 |
8159
OakTrust Wealth Advisors
Wilton,
Connecticut
| US$1.16億 | +US$618萬 | +6% | 3.39% | – | 74 | 14.86% | 0.4 |
|
| 8160 |
8160
SFI Advisors
Montclair,
New Jersey
| US$1.16億 | +US$2068萬 | +22% | 24.4% | 82.9% | 56 | 16.07% | 2.6 |
|
| 8161 |
ACA
8161
Alpha Capital Advisors
Bangor,
Maine
| US$1.16億 | +US$1079萬 | +10% | 12.4% | – | 34 | 5.88% | 0.5 |
|
| 8162 |
8162
Stembrook Asset Management
Red Bank,
New Jersey
| US$1.16億 | +US$1369萬 | +13% | 14.1% | – | 52 | 9.62% | 0.5 |
|
| 8163 |
8163
Vistica Wealth Advisors
Carlsbad,
California
| US$1.16億 | +US$1524萬 | +15% | 12.5% | – | 55 | 12.73% | 0.4 |
|
| 8164 |
8164
Pacific Capital Partners
London,
| US$1.16億 | +US$1422萬 | +14% | 24.6% | 61.4% | 48 | 37.5% | 0.3 |
|
| 8165 |
8165
Jefferson Bridge Capital
Nashville,
Tennessee
| US$1.15億 | +US$1471萬 | +15% | 22.4% | – | 54 | 3.7% | 0.5 |
|
| 8166 |
8166
Investment Insight Wealth Management
North Massapequa,
New York
| US$1.15億 | +US$2266萬 | +24% | 26.9% | – | 44 | 18.18% | 0.4 |
|
| 8167 |
8167
John Boyer Inc
Tampa,
Florida
| US$1.15億 | +US$1532萬 | +15% | 15.8% | – | 42 | 9.52% | 0.7 |
|
| 8168 |
8168
Bluebird Wealth Management
Medfield,
Massachusetts
| US$1.15億 | +US$1768萬 | +18% | 30.6% | – | 97 | 28.87% | 0.3 |
|
| 8169 |
8169
Vision Financial Markets
Stamford,
Connecticut
| US$1.15億 | +US$1279萬 | +12% | 11.3% | – | 439 | 9.11% | 1.3 |
|
| 8170 |
TY
8170
Titiun Yejiel
| US$1.15億 | +US$1596萬 | +16% | 36.1% | – | 63 | 46.03% | 0.4 |
|
| 8171 |
8171
Noble Wealth Partners
Denver,
Colorado
| US$1.15億 | – | – | 10.9% | – | 76 | – | 0 |
|
| 8172 |
8172
Montgomery Financial Services
Ocean City,
Maryland
| US$1.15億 | – | – | 10.3% | – | 334 | – | 0 |
|
| 8173 |
8173
Alan B. Lancz & Associates
Toledo,
Ohio
| US$1.15億 | +US$1194萬 | +12% | 19.2% | – | 145 | 15.86% | 3 |
|
| 8174 |
8174
Parsonex Advisory Services
Englewood,
Colorado
| US$1.15億 | +US$1266萬 | +12% | 20.4% | – | 59 | 20.34% | 0.9 |
|
| 8175 |
8175
Urban Wealth Management
El Segundo,
California
| US$1.15億 | +US$1704萬 | +17% | 20% | – | 120 | 33.33% | 1.3 |
|