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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8226 |
8226
Stonebridge Wealth Management
Oak Brook,
Illinois
| US$1.12億 | +US$736萬 | +7% | 6.9% | – | 38 | 7.89% | 0.9 |
|
| 8227 |
8227
truNorth Financial Services
Chambersburg,
Pennsylvania
| US$1.12億 | +US$1498萬 | +15% | 7.63% | – | 60 | 20% | 0.4 |
|
| 8228 |
8228
Brown University
Providence,
Rhode Island
| US$1.12億 | +US$979萬 | +10% | 34.7% | 37.9% | 13 | 30.77% | 2 |
|
| 8229 |
8229
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
| US$1.12億 | +US$825萬 | +8% | 10.5% | – | 329 | 5.47% | 0.5 |
|
| 8230 |
8230
Van Diest Capital
Poly City,
Iowa
| US$1.12億 | -US$1545萬 | -12% | 23.2% | – | 234 | 43.59% | 0.3 |
|
| 8231 |
8231
Ramsey Quantitative Systems
Louisville,
Kentucky
| US$1.12億 | +US$1501萬 | +16% | 13.4% | 51.1% | 68 | 91.18% | 0.2 |
|
| 8232 |
IMT
8232
Investment Management Trust
Fitchburg,
Massachusetts
| US$1.12億 | +US$897萬 | +9% | 16.4% | – | 89 | 21.35% | 0.2 |
|
| 8233 |
8233
RCW Management
Jacksonville,
Florida
| US$1.12億 | +US$1397萬 | +14% | 15.1% | – | 69 | 2.9% | 0.5 |
|
| 8234 |
8234
MH & Associates Securities Management
Carlsbad,
California
| US$1.12億 | -US$310萬 | -3% | 10.3% | – | 101 | 3.96% | 0.5 |
|
| 8235 |
8235
Layline Advisors
Rochester,
New York
| US$1.11億 | +US$2210萬 | +25% | 10.9% | – | 81 | 19.75% | 0.2 |
|
| 8236 |
8236
Chiron Capital Management
Tallahassee,
Florida
| US$1.11億 | +US$1394萬 | +14% | 4.62% | – | 149 | 30.2% | 1.9 |
|
| 8237 |
8237
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| US$1.11億 | +US$660萬 | +6% | 9.01% | 52.2% | 63 | 3.17% | 6.6 |
|
| 8238 |
8238
Valued Retirements
Houston,
Texas
| US$1.11億 | +US$904萬 | +9% | 13.2% | – | 105 | 18.1% | 1.6 |
|
| 8239 |
GH
8239
GLP Holdings
Cumming,
Georgia
| US$1.11億 | +US$1363萬 | +14% | 14% | – | 4 | 0% | 0.5 |
|
| 8240 |
KAM
8240
Kazazian Asset Management
Fort Lauderdale,
Florida
| US$1.11億 | +US$1975萬 | +22% | 14.6% | – | 55 | 29.09% | 1.9 |
|
| 8241 |
8241
Fortitude Financial
Spokane,
Washington
| US$1.11億 | -US$7770萬 | -41% | 18.7% | – | 41 | 36.59% | 0.8 |
|
| 8242 |
8242
Putney Financial Group
San Rafael,
California
| US$1.11億 | +US$1179萬 | +12% | 27% | – | 90 | 20% | 1.2 |
|
| 8243 |
8243
Dalton Investments
Las Vegas,
Nevada
| US$1.11億 | +US$763萬 | +7% | 6.56% | 95.1% | 17 | 5.88% | 3.1 |
|
| 8244 |
8244
Beryl Capital Management
Redondo Beach,
California
| US$1.11億 | +US$93.7萬 | +0.9% | 12.7% | 3,932% | 16 | 100% | 0 |
|
| 8245 |
8245
Western Pacific Wealth Management
Lake Forest,
Illinois
| US$1.11億 | +US$1225萬 | +12% | 15.6% | 91.4% | 214 | 23.36% | 2.8 |
|
| 8246 |
SM
8246
Sabby Management
Miami Beach,
Florida
| US$1.11億 | +US$6545萬 | +145% | 12.3% | 95.5% | 38 | 65.79% | 0.8 |
|
| 8247 |
IWA
8247
Independent Wealth Advisors
Cary,
North Carolina
| US$1.11億 | +US$867萬 | +9% | 6.17% | – | 80 | 16.25% | 0.4 |
|
| 8248 |
8248
Ballast Financial Advisors
West Chester,
Pennsylvania
| US$1.1億 | +US$1293萬 | +13% | 9.97% | – | 71 | 4.23% | 0.5 |
|
| 8249 |
8249
Zenith Solutions
Philadelphia,
Pennsylvania
| US$1.1億 | – | – | 15.7% | – | 84 | – | 0 |
|
| 8250 |
8250
Karras Company
Roy,
Utah
| US$1.1億 | +US$1173萬 | +12% | 18% | – | 64 | 9.38% | 0.5 |
|