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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
Weatherly Asset Management
Del Mar,
California
| US$7.33億 | +US$3677萬 | +5% | 7.99% | 116% | 176 | 3.41% | 6.7 |
|
| 2077 |
2077
Marks Group Wealth Management
Minnetonka,
Minnesota
| US$7.32億 | +US$7534萬 | +11% | 11.1% | 71.4% | 297 | 16.16% | 1.9 |
|
| 2078 |
2078
Lisanti Capital Growth
New York
| US$7.32億 | -US$1559萬 | -2% | 23.5% | 1,588% | 171 | 64.33% | 0.4 |
|
| 2079 |
2079
Chai Trust Company
Chicago,
Illinois
| US$7.32億 | +US$5966萬 | +9% | 8.68% | 12.7% | 26 | 23.08% | 4.1 |
|
| 2080 |
2080
Prospector Partners
Guilford,
Connecticut
| US$7.31億 | +US$5956萬 | +9% | 13% | 53.6% | 117 | 11.11% | 4.2 |
|
| 2081 |
2081
Callahan Advisors
Houston,
Texas
| US$7.31億 | +US$3442萬 | +5% | 10.4% | 95.4% | 146 | 10.27% | 5.8 |
|
| 2082 |
2082
Fusion Family Wealth
Woodbury,
New York
| US$7.3億 | +US$6522萬 | +10% | 8.63% | 62.2% | 45 | 35.56% | 3.8 |
|
| 2083 |
2083
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| US$7.3億 | +US$3000萬 | +4% | 9.04% | 108% | 170 | 18.24% | 0.6 |
|
| 2084 |
2084
WCG Wealth Advisors
Las Vegas,
Nevada
| US$7.29億 | -US$2718萬 | -4% | 7.04% | 69.6% | 289 | 48.79% | 0.5 |
|
| 2085 |
2085
Lodbrok Capital
London,
United Kingdom
| US$7.27億 | +US$3.32億 | +84% | 30.3% | 25.9% | 10 | 50% | 0.6 |
|
| 2086 |
2086
Pekin Hardy Strauss
Chicago,
Illinois
| US$7.27億 | +US$9991萬 | +16% | 10.7% | 105% | 348 | 20.4% | 3.6 |
|
| 2087 |
2087
Verus Financial Partners
Richmond,
Virginia
| US$7.27億 | +US$6609萬 | +10% | 7.13% | 45.7% | 109 | 15.6% | 3 |
|
| 2088 |
2088
Silverback Asset Management
Chapel Hill,
North Carolina
| US$7.25億 | +US$1869萬 | +3% | 0.19% | 92.1% | 148 | 14.19% | 0.6 |
|
| 2089 |
2089
Good Life Advisors
Reading,
Pennsylvania
| US$7.24億 | +US$4563萬 | +7% | 6.93% | 60% | 374 | 11.23% | 3 |
|
| 2090 |
2090
Carret Asset Management
New York
| US$7.24億 | +US$5344萬 | +8% | 10.5% | 106% | 281 | 5.69% | 6.4 |
|
| 2091 |
2091
Arax Advisory Partners
Denver,
Colorado
| US$7.23億 | +US$8885萬 | +14% | 6.91% | 74.6% | 1,372 | 19.39% | 2.3 |
|
| 2092 |
2092
TCI Wealth Advisors
Tucson,
Arizona
| US$7.22億 | +US$1.04億 | +17% | 10.8% | 68.2% | 2,722 | 16.02% | 3.4 |
|
| 2093 |
2093
Brahman Capital
New York
| US$7.21億 | +US$744萬 | +1% | 9.1% | 16.6% | 28 | 39.29% | 1.6 |
|
| 2094 |
2094
Intrust Bank
Wichita,
Kansas
| US$7.21億 | +US$7210萬 | +11% | 11.3% | 113% | 395 | 11.9% | 4.9 |
|
| 2095 |
2095
Mayflower Financial Advisors
Boston,
Massachusetts
| US$7.2億 | +US$9967萬 | +16% | 9.95% | 77.7% | 371 | 13.48% | 1.5 |
|
| 2096 |
2096
Smith, Moore & Co
Clayton,
Missouri
| US$7.2億 | +US$6134萬 | +9% | 8.72% | 74.5% | 397 | 10.58% | 4.2 |
|
| 2097 |
2097
Hengehold Capital Management
Cincinnati,
Ohio
| US$7.2億 | +US$6924萬 | +11% | 9.31% | 54.5% | 176 | 17.61% | 3.9 |
|
| 2098 |
2098
JNBA Financial Advisors
Bloomington,
Minnesota
| US$7.2億 | +US$7157萬 | +11% | 10.3% | 66.8% | 717 | 8.93% | 4.3 |
|
| 2099 |
2099
Campbell Wealth Management
Alexandria,
Virginia
| US$7.18億 | +US$2648萬 | +4% | 4.4% | 11.2% | 79 | 13.92% | 2 |
|
| 2100 |
2100
Community Bank
Dewitt,
New York
| US$7.18億 | +US$6282萬 | +10% | 10.7% | 86.3% | 728 | 38.6% | 4.7 |
|