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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
2126
Marble Harbor Investment Counsel
Boston,
Massachusetts
| US$7.95億 | +US$2225萬 | +3% | 4.28% | 66.7% | 194 | 6.19% | 6.1 |
|
| 2127 |
2127
Verus Financial Partners
Richmond,
Virginia
| US$7.93億 | +US$5922萬 | +8% | 3.33% | 41.6% | 109 | 11.93% | 3 |
|
| 2128 |
DTL
2128
Dynamic Technology Lab
Singapore
| US$7.93億 | -US$2.91億 | -27% | 2.33% | 30.8% | 1,538 | 72.24% | 0.2 |
|
| 2129 |
2129
Private Trust Company
Cleveland,
Ohio
| US$7.93億 | +US$5930萬 | +8% | 6.05% | 87.7% | 2,419 | 11.62% | 1.6 |
|
| 2130 |
2130
SeaCrest Wealth Management
Purchase,
New York
| US$7.92億 | +US$5376萬 | +7% | 9.13% | 153% | 672 | 12.65% | 3.4 |
|
| 2131 |
2131
FAS Wealth Partners
Leawood,
Kansas
| US$7.91億 | -US$1.32億 | -14% | 4.85% | 72.3% | 445 | 16.18% | 3.9 |
|
| 2132 |
2132
Bricktown Capital
Detroit,
Michigan
| US$7.9億 | -US$8973萬 | -10% | 5.21% | 46.2% | 23 | 8.7% | 0.4 |
|
| 2133 |
2133
Private Ocean
San Rafael,
California
| US$7.89億 | +US$3752萬 | +5% | 3.1% | 2.82% | 685 | 24.38% | 3.2 |
|
| 2134 |
2134
Estate Counselors
Thiensville,
Wisconsin
| US$7.89億 | +US$3271萬 | +4% | 3.44% | 60% | 137 | 16.79% | 2.3 |
|
| 2135 |
2135
Northcape Capital
Sydney,
Australia
| US$7.89億 | -US$2413萬 | -3% | 4.76% | – | 31 | 9.68% | 3 |
|
| 2136 |
2136
Aveo Capital Partners
Englewood,
Colorado
| US$7.88億 | +US$3871萬 | +5% | 3.63% | 19.1% | 367 | 16.89% | 1.7 |
|
| 2137 |
2137
Murchinson
Toronto,
Ontario, Canada
| US$7.88億 | +US$8515萬 | +12% | 4.35% | 107% | 108 | 75% | 0.2 |
|
| 2138 |
2138
ICICI Prudential Asset Management
Mumbai,
India
| US$7.87億 | +US$1.18億 | +18% | 4.8% | 62.1% | 167 | 13.77% | 1.5 |
|
| 2139 |
2139
Asset Advisors Investment Management
Augusta,
Georgia
| US$7.85億 | +US$2125萬 | +3% | 5.65% | 67.5% | 88 | 4.55% | 3.9 |
|
| 2140 |
2140
Lattice Capital Management
Kirkland,
Washington
| US$7.85億 | +US$9273萬 | +13% | 20.3% | 187% | 58 | 36.21% | 1.4 |
|
| 2141 |
2141
Smith, Moore & Co
Clayton,
Missouri
| US$7.85億 | +US$4934萬 | +7% | 5.02% | 67% | 413 | 10.65% | 4.4 |
|
| 2142 |
2142
Yaupon Capital Management
New York
| US$7.85億 | -US$4476萬 | -5% | 2.74% | 122% | 136 | 53.68% | 0.6 |
|
| 2143 |
2143
FJ Capital Management
Mclean,
Virginia
| US$7.84億 | -US$2345萬 | -3% | 6.68% | 97.9% | 124 | 37.1% | 2 |
|
| 2144 |
2144
Simcoe Capital Management
New York
| US$7.84億 | +US$1869萬 | +2% | 7.1% | 48.7% | 14 | 42.86% | 1.1 |
|
| 2145 |
2145
Arax Advisory Partners
Denver,
Colorado
| US$7.83億 | +US$2797萬 | +4% | 4.18% | 64.7% | 1,344 | 11.09% | 2.7 |
|
| 2146 |
2146
TCI Wealth Advisors
Tucson,
Arizona
| US$7.83億 | +US$1241萬 | +2% | 5.46% | 65% | 2,514 | 91.73% | 7.4 |
|
| 2147 |
2147
Anchor Investment Management
Columbia,
South Carolina
| US$7.83億 | +US$4859萬 | +7% | 6.17% | 75.1% | 1,024 | 10.55% | 4.6 |
|
| 2148 |
2148
Oakmont Corp
Los Angeles,
California
| US$7.83億 | +US$3598萬 | +5% | 11% | 70.2% | 36 | 0% | 2.6 |
|
| 2149 |
2149
CFS Investment Advisory Services
Totowa,
New Jersey
| US$7.83億 | +US$2.33億 | +42% | 4.65% | 59.7% | 236 | 42.8% | 0.7 |
|
| 2150 |
2150
Lyell Wealth Management
Menlo Park,
California
| US$7.82億 | +US$6805萬 | +10% | 11.9% | 128% | 205 | 13.66% | 3.5 |
|