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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2351 |
2351
Global Strategic Investment Solutions
Scottsdale,
Arizona
| US$10.2億 | +US$2089萬 | +2% | 2.11% | 56.8% | 154 | 3.25% | 4.1 |
|
| 2352 |
2352
UNICOM Systems
Las Vegas,
Nevada
| US$10.2億 | +US$1082萬 | +1% | 0.72% | – | 23 | 21.74% | 0.7 |
|
| 2353 |
2353
Wealth Alliance
Mellville,
New York
| US$10.2億 | +US$4934萬 | +5% | 2.69% | 86.9% | 601 | 16.14% | 3.1 |
|
| 2354 |
2354
Norden Group
Provo,
Utah
| US$10.2億 | +US$3716萬 | +4% | 3.5% | 104% | 646 | 17.65% | 1.3 |
|
| 2355 |
2355
IBEX Wealth Advisors
Bedminster,
New Jersey
| US$10.2億 | -US$2286萬 | -2% | 3.06% | 234% | 212 | 46.23% | 1.2 |
|
| 2356 |
2356
Gleason Group
Prospect,
Kentucky
| US$10.2億 | +US$2419萬 | +2% | 1.72% | 69.1% | 237 | 19.41% | 4 |
|
| 2357 |
2357
Azzad Asset Management
Falls Church,
Virginia
| US$10.2億 | +US$582萬 | +0.6% | 2.66% | 118% | 355 | 14.93% | 2.4 |
|
| 2358 |
2358
Abacus Wealth Partners
Santa Monica,
California
| US$10.2億 | +US$3.24億 | +47% | 2.14% | 49.5% | 514 | 80.93% | 0.5 |
|
| 2359 |
2359
J.V. Bruni & Co
Colorado Springs,
Colorado
| US$10.2億 | +US$2780萬 | +3% | 2.6% | 113% | 33 | 9.09% | 5.8 |
|
| 2360 |
2360
Cheviot Value Management
Beverly Hills,
California
| US$10.2億 | +US$7789萬 | +8% | 5.22% | 87% | 451 | 9.76% | 1.6 |
|
| 2361 |
2361
Monograph Wealth Advisors
Manhattan Beach,
California
| US$10.2億 | +US$2983萬 | +3% | 3.11% | 74.8% | 143 | 8.39% | 2.3 |
|
| 2362 |
2362
Mason Street Advisors
Milwaukee,
Wisconsin
| US$10.2億 | +US$5156萬 | +5% | 0.38% | 32.1% | 17 | 23.53% | 2.2 |
|
| 2363 |
2363
Melqart Asset Management
London,
United Kingdom
| US$10.2億 | +US$2.66億 | +36% | 17.2% | 250% | 65 | 63.08% | 0.5 |
|
| 2364 |
2364
Coppell Advisory Solutions
Coppell,
Texas
| US$10.2億 | +US$7195萬 | +8% | 2% | – | 422 | 13.51% | 1.9 |
|
| 2365 |
2365
Sentinel Trust
Houston,
Texas
| US$10.2億 | +US$3430萬 | +3% | 2.32% | 93.3% | 137 | 8.76% | 3.7 |
|
| 2366 |
2366
Tributary Capital Management
Omaha,
Nebraska
| US$10.2億 | -US$9005萬 | -8% | 1.07% | 82.6% | 173 | 7.51% | 5.1 |
|
| 2367 |
CC
2367
Cornerstone Capital
Palo Alto,
California
| US$10.1億 | -US$774萬 | -0.8% | 1.8% | 102% | 115 | 11.3% | 6 |
|
| 2368 |
TCOT
2368
Trust Company of Toledo
Holland,
Ohio
| US$10.1億 | +US$1578萬 | +2% | 3.58% | 109% | 796 | 4.52% | 2.6 |
|
| 2369 |
2369
Vista Capital Partners
Portland,
Oregon
| US$10.1億 | +US$3021萬 | +3% | 1.49% | 69.3% | 166 | 21.08% | 4 |
|
| 2370 |
2370
Taikang Asset Management (HK)
Hong Kong
| US$10.1億 | +US$1.16億 | +13% | 4.63% | 166% | 115 | 20.87% | 2.7 |
|
| 2371 |
2371
HCR Wealth Advisors
Los Angeles,
California
| US$10.1億 | +US$4403萬 | +5% | 2.85% | 107% | 264 | 10.98% | 4.2 |
|
| 2372 |
2372
Goehring & Rozencwajg Associates
New York
| US$10.1億 | +US$1.79億 | +21% | 6.9% | 126% | 44 | 6.82% | 2.7 |
|
| 2373 |
2373
Wealthcare Capital Management
Richmond,
Virginia
| US$10.1億 | +US$2234萬 | +2% | 2.84% | 46.2% | 92 | 11.96% | 4.8 |
|
| 2374 |
2374
Dendur Capital
New York
| US$10.1億 | +US$4230萬 | +4% | 7.84% | 99.6% | 23 | 60.87% | 0.6 |
|
| 2375 |
2375
Great Hill Capital
New York
| US$10.1億 | +US$3.63億 | +56% | 1.25% | – | 59 | 23.73% | 0.2 |
|