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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
Suncoast Equity Management
Tampa,
Florida
| US$9.9億 | -US$1259萬 | -1% | 4.21% | 96.1% | 95 | 10.53% | 3.4 |
|
| 2402 |
2402
Volterra Technologies
New York
| US$9.9億 | -US$1.76億 | -15% | 2.43% | – | 520 | 74.04% | 0.2 |
|
| 2403 |
SL
2403
SWF LLC
Omaha,
Nebraska
| US$9.9億 | +US$1318萬 | +1% | 1.34% | 82.9% | 10 | 0% | 1.4 |
|
| 2404 |
2404
Petrus Trust Company
Dallas,
Texas
| US$9.9億 | +US$7601萬 | +8% | 0.15% | 36.9% | 167 | 86.23% | 3.5 |
|
| 2405 |
2405
SeaCrest Wealth Management
Purchase,
New York
| US$9.9億 | +US$4028萬 | +4% | 5.74% | 153% | 680 | 14.71% | 4.2 |
|
| 2406 |
2406
MayTech Global Investments
New York
| US$9.9億 | +US$2945萬 | +3% | 3.52% | 158% | 28 | 17.86% | 4.7 |
|
| 2407 |
2407
Rodgers & Associates
Lancaster,
Pennsylvania
| US$9.9億 | +US$1753萬 | +2% | 0.79% | 56.3% | 111 | 9.01% | 3.6 |
|
| 2408 |
2408
Stansberry Asset Management
Westlake,
Texas
| US$9.9億 | +US$3137萬 | +3% | 5.09% | 79.6% | 160 | 16.88% | 2.3 |
|
| 2409 |
2409
Linden Thomas Advisory Services
Charlotte,
North Carolina
| US$9.9億 | -US$156萬 | -0.2% | 1.49% | 149% | 493 | 3.65% | 2.2 |
|
| 2410 |
2410
LVW Advisors
Pittsford,
New York
| US$9.9億 | +US$736萬 | +0.8% | 2.36% | 79.1% | 374 | 15.78% | 3.3 |
|
| 2411 |
2411
Cascade Financial Partners
San Diego,
California
| US$9.9億 | +US$1.14億 | +13% | 12.3% | – | 279 | 9.32% | 1.4 |
|
| 2412 |
2412
Beryl Capital Management
Redondo Beach,
California
| US$9.9億 | +US$9.34億 | +1,795% | 50.2% | 3,932% | 21 | 100% | 0 |
|
| 2413 |
2413
TritonPoint Wealth
Chevy Chase,
Maryland
| US$9.9億 | -US$1.8億 | -15% | 5.98% | 92.7% | 360 | 27.5% | 1.7 |
|
| 2414 |
2414
Van Cleef Asset Management
Beachwood,
Ohio
| US$9.9億 | +US$216萬 | +0.2% | 1.74% | 104% | 120 | 5% | 7.6 |
|
| 2415 |
TC
2415
Torno Capital
Cohasset,
Massachusetts
| US$9.9億 | -US$13.1億 | -57% | 4.52% | – | 145 | 83.45% | 0.2 |
|
| 2416 |
2416
Warburg Pincus
New York
| US$9.8億 | -US$3.63億 | -27% | 11.4% | 3.59% | 4 | 0% | 2.5 |
|
| 2417 |
WDA
2417
Wendell David Associates
Portsmouth,
New Hampshire
| US$9.8億 | -US$2868萬 | -3% | 2.08% | 58.7% | 151 | 2.65% | 8.8 |
|
| 2418 |
2418
Cynosure Group
Salt Lake City,
Utah
| US$9.8億 | +US$6238萬 | +7% | 0.17% | 63% | 539 | 57.14% | 1.1 |
|
| 2419 |
2419
Heritage Trust
Oklahoma City,
Oklahoma
| US$9.8億 | +US$3909萬 | +4% | 3.61% | – | 310 | 8.71% | 5 |
|
| 2420 |
AT
2420
Arlington Trust
Birmingham,
Alabama
| US$9.8億 | +US$4.25億 | +76% | 3.33% | 65% | 645 | 42.48% | 1.5 |
|
| 2421 |
2421
Harbour Trust & Investment Management
Michigan City,
Indiana
| US$9.8億 | +US$1290萬 | +1% | 2.51% | 116% | 159 | 5.03% | 1.8 |
|
| 2422 |
2422
Private Capital Advisors
Darien,
Connecticut
| US$9.8億 | +US$8086萬 | +9% | 21.5% | 132% | 87 | 19.54% | 5.8 |
|
| 2423 |
2423
Planning Center Inc
Moline,
Illinois
| US$9.8億 | +US$2658萬 | +3% | 1.5% | 42.4% | 77 | 5.19% | 2.6 |
|
| 2424 |
2424
Abner Herrman & Brock
Jersey City,
New Jersey
| US$9.8億 | +US$867萬 | +0.9% | 5.06% | 156% | 122 | 12.3% | 2.9 |
|
| 2425 |
2425
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| US$9.8億 | -US$2.24億 | -19% | 5.46% | 98.1% | 177 | 70.62% | 0.9 |
|