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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
2451
Steel Grove Capital Advisors
Memphis,
Tennessee
| US$10.7億 | +US$1.24億 | +13% | 15.1% | 106% | 237 | 13.08% | 3.1 |
|
| 2452 |
2452
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| US$10.7億 | +US$1.11億 | +12% | 8.91% | 47.7% | 207 | 6.76% | 4.9 |
|
| 2453 |
2453
Oak Harvest Investment Services
Houston,
Texas
| US$10.7億 | +US$1.13億 | +12% | 18.2% | 112% | 203 | 33.5% | 2.2 |
|
| 2454 |
2454
Cypress Capital Group
Palm Beach,
Florida
| US$10.7億 | +US$1.82億 | +20% | 14.9% | 97.8% | 320 | 25% | 4.9 |
|
| 2455 |
2455
Tamar Securities
Woodland Hills,
California
| US$10.7億 | +US$1.36億 | +15% | 12.3% | 84.8% | 105 | 20.95% | 2.8 |
|
| 2456 |
2456
Morgan Stanley Institutional Investment Advisors
Greenwood Village,
Colorado
| US$10.7億 | +US$3344萬 | +3% | 7.33% | – | 5 | 0% | 1.2 |
|
| 2457 |
2457
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| US$10.7億 | +US$2.22億 | +26% | 16.7% | – | 349 | 23.5% | 3.1 |
|
| 2458 |
2458
Broad Bay Capital Management
New York
| US$10.7億 | -US$1.06億 | -9% | 33.5% | 338% | 37 | 64.86% | 0.8 |
|
| 2459 |
2459
Center for Financial Planning
Southfied,
Michigan
| US$10.7億 | +US$1.12億 | +12% | 11.6% | 57.5% | 687 | 7.28% | 4.1 |
|
| 2460 |
JCM
2460
Jag Capital Management
St Louis,
Missouri
| US$10.7億 | +US$1.79億 | +20% | 37.7% | 230% | 176 | 28.98% | 3.5 |
|
| 2461 |
2461
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| US$10.7億 | +US$9263萬 | +10% | 13.8% | 70.5% | 225 | 40.89% | 2.2 |
|
| 2462 |
2462
Bedel Financial Consulting
Indianapolis,
Indiana
| US$10.6億 | +US$1.77億 | +20% | 19.3% | 104% | 322 | 12.11% | 4.7 |
|
| 2463 |
2463
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| US$10.6億 | +US$1.57億 | +17% | 9.11% | 55% | 181 | 16.02% | 3.8 |
|
| 2464 |
2464
NWF Advisory Services
Los Angeles,
California
| US$10.6億 | +US$1.78億 | +20% | 28.7% | 111% | 468 | 14.74% | 1.6 |
|
| 2465 |
2465
Petrus Trust Company
Dallas,
Texas
| US$10.6億 | +US$1.48億 | +16% | 14% | 36.9% | 30 | 20% | 3.4 |
|
| 2466 |
2466
Cutler Investment Counsel
Jacksonville,
Oregon
| US$10.6億 | +US$9116萬 | +9% | 9.37% | 56.2% | 159 | 9.43% | 5.3 |
|
| 2467 |
BDP
2467
Brehaut David Pascal
| US$10.6億 | +US$1.54億 | +17% | 17% | – | 1 | 0% | 0.5 |
|
| 2468 |
2468
Polaris Capital Management
Boston,
Massachusetts
| US$10.6億 | -US$1.61億 | -13% | 14.6% | 94.3% | 90 | 13.33% | 4.5 |
|
| 2469 |
2469
Synergy Asset Management
Vancouver,
Washington
| US$10.6億 | +US$1.19億 | +13% | 22% | 97.3% | 338 | 44.38% | 1.1 |
|
| 2470 |
2470
Planning Center Inc
Moline,
Illinois
| US$10.6億 | +US$7263萬 | +7% | 6% | 38.9% | 88 | 15.91% | 2.7 |
|
| 2471 |
2471
Rhenman & Partners Asset Management
Stockholm,
Sweden
| US$10.6億 | +US$2.49億 | +31% | 22% | 131% | 106 | 25.47% | 2.8 |
|
| 2472 |
2472
J. Stern & Co
London,
United Kingdom
| US$10.6億 | +US$2776萬 | +3% | 8.57% | – | 51 | 3.92% | 1.7 |
|
| 2473 |
2473
Greylock XIV
Menlo Park,
California
| US$10.6億 | -US$1.78億 | -14% | 14.4% | – | 1 | 0% | 0.5 |
|
| 2474 |
2474
Red Cedar Investment Management
Grand Rapids,
Michigan
| US$10.6億 | +US$9132萬 | +9% | 10.2% | 81.4% | 95 | 9.47% | 3 |
|
| 2475 |
2475
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| US$10.6億 | +US$1.13億 | +12% | 20.8% | 140% | 35 | 8.57% | 4.8 |
|