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
Community Bank
Dewitt,
New York
| US$7.93億 | +US$3304萬 | +4% | 8.37% | 86.3% | 411 | 6.33% | 6.6 |
|
| 2452 |
2452
Cutler Investment Counsel
Jacksonville,
Oregon
| US$7.93億 | +US$5779萬 | +8% | 8.48% | 61.8% | 132 | 6.82% | 4.9 |
|
| 2453 |
2453
Institute for Wealth Management
Denver,
Colorado
| US$7.92億 | +US$4633萬 | +6% | 5.9% | 149% | 560 | 11.61% | 3.7 |
|
| 2454 |
2454
Oak Root LLC
Santa Barbara,
California
| US$7.92億 | +US$4197萬 | +6% | 5.91% | 75.4% | 15 | 0% | 0.7 |
|
| 2455 |
2455
ShawSpring Partners
Boston,
Massachusetts
| US$7.92億 | +US$9826萬 | +14% | 12.9% | 23.4% | 10 | 0% | 2.2 |
|
| 2456 |
2456
RTD Financial Advisors
Philadelphia,
Pennsylvania
| US$7.9億 | +US$4629萬 | +6% | 6.73% | 51.5% | 111 | 3.6% | 2.2 |
|
| 2457 |
2457
Alley Investment Management Company
Lake Forest,
Illinois
| US$7.9億 | +US$5741萬 | +8% | 8.07% | 63.2% | 86 | 2.33% | 2.3 |
|
| 2458 |
2458
Red Cedar Investment Management
Grand Rapids,
Michigan
| US$7.88億 | +US$5492萬 | +7% | 6.59% | 88.8% | 82 | 12.2% | 2.6 |
|
| 2459 |
2459
Rodgers Brothers
Harmony,
Pennsylvania
| US$7.87億 | +US$4899萬 | +7% | 8.27% | 108% | 249 | 9.64% | 5.8 |
|
| 2460 |
2460
Khrom Capital Management
Miami Beach,
Florida
| US$7.87億 | +US$2.58億 | +49% | 12.8% | 35.6% | 18 | 22.22% | 1.3 |
|
| 2461 |
2461
Aperture Investors
New York
| US$7.87億 | +US$1.03億 | +15% | 11.6% | 211% | 90 | 30% | 1.4 |
|
| 2462 |
2462
Alta Park Capital
San Francisco,
California
| US$7.87億 | -US$1543萬 | -2% | 11.9% | 1,071% | 43 | 53.49% | 0.9 |
|
| 2463 |
2463
Vise Technologies
New York
| US$7.86億 | +US$2.16億 | +38% | 7.17% | – | 622 | 37.46% | 1.1 |
|
| 2464 |
2464
LVW Advisors
Pittsford,
New York
| US$7.86億 | +US$1.02億 | +15% | 5.92% | 79.1% | 319 | 10.97% | 3 |
|
| 2465 |
2465
Lodestar Private Asset Management
Alamo,
California
| US$7.85億 | +US$5851萬 | +8% | 5.92% | 64.4% | 219 | 7.31% | 1.5 |
|
| 2466 |
2466
Signet Financial Management
Parsippany,
New Jersey
| US$7.85億 | +US$4318萬 | +6% | 6.36% | – | 280 | 10.71% | 2.9 |
|
| 2467 |
2467
Pekin Hardy Strauss
Chicago,
Illinois
| US$7.84億 | +US$5612萬 | +8% | 7.68% | 105% | 368 | 19.57% | 4 |
|
| 2468 |
2468
Pembroke Management
Montreal,
Quebec, Canada
| US$7.84億 | +US$3970萬 | +5% | 9.61% | 105% | 64 | 12.5% | 3.3 |
|
| 2469 |
2469
Continuum Advisory
Eagle,
Idaho
| US$7.83億 | +US$8968萬 | +13% | 6.05% | 84.2% | 2,043 | 23.35% | 1 |
|
| 2470 |
2470
Parkman Healthcare Partners
Stamford,
Connecticut
| US$7.83億 | +US$3686萬 | +5% | 19.2% | 306% | 106 | 27.36% | 1.3 |
|
| 2471 |
2471
Dark Forest Capital Management
San Juan,
Puerto Rico
| US$7.83億 | +US$2.36億 | +43% | 9.56% | 65.2% | 1,223 | 71.3% | 0.2 |
|
| 2472 |
2472
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
| US$7.82億 | +US$7687萬 | +11% | 3.27% | 151% | 314 | 20.7% | 0.6 |
|
| 2473 |
2473
Curated Wealth Partners
El Segundo,
California
| US$7.82億 | +US$6497萬 | +9% | 9.33% | 39.9% | 140 | 11.43% | 0.2 |
|
| 2474 |
2474
LVZ Inc
Holland,
Michigan
| US$7.82億 | +US$4811萬 | +7% | 6.67% | 52.9% | 158 | 15.19% | 2.9 |
|
| 2475 |
2475
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| US$7.81億 | +US$5.02億 | +180% | 6.84% | 134% | 378 | 56.61% | 1.7 |
|