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

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)
Oliver Luxxe Assets
3251
Oliver Luxxe Assets
New Jersey
US$6.8億 +US$1248萬 +2% 18.6% 137% 216 15.28% 3
Peak Asset Management
3252
Peak Asset Management
Colorado
US$6.8億 +US$1.13億 +20% 15.1% 70.1% 184 20.65% 5.3
FBT
3253
First Bank & Trust
South Dakota
US$6.8億 +US$5922萬 +10% 13% 78.5% 278 10.43% 3.9
SevenBridge Financial Group
3254
SevenBridge Financial Group
Pennsylvania
US$6.8億 +US$4010萬 +6% 13.6% 81.7% 217 8.76% 5.3
CNBTD
3255
Citizens National Bank Trust Department
Mississippi
US$6.8億 +US$7912萬 +13% 22.9% 114% 386 2.33% 4
SFA
3256
Spectrum Financial Alliance
Kentucky
US$6.79億 +US$1.59億 +31% 45.5% 185% 33 15.15% 2.6
Bourgeon Capital Management
3257
Bourgeon Capital Management
Connecticut
US$6.79億 +US$1.01億 +18% 22.1% 117% 123 27.64% 3.4
Maia Wealth
3258
Maia Wealth
Colorado
US$6.79億 +US$8766萬 +15% 14.7% – 390 19.23% 1.5
Huber Capital Management
3259
Huber Capital Management
California
US$6.79億 +US$3108萬 +5% 8.17% 70.4% 101 3.96% 5.6
Atlas Legacy Advisors
3260
Atlas Legacy Advisors
California
US$6.78億 +US$1.28億 +23% 17.9% – 225 18.67% 1.2
Ashton Thomas Securities
3261
Ashton Thomas Securities
New York
US$6.77億 -US$1.2億 -15% 14.8% – 505 37.23% 1.2
Deltec Asset Management
3262
Deltec Asset Management
New York
US$6.77億 +US$1.32億 +24% 19.3% 128% 304 35.86% 2.2
Elwood & Goetz Wealth Advisory Group
3263
Elwood & Goetz Wealth Advisory Group
Georgia
US$6.76億 +US$8685萬 +15% 15.9% 58.2% 154 14.29% 2.7
Tempo Wealth
3264
Tempo Wealth
Ohio
US$6.75億 +US$1.02億 +18% 23.6% – 240 12.5% 0.4
Cadinha & Co
3265
Cadinha & Co
Hawaii
US$6.75億 +US$1.38億 +26% 8.88% 123% 110 9.09% 6.6
Bellwether Advisors
3266
Bellwether Advisors
Nebraska
US$6.75億 +US$8487萬 +14% 24.8% 115% 204 40.2% 2.3
Carrera Capital Advisors
3267
Carrera Capital Advisors
Michigan
US$6.75億 +US$2571萬 +4% 2.68% – 220 19.09% 1.1
WPWealth
3268
WPWealth
Texas
US$6.74億 +US$1964萬 +3% 8.21% 38.2% 107 13.08% 2.1
Orrstown Financial Services
3269
Orrstown Financial Services
Pennsylvania
US$6.74億 +US$7619萬 +13% 14.6% 73.7% 121 5.79% 4.4
Vertex Planning Partners
3270
Vertex Planning Partners
Illinois
US$6.73億 +US$1.59億 +31% 13.1% 55.4% 162 19.14% 1.8
Truvestments Capital
3271
Truvestments Capital
Florida
US$6.73億 +US$1.19億 +21% 32.9% 131% 1,315 23.42% 1.8
PAX Financial Group
3272
PAX Financial Group
Texas
US$6.73億 +US$8673萬 +15% 13.7% 56% 226 20.35% 3.4
MYDA Advisors
3273
MYDA Advisors
New York
US$6.72億 +US$6400萬 +11% 28% 232% 250 67.2% 0.4
Curran Financial Partners
3274
Curran Financial Partners
South Carolina
US$6.72億 +US$1.13億 +20% 6.95% 49.4% 144 14.58% 2.4
MA Private Wealth
3275
MA Private Wealth
California
US$6.71億 +US$7999萬 +14% 15.9% 57.5% 90 6.67% 3.3