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)
Ironwood Financial
3301
Ironwood Financial
Arizona
US$3.8億 +US$2164萬 +6% 6.16% 54.1% 140 2.14% 4.8
Fulcrum Capital
3302
Fulcrum Capital
Washington
US$3.8億 +US$878萬 +2% 10.6% 102% 120 5.83% 2.2
Aire Advisors
3303
Aire Advisors
California
US$3.8億 +US$2186萬 +6% 6.08% 77.4% 142 7.75% 1.2
Ipswich Investment Management
3304
Ipswich Investment Management
Massachusetts
US$3.8億 +US$1407萬 +4% 6.09% 104% 195 6.67% 4.8
Summit Asset Management
3305
Summit Asset Management
Tennessee
US$3.79億 +US$1607萬 +4% 4.67% 53.4% 156 4.49% 5.5
Hexagon Capital Partners
3306
Hexagon Capital Partners
Arkansas
US$3.79億 +US$2147萬 +6% 6.68% 99.6% 1,514 10.44% 1.8
Callan Family Office
3307
Callan Family Office
Pennsylvania
US$3.79億 -US$3280萬 -8% 5.61% 93.4% 161 36.65% 0.4
Brian C. Broderick
3308
Brian C. Broderick
US$3.79億 +US$2278萬 +6% 7.37% 98.6% 81 1.23% 6.3
Great Diamond Partners
3309
Great Diamond Partners
Maine
US$3.79億 +US$3344萬 +10% 6.61% 86.1% 232 14.22% 2.2
New Harbor Financial Group
3310
New Harbor Financial Group
Massachusetts
US$3.79億 +US$8240萬 +28% 1.91% 94.6% 50 28% 1.7
IAG Wealth Partners
3311
IAG Wealth Partners
Wisconsin
US$3.78億 +US$1797萬 +5% 4.5% 54.1% 491 16.29% 2.3
Contravisory Investment Management
3312
Contravisory Investment Management
Massachusetts
US$3.78億 +US$2398萬 +7% 7.05% 135% 388 41.75% 1.6
Peterson Wealth Advisors
3313
Peterson Wealth Advisors
Utah
US$3.78億 +US$1508萬 +4% 4.55% 50.9% 68 13.24% 3.1
The Family Firm
3314
The Family Firm
Maryland
US$3.78億 +US$1731萬 +5% 3.76% 40.2% 187 5.35% 4.8
CNBTD
3315
Citizens National Bank Trust Department
Mississippi
US$3.78億 +US$1796萬 +5% 6.28% 124% 323 4.64% 2
Blue Bell Private Wealth Management
3316
Blue Bell Private Wealth Management
Pennsylvania
US$3.78億 +US$4426萬 +13% 6.74% 68.2% 701 9.27% 2.2
Walkner Condon Financial Advisors
3317
Walkner Condon Financial Advisors
Wisconsin
US$3.78億 +US$2099萬 +6% 3.82% 62.6% 253 13.44% 1.5
Light Street Capital Management
3318
Light Street Capital Management
California
US$3.77億 -US$3264萬 -8% 24.5% 377% 29 48.28% 1
Beacon Capital Management LLC (Tennessee)
3319
Beacon Capital Management LLC (Tennessee)
Tennessee
US$3.77億 +US$3473萬 +10% 9.62% 83% 1,059 14.07% 1
Yakira Capital Management
3320
Yakira Capital Management
Connecticut
US$3.77億 -US$1717萬 -4% 4.26% 74.1% 443 32.05% 0.9
Laffer Tengler Investments
3321
Laffer Tengler Investments
Tennessee
US$3.77億 +US$778萬 +2% 4.57% 96.5% 422 13.98% 1.9
Harber Asset Management
3322
Harber Asset Management
North Carolina
US$3.77億 +US$670萬 +2% 2.91% 63.6% 40 20% 1.3
Fortis Group Advisors
3323
Fortis Group Advisors
New Jersey
US$3.77億 +US$4530萬 +14% 2.95% 102% 143 22.38% 1.7
Fourthstone LLC
3324
Fourthstone LLC
Missouri
US$3.76億 +US$9213萬 +32% 10.3% 104% 70 55.71% 0.8
Wealth Advisory Solutions
3325
Wealth Advisory Solutions
Indiana
US$3.76億 -US$48萬 -0.1% 5.34% 60.5% 140 42.86% 2