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)
Noble Family Wealth
3751
Noble Family Wealth
Florida
US$4.53億 +US$4423萬 +11% 6.05% 60% 86 22.09% 1.7
Madrona Financial Services
3752
Madrona Financial Services
Washington
US$4.53億 +US$3625萬 +9% 8.49% 85.1% 125 12% 2.9
Financial & Tax Architects
3753
Financial & Tax Architects
Missouri
US$4.53億 +US$4146萬 +10% 5.46% 50.2% 122 38.52% 2
Apis Capital Advisors
3754
Apis Capital Advisors
New York
US$4.53億 +US$1.71億 +61% 86% 1,532% 66 62.12% 0.4
Castle Rock Wealth Management
3755
Castle Rock Wealth Management
California
US$4.52億 +US$2446萬 +6% 6.95% 115% 261 8.43% 3
RGC
3756
Rubicon Global Capital
United Kingdom
US$4.52億 -US$1.79億 -28% 21.4% – 10 0% 0.7
Technology Crossover Management VIII
3757
Technology Crossover Management VIII
California
US$4.52億 -US$742萬 -2% 0.39% 70% 5 0% 5.6
AA
3758
Ashford Advisors
New York
US$4.52億 +US$2055萬 +5% 7.7% 75.4% 21 14.29% 3.3
FNBOMD
3759
First National Bank of Mount Dora
Florida
US$4.52億 +US$854萬 +2% 5.65% 96.2% 133 7.52% 6.2
Lantz Financial
3760
Lantz Financial
Illinois
US$4.52億 +US$5068萬 +13% 6.24% 74.3% 251 10.36% 3.4
Verde Capital Management
3761
Verde Capital Management
Michigan
US$4.51億 +US$4610萬 +11% 8.23% 80.3% 73 17.81% 2.6
Hunter Perkins Capital Management
3762
Hunter Perkins Capital Management
Illinois
US$4.51億 +US$2836萬 +7% 6.19% 58% 117 7.69% 2.4
Once Capital Management
3763
Once Capital Management
New York
US$4.51億 +US$8663萬 +24% 11.4% 627% 28 39.29% 1.7
Miramar Capital
3764
Miramar Capital
Illinois
US$4.51億 +US$2800萬 +7% 8.06% 47.3% 62 9.68% 3.8
JSF Financial
3765
JSF Financial
California
US$4.51億 +US$3004萬 +7% 8.41% 91% 139 15.83% 2.8
Isthmus Partners
3766
Isthmus Partners
Wisconsin
US$4.51億 -US$4.05億 -47% 5.12% 73.7% 228 27.63% 3.6
Strengthening Families & Communities LLC
3767
Strengthening Families & Communities LLC
Massachusetts
US$4.5億 +US$2.71億 +150% 10% 116% 739 47.77% 1.1
Helen Stephens Group
3768
Helen Stephens Group
Texas
US$4.5億 +US$4731萬 +12% 6.12% 53.4% 108 19.44% 2.1
Sanchez Wealth Management Group
3769
Sanchez Wealth Management Group
Florida
US$4.5億 +US$3561萬 +9% 6.47% 61.1% 51 9.8% 3.7
RS Crum Inc
3770
RS Crum Inc
California
US$4.5億 +US$3280萬 +8% 5.61% 54.2% 99 8.08% 2.6
Alliance Wealth Management Group
3771
Alliance Wealth Management Group
New Jersey
US$4.5億 +US$5692萬 +14% 5.44% 43.4% 95 10.53% 5.1
Garden State Investment Advisory Services
3772
Garden State Investment Advisory Services
New Jersey
US$4.49億 +US$5296萬 +13% 9.74% 94% 355 25.35% 1.5
Centric Wealth Management
3773
Centric Wealth Management
Illinois
US$4.49億 +US$3055萬 +7% 5.42% 44.4% 205 13.66% 2.5
AssuredPartners Investment Advisors
3774
AssuredPartners Investment Advisors
Florida
US$4.49億 +US$4033萬 +10% 9.14% – 289 24.57% 0.6
Alta Fox Capital Management
3775
Alta Fox Capital Management
Texas
US$4.49億 +US$8061萬 +22% 17.4% 261% 26 53.85% 0.6