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)
Alliance Wealth Advisors (Utah)
3751
Alliance Wealth Advisors (Utah)
Utah
US$5.3億 +US$6800萬 +15% 10.2% 70.7% 266 25.94% 1.9
Ballast Inc
3752
Ballast Inc
Kentucky
US$5.3億 +US$9785萬 +23% 18.4% 71.3% 162 21.6% 4.3
New Hampshire Trust
3753
New Hampshire Trust
New Hampshire
US$5.3億 +US$3435萬 +7% 11% 88.5% 180 15.56% 2.8
Adamsbrown Wealth Consultants
3754
Adamsbrown Wealth Consultants
Kansas
US$5.3億 +US$1.52億 +40% 15.2% 60.6% 177 24.29% 1.9
GECH
3755
Garnet Equity Capital Holdings
New York
US$5.3億 -US$1.12億 -17% 35.4% 302% 32 40.63% 1.4
Valicenti Advisory Services
3756
Valicenti Advisory Services
New York
US$5.3億 +US$7104萬 +15% 26.6% 134% 86 5.81% 5.5
Bridgewealth Advisory Group
3757
Bridgewealth Advisory Group
California
US$5.3億 +US$4772萬 +10% 8.13% 39.1% 148 13.51% 1.4
DMKC Advisory Services
3758
DMKC Advisory Services
Iowa
US$5.3億 +US$2.9億 +121% 7.82% – 92 8.7% 1.1
J. Derek Lewis & Associates
3759
J. Derek Lewis & Associates
California
US$5.29億 +US$8462萬 +19% 13.5% – 237 19.83% 0.4
Teramo Advisors
3760
Teramo Advisors
Florida
US$5.29億 +US$5489萬 +12% 14.6% 72.1% 4 0% 4.4
First Fiduciary Investment Counsel
3761
First Fiduciary Investment Counsel
Ohio
US$5.29億 +US$3210萬 +6% 5.9% 60% 77 16.88% 4.6
KMWM
3762
Keudell/Morrison Wealth Management
Oregon
US$5.29億 +US$4021萬 +8% 12.5% – 271 13.65% 3.6
Great Point Partners
3763
Great Point Partners
Connecticut
US$5.29億 +US$9400萬 +22% 27.3% 710% 54 44.44% 0.4
Clearlake Capital Group
3764
Clearlake Capital Group
California
US$5.29億 -US$1.52億 -22% 22% 47.3% 6 0% 4.3
Voisard Asset Management Group
3765
Voisard Asset Management Group
Michigan
US$5.29億 +US$5979萬 +13% 13.2% 50.5% 116 14.66% 1.6
CWM
3766
Compass Wealth Management
Connecticut
US$5.28億 +US$1.24億 +31% 16.4% 103% 168 55.95% 1.3
Paragon Capital Management (Colorado)
3767
Paragon Capital Management (Colorado)
Colorado
US$5.28億 +US$5199萬 +11% 18.7% 109% 260 37.69% 2.8
Silverlake Wealth Management
3768
Silverlake Wealth Management
Vermont
US$5.28億 +US$4868萬 +10% 11.7% 73.3% 414 13.77% 2.3
Webs Creek Capital Management
3769
Webs Creek Capital Management
Texas
US$5.28億 -US$4956萬 -9% 5.53% 133% 15 20% 1
Auxano Advisors
3770
Auxano Advisors
Washington
US$5.28億 +US$2652萬 +5% 11.2% 85.4% 220 15.45% 2.7
Global Wealth Strategies & Associates
3771
Global Wealth Strategies & Associates
Colorado
US$5.28億 +US$1.21億 +30% 15.4% 68.7% 539 82.75% 2.4
YLHM
3772
Yelin Lapidot Holdings Management
Israel
US$5.27億 +US$4726萬 +10% 18.8% 144% 89 11.24% 2.3
New York Life Insurance Company
3773
New York Life Insurance Company
New York
US$5.27億 +US$3667萬 +7% 15.2% 71% 6 50% 6.3
Pinion Investment Advisors
3774
Pinion Investment Advisors
Kansas
US$5.27億 +US$9855萬 +23% 14.5% 81.7% 218 22.94% 2.8
Altrius Capital Management
3775
Altrius Capital Management
North Carolina
US$5.26億 +US$2399萬 +5% 3.06% 43.1% 92 8.7% 2.8