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)
CPWM
3926
Cypress Point Wealth Management
Texas
US$4.92億 +US$2733萬 +6% 8.38% 226% 165 39.39% 1.4
MWM
3927
Marion Wealth Management
Pennsylvania
US$4.91億 +US$4021萬 +9% 8.14% 46% 167 17.37% 2.6
BHWM
3928
Bellars Harris Wealth Management
Virginia
US$4.91億 – – 19% – 96 – 0
MCB
3929
Morton Community Bank
Illinois
US$4.91億 +US$3085萬 +7% 9.21% – 123 8.94% 2
BWM
3930
Bulltick Wealth Management
Florida
US$4.9億 +US$3761萬 +8% 9.75% 58.2% 158 28.48% 1.6
FFG
3931
Fortem Financial Group
California
US$4.9億 +US$9180萬 +23% 32.4% 179% 194 13.92% 2.5
SWG
3932
Summit Wealth Group
Vermont
US$4.9億 +US$5448萬 +13% 14.4% 53% 134 9.7% 2.2
TCCM
3933
Timber Creek Capital Management
Massachusetts
US$4.9億 +US$7744萬 +19% 37.5% 139% 85 14.12% 5.9
WWM
3934
Waterway Wealth Management
Texas
US$4.9億 +US$3746萬 +8% 9.63% – 106 24.53% 1.2
AA
3935
Ancient Art
Texas
US$4.89億 +US$3078萬 +7% 10.1% 168% 18 22.22% 2.8
AEPWM
3936
Atlantic Edge Private Wealth Management
Florida
US$4.89億 +US$8224萬 +20% 20.3% – 650 12.31% 1.8
MF
3937
Montis Financial
Massachusetts
US$4.89億 +US$558萬 +1% 8.22% 46% 160 11.25% 2.5
LIM
3938
Longfellow Investment Management
Massachusetts
US$4.89億 +US$930萬 +2% 0.25% 45.9% 273 21.61% 2.3
CFO
3939
Collective Family Office
Pennsylvania
US$4.89億 +US$4481萬 +10% 9.34% 52.5% 164 6.71% 3.7
DF
3940
Dunhill Financial
United Kingdom
US$4.89億 +US$6460萬 +15% 10.6% 58.6% 1,917 18.68% 1.3
RMS
3941
Retirement Management Systems
Maryland
US$4.88億 +US$7355萬 +18% 12% – 57 14.04% 0.4
RAM
3942
Rempart Asset Management
Canada
US$4.88億 +US$1238萬 +3% 6.62% 58.8% 36 0% 4.6
VBA
3943
von Borstel & Associates
Oregon
US$4.88億 +US$5073萬 +12% 9.57% – 45 8.89% 1.5
WCG
3944
Weaver Consulting Group
California
US$4.88億 +US$6815萬 +16% 10.1% 56.4% 308 14.29% 3.4
OKSA
3945
O'Keefe Stevens Advisory
New York
US$4.88億 +US$8292萬 +20% 20.5% 208% 84 13.1% 3.5
IMA
3946
Investment Management Associates
Colorado
US$4.87億 +US$6756萬 +16% 7.31% 51.6% 36 30.56% 2.1
LPC
3947
Lineage Point Capital
Florida
US$4.87億 +US$7796萬 +19% 3.12% – 394 37.06% 0.3
ECA
3948
Endeavour Capital Advisors
Connecticut
US$4.87億 +US$4625萬 +10% 14% 105% 39 15.38% 3.6
PGWM
3949
Parisi Gray Wealth Management
New Jersey
US$4.87億 +US$6740萬 +16% 23% 137% 158 15.19% 3.8
WAS
3950
Wealth Advisory Solutions
Indiana
US$4.87億 +US$3832萬 +9% 11.4% 55.5% 160 17.5% 2.3