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)
Cherrydale Wealth Management
4601
Cherrydale Wealth Management
New Jersey
US$3.82億 +US$5851萬 +18% 16.1% 80.8% 89 19.1% 2.3
CM
4602
Cosmic Management
California
US$3.82億 +US$1.53億 +67% 31.3% – 5 20% 0.4
Gilliland Jeter Wealth Management
4603
Gilliland Jeter Wealth Management
Arkansas
US$3.82億 +US$4416萬 +13% 17% 128% 202 12.38% 1.9
Private Client Services
4604
Private Client Services
Kentucky
US$3.81億 +US$4693萬 +14% 14% 72% 245 21.63% 1.4
Selective Wealth Management
4605
Selective Wealth Management
Virginia
US$3.81億 +US$4366萬 +13% 10.9% 74.4% 141 18.44% 2.8
Northcape Wealth Management
4606
Northcape Wealth Management
New York
US$3.81億 +US$1433萬 +4% 7.09% 74% 149 8.72% 3
Leeward Financial Partners
4607
Leeward Financial Partners
Washington
US$3.81億 +US$4495萬 +13% 17.6% 97.9% 108 10.19% 2.6
Weybosset Research & Management
4608
Weybosset Research & Management
Rhode Island
US$3.81億 +US$3415萬 +10% 12.7% 74.8% 33 3.03% 6.5
CJM Wealth Advisers
4609
CJM Wealth Advisers
Virginia
US$3.81億 +US$5260萬 +16% 16.7% 76.8% 79 10.13% 3
Vienna Insurance Group
4610
Vienna Insurance Group
Poland
US$3.81億 +US$1.18億 +45% 67.1% 230% 28 3.57% 2.2
Sweeney & Michel
4611
Sweeney & Michel
California
US$3.81億 +US$4068萬 +12% 10.5% – 164 11.59% 2.1
Whetstone Capital Advisors
4612
Whetstone Capital Advisors
Kansas
US$3.8億 +US$9205萬 +32% 39.3% 282% 78 41.03% 1
Briaud Financial Planning
4613
Briaud Financial Planning
Texas
US$3.8億 -US$116萬 -0.3% 4.88% 113% 45 22.22% 1.9
Hobbs Group Advisors
4614
Hobbs Group Advisors
South Carolina
US$3.8億 +US$4567萬 +14% 11.3% – 171 10.53% 1.7
Advanced Asset Management Advisors
4615
Advanced Asset Management Advisors
Ohio
US$3.8億 +US$1805萬 +5% 13.4% 93.6% 85 7.06% 5.3
Financial Insights
4616
Financial Insights
Washington
US$3.8億 +US$7133萬 +23% 14.5% 82.1% 151 15.89% 3.2
Corre Partners Management
4617
Corre Partners Management
New York
US$3.8億 +US$3.15億 +485% 9.05% 109% 4 25% 2.7
ShankerValleau Wealth Advisors
4618
ShankerValleau Wealth Advisors
Illinois
US$3.8億 +US$2475萬 +7% 7.72% 60.3% 40 2.5% 2.7
Bridgefront Capital
4619
Bridgefront Capital
Texas
US$3.8億 -US$2279萬 -6% 15.2% 52.1% 793 75.28% 0.2
Cabot-Wellington
4620
Cabot-Wellington
Massachusetts
US$3.8億 +US$4146萬 +12% 14.1% 73.1% 5 0% 5.8
Courage Miller Partners
4621
Courage Miller Partners
Virginia
US$3.79億 +US$2478萬 +7% 8.34% 43.5% 92 5.43% 8.4
S.E.E.D. Planning Group
4622
S.E.E.D. Planning Group
New York
US$3.79億 +US$3458萬 +10% 3.28% 57.3% 100 23% 3.2
SC
4623
Schiavi & Co
Delaware
US$3.78億 +US$4166萬 +12% 7.36% 41.4% 61 19.67% 2
Comprehensive Financial Consultants Institutional
4624
Comprehensive Financial Consultants Institutional
Indiana
US$3.78億 +US$4151萬 +12% 12.8% 78% 215 14.88% 2.7
Wellington Group
4625
Wellington Group
Indiana
US$3.78億 +US$5331萬 +16% 17.2% – 399 65.16% 0.5