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)
YWM
4851
Yukon Wealth Management
Kansas
US$3.49億 +US$1.82億 +109% 13.3% – 135 43.7% 0.7
AFO
4852
Arrowroot Family Office
California
US$3.49億 +US$4684萬 +15% 11.1% – 182 18.68% 1.9
DWM
4853
Denver Wealth Management
Colorado
US$3.49億 +US$5862萬 +20% 16.3% 64.4% 117 21.37% 2.5
PS
4854
Planned Solutions
California
US$3.49億 +US$4337萬 +14% 14.8% 60.8% 164 20.73% 2.7
RF
4855
Robinswood Financial
Washington
US$3.49億 +US$3107萬 +10% 7.84% 38.8% 457 12.25% 2
UWM
4856
USAdvisors Wealth Management
Minnesota
US$3.49億 +US$4776萬 +16% 12.7% 55% 150 12.67% 3.1
RCA
4857
Riverview Capital Advisers
Massachusetts
US$3.49億 +US$4910萬 +16% 28.2% 84.8% 95 16.84% 2.6
AI
4858
Auour Investments
Massachusetts
US$3.49億 +US$3082萬 +10% 7.66% 35.5% 98 10.2% 2.2
FFL
4859
Future Fund LLC
Illinois
US$3.49億 +US$6439萬 +23% 20.1% 93.1% 137 21.17% 1.1
TIM
4860
Timelo Investment Management
Ontario, Canada
US$3.49億 +US$2.22億 +175% 2.9% 104% 65 46.15% 0.4
PWM
4861
Parkshore Wealth Management
California
US$3.48億 +US$4904萬 +16% 10.7% – 72 4.17% 1.3
PIC
4862
PCJ Investment Counsel
Ontario, Canada
US$3.48億 -US$417萬 -1% 4.56% 164% 68 22.06% 3.3
TCM
4863
Tieton Capital Management
Washington
US$3.48億 +US$4922萬 +16% 18.5% 172% 38 10.53% 5.4
PWM
4864
Pines Wealth Management
North Carolina
US$3.48億 +US$3882萬 +13% 17.9% – 232 12.5% 1.3
FUBT
4865
First United Bank & Trust
Maryland
US$3.48億 +US$3970萬 +13% 14.1% 69.2% 425 8.24% 3.9
DC
4866
Dorval Corp
Minnesota
US$3.47億 +US$2518萬 +8% 5.69% – 49 8.16% 1.7
HCM
4867
Highview Capital Management
Illinois
US$3.47億 +US$7234萬 +26% 24.7% 123% 133 35.34% 2.1
SAMT
4868
Select Asset Management & Trust
Pennsylvania
US$3.47億 +US$2711萬 +8% 11.3% 68.4% 84 14.29% 4.2
CAM
4869
CPA Asset Management
Florida
US$3.47億 +US$4909萬 +16% 8.73% 48.8% 102 7.84% 2.4
ACM
4870
Argyle Capital Management
Pennsylvania
US$3.47億 +US$3949萬 +13% 23.1% 95.8% 141 4.96% 9.2
IAS
4871
Investment Advisory Services
Texas
US$3.47億 +US$3269萬 +10% 12.1% 65.4% 146 15.07% 3.8
DFA
4872
DHJJ Financial Advisors
Illinois
US$3.47億 +US$4517萬 +15% 13.3% 56.7% 1,117 6.36% 2.5
KCFA
4873
Key Client Fiduciary Advisors
New Jersey
US$3.47億 +US$5249萬 +18% 20.8% 95.1% 244 16.39% 2.5
KI
4874
Keewaydin Investments
New York
US$3.47億 +US$2962萬 +9% 12.2% – 18 11.11% 0.4
BFW
4875
Brady Family Wealth
Missouri
US$3.46億 +US$2585萬 +8% 11.1% 61.8% 119 12.61% 2.8