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)
American Trust Investment Advisors
5201
American Trust Investment Advisors
New Hampshire
US$2.06億 -US$400萬 -2% 1.19% 91% 89 8.99% 3.8
LifeGuide Financial Advisors
5202
LifeGuide Financial Advisors
Pennsylvania
US$2.06億 +US$734萬 +4% 0.7% 35.4% 43 9.3% 1.8
Creative Capital Management Investments
5203
Creative Capital Management Investments
California
US$2.06億 +US$1234萬 +6% 0.76% 53.6% 269 29.37% 1
Wealth Management Partners
5204
Wealth Management Partners
Arizona
US$2.06億 +US$872萬 +4% 7.87% 194% 121 14.88% 2.4
Amtrust Financial Services
5205
Amtrust Financial Services
New York
US$2.06億 +US$590萬 +3% 2.51% 61.9% 15 6.67% 2.6
BCS Wealth Management
5206
BCS Wealth Management
Tennessee
US$2.06億 -US$1.06億 -34% 1.89% 51% 241 38.17% 1.7
Investors Asset Management of Georgia
5207
Investors Asset Management of Georgia
Georgia
US$2.06億 -US$717萬 -3% 0.54% 118% 165 4.85% 6.4
Mine & Arao Wealth Creation & Management
5208
Mine & Arao Wealth Creation & Management
California
US$2.05億 +US$332萬 +2% 6.74% 105% 385 80.78% 4.3
Raine Capital
5209
Raine Capital
New York
US$2.05億 -US$3009萬 -13% 17.8% 119% 5 0% 2.7
Sensible Money
5210
Sensible Money
Arizona
US$2.05億 +US$1908萬 +10% 0.91% 69.1% 86 9.3% 1.3
Warner Financial
5211
Warner Financial
Maryland
US$2.05億 +US$547萬 +3% 1.37% 69.2% 112 4.46% 1.9
DRP
5212
Decade Renewable Partners
Texas
US$2.05億 +US$1620萬 +9% 0.23% – 46 63.04% 0.4
Traveka Wealth
5213
Traveka Wealth
California
US$2.05億 -US$1146萬 -5% 2.74% 78.1% 137 7.3% 0.5
LFP
5214
Lakeshore Financial Planning
Michigan
US$2.05億 +US$724萬 +4% 0.9% 65.4% 72 11.11% 0.7
Collaborative Wealth Management
5215
Collaborative Wealth Management
Florida
US$2.05億 +US$511萬 +3% 0.7% 46.6% 176 5.11% 2.5
Voisard Asset Management Group
5216
Voisard Asset Management Group
Michigan
US$2.05億 +US$2689萬 +15% 0.87% 50.5% 429 21.91% 0.4
Bullseye Asset Management
5217
Bullseye Asset Management
Colorado
US$2.04億 -US$868萬 -4% 4.24% 81% 67 11.94% 3.3
Aull & Monroe Investment Management
5218
Aull & Monroe Investment Management
Alabama
US$2.04億 -US$1437萬 -7% 0.86% 98.3% 135 8.15% 8
Guinness Atkinson Asset Management
5219
Guinness Atkinson Asset Management
California
US$2.04億 -US$860萬 -4% 6.2% 148% 105 5.71% 5.8
Virtus ETF Advisers
5220
Virtus ETF Advisers
New York
US$2.04億 +US$1593萬 +8% 0.14% 191% 488 21.72% 2.2
JPL Wealth Management
5221
JPL Wealth Management
Colorado
US$2.04億 +US$2300萬 +13% 2.82% – 115 13.04% 0.4
Maxwell Wealth Strategies
5222
Maxwell Wealth Strategies
California
US$2.04億 +US$680萬 +3% 2.64% – 105 3.81% 0.4
Centennial Bank
5223
Centennial Bank
Arkansas
US$2.04億 +US$874萬 +4% 1.39% 77.2% 352 13.07% 1.3
Ardent Capital Management
5224
Ardent Capital Management
Ohio
US$2.04億 +US$484萬 +2% 3.54% 87.2% 46 8.7% 1.5
FullCircle Wealth
5225
FullCircle Wealth
Texas
US$2.04億 – – 0.68% – 167 – 0