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)
Pacific Wealth Management
5776
Pacific Wealth Management
California
US$2.03億 +US$2064萬 +11% 5.74% 72.8% 23 26.09% 1.8
Eads & Heald Wealth Management
5777
Eads & Heald Wealth Management
Georgia
US$2.02億 +US$553萬 +3% 9.16% 84.4% 143 9.79% 8.3
Peoples Financial Services Corp
5778
Peoples Financial Services Corp
Pennsylvania
US$2.02億 -US$583萬 -3% 8.68% 104% 261 3.07% 8.3
AmeriServ Wealth Advisors
5779
AmeriServ Wealth Advisors
Pennsylvania
US$2.02億 +US$2936萬 +17% 6.63% – 64 14.06% 3.2
Tandem Wealth Advisors
5780
Tandem Wealth Advisors
Arizona
US$2.02億 +US$1103萬 +6% 6.36% 43.1% 55 14.55% 1.9
New Perspectives Inc
5781
New Perspectives Inc
Mississippi
US$2.02億 +US$1477萬 +8% 8.92% – 40 15% 2.4
Patron Partners
5782
Patron Partners
Texas
US$2.02億 +US$1707萬 +9% 9.2% 90.2% 185 10.81% 3
SIA
5783
Schear Investment Advisers
Ohio
US$2.02億 +US$2839萬 +16% 21.3% 241% 93 11.83% 1.9
AFT
5784
Alpha Family Trust
California
US$2.02億 +US$3061萬 +18% 18.9% 198% 199 20.1% 1.5
Allie Family Office
5785
Allie Family Office
Florida
US$2.02億 +US$1880萬 +10% 7.71% 59% 111 19.82% 2.2
Waypoint Wealth Counsel
5786
Waypoint Wealth Counsel
Georgia
US$2.02億 +US$4243萬 +27% 10.7% 111% 199 42.21% 1.1
CCC
5787
Chelsea Counsel Company
California
US$2.02億 +US$1771萬 +10% 7.37% 106% 210 9.05% 3.6
Alhambra Investment Management
5788
Alhambra Investment Management
Florida
US$2.02億 +US$761萬 +4% 5.09% 67.7% 183 12.57% 3
Alternative Investment Advisors
5789
Alternative Investment Advisors
Florida
US$2.01億 +US$1226萬 +6% 9.56% 70.2% 61 19.67% 1.2
5th Street Advisors
5790
5th Street Advisors
Connecticut
US$2.01億 -US$601萬 -3% 6.85% 47.5% 48 29.17% 1.9
LifePlan Investment Advisors
5791
LifePlan Investment Advisors
North Carolina
US$2.01億 +US$2752萬 +16% 8.24% 60.9% 108 10.19% 1.4
Heritage Wealth Management (Texas)
5792
Heritage Wealth Management (Texas)
Texas
US$2.01億 +US$2873萬 +17% 6.14% 52.3% 40 25% 1.7
LPCM
5793
Lynwood Price Capital Management
Texas
US$2.01億 +US$2575萬 +15% 13.8% – 18 33.33% 0.4
Powers Capital
5794
Powers Capital
California
US$2.01億 +US$1692萬 +9% 10.6% – 2 0% 0.5
RCS Financial Planning
5795
RCS Financial Planning
Maryland
US$2.01億 +US$1159萬 +6% 6.26% 48.2% 85 12.94% 1.7
Ampersand Capital Group
5796
Ampersand Capital Group
California
US$2.01億 +US$5612萬 +39% 23.2% – 7 0% 0.5
Marmo Financial Group
5797
Marmo Financial Group
Tennessee
US$2.01億 +US$1801萬 +10% 8.91% 47.5% 30 13.33% 1.5
D. Scott Neal
5798
D. Scott Neal
Kentucky
US$2.01億 +US$2030萬 +11% 11.3% 105% 57 8.77% 4.3
Keener Financial Planning
5799
Keener Financial Planning
Texas
US$2.01億 +US$4673萬 +30% 9.52% – 221 18.55% 1
Kapstone Financial Advisors
5800
Kapstone Financial Advisors
Ohio
US$2.01億 +US$2375萬 +13% 14.2% 131% 126 15.87% 1.8