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)
Ulland Investment Advisors
6001
Ulland Investment Advisors
Minnesota
US$9765萬 -US$3571萬 -27% 17.3% 161% 281 14.23% 0.4
Signature Wealth Management Partners
6002
Signature Wealth Management Partners
New Jersey
US$9764萬 -US$1972萬 -17% 13.9% 97.9% 116 10.34% 1.3
Palantir Technologies
6003
Palantir Technologies
Florida
US$9759萬 -US$1.48億 -60% 49.3% – 20 5% 0.4
Defined Wealth Management
6004
Defined Wealth Management
Oregon
US$9756萬 -US$1618萬 -14% 13.3% 78.1% 95 8.42% 1.4
Unconventional Investor
6005
Unconventional Investor
New Hampshire
US$9750萬 -US$1128萬 -10% 15.5% 62.7% 35 11.43% 0.5
TI-Trust
6006
TI-Trust
Illinois
US$9746萬 -US$1256萬 -11% 9.53% 88.8% 113 9.73% 2.1
Caprin Asset Management
6007
Caprin Asset Management
Virginia
US$9744萬 -US$1933萬 -17% 2.34% 7.87% 17 0% 4.9
Retirement Guys Formula
6008
Retirement Guys Formula
Ohio
US$9740萬 -US$5187萬 -35% 11% 75.7% 139 14.39% 0.4
Atlantic Private Wealth
6009
Atlantic Private Wealth
North Carolina
US$9737萬 -US$842萬 -8% 14.5% 55.7% 42 11.9% 0.5
Piedmont Capital Management (Montana)
6010
Piedmont Capital Management (Montana)
Montana
US$9733萬 -US$3582萬 -27% 8.5% 94% 41 4.88% 1.2
Paragon Financial Partners
6011
Paragon Financial Partners
California
US$9733萬 -US$1739萬 -15% 13.8% 90.6% 85 7.06% 0.5
Cook Wealth
6012
Cook Wealth
North Carolina
US$9730萬 +US$255萬 +3% 13.6% 7.36% 49 18.37% 0.4
Blue Door Asset Management
6013
Blue Door Asset Management
Connecticut
US$9720萬 -US$7583萬 -44% 24.1% 127% 33 60.61% 0.3
ION Acquisition Corp
6014
ION Acquisition Corp
Israel
US$9714萬 -US$5185萬 -35% 18% – 5 0% 0.5
Capitol Family Office
6015
Capitol Family Office
Oregon
US$9711萬 -US$2710萬 -22% 10.1% 72% 23 26.09% 0.4
Investments & Financial Planning LLC
6016
Investments & Financial Planning LLC
Kentucky
US$9706萬 -US$1732萬 -15% 15.4% 63.6% 36 13.89% 0.4
Valley Brook Capital Group
6017
Valley Brook Capital Group
Pennsylvania
US$9699萬 -US$1885萬 -16% 10.9% 122% 118 12.71% 1.5
Euclidean Technologies Management
6018
Euclidean Technologies Management
Washington
US$9684萬 -US$1141萬 -11% 7.25% 124% 87 20.69% 1.4
Convergence Financial
6019
Convergence Financial
Missouri
US$9682萬 +US$359萬 +4% 16% 70.6% 25 28% 0.4
Newport Capital Group
6020
Newport Capital Group
New Jersey
US$9681萬 -US$3664萬 -27% 10.9% – 60 26.67% 1.4
Wealthspan Partners
6021
Wealthspan Partners
Iowa
US$9680萬 -US$1347萬 -12% 15.2% 65% 71 14.08% 0.5
Legend Financial Advisors
6022
Legend Financial Advisors
Pennsylvania
US$9678萬 -US$6064萬 -39% 15.7% 117% 51 62.75% 0.9
BCR Wealth Strategies
6023
BCR Wealth Strategies
Alabama
US$9677萬 -US$778萬 -7% 12.9% 42.2% 125 15.2% 0.5
Hiddenite Capital Partners
6024
Hiddenite Capital Partners
New York
US$9672萬 -US$1306萬 -12% 8.29% 466% 65 69.23% 0.2
Widmann Financial Services
6025
Widmann Financial Services
Maryland
US$9664萬 -US$1622萬 -14% 10.4% 75.2% 91 15.38% 0.5