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)
SMA Capital
6001
SMA Capital
New York
US$2.38億 +US$645萬 +3% 14.6% – 184 82.61% 0.1
Tandem Capital Management
6002
Tandem Capital Management
New Jersey
US$2.38億 +US$3808萬 +19% 29% 128% 121 11.57% 3.6
Soviero Asset Management
6003
Soviero Asset Management
New York
US$2.38億 +US$3752萬 +19% 37.8% 676% 82 52.44% 0.4
GRWP
6004
Green Ridge Wealth Planning
New Jersey
US$2.38億 +US$4774萬 +25% 23.3% – 98 16.33% 0.4
Horizon Advisory Services
6005
Horizon Advisory Services
New York
US$2.38億 +US$4223萬 +22% 7.12% – 52 11.54% 1.2
BCFD
6006
Boit C.F. David
US$2.38億 +US$1230萬 +5% 11.8% 84.2% 118 28.81% 4.2
Cornerstone Select Advisors
6007
Cornerstone Select Advisors
Missouri
US$2.38億 +US$7789萬 +49% 50.2% – 155 23.87% 1
BlueDoor Private Wealth
6008
BlueDoor Private Wealth
Massachusetts
US$2.38億 +US$2168萬 +10% 10.8% – 171 18.13% 0.4
Tableaux
6009
Tableaux
Massachusetts
US$2.38億 +US$3104萬 +15% 12.1% – 125 13.6% 0.9
NBH Bank
6010
NBH Bank
Colorado
US$2.37億 – – 16.2% – 552 – 0
Client First Investment Management
6011
Client First Investment Management
Wisconsin
US$2.37億 +US$4493萬 +23% 43.8% 243% 36 77.78% 0.5
Grant Private Wealth Management
6012
Grant Private Wealth Management
California
US$2.37億 +US$4867萬 +26% 26.7% – 171 14.04% 0.8
Crestview Partners III
6013
Crestview Partners III
New York
US$2.37億 +US$4211萬 +22% 27.4% 51.2% 2 50% 3
Sequent Asset Management
6014
Sequent Asset Management
Texas
US$2.37億 +US$2817萬 +13% 13.4% 51.3% 99 19.19% 3.5
AIA
6015
Arcadia Investment Advisors
Idaho
US$2.37億 +US$2529萬 +12% 11.2% 56.4% 83 6.02% 5.8
RetireMitten Financial
6016
RetireMitten Financial
Michigan
US$2.37億 +US$3027萬 +15% 10% – 182 74.18% 0.3
BancFirst Trust & Investment Management
6017
BancFirst Trust & Investment Management
Oklahoma
US$2.37億 +US$1066萬 +5% 1.05% 44.1% 67 40.3% 1.8
True Blue Financial
6018
True Blue Financial
Michigan
US$2.37億 +US$1.1億 +87% 10% – 62 17.74% 0.4
CA
6019
Continental Advisors
Utah
US$2.37億 +US$4092萬 +21% 4.99% 73.6% 54 14.81% 5.4
Grove Street Fiduciary
6020
Grove Street Fiduciary
New Hampshire
US$2.37億 +US$984萬 +4% 6.12% – 80 13.75% 1.2
Trail Ridge Investment Advisors
6021
Trail Ridge Investment Advisors
Colorado
US$2.37億 +US$672萬 +3% 13.2% 83.9% 105 17.14% 3.4
Compass Financial Group (Florida)
6022
Compass Financial Group (Florida)
Florida
US$2.37億 +US$1493萬 +7% 9.25% 47.5% 52 11.54% 4.1
ADE LLC
6023
ADE LLC
Maryland
US$2.37億 +US$2805萬 +13% 12.6% 59.8% 96 13.54% 3.5
MWA
6024
Miller Wealth Advisors
Colorado
US$2.37億 -US$2310萬 -9% 8.89% 147% 126 10.32% 2.5
TCM
6025
TAM Capital Management
Connecticut
US$2.37億 +US$3172萬 +15% 7.68% 4.15% 10 40% 0.6