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)
Disciplined Equity Management
6051
Disciplined Equity Management
Florida
US$1.52億 +US$125萬 +0.8% 0.36% 72.3% 64 9.38% 1.5
Cassia Capital Partners
6052
Cassia Capital Partners
North Carolina
US$1.52億 +US$120萬 +0.8% 1.11% 55% 62 4.84% 1.9
Stash Investments
6053
Stash Investments
New York
US$1.52億 +US$1186萬 +8% 0.95% – 5 0% 0.5
Treasure Coast Financial Planning
6054
Treasure Coast Financial Planning
Florida
US$1.52億 -US$128萬 -0.8% 0.17% 32.6% 35 11.43% 1.7
Advanced Portfolio Management
6055
Advanced Portfolio Management
New York
US$1.52億 +US$9864萬 +186% 1.63% 19.8% 47 34.04% 0.3
BMMM
6056
Boston Mountain Money Management
Arkansas
US$1.52億 +US$557萬 +4% 3.9% – 64 7.81% 0.2
Garrison Point Advisors
6057
Garrison Point Advisors
California
US$1.52億 -US$403萬 -3% 3.47% 81.5% 152 7.24% 4.3
SWP Financial
6058
SWP Financial
California
US$1.51億 +US$853萬 +6% 2.53% 58.4% 53 15.09% 0.4
Asset Allocation & Management Company
6059
Asset Allocation & Management Company
Illinois
US$1.51億 -US$143萬 -0.9% 1.46% 58.5% 49 2.04% 3
CMG Global Holdings
6060
CMG Global Holdings
Texas
US$1.51億 +US$564萬 +4% 2.91% 80.8% 95 6.32% 2.6
Ables Iannone Moore & Associates
6061
Ables Iannone Moore & Associates
Georgia
US$1.51億 +US$1124萬 +8% 9.9% 116% 74 28.38% 0.5
Center For Asset Management
6062
Center For Asset Management
Florida
US$1.51億 +US$2899萬 +24% 3.17% 66.6% 125 23.2% 1.6
Battery Global Advisors
6063
Battery Global Advisors
Massachusetts
US$1.51億 +US$2782萬 +23% 2.8% – 41 29.27% 0.4
Pacific Capital Partners
6064
Pacific Capital Partners
US$1.51億 -US$176萬 -1% 1.6% 49.8% 63 15.87% 0.7
Kestrel Investment Management
6065
Kestrel Investment Management
California
US$1.51億 +US$120萬 +0.8% 3.28% 89.2% 44 31.82% 1.5
Ballew Advisors
6066
Ballew Advisors
Mississippi
US$1.51億 +US$603萬 +4% 2.38% 68% 105 6.67% 3.6
Chaney Capital Management
6067
Chaney Capital Management
Washington
US$1.51億 +US$2650萬 +21% 5.72% – 38 23.68% 0.4
Strategic Value Bank Partners
6068
Strategic Value Bank Partners
Ohio
US$1.51億 -US$203萬 -1% 1.01% 98.1% 22 0% 2.1
Evergreen Wealth Management
6069
Evergreen Wealth Management
Michigan
US$1.51億 +US$319萬 +2% 2.87% 62.1% 55 0% 1.4
Archvest Wealth Advisors
6070
Archvest Wealth Advisors
California
US$1.51億 +US$941萬 +7% 1.54% 47.8% 65 16.92% 1.6
Prepared Retirement Institute
6071
Prepared Retirement Institute
Pennsylvania
US$1.51億 +US$1687萬 +13% 1.08% – 83 18.07% 0.4
Guardian Financial Partners
6072
Guardian Financial Partners
California
US$1.51億 +US$487萬 +3% 1.82% 50.2% 46 4.35% 1
CE
6073
Cornerstone Enterprises
Wisconsin
US$1.51億 +US$1466萬 +11% 7.61% 85.7% 35 5.71% 0.4
Millennium Capital Advisors
6074
Millennium Capital Advisors
Arkansas
US$1.5億 +US$886萬 +6% 8.24% 134% 126 7.94% 1.9
Oxinas Partners Wealth Management
6075
Oxinas Partners Wealth Management
Indiana
US$1.5億 -US$379萬 -2% 4.72% 91.4% 133 10.53% 2.1