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)
TIAM2
6801
Tru Independence Asset Management 2
Oregon
US$1.85億 +US$2210萬 +14% 10.4% – 103 26.21% 2
HWP
6802
Hibernia Wealth Partners
Louisiana
US$1.85億 -US$1.54億 -45% 7.2% 34.4% 131 44.27% 1.4
IRM
6803
Income Research & Management
Massachusetts
US$1.84億 +US$1587萬 +9% 0.1% 0.7% 31 19.35% 1.4
DWM
6804
Daner Wealth Management
Georgia
US$1.84億 +US$1433萬 +8% 13.2% – 96 8.33% 1.1
DQRIM
6805
Dale Q Rice Investment Management
Washington
US$1.84億 +US$5247萬 +40% 56.1% – 75 18.67% 1.3
ZRP
6806
Zynergy Retirement Planning
New Jersey
US$1.84億 +US$1908萬 +12% 10% – 26 0% 1.9
SLG
6807
Sanchez Levi Garrett
US$1.84億 +US$2478萬 +16% 12.9% – 76 5.26% 0.2
SMC
6808
Sun Mountain Capital
US$1.84億 +US$7102萬 +63% 14.8% – 2 50% 0.3
TC
6809
Tacita Capital
Ontario, Canada
US$1.84億 +US$1529萬 +9% 10.8% 72.3% 247 17% 3.8
EIM
6810
Ervin Investment Management
Washington
US$1.84億 +US$1332萬 +8% 10.8% 84.3% 50 12% 3.1
CA
6811
Commerce Advisors
Tennessee
US$1.84億 +US$6509萬 +55% 11.3% – 137 18.25% 0.2
SWA
6812
Sterling Wealth Advisors
Florida
US$1.84億 +US$863萬 +5% 9.8% – 20 0% 1.4
TC
6813
Triavera Capital
California
US$1.84億 +US$1651萬 +10% 10.8% – 17 17.65% 1.3
BW
6814
BXM Wealth
Colorado
US$1.84億 +US$5391萬 +41% 22.2% – 171 28.07% 0.9
LCA
6815
Legend Capital Advisors
New York
US$1.84億 +US$2380萬 +15% 39% – 160 61.88% 0.5
NLA
6816
Northern Lights Advisors
Washington
US$1.84億 +US$3616萬 +24% 11.6% – 73 23.29% 0.4
MFG
6817
Menard Financial Group
Texas
US$1.84億 +US$4061萬 +28% 28.3% 141% 95 29.47% 2.4
KIM
6818
Kestrel Investment Management
California
US$1.84億 +US$1621萬 +10% 14% 89.2% 42 11.9% 1.9
RPGNY
6819
Retirement Planning Group (New York)
New York
US$1.84億 +US$2836萬 +18% 15.6% – 111 18.02% 1
LWM
6820
LeConte Wealth Management
Tennessee
US$1.84億 +US$2883萬 +19% 20% – 188 23.94% 0.7
HG
6821
Herbst Group
Connecticut
US$1.83億 +US$2155萬 +13% 23% 139% 73 30.14% 1.7
MCA
6822
Millennium Capital Advisors
Arkansas
US$1.83億 +US$2097萬 +13% 16.6% 134% 148 17.57% 2.8
AWF
6823
Alpha Wealth Funds
Utah
US$1.83億 +US$3421萬 +23% 4.86% – 78 66.67% 0.5
BWM
6824
BCO Wealth Management
New Mexico
US$1.83億 +US$1690萬 +10% 8.43% – 46 10.87% 1.2
MCA
6825
McGuire Capital Advisors
Oklahoma
US$1.83億 +US$2709萬 +17% 31% – 994 21.03% 0.4