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)
McDaniel Terry & Co
1826
McDaniel Terry & Co
Texas
US$9.6億 -US$2272萬 -2% 4.39% 76.6% 89 6.74% 5.7
Delta Asset Management
1827
Delta Asset Management
Tennessee
US$9.6億 -US$4792萬 -5% 4.01% 66.5% 668 4.64% 2.3
Cyndeo Wealth Partners
1828
Cyndeo Wealth Partners
Florida
US$9.6億 +US$271萬 +0.3% 2.4% 93% 354 12.71% 0.6
Coliseum Capital Management
1829
Coliseum Capital Management
Connecticut
US$9.6億 -US$1.5億 -14% 18% 41.1% 14 35.71% 2.8
NorthRock Partners
1830
NorthRock Partners
Minnesota
US$9.6億 +US$4546萬 +5% 4.02% 62.8% 374 21.66% 2.6
Salomon & Ludwin
1831
Salomon & Ludwin
Virginia
US$9.6億 +US$1819萬 +2% 3.68% 58.7% 764 77.49% 0.5
Washington Trust Bank
1832
Washington Trust Bank
Washington
US$9.6億 -US$2235萬 -2% 2.39% 89.9% 224 8.04% 5.4
Fir Tree Capital Management
1833
Fir Tree Capital Management
New York
US$9.6億 -US$1.17億 -11% 1.53% 17.3% 291 35.4% 1
Wintrust Investments
1834
Wintrust Investments
Illinois
US$9.6億 -US$4226萬 -4% 2.2% 27.5% 442 12.22% 1.7
Vicus Capital
1835
Vicus Capital
Pennsylvania
US$9.5億 -US$571萬 -0.6% 3.69% 67% 266 25.19% 2.5
Hemenway Trust Hemenway Trust
1836
Hemenway Trust Hemenway Trust
New Hampshire
US$9.5億 -US$6535萬 -6% 3.74% 87.2% 138 7.25% 6.3
Money Concepts Capital
1837
Money Concepts Capital
Florida
US$9.5億 -US$2865萬 -3% 3.75% 84.1% 386 15.28% 2
Tremblant Capital Group
1838
Tremblant Capital Group
Florida
US$9.5億 -US$7940萬 -8% 2.49% 131% 48 25% 2.1
Fragasso Financial Advisors
1839
Fragasso Financial Advisors
Pennsylvania
US$9.5億 +US$1602萬 +2% 3.52% 73.7% 240 8.33% 3.3
VR Adviser
1840
VR Adviser
New York
US$9.5億 +US$3.25億 +52% 10.9% 1,698% 40 32.5% 0.7
Transform Wealth
1841
Transform Wealth
Colorado
US$9.48億 -US$1.64億 -15% 1.04% 48.4% 284 23.94% 2.7
Goldentree Asset Management
1842
Goldentree Asset Management
New York
US$9.48億 -US$1.55億 -14% 0.98% 27.7% 37 40.54% 1
Greenwich Wealth Management
1843
Greenwich Wealth Management
Connecticut
US$9.46億 -US$529萬 -0.6% 0.16% 198% 246 10.98% 4.7
NewSquare Capital
1844
NewSquare Capital
Pennsylvania
US$9.46億 -US$1562萬 -2% 2.79% 82.5% 947 45.41% 2.5
Woodmont Investment Counsel
1845
Woodmont Investment Counsel
Tennessee
US$9.45億 -US$1949萬 -2% 3.15% 75.3% 247 10.53% 5.4
Pacific Life Fund Advisors
1846
Pacific Life Fund Advisors
California
US$9.45億 -US$3917萬 -4% 3.68% 47.6% 20 5% 0.4
EverSource Wealth Advisors
1847
EverSource Wealth Advisors
Alabama
US$9.43億 +US$3581萬 +4% 1.95% 98.1% 2,717 16.42% 1.1
RPGK
1848
Retirement Planning Group (Kansas)
Kansas
US$9.42億 -US$5988萬 -6% 3.82% 54.7% 170 12.35% 2.8
Triodos Investment Management
1849
Triodos Investment Management
Netherlands
US$9.42億 -US$6020萬 -6% 6.95% 89.9% 47 4.26% 2.9
Oberweis Asset Management
1850
Oberweis Asset Management
Illinois
US$9.41億 +US$1.19億 +14% 2.02% 485% 230 33.91% 1.6