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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)
Quantum Financial Advisors
2551
Quantum Financial Advisors
California
US$10.1億 +US$1.2億 +13% 12.3% 61.1% 261 15.33% 1.9
DiNuzzo Private Wealth
2552
DiNuzzo Private Wealth
Pennsylvania
US$10.1億 +US$8277萬 +9% 8.63% 42.7% 1,383 5.28% 2.2
Gladstone Capital Management
2553
Gladstone Capital Management
United Kingdom
US$10.1億 +US$1484萬 +1% 38.7% 304% 44 36.36% 1.1
IAG Wealth Partners
2554
IAG Wealth Partners
Wisconsin
US$10.1億 +US$1.15億 +13% 8.91% 47.3% 525 6.29% 3.9
Redwood Investment Management
2555
Redwood Investment Management
Arizona
US$10.1億 +US$2.04億 +25% 16.2% 62.5% 361 42.11% 1.4
Steigerwald Gordon & Koch
2556
Steigerwald Gordon & Koch
Virginia
US$10.1億 +US$3472萬 +4% 8.38% 59.5% 786 3.56% 1.7
KR Capital LP
2557
KR Capital LP
New York
US$10.1億 +US$5.1億 +102% 41.4% – 103 75.73% 0.1
Catalyst Financial Partners
2558
Catalyst Financial Partners
Massachusetts
US$10.1億 +US$1.61億 +19% 19.9% 98.6% 435 19.31% 1.9
Grove Bank & Trust
2559
Grove Bank & Trust
Florida
US$10.1億 +US$1.24億 +14% 14.2% 80.5% 931 12.89% 3.4
Occidental Asset Management
2560
Occidental Asset Management
California
US$10.1億 +US$1.63億 +19% 17.7% 82.5% 347 23.63% 3.3
Eagle Strategies
2561
Eagle Strategies
New York
US$10.1億 +US$1.69億 +20% 16.1% 77.7% 282 11.7% 2.2
Patton Albertson Miller Group
2562
Patton Albertson Miller Group
Tennessee
US$10億 +US$1.63億 +19% 24.4% 109% 217 4.15% 6
Mar Vista Investment Partners
2563
Mar Vista Investment Partners
California
US$10億 +US$509萬 +0.5% 14.3% 73.9% 36 11.11% 5.8
BDWCC
2564
B&D White Capital Company
Texas
US$10億 +US$1.96億 +24% 10.9% 38.1% 102 35.29% 1.2
Sendero Wealth Management
2565
Sendero Wealth Management
Texas
US$10億 +US$1億 +11% 13.7% 99.2% 222 13.51% 2.1
BlueStem Wealth Partners
2566
BlueStem Wealth Partners
Minnesota
US$10億 +US$1.04億 +12% 12.1% – 143 24.48% 1.1
KL
2567
KIM LLC
Kansas
US$10億 +US$2738萬 +3% 26.9% 49.7% 69 4.35% 0.9
Fulcrum Asset Management
2568
Fulcrum Asset Management
United Kingdom
US$10億 +US$3.41億 +52% 22.1% – 1,054 81.78% 0.2
Advisory Research
2569
Advisory Research
Illinois
US$10億 +US$1.89億 +23% 24.2% 144% 139 3.6% 3.9
Hohimer Wealth Management
2570
Hohimer Wealth Management
Washington
US$10億 +US$1.55億 +18% 15.3% 99.7% 424 16.98% 1.8
Sheets Smith Wealth Management
2571
Sheets Smith Wealth Management
North Carolina
US$10億 +US$1.12億 +13% 14.2% 83.4% 424 11.08% 5.1
Liberty One Investment Management
2572
Liberty One Investment Management
Illinois
US$10億 +US$3025萬 +3% 5.07% 40.3% 159 6.29% 3.6
Ascent Wealth Partners
2573
Ascent Wealth Partners
New York
US$10億 +US$1.4億 +16% 20.5% 94.4% 204 9.8% 4
Embree Financial Group
2574
Embree Financial Group
Illinois
US$10億 +US$1.49億 +18% 14.6% – 304 17.43% 1.5
180 Wealth Advisors
2575
180 Wealth Advisors
Washington
US$10億 +US$1.18億 +13% 22.1% 136% 515 12.62% 3.8