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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)
Sunflower Bank Wealth Management
2701
Sunflower Bank Wealth Management
Arizona
US$2.76億 -US$1827萬 -6% 4.12% 33.7% 102 13.73% 3.3
Simon Quick Advisors
2702
Simon Quick Advisors
New Jersey
US$2.76億 +US$9862萬 +56% 3.81% 69.5% 558 51.61% 0.3
Grace Capital
2703
Grace Capital
Massachusetts
US$2.75億 +US$2524萬 +10% 3.86% 127% 99 17.17% 2.2
CIM
2704
CIM Investment Management
Pennsylvania
US$2.75億 -US$619萬 -2% 3.41% 123% 400 32% 1.8
Alley Company
2705
Alley Company
Illinois
US$2.75億 +US$1016萬 +4% 3.57% 88.2% 79 5.06% 3.2
Summit Financial Wealth Advisors
2706
Summit Financial Wealth Advisors
Louisiana
US$2.75億 +US$2215萬 +9% 4% 71.4% 158 20.25% 1.7
Wright Investors Service
2707
Wright Investors Service
Connecticut
US$2.75億 +US$1019萬 +4% 6.82% 146% 246 22.36% 2.1
Willingdon Wealth Management
2708
Willingdon Wealth Management
North Carolina
US$2.75億 +US$2290萬 +9% 4.57% 15.3% 315 63.17% 0.6
Trust Asset Management
2709
Trust Asset Management
Texas
US$2.75億 +US$34.9萬 +0.1% 0.74% 91.1% 70 34.29% 1.7
Gerber Kawasaki Wealth & Investment Management
2710
Gerber Kawasaki Wealth & Investment Management
California
US$2.74億 +US$1085萬 +4% 6.53% 91.5% 124 19.35% 1.1
TCM
2711
TVR Capital Management
Connecticut
US$2.74億 -US$9435萬 -26% 8.96% – 66 74.24% 0.1
Mitchell Capital Management
2712
Mitchell Capital Management
Kansas
US$2.74億 +US$1263萬 +5% 7.55% 219% 73 24.66% 1.2
Timpani Capital Management
2713
Timpani Capital Management
Wisconsin
US$2.74億 +US$468萬 +2% 14.9% 383% 122 38.52% 0.7
Gilbert & Cook
2714
Gilbert & Cook
Iowa
US$2.74億 -US$931萬 -3% 3.31% 63.2% 146 43.84% 0.7
HA
2715
Harbor Advisors
Florida
US$2.73億 +US$2030萬 +8% 5.28% 125% 159 10.06% 0.6
Northeast Financial Consultants
2716
Northeast Financial Consultants
Connecticut
US$2.73億 +US$1925萬 +8% 4.85% 63.8% 154 10.39% 2.3
Front Street Capital Management
2717
Front Street Capital Management
Montana
US$2.73億 +US$1309萬 +5% 8.33% 316% 64 12.5% 1.2
Gargoyle Investment Advisor
2718
Gargoyle Investment Advisor
New Jersey
US$2.72億 +US$1935萬 +8% 3.98% 34.5% 212 33.96% 1.1
OneDigital Investment Advisors
2719
OneDigital Investment Advisors
Kansas
US$2.72億 -US$6314萬 -19% 4.15% 57.3% 1,326 28.43% 0.2
Heritage Trust
2720
Heritage Trust
Oklahoma
US$2.72億 +US$1255萬 +5% 4.31% – 396 20.45% 0.4
Harber Asset Management
2721
Harber Asset Management
North Carolina
US$2.72億 +US$2852萬 +12% 7.23% 63.6% 48 22.92% 1
PAM
2722
PineView Asset Management
Connecticut
US$2.72億 -US$5574萬 -17% 7.85% – 20 20% 0.8
SWK
2723
Stephen W. Kidder
US$2.71億 +US$744萬 +3% 4.44% 94.7% 96 9.38% 3.1
Barry Investment Advisors
2724
Barry Investment Advisors
Massachusetts
US$2.71億 +US$594萬 +2% 4.1% 66.7% 74 14.86% 1.9
CCM
2725
Castine Capital Management
Massachusetts
US$2.71億 +US$4861萬 +22% 5.08% 13.9% 36 16.67% 1.8