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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)
Global Wealth Management Investment Advisory
3201
Global Wealth Management Investment Advisory
Florida
US$7.03億 +US$6429萬 +10% 10.8% 75.1% 170 12.94% 4.3
Mountain Capital Investment Advisors
3202
Mountain Capital Investment Advisors
Colorado
US$7.02億 +US$2829萬 +4% 12.3% 63.3% 103 22.33% 1.8
Summit Wealth Partners
3203
Summit Wealth Partners
Florida
US$7.02億 +US$7024萬 +11% 11.5% 44.9% 291 10.65% 2.9
12th Street Asset Management Company
3204
12th Street Asset Management Company
Tennessee
US$7.02億 +US$9045萬 +15% 20.1% 106% 36 22.22% 3.3
Strategic Global Advisors
3205
Strategic Global Advisors
California
US$7.02億 +US$7632萬 +12% 23.5% 137% 167 37.72% 1.9
AW
3206
Atlas Wealth
Ohio
US$7.01億 +US$3.68億 +110% 8.11% 43.5% 181 38.12% 1.4
Oak Hill Advisors
3207
Oak Hill Advisors
New York
US$7.01億 -US$1.77億 -20% 10.5% 42.4% 12 0% 5
American Money Management
3208
American Money Management
California
US$7億 +US$6825萬 +11% 12.5% 65% 184 14.13% 4.7
BWCP LP
3209
BWCP LP
Texas
US$7億 +US$4447萬 +7% 28.4% 198% 33 45.45% 0.7
Rainey & Randall Wealth Advisors
3210
Rainey & Randall Wealth Advisors
Florida
US$7億 +US$8414萬 +14% 11.6% 52.3% 82 13.41% 3.3
Larch Capital Partners
3211
Larch Capital Partners
Florida
US$7億 +US$955萬 +1% 2.67% – 64 26.56% 0.3
Probity Advisors
3212
Probity Advisors
Texas
US$6.99億 +US$6796萬 +11% 14.3% 61.7% 238 5.88% 5.5
Fiducient Advisors
3213
Fiducient Advisors
Illinois
US$6.98億 -US$6657萬 -9% 10.3% 52.3% 163 20.86% 2.3
Tarbox Family Office
3214
Tarbox Family Office
California
US$6.98億 +US$8241萬 +13% 13.2% 66.4% 99 7.07% 8.4
Princeton Global Asset Management
3215
Princeton Global Asset Management
New Jersey
US$6.98億 +US$8491萬 +14% 15.5% 110% 908 17.18% 3.3
DV Equities
3216
DV Equities
Illinois
US$6.98億 – – 26.8% – 107 – 0.2
SVCM
3217
Saturn V Capital Management
Texas
US$6.97億 +US$1.45億 +26% 24.6% 1,083% 24 16.67% 0.8
MAA
3218
Mraz Amerine & Associates
California
US$6.97億 +US$1887萬 +3% 3.89% 63.2% 210 14.76% 5
Financial Management Network
3219
Financial Management Network
California
US$6.97億 +US$4385萬 +7% 10.8% 62.5% 215 13.02% 2.8
Crane Advisory
3220
Crane Advisory
California
US$6.97億 +US$2852萬 +4% 8.38% 38.2% 56 8.93% 2.3
Brickley Wealth Management
3221
Brickley Wealth Management
California
US$6.96億 +US$1.13億 +19% 13% 75.9% 69 14.49% 3.7
IIA
3222
IPG Investment Advisors
California
US$6.96億 +US$1.14億 +20% 27.7% 126% 308 34.42% 1.9
Affiance Financial
3223
Affiance Financial
Minnesota
US$6.95億 +US$7833萬 +13% 11.3% 57.8% 114 9.65% 5.7
Cornerstone Management
3224
Cornerstone Management
Georgia
US$6.95億 +US$6750萬 +11% 9.32% 43.6% 68 5.88% 5.3
Deltroit Asset Management (UK)
3225
Deltroit Asset Management (UK)
US$6.95億 +US$7210萬 +12% 23.4% – 46 34.78% 0.4