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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)
Burling Wealth Partners
3251
Burling Wealth Partners
Illinois
US$6.83億 +US$6505萬 +11% 12.8% – 191 13.09% 1.2
AMG
3252
Asset Management Group
Connecticut
US$6.83億 +US$6474萬 +10% 13.9% 57% 140 3.57% 8.9
Calton & Associates
3253
Calton & Associates
Florida
US$6.83億 -US$1308萬 -2% 17.6% 73.9% 503 29.62% 1.5
Principal Street Partners
3254
Principal Street Partners
Tennessee
US$6.83億 +US$6992萬 +11% 16.3% 91% 284 15.49% 3
Beacon Capital Management LLC (Tennessee)
3255
Beacon Capital Management LLC (Tennessee)
Tennessee
US$6.83億 +US$1.16億 +20% 16.7% 83% 195 25.13% 2.6
Wilsey Asset Management
3256
Wilsey Asset Management
California
US$6.81億 +US$4320萬 +7% 3.86% 66.9% 28 10.71% 3.6
Bell Investment Advisors
3257
Bell Investment Advisors
California
US$6.81億 +US$4167萬 +7% 9.94% 45% 1,931 9.43% 3.6
Oliver Luxxe Assets
3258
Oliver Luxxe Assets
New Jersey
US$6.8億 +US$1248萬 +2% 18.6% 137% 216 15.28% 3
Peak Asset Management
3259
Peak Asset Management
Colorado
US$6.8億 +US$1.13億 +20% 15.1% 70.1% 184 20.65% 5.3
FBT
3260
First Bank & Trust
South Dakota
US$6.8億 +US$5922萬 +10% 13% 85.6% 278 10.43% 3.9
SevenBridge Financial Group
3261
SevenBridge Financial Group
Pennsylvania
US$6.8億 +US$4010萬 +6% 13.6% 93.2% 217 8.76% 5.3
CNBTD
3262
Citizens National Bank Trust Department
Mississippi
US$6.8億 +US$7912萬 +13% 22.9% 114% 386 2.33% 4
SFA
3263
Spectrum Financial Alliance
Kentucky
US$6.79億 +US$1.59億 +31% 45.5% 187% 33 15.15% 2.6
Bourgeon Capital Management
3264
Bourgeon Capital Management
Connecticut
US$6.79億 +US$1.01億 +18% 22.1% 121% 123 27.64% 3.4
Maia Wealth
3265
Maia Wealth
Colorado
US$6.79億 +US$8766萬 +15% 14.7% – 390 19.23% 1.5
Huber Capital Management
3266
Huber Capital Management
California
US$6.79億 +US$3108萬 +5% 8.17% 70.4% 101 3.96% 5.6
Atlas Legacy Advisors
3267
Atlas Legacy Advisors
California
US$6.78億 +US$1.28億 +23% 17.9% – 225 18.67% 1.2
Ashton Thomas Securities
3268
Ashton Thomas Securities
New York
US$6.77億 -US$1.2億 -15% 14.8% – 505 37.23% 1.2
Deltec Asset Management
3269
Deltec Asset Management
New York
US$6.77億 +US$1.32億 +24% 19.3% 127% 304 35.86% 2.2
Elwood & Goetz Wealth Advisory Group
3270
Elwood & Goetz Wealth Advisory Group
Georgia
US$6.76億 +US$8685萬 +15% 15.9% 63.7% 154 14.29% 2.7
Tempo Wealth
3271
Tempo Wealth
Ohio
US$6.75億 +US$1.02億 +18% 23.6% – 240 12.5% 0.4
Cadinha & Co
3272
Cadinha & Co
Hawaii
US$6.75億 +US$1.38億 +26% 8.88% 132% 110 9.09% 6.6
Bellwether Advisors
3273
Bellwether Advisors
Nebraska
US$6.75億 +US$8487萬 +14% 24.8% 115% 204 40.2% 2.3
Carrera Capital Advisors
3274
Carrera Capital Advisors
Michigan
US$6.75億 +US$2571萬 +4% 2.68% – 220 19.09% 1.1
WPWealth
3275
WPWealth
Texas
US$6.74億 +US$1964萬 +3% 8.21% 38.2% 107 13.08% 2.1