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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)
Overbrook Management Corp
3301
Overbrook Management Corp
New York
US$6.63億 +US$1.34億 +25% 26% 157% 73 36.99% 2.6
WFM Asia
3302
WFM Asia
British Virgin Islands
US$6.63億 +US$3069萬 +5% 43.4% 89.9% 7 42.86% 3.3
Wick Capital Partners
3303
Wick Capital Partners
Pennsylvania
US$6.63億 +US$1.14億 +21% 14.8% 60% 296 41.22% 1
Dudley & Shanley
3304
Dudley & Shanley
Florida
US$6.62億 +US$5105萬 +8% 6.27% 67.9% 38 5.26% 4.4
Brady Martz Wealth Solutions
3305
Brady Martz Wealth Solutions
North Dakota
US$6.62億 +US$7513萬 +13% 12% – 232 17.67% 1
CA
3306
Clune & Associates
Illinois
US$6.61億 +US$1.3億 +24% 9.32% – 176 11.36% 1.2
Providence Capital Advisors
3307
Providence Capital Advisors
North Carolina
US$6.6億 +US$4780萬 +8% 8.89% 47.4% 387 48.84% 1.9
Beck Bode LLC
3308
Beck Bode LLC
Massachusetts
US$6.6億 +US$6952萬 +12% 16.6% 155% 135 45.93% 1.2
Ellis Investment Partners
3309
Ellis Investment Partners
Pennsylvania
US$6.6億 +US$8365萬 +15% 16.1% 66.3% 295 12.54% 4.1
Fourth Sail Capital
3310
Fourth Sail Capital
Cayman Islands
US$6.6億 +US$5149萬 +8% 4.34% – 37 62.16% 0.4
Partners in Financial Planning
3311
Partners in Financial Planning
Virginia
US$6.6億 +US$5657萬 +9% 8.9% 38.9% 133 9.77% 3.4
MinichMacGregor Wealth Management
3312
MinichMacGregor Wealth Management
New York
US$6.59億 +US$9248萬 +16% 18.9% 130% 170 31.76% 2.1
Essex LLC
3313
Essex LLC
Illinois
US$6.59億 +US$9229萬 +16% 26.4% 91.4% 189 12.17% 3.1
West Financial Advisors
3314
West Financial Advisors
Iowa
US$6.59億 +US$6939萬 +12% 10.3% 45.1% 228 17.11% 2.7
Pandi LLC
3315
Pandi LLC
Kansas
US$6.58億 +US$4850萬 +8% 14.8% – 4 0% 0.9
Mengis Capital Management
3316
Mengis Capital Management
Oregon
US$6.58億 +US$7666萬 +13% 19% 104% 224 8.04% 5.6
Allen Mooney & Barnes Investment Advisors
3317
Allen Mooney & Barnes Investment Advisors
Georgia
US$6.58億 -US$3775萬 -5% 10.9% 78.9% 168 14.88% 3.2
Mitchell Capital Management
3318
Mitchell Capital Management
Kansas
US$6.57億 +US$1.12億 +21% 38.7% 219% 127 18.9% 3.2
Alpha Omega Wealth Management
3319
Alpha Omega Wealth Management
Virginia
US$6.57億 +US$4025萬 +7% 10.4% 60.7% 215 7.44% 6.8
Ritter Daniher Financial Advisory
3320
Ritter Daniher Financial Advisory
Ohio
US$6.57億 +US$6740萬 +11% 12.3% 56.7% 630 10.79% 2.1
CMH Wealth Management
3321
CMH Wealth Management
New Hampshire
US$6.55億 +US$7291萬 +13% 15.8% 76.6% 121 9.92% 2.1
Clear Trail Advisors
3322
Clear Trail Advisors
Texas
US$6.55億 +US$5456萬 +9% 4.49% – 166 13.25% 0.4
Sovereign Financial Group
3323
Sovereign Financial Group
Connecticut
US$6.54億 +US$7879萬 +14% 18% 90.7% 407 15.23% 2.8
WealthShield Partners
3324
WealthShield Partners
North Carolina
US$6.54億 -US$2.44億 -27% 17% 71% 626 42.17% 3.6
Marble Wealth
3325
Marble Wealth
Alabama
US$6.53億 +US$8188萬 +14% 16.9% – 244 13.11% 0.4