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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)
Advisors Management Group
3301
Advisors Management Group
Wisconsin
US$1.5億 +US$651萬 +5% 0.58% 125% 62 1.61% 0.7
Fieldpoint Private Advisors
3302
Fieldpoint Private Advisors
New York
US$1.5億 +US$310萬 +2% 5.04% 34% 66 6.06% 2
BOIA
3303
Bush ODonnell Investment Advisors
Missouri
US$1.5億 -US$40.5萬 -0.3% 1.9% 45.9% 48 2.08% 2.6
Lipe & Dalton
3304
Lipe & Dalton
New York
US$1.49億 +US$456萬 +3% 6.43% 101% 100 21% 1.6
Daniel Devine & Co
3305
Daniel Devine & Co
Florida
US$1.49億 +US$234萬 +2% 5.25% 34.2% 52 9.62% 1.6
Meridian Investment Counsel
3306
Meridian Investment Counsel
California
US$1.49億 +US$157萬 +1% 3.65% 116% 179 9.5% 2.2
Crystal Rock Capital Management
3307
Crystal Rock Capital Management
Illinois
US$1.48億 +US$1331萬 +10% 8.52% 172% 35 20% 1.4
Juncture Wealth Strategies
3308
Juncture Wealth Strategies
Arizona
US$1.48億 +US$801萬 +6% 2.02% 76.5% 84 20.24% 1.1
Plante Moran Financial Advisors
3309
Plante Moran Financial Advisors
Michigan
US$1.48億 +US$1016萬 +7% 2.62% 62.8% 1,052 21.77% 1.7
WESPAC Advisors SoCal
3310
WESPAC Advisors SoCal
California
US$1.48億 -US$548萬 -4% 1.54% 135% 312 20.83% 0.6
Rho Capital Partners
3311
Rho Capital Partners
New York
US$1.48億 +US$2304萬 +18% 40% – 8 25% 1.9
Cevian Capital II
3312
Cevian Capital II
Jersey
US$1.48億 -US$1405萬 -9% 8.67% 105% 1 0% 0.8
Permit Capital
3313
Permit Capital
Pennsylvania
US$1.48億 +US$745萬 +5% 7.89% 121% 33 6.06% 2.3
MC
3314
Miles Capital
Iowa
US$1.48億 +US$102萬 +0.7% 3.59% 15.4% 234 59.83% 0.8
Lowe Wealth Advisors
3315
Lowe Wealth Advisors
Maryland
US$1.48億 -US$112萬 -0.8% 1.63% 63.3% 264 6.06% 1.4
JRM
3316
John R. Muse
US$1.47億 -US$1703萬 -10% 7.21% – 1 0% 1.8
MBA
3317
McQueen Ball & Associates
Pennsylvania
US$1.47億 +US$585萬 +4% 5.34% 53.6% 110 9.09% 0.7
Kellner Capital
3318
Kellner Capital
New York
US$1.46億 +US$222萬 +2% 11.7% 390% 66 59.09% 0.5
NME
3319
Notis-McConarty Edward
US$1.46億 +US$369萬 +3% 3.61% 91.2% 98 7.14% 2.4
Institutional Venture Management XIII
3320
Institutional Venture Management XIII
California
US$1.46億 +US$1360萬 +10% 12.7% – 6 0% 2.1
Vector Wealth Management
3321
Vector Wealth Management
Minnesota
US$1.46億 -US$75.9萬 -0.5% 3.87% 2.13% 82 4.88% 2.3
CWM
3322
Cedar Wealth Management
California
US$1.46億 -US$1086萬 -7% 2.01% 68.1% 141 19.86% 0.5
LFG
3323
LifePlan Financial Group
Ohio
US$1.46億 +US$10.1萬 +0.1% 2.76% 20.2% 112 14.29% 2
Lumbard & Kellner
3324
Lumbard & Kellner
New Hampshire
US$1.46億 +US$960萬 +7% 5.07% 137% 86 9.3% 1.8
UAM
3325
UAS Asset Management
New York
US$1.46億 -US$2691萬 -16% 2.43% 98% 27 22.22% 2