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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)
LP
3301
LGL Partners
Pennsylvania
US$2.12億 +US$302萬 +1% 0.97% 68.9% 60 6.67% 1.9
UIM
3302
Underhill Investment Management
California
US$2.12億 +US$553萬 +3% 0.01% 59.8% 20 5% 2.3
D.B. Root & Company
3303
D.B. Root & Company
Pennsylvania
US$2.12億 +US$2254萬 +12% 3.25% 57.3% 212 15.57% 0.3
PCM
3304
Pennant Capital Management
New Jersey
US$2.12億 -US$623萬 -3% 6.3% 35.2% 26 38.46% 1.3
DCM
3305
DeGreen Capital Management
Arizona
US$2.12億 -US$29.2萬 -0.1% 0.02% 28.5% 16 0% 1.7
Buckley Wealth Management
3306
Buckley Wealth Management
Nevada
US$2.12億 +US$921萬 +5% 3.77% 88% 168 12.5% 0.5
Interactive Financial Advisors
3307
Interactive Financial Advisors
Illinois
US$2.11億 +US$200萬 +1% 2.13% 47.6% 115 13.04% 3.3
MA
3308
Marshwinds Advisory
Georgia
US$2.11億 +US$108萬 +0.5% 2.65% 32.9% 136 5.88% 4.2
Sensible Financial Planning & Management
3309
Sensible Financial Planning & Management
Massachusetts
US$2.11億 +US$120萬 +0.6% 0.4% 24.5% 31 3.23% 2.7
Keating Investment Counselors
3310
Keating Investment Counselors
Florida
US$2.11億 -US$596萬 -3% 1.22% 50% 69 14.49% 3.9
Bach Option
3311
Bach Option
Hong Kong
US$2.11億 +US$3201萬 +18% 1.64% 30.6% 122 67.21% 0.5
Conrad N. Hilton Foundation
3312
Conrad N. Hilton Foundation
California
US$2.1億 -US$6651萬 -24% 0.5% – 6 0% 0.5
MM
3313
Midas Management
New York
US$2.1億 -US$285萬 -1% 0.61% 43.3% 127 14.96% 2
Advisors Management Group
3314
Advisors Management Group
Wisconsin
US$2.1億 +US$1544萬 +8% 2.69% 125% 83 4.82% 1.9
TrueWealth LLC
3315
TrueWealth LLC
Georgia
US$2.1億 +US$1183萬 +6% 1.56% – 897 12.04% 0.5
ITIM
3316
Indiana Trust & Investment Management
Indiana
US$2.1億 -US$532萬 -2% 1.31% 114% 138 7.97% 3.8
SignalPoint Asset Management
3317
SignalPoint Asset Management
Missouri
US$2.1億 +US$175萬 +0.8% 2.93% 36% 217 11.52% 2.4
Mathes Company
3318
Mathes Company
New York
US$2.1億 -US$450萬 -2% 3.08% 121% 140 8.57% 3.1
Fulcrum Capital
3319
Fulcrum Capital
Washington
US$2.09億 -US$9768萬 -32% 0.14% 102% 71 28.17% 0.5
Raab & Moskowitz Asset Management
3320
Raab & Moskowitz Asset Management
New Jersey
US$2.09億 +US$638萬 +3% 2.28% 75% 170 10% 2.8
Summit Asset Management
3321
Summit Asset Management
Tennessee
US$2.09億 +US$6萬 +0% 1.64% 48.9% 114 7.89% 3.4
Iowa State Bank
3322
Iowa State Bank
Iowa
US$2.09億 +US$371萬 +2% 1.38% 85.7% 103 5.83% 3.2
Connecticut Wealth Management
3323
Connecticut Wealth Management
Connecticut
US$2.09億 +US$3258萬 +18% 3.04% 70.2% 68 10.29% 1.4
American National Registered Investment Advisor
3324
American National Registered Investment Advisor
Texas
US$2.09億 +US$732萬 +4% 4.54% 95.8% 245 2.86% 3.8
Burt Wealth Advisors
3325
Burt Wealth Advisors
Maryland
US$2.09億 +US$1220萬 +6% 0.53% 57.3% 409 10.27% 2.5