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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)
Blue Owl Capital Holdings
3301
Blue Owl Capital Holdings
New York
US$6.65億 +US$2.92億 +79% 23.2% 145% 93 36.56% 1.1
San Luis Wealth Advisors
3302
San Luis Wealth Advisors
California
US$6.64億 +US$6006萬 +10% 10.3% 65% 203 21.67% 1.6
Citizens Business Bank
3303
Citizens Business Bank
California
US$6.64億 +US$5376萬 +9% 19.8% 108% 147 13.61% 4.7
McMorgan & Co
3304
McMorgan & Co
California
US$6.64億 +US$4589萬 +7% 7.8% 30.1% 42 16.67% 2.5
Capital Group Investment Management
3305
Capital Group Investment Management
Singapore
US$6.64億 +US$7857萬 +13% 23% 145% 154 16.23% 2.3
Pacific Capital Wealth Advisors
3306
Pacific Capital Wealth Advisors
California
US$6.63億 +US$6795萬 +11% 10.2% 54.1% 96 13.54% 2.9
Bain Capital Prairie
3307
Bain Capital Prairie
Massachusetts
US$6.63億 -US$281萬 -0.4% 0.42% – 1 0% 0.5
Overbrook Management Corp
3308
Overbrook Management Corp
New York
US$6.63億 +US$1.34億 +25% 26% 157% 73 36.99% 2.6
WFM Asia
3309
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
3310
Wick Capital Partners
Pennsylvania
US$6.63億 +US$1.14億 +21% 14.8% 60% 296 41.22% 1
Dudley & Shanley
3311
Dudley & Shanley
Florida
US$6.62億 +US$5105萬 +8% 6.27% 67.9% 38 5.26% 4.4
Brady Martz Wealth Solutions
3312
Brady Martz Wealth Solutions
North Dakota
US$6.62億 +US$7513萬 +13% 12% – 232 17.67% 1
CA
3313
Clune & Associates
Illinois
US$6.61億 +US$1.3億 +24% 9.32% – 176 11.36% 1.2
Providence Capital Advisors
3314
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
3315
Beck Bode LLC
Massachusetts
US$6.6億 +US$6952萬 +12% 16.6% 155% 135 45.93% 1.2
Ellis Investment Partners
3316
Ellis Investment Partners
Pennsylvania
US$6.6億 +US$8365萬 +15% 16.1% 70.8% 295 12.54% 4.1
Fourth Sail Capital
3317
Fourth Sail Capital
Cayman Islands
US$6.6億 +US$5149萬 +8% 4.34% – 37 62.16% 0.4
Partners in Financial Planning
3318
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
3319
MinichMacGregor Wealth Management
New York
US$6.59億 +US$9248萬 +16% 18.9% 130% 170 31.76% 2.1
Essex LLC
3320
Essex LLC
Illinois
US$6.59億 +US$9229萬 +16% 26.4% 91.4% 189 12.17% 3.1
West Financial Advisors
3321
West Financial Advisors
Iowa
US$6.59億 +US$6939萬 +12% 10.3% 49.1% 228 17.11% 2.7
Pandi LLC
3322
Pandi LLC
Kansas
US$6.58億 +US$4850萬 +8% 14.8% – 4 0% 0.9
Mengis Capital Management
3323
Mengis Capital Management
Oregon
US$6.58億 +US$7666萬 +13% 19% 104% 224 8.04% 5.6
Allen Mooney & Barnes Investment Advisors
3324
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
3325
Mitchell Capital Management
Kansas
US$6.57億 +US$1.12億 +21% 38.7% 234% 127 18.9% 3.2