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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)
Alpha Omega Wealth Management
3326
Alpha Omega Wealth Management
Virginia
US$6.57億 +US$4025萬 +7% 10.4% 65.9% 215 7.44% 6.8
Ritter Daniher Financial Advisory
3327
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
3328
CMH Wealth Management
New Hampshire
US$6.55億 +US$7291萬 +13% 15.8% 88% 121 9.92% 2.1
Clear Trail Advisors
3329
Clear Trail Advisors
Texas
US$6.55億 +US$5456萬 +9% 4.49% – 166 13.25% 0.4
Sovereign Financial Group
3330
Sovereign Financial Group
Connecticut
US$6.54億 +US$7879萬 +14% 18% 90.7% 407 15.23% 2.8
WealthShield Partners
3331
WealthShield Partners
North Carolina
US$6.54億 -US$2.44億 -27% 17% 71% 626 42.17% 3.6
Marble Wealth
3332
Marble Wealth
Alabama
US$6.53億 +US$8188萬 +14% 16.9% – 244 13.11% 0.4
Endurance Services Ltd
3333
Endurance Services Ltd
New York
US$6.53億 +US$5922萬 +10% 9.49% – 8 0% 1.4
Crawford Fund Management
3334
Crawford Fund Management
Massachusetts
US$6.53億 +US$1.33億 +26% 3.64% – 217 22.12% 1.2
Stamos Capital Partners
3335
Stamos Capital Partners
California
US$6.53億 +US$1288萬 +2% 8.87% 36.7% 142 1.41% 3.4
Nordwand Advisors
3336
Nordwand Advisors
Pennsylvania
US$6.52億 +US$8050萬 +14% 21.2% 93% 155 9.03% 1.4
Three Arch Wealth Management
3337
Three Arch Wealth Management
California
US$6.52億 +US$9582萬 +17% 11% – 71 16.9% 0.4
Presilium Private Wealth
3338
Presilium Private Wealth
Pennsylvania
US$6.51億 +US$8418萬 +15% 9.87% 45.9% 97 23.71% 2.2
Garrett Wealth Advisory Group
3339
Garrett Wealth Advisory Group
Texas
US$6.51億 +US$8812萬 +16% 12.1% 74.6% 154 15.58% 2.5
BlueSpruce Investments
3340
BlueSpruce Investments
Illinois
US$6.5億 +US$1913萬 +3% 21.1% 59.6% 22 72.73% 0.5
Gibraltar Capital Management
3341
Gibraltar Capital Management
Oklahoma
US$6.5億 +US$6964萬 +12% 12.5% 65% 131 9.16% 2.5
Broad Run Investment Management
3342
Broad Run Investment Management
Virginia
US$6.5億 +US$8188萬 +14% 24% 202% 24 0% 7
Onex Canada Asset Management
3343
Onex Canada Asset Management
Ontario, Canada
US$6.49億 +US$4814萬 +8% 22.8% 87.8% 81 4.94% 4.8
Perennial Advisors
3344
Perennial Advisors
New York
US$6.49億 +US$6198萬 +11% 13.5% – 147 21.77% 3.9
Asset Allocation Strategies
3345
Asset Allocation Strategies
Michigan
US$6.49億 +US$8601萬 +15% 10% 58.1% 184 13.04% 1.7
Goodman Financial
3346
Goodman Financial
Texas
US$6.47億 +US$6507萬 +11% 6.86% 52.5% 84 21.43% 2.5
Harvest Investment Services
3347
Harvest Investment Services
Illinois
US$6.47億 +US$1億 +18% 32.5% 282% 434 32.03% 1.5
JCP
3348
JB Capital Partners
New York
US$6.46億 +US$6588萬 +11% 14.6% 142% 86 2.33% 3.7
Brian C. Broderick
3349
Brian C. Broderick
US$6.46億 +US$1.04億 +19% 29.4% 98.6% 98 6.12% 6.6
Concord Asset Management (Virginia)
3350
Concord Asset Management (Virginia)
Virginia
US$6.46億 +US$5399萬 +9% 15.1% 69% 131 14.5% 2.5