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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)
Patten Group
3351
Patten Group
Tennessee
US$6.43億 +US$6803萬 +12% 17.6% 88.1% 342 18.42% 5.1
Centric Wealth Management
3352
Centric Wealth Management
Illinois
US$6.43億 +US$1.42億 +28% 11.8% 44.4% 209 2.87% 2.9
Holistic Planning
3353
Holistic Planning
Texas
US$6.43億 +US$1.41億 +28% 11% – 349 19.48% 1.2
Foresite Capital Management VI
3354
Foresite Capital Management VI
California
US$6.43億 +US$1.82億 +40% 21.6% – 25 40% 0.5
GenWealth Group
3355
GenWealth Group
New Jersey
US$6.42億 +US$5735萬 +10% 11.8% 73.9% 98 22.45% 4.6
Martin & Co
3356
Martin & Co
Tennessee
US$6.4億 +US$5268萬 +9% 12.5% 67.8% 102 2.94% 9.8
AMCA
3357
Arthur M. Cohen & Associates
Illinois
US$6.4億 +US$7749萬 +14% 18.8% 110% 140 10% 5.1
Sprucegrove Investment Management
3358
Sprucegrove Investment Management
Ontario, Canada
US$6.39億 +US$1411萬 +2% 18% 45.5% 42 4.76% 5.5
Ironwood Financial
3359
Ironwood Financial
Arizona
US$6.39億 +US$6602萬 +12% 10.5% 48.8% 182 9.34% 5.5
Kiley Juergens Wealth Management
3360
Kiley Juergens Wealth Management
Washington
US$6.39億 +US$7183萬 +13% 17.5% 106% 248 8.06% 1.8
Scott Capital Advisors
3361
Scott Capital Advisors
Oregon
US$6.39億 +US$1.45億 +29% 8.85% 50.9% 68 17.65% 2.6
FFT Wealth Management
3362
FFT Wealth Management
Pennsylvania
US$6.38億 +US$8592萬 +16% 14.4% 65.6% 110 22.73% 2.9
Adventist Health System West
3363
Adventist Health System West
California
US$6.38億 +US$7422萬 +13% 13.5% 60.2% 13 7.69% 1.7
Grey Fox Wealth Advisors
3364
Grey Fox Wealth Advisors
Delaware
US$6.37億 +US$1.19億 +23% 9.18% 41.9% 186 28.49% 1.9
Sky Investment Group
3365
Sky Investment Group
Connecticut
US$6.37億 +US$5354萬 +9% 11.8% 68% 151 9.27% 6.5
Sunriver Management
3366
Sunriver Management
Connecticut
US$6.37億 +US$4549萬 +8% 12.7% 9.27% 29 65.52% 0.7
Leonard Rickey Investment Advisors
3367
Leonard Rickey Investment Advisors
Washington
US$6.37億 +US$5892萬 +10% 15.2% 55.9% 135 20% 3.7
MAM
3368
Milestone Asset Management
Pennsylvania
US$6.36億 +US$9351萬 +17% 14% 64% 296 32.09% 1.3
Maytus Capital Management
3369
Maytus Capital Management
New York
US$6.36億 +US$7379萬 +13% 73% 442% 99 74.75% 0.3
Martel Wealth Advisors
3370
Martel Wealth Advisors
Washington
US$6.36億 +US$4821萬 +8% 7.8% 43.4% 78 28.21% 4.3
Mountain Pacific Investment Advisers
3371
Mountain Pacific Investment Advisers
Idaho
US$6.35億 +US$5165萬 +9% 18.6% 79.5% 149 7.38% 7.9
TFG Asset Management
3372
TFG Asset Management
Cayman Islands
US$6.35億 +US$1.2億 +23% 13.2% 72.1% 46 36.96% 1.1
Golden Reserve Retirement
3373
Golden Reserve Retirement
Ohio
US$6.35億 +US$1.5億 +31% 17% – 131 35.11% 0.4
Gould Asset Management
3374
Gould Asset Management
California
US$6.35億 +US$5907萬 +10% 7.81% 42.8% 181 8.29% 6
Altiora Financial Group
3375
Altiora Financial Group
Ohio
US$6.34億 +US$2735萬 +5% 6.97% 38.3% 117 10.26% 2.2