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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)
Legacy Financial Strategies
3351
Legacy Financial Strategies
Kansas
US$6.46億 +US$9149萬 +17% 15.7% 76.7% 159 16.35% 3.1
Advisors Preferred
3352
Advisors Preferred
Maryland
US$6.46億 -US$3335萬 -5% 16.7% 102% 320 64.06% 0.7
Patient Square Capital
3353
Patient Square Capital
California
US$6.46億 +US$8192萬 +15% 24.9% 329% 35 51.43% 0.8
Waterfront Wealth
3354
Waterfront Wealth
Kansas
US$6.45億 +US$1.01億 +19% 15.8% 77.2% 308 11.36% 3.2
Mayport LLC
3355
Mayport LLC
Massachusetts
US$6.45億 +US$1.07億 +20% 12.2% 57% 142 14.08% 2.1
Harfst & Associates
3356
Harfst & Associates
Wyoming
US$6.43億 +US$8320萬 +15% 17.6% 88.1% 129 10.08% 3.6
P.J. Schmidt Investment Management (PJS)
3357
P.J. Schmidt Investment Management (PJS)
Wisconsin
US$6.43億 +US$4872萬 +8% 12.2% 75.9% 226 11.06% 5.1
Patten Group
3358
Patten Group
Tennessee
US$6.43億 +US$6803萬 +12% 17.6% 99% 342 18.42% 5.1
Centric Wealth Management
3359
Centric Wealth Management
Illinois
US$6.43億 +US$1.42億 +28% 11.8% 44.4% 209 2.87% 2.9
Holistic Planning
3360
Holistic Planning
Texas
US$6.43億 +US$1.41億 +28% 11% – 349 19.48% 1.2
Foresite Capital Management VI
3361
Foresite Capital Management VI
California
US$6.43億 +US$1.82億 +40% 21.6% – 25 40% 0.5
GenWealth Group
3362
GenWealth Group
New Jersey
US$6.42億 +US$5735萬 +10% 11.8% 73.9% 98 22.45% 4.6
Martin & Co
3363
Martin & Co
Tennessee
US$6.4億 +US$5268萬 +9% 12.5% 67.8% 102 2.94% 9.8
AMCA
3364
Arthur M. Cohen & Associates
Illinois
US$6.4億 +US$7749萬 +14% 18.8% 129% 140 10% 5.1
Sprucegrove Investment Management
3365
Sprucegrove Investment Management
Ontario, Canada
US$6.39億 +US$1411萬 +2% 18% 45.5% 42 4.76% 5.5
Ironwood Financial
3366
Ironwood Financial
Arizona
US$6.39億 +US$6602萬 +12% 10.5% 54.1% 182 9.34% 5.5
Kiley Juergens Wealth Management
3367
Kiley Juergens Wealth Management
Washington
US$6.39億 +US$7183萬 +13% 17.5% 106% 248 8.06% 1.8
Scott Capital Advisors
3368
Scott Capital Advisors
Oregon
US$6.39億 +US$1.45億 +29% 8.85% 50.9% 68 17.65% 2.6
MAM
3369
Milestone Asset Management
Pennsylvania
US$6.38億 +US$9577萬 +18% 14.3% 64.4% 296 32.09% 1.3
FFT Wealth Management
3370
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
3371
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
3372
Grey Fox Wealth Advisors
Delaware
US$6.37億 +US$1.19億 +23% 9.18% 45.3% 186 28.49% 1.9
Sky Investment Group
3373
Sky Investment Group
Connecticut
US$6.37億 +US$5354萬 +9% 11.8% 81.4% 151 9.27% 6.5
Sunriver Management
3374
Sunriver Management
Connecticut
US$6.37億 +US$4549萬 +8% 12.7% 9.27% 29 65.52% 0.7
Leonard Rickey Investment Advisors
3375
Leonard Rickey Investment Advisors
Washington
US$6.37億 +US$5892萬 +10% 15.2% 60.4% 135 20% 3.7