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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)
MLIC
3701
Mandatum Life Insurance Company
Finland
US$5.4億 +US$9537萬 +21% 19.5% 95.9% 94 14.89% 4.9
RPWA
3702
Regent Peak Wealth Advisors
Georgia
US$5.4億 +US$4981萬 +10% 17.1% – 232 19.4% 3.2
NQWM
3703
Northwest Quadrant Wealth Management
Oregon
US$5.4億 +US$5893萬 +12% 10.7% 45.6% 77 12.99% 4.8
DF
3704
DecisionPoint Financial
Arizona
US$5.4億 +US$7597萬 +16% 9.74% 43.3% 1,474 57.94% 0.7
ACM
3705
Aljian Capital Management
Nevada
US$5.4億 +US$5295萬 +11% 17.5% 146% 143 14.69% 2.6
MWM
3706
Mascoma Wealth Management
New Hampshire
US$5.39億 +US$5551萬 +11% 9.11% 40% 636 23.27% 3
GA
3707
GoalVest Advisory
New York
US$5.39億 +US$2714萬 +5% 16.3% 94.8% 568 33.63% 1.9
AFIA
3708
America First Investment Advisors
Nebraska
US$5.39億 +US$238萬 +0.4% 2.63% 78.2% 46 13.04% 8.6
KWS
3709
Keystone Wealth Services
California
US$5.39億 +US$7092萬 +15% 19.3% 80.1% 335 14.63% 1.9
MIM
3710
Manitou Investment Management
Ontario, Canada
US$5.38億 +US$3232萬 +6% 9.96% 69.3% 53 11.32% 4
RCP
3711
Reverence Capital Partners
New York
US$5.38億 +US$6369萬 +13% 13.4% 5.38% 1 0% 2.3
AW
3712
Avion Wealth
Texas
US$5.37億 +US$5345萬 +11% 9.33% 45.4% 1,840 20.27% 2.2
BWA
3713
Basecamp Wealth Advisors
Washington
US$5.37億 +US$5406萬 +11% 18.8% – 2,015 9.68% 0.4
FCM
3714
Firestone Capital Management
Florida
US$5.37億 +US$5677萬 +12% 10.1% 51.6% 174 11.49% 3.9
SLC
3715
Second Line Capital
Louisiana
US$5.37億 +US$904萬 +2% 11.3% – 198 17.68% 1.6
MHR
3716
Matthew Hamilton Rosenberg
US$5.37億 +US$4872萬 +10% 9.81% 52% 818 5.5% 4.4
SAS
3717
Stelac Advisory Services
New York
US$5.37億 +US$4231萬 +9% 16.8% 84.9% 183 19.13% 3.1
HL
3718
HeadInvest LLC
Maine
US$5.36億 +US$4867萬 +10% 14.2% 59.1% 235 11.91% 6.4
WMG
3719
WESCAP Management Group
California
US$5.36億 +US$2823萬 +6% 6.3% 45.7% 109 3.67% 5.5
MWP
3720
MYCIO Wealth Partners
Pennsylvania
US$5.35億 +US$3330萬 +7% 6.99% 69.3% 51 7.84% 6.7
SDAM
3721
Shulman DeMeo Asset Management
New York
US$5.35億 +US$6410萬 +14% 15.7% 79.3% 149 8.05% 3.2
1WCM
3722
12 West Capital Management
New York
US$5.35億 -US$5768萬 -10% 26.1% 169% 22 27.27% 3
CWM
3723
Cranbrook Wealth Management
Michigan
US$5.34億 +US$4276萬 +9% 11.4% 48.8% 415 9.4% 5.7
SCP
3724
SailingStone Capital Partners
Texas
US$5.34億 +US$9403萬 +21% 1.79% 152% 21 28.57% 3
BCM
3725
Brigade Capital Management
New York
US$5.34億 -US$2.72億 -34% 15.6% 42.7% 23 56.52% 1.7