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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

所有基金經理人
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）
Triangle Securities Wealth Management
3876
Triangle Securities Wealth Management
North Carolina
US$5.04億 +US$6312萬 +14% 15% 83.6% 221 10.41% 6.4
DI
3877
DDFG Inc
California
US$5.04億 +US$3963萬 +9% 9.12% 56.3% 94 10.64% 2.5
Hollow Brook Wealth Management
3878
Hollow Brook Wealth Management
New York
US$5.04億 +US$1.12億 +28% 1.02% 97.8% 79 12.66% 5
WealthBridge Capital Management
3879
WealthBridge Capital Management
Ohio
US$5.03億 +US$6898萬 +16% 15.8% 89.4% 248 16.13% 3.9
Smith & Howard Wealth Management
3880
Smith & Howard Wealth Management
Georgia
US$5.03億 +US$4057萬 +9% 8.78% 43.8% 106 24.53% 4.5
Beirne Wealth Consulting Services
3881
Beirne Wealth Consulting Services
Connecticut
US$5.03億 +US$1.49億 +42% 12% 81.9% 112 15.18% 4
Oakmont Corp
3882
Oakmont Corp
California
US$5.03億 -US$2398萬 -5% 7.79% 70.2% 32 6.25% 4.5
CoreCommodity Management
3883
CoreCommodity Management
Connecticut
US$5.02億 -US$3620萬 -7% 6.02% 65.8% 142 28.87% 3.1
Wolff Financial Management
3884
Wolff Financial Management
Michigan
US$5.01億 +US$4895萬 +11% 11.9% 56.7% 107 4.67% 3.1
Planning Project LLC
3885
Planning Project LLC
Texas
US$5.01億 – – 9.25% – 26 – 0.3
Peddock Capital Advisors
3886
Peddock Capital Advisors
Massachusetts
US$5.01億 +US$4748萬 +10% 13.8% 113% 171 6.43% 6.6
Founders Grove Wealth Partners
3887
Founders Grove Wealth Partners
Virginia
US$5.01億 +US$6094萬 +14% 14.4% – 194 21.65% 1
PT
3888
Plimoth Trust
Massachusetts
US$5.01億 +US$5338萬 +12% 19.9% 110% 177 3.39% 6.4
Trinity Legacy Partners
3889
Trinity Legacy Partners
Texas
US$5億 +US$3861萬 +8% 12.8% 63.3% 117 15.38% 3.5
Headwater Capital
3890
Headwater Capital
China
US$5億 -US$1.22億 -20% 25.2% – 21 57.14% 0.5
Brown Capital Management
3891
Brown Capital Management
Maryland
US$5億 -US$2.04億 -29% 35.2% 107% 63 25.4% 3.9
Intesa Sanpaolo Wealth Management
3892
Intesa Sanpaolo Wealth Management
US$5億 +US$8995萬 +22% 13.4% – 336 20.83% 0.4
FNBOMD
3893
First National Bank of Mount Dora
Florida
US$4.99億 +US$3660萬 +8% 13.6% 96.2% 129 4.65% 6.3
TPWM
3894
Twelve Points Wealth Management
Massachusetts
US$4.99億 +US$4446萬 +10% 8.47% 56.8% 219 11.42% 2.8
Bright Rock Capital Management
3895
Bright Rock Capital Management
Massachusetts
US$4.99億 -US$686萬 -1% 2.89% 53.1% 79 12.66% 5.5
Mezzasalma Advisors
3896
Mezzasalma Advisors
New Jersey
US$4.98億 +US$1.07億 +27% 31.6% 203% 180 18.89% 2
TRV GP V
3897
TRV GP V
Massachusetts
US$4.98億 +US$9724萬 +24% 33.9% – 3 0% 1.4
GWM
3898
GSB Wealth Management
Connecticut
US$4.98億 +US$5475萬 +12% 16% 69.8% 255 9.41% 3.7
CMAI
3899
Capital Management Associates Inc
Minnesota
US$4.98億 +US$5522萬 +12% 14.4% 75.6% 167 17.96% 1.5
Core Wealth Advisors (Florida)
3900
Core Wealth Advisors (Florida)
Florida
US$4.97億 +US$7845萬 +19% 12.8% 59.7% 129 13.95% 2.1
154 155
156
157 158