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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)
WFI
4126
West Family Investments
California
US$2.57億 +US$473萬 +2% 2.02% 116% 276 42.39% 1.2
Summit Financial Group
4127
Summit Financial Group
West Virginia
US$2.57億 -US$665萬 -3% 5.07% 26.1% 192 4.69% 3.9
Deseret Mutual Benefit Administrators
4128
Deseret Mutual Benefit Administrators
Utah
US$2.57億 +US$424萬 +2% 4.34% 75.5% 506 2.17% 1.9
BetterWealth
4129
BetterWealth
California
US$2.57億 +US$986萬 +4% 5.18% 63.3% 47 10.64% 1
Mudrick Capital Management
4130
Mudrick Capital Management
New York
US$2.57億 -US$1330萬 -5% 0.6% 212% 13 23.08% 1.6
St. Clair Advisors
4131
St. Clair Advisors
Ohio
US$2.57億 +US$2726萬 +12% 6.24% 77.5% 81 6.17% 1.2
Capital Planning
4132
Capital Planning
Washington
US$2.56億 +US$1456萬 +6% 8.02% 81.2% 75 12% 1.8
Humankind Investments
4133
Humankind Investments
New York
US$2.56億 +US$1527萬 +6% 6.51% 62.5% 149 37.58% 1.5
AP
4134
Agilis Partners
Massachusetts
US$2.56億 +US$2989萬 +13% 4.62% 8.47% 23 4.35% 3.9
Horan Capital Advisors
4135
Horan Capital Advisors
Ohio
US$2.56億 +US$1341萬 +6% 5.24% 26.6% 105 4.76% 4.2
Builder Investment Group
4136
Builder Investment Group
Georgia
US$2.56億 +US$2672萬 +12% 14.4% 169% 96 6.25% 0.5
Vickerman Investment Advisors
4137
Vickerman Investment Advisors
Washington
US$2.56億 +US$249萬 +1% 4.47% 47.3% 73 12.33% 1.5
Collective Family Office
4138
Collective Family Office
Pennsylvania
US$2.56億 +US$1326萬 +5% 2.7% 52.5% 186 15.59% 1.5
SSI
4139
Scott & Selber Inc
Texas
US$2.56億 +US$2081萬 +9% 10.3% 202% 103 7.77% 3.7
Proquility Private Wealth Partners
4140
Proquility Private Wealth Partners
Nevada
US$2.56億 +US$396萬 +2% 3.67% 19.4% 96 13.54% 2.1
Lantz Financial
4141
Lantz Financial
Illinois
US$2.55億 +US$1495萬 +6% 5.24% 74.3% 197 7.11% 2.5
Origin Asset Management
4142
Origin Asset Management
United Kingdom
US$2.55億 -US$8605萬 -25% 5.19% 59.3% 31 64.52% 1.1
McLean Asset Management
4143
McLean Asset Management
Virginia
US$2.55億 +US$1207萬 +5% 5.19% 64.3% 134 5.97% 1.8
Innealta Capital
4144
Innealta Capital
Texas
US$2.55億 +US$1850萬 +8% 4.29% 63.7% 77 18.18% 1.6
Physicians Financial Services
4145
Physicians Financial Services
North Carolina
US$2.55億 +US$1820萬 +8% 9.35% 100% 108 0.93% 5.8
Warwick Investment Management
4146
Warwick Investment Management
Texas
US$2.55億 +US$1886萬 +8% 5.66% 69.9% 70 15.71% 0.9
My Legacy Advisors
4147
My Legacy Advisors
Oregon
US$2.54億 +US$2117萬 +9% 4.73% 49.1% 223 14.8% 1
Garden State Investment Advisory Services
4148
Garden State Investment Advisory Services
New Jersey
US$2.54億 +US$2218萬 +10% 6.19% 94% 276 32.61% 0.4
Summit Wealth & Retirement Planning
4149
Summit Wealth & Retirement Planning
California
US$2.54億 -US$1320萬 -5% 5.33% 67.6% 109 50.46% 2.4
Institutional Venture Management XV
4150
Institutional Venture Management XV
California
US$2.54億 -US$8751萬 -26% 3.1% 116% 6 33.33% 1.9