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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)
MWP
4326
Meredith Wealth Planning
Illinois
US$4.24億 +US$5459萬 +15% 12.3% 66.5% 76 10.53% 2
WTFG
4327
Wood Tarver Financial Group
Idaho
US$4.24億 +US$6175萬 +17% 16% – 170 11.76% 1.3
ACM
4328
Avalon Capital Management
California
US$4.23億 +US$6907萬 +19% 16% 151% 143 23.78% 2.1
WPC
4329
White Pine Capital
Minnesota
US$4.23億 +US$5549萬 +15% 26.2% 143% 247 9.72% 6.5
MVP
4330
Miller Value Partners
Florida
US$4.23億 +US$3989萬 +10% 9.46% 133% 59 11.86% 2.1
BA
4331
Birinyi Associates
Connecticut
US$4.23億 +US$5556萬 +15% 20.4% 113% 63 7.94% 6.8
MI
4332
M3F Inc
Utah
US$4.22億 +US$1867萬 +5% 21.6% 176% 30 33.33% 4.2
WC
4333
Westwind Capital
New Mexico
US$4.22億 +US$564萬 +1% 24.1% 87.6% 107 56.07% 1.3
GL
4334
Globe Life
Texas
US$4.22億 +US$4081萬 +11% 13.1% 60.1% 2 0% 6.1
RH
4335
RenaissanceRe Holdings
Bermuda
US$4.21億 +US$1524萬 +4% 4.06% 40.8% 5 0% 4.2
FA
4336
Fedenia Advisers
Wisconsin
US$4.21億 +US$2.86億 +213% 62.1% – 461 79.83% 0.2
DFA
4337
Delta Financial Advisors
Louisiana
US$4.21億 +US$3723萬 +10% 16.4% 96% 154 4.55% 4.4
EFP
4338
EnRich Financial Partners
Wisconsin
US$4.21億 +US$4390萬 +12% 10.4% – 69 10.14% 2
CAG
4339
Compass Advisory Group
New York
US$4.21億 +US$4708萬 +13% 10.2% 49.2% 89 3.37% 3.5
P8IP
4340
Pier 88 Investment Partners
California
US$4.21億 +US$3102萬 +8% 9.66% 36.1% 127 25.2% 1.5
FIM
4341
Fruth Investment Management
Texas
US$4.21億 +US$1936萬 +5% 12.3% 79.4% 236 8.47% 8.7
PWC
4342
PYA Waltman Capital
Tennessee
US$4.21億 +US$5985萬 +17% 7.86% 62.4% 74 18.92% 3.8
TWD
4343
True Wealth Design
Ohio
US$4.2億 +US$6002萬 +17% 11.5% 57% 2,944 18.14% 1.5
EPP
4344
ETF Portfolio Partners
Kansas
US$4.2億 +US$3970萬 +10% 10.8% 44.3% 72 8.33% 4.5
AWM
4345
Atticus Wealth Management
Florida
US$4.2億 +US$5121萬 +14% 14.4% 63.8% 190 11.58% 3.8
LSWP
4346
Liberty Square Wealth Partners
Pennsylvania
US$4.2億 +US$6144萬 +17% 15% – 145 6.21% 1.4
UOC
4347
University of Chicago
Illinois
US$4.2億 +US$9631萬 +30% 37.8% 62.3% 15 20% 1.6
BA
4348
Ballast Advisors
Minnesota
US$4.2億 +US$7607萬 +22% 11.8% 66.7% 407 54.3% 4.3
PWA
4349
Prairie Wealth Advisors
Nebraska
US$4.2億 +US$1.89億 +82% 13.8% – 256 0.39% 0.1
3C
4350
325 Capital
New York
US$4.19億 +US$1.45億 +53% 43.5% 226% 12 0% 2.8