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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)
CWM
4376
Capital Wealth Management
Rhode Island
US$4.16億 +US$4628萬 +13% 9.17% 46.7% 39 12.82% 3.8
PWP
4377
Prasad Wealth Partners
Ohio
US$4.16億 +US$4816萬 +13% 14.2% – 167 16.77% 1
WPI
4378
Walter Public Investments
Canada
US$4.16億 -US$258萬 -0.6% 16.4% 72.7% 58 25.86% 1.7
BWM
4379
BigSur Wealth Management
Florida
US$4.15億 +US$5902萬 +17% 13.8% 94.8% 178 13.48% 4.3
SIMC
4380
Squire Investment Management Company
Utah
US$4.15億 +US$5553萬 +15% 11.5% – 89 14.61% 1.7
KPWG
4381
KFA Private Wealth Group
Virginia
US$4.15億 -US$140萬 -0.3% 14.2% 62.8% 176 23.86% 2.6
OP
4382
Oldfield Partners
United Kingdom
US$4.15億 +US$2149萬 +5% 13.2% 90.3% 19 10.53% 4.3
WCM
4383
Winthrop Capital Management
Indiana
US$4.14億 +US$2459萬 +6% 11.9% – 406 25.86% 1.5
PWMG
4384
Pioneer Wealth Management Group
Texas
US$4.14億 +US$5740萬 +16% 8.43% – 55 9.09% 2.1
MWPCG
4385
Measured Wealth Private Client Group
New Hampshire
US$4.14億 +US$4762萬 +13% 16.7% 84.3% 773 13.97% 1.4
CGFA
4386
Colton Groome Financial Advisors
North Carolina
US$4.14億 +US$6239萬 +18% 11.6% 65.8% 168 20.83% 2.5
RBWA
4387
RFG - Bristol Wealth Advisors
Massachusetts
US$4.14億 +US$4301萬 +12% 13.1% – 195 11.28% 1.2
HCM
4388
Hudson Capital Management
New Jersey
US$4.14億 +US$2668萬 +7% 9.09% 61.6% 79 11.39% 4.3
VR
4389
Vision Retirement
New Jersey
US$4.14億 +US$6206萬 +18% 22.4% – 696 17.67% 0.4
BWM
4390
BNC Wealth Management
Oregon
US$4.14億 +US$5319萬 +15% 29.4% 193% 121 24.79% 2.9
SCP
4391
Siena Capital Partners
Illinois
US$4.13億 +US$2795萬 +7% 6.85% 44.2% 104 6.73% 4.3
SIM
4392
Synergy Investment Management
Florida
US$4.13億 +US$1.08億 +35% 14.8% – 1,200 33.67% 0.3
WA
4393
WP Advisors
California
US$4.13億 +US$2679萬 +7% 13.7% 95.5% 128 17.19% 4.7
JIC
4394
JRM Investment Counsel
Nebraska
US$4.13億 +US$3789萬 +10% 8.06% 65.5% 21 0% 6.2
CFP
4395
Cypress Financial Planning
New Jersey
US$4.13億 +US$5034萬 +14% 8.13% 41.2% 118 23.73% 1.8
KWM
4396
Kanen Wealth Management
Florida
US$4.13億 +US$1.35億 +48% 64.5% 328% 43 30.23% 1
HP
4397
Hilltop Partners
Indiana
US$4.12億 +US$2268萬 +6% 17.2% 64.9% 157 24.2% 1.9
KP
4398
Kiltearn Partners
United Kingdom
US$4.12億 +US$4046萬 +11% 9.11% 41% 29 13.79% 3.2
EC
4399
EntryPoint Capital
New York
US$4.12億 +US$7085萬 +21% 15.5% – 1,002 50.4% 0.4
T
4400
TOBAM
France
US$4.12億 +US$2776萬 +7% 13.4% 56% 287 23% 2.8