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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)
Hoover Financial Advisors
4526
Hoover Financial Advisors
Pennsylvania
US$1.09億 +US$409萬 +4% 3.75% – 66 9.09% 0.5
Newport Wealth Strategies
4527
Newport Wealth Strategies
California
US$1.09億 +US$937萬 +9% 3.53% 51.5% 82 12.2% 1.2
Trust Company
4528
Trust Company
Kansas
US$1.09億 -US$6289萬 -37% 3.48% 40.6% 351 19.66% 2.8
Excalibur Management
4529
Excalibur Management
Massachusetts
US$1.08億 +US$245萬 +2% 4.3% 93% 64 9.38% 4.4
Baldrige Asset Management
4530
Baldrige Asset Management
Pennsylvania
US$1.08億 +US$605萬 +6% 2.76% 43.5% 79 7.59% 0.2
SRCM
4531
Swift Run Capital Management
Virginia
US$1.08億 US$0 0% 1.62% 9.9% 41 2.44% 3
Sanctuary Wealth Management
4532
Sanctuary Wealth Management
Idaho
US$1.08億 +US$1162萬 +12% 1.98% – 29 20.69% 0.9
BP
4533
Barker Partnership
Cayman Islands
US$1.08億 +US$2733萬 +34% 33.7% – 2 0% 1.5
Claro Advisors
4534
Claro Advisors
Massachusetts
US$1.08億 +US$728萬 +7% 3.88% 98.8% 168 16.07% 0.4
Godshalk Welsh Capital Management
4535
Godshalk Welsh Capital Management
Pennsylvania
US$1.08億 +US$411萬 +4% 4.1% 61.1% 109 6.42% 3.6
Grandview Asset Management
4536
Grandview Asset Management
Pennsylvania
US$1.08億 -US$45.5萬 -0.4% 5.37% 200% 106 18.87% 0.4
RHDIC
4537
R.H. Dinel Investment Counsel
California
US$1.08億 +US$688萬 +7% 7.96% 55.9% 47 0% 4.9
Mork Capital Management
4538
Mork Capital Management
California
US$1.08億 +US$39.4萬 +0.4% 2.04% 61.9% 109 11.01% 1.8
Midwest Professional Planners Ltd (MPPL)
4539
Midwest Professional Planners Ltd (MPPL)
Wisconsin
US$1.08億 +US$422萬 +4% 3.23% 136% 97 14.43% 1.1
Madrona Financial Services
4540
Madrona Financial Services
Washington
US$1.08億 +US$1646萬 +18% 3.52% 85.1% 59 37.29% 1.9
Fairhaven Wealth Management
4541
Fairhaven Wealth Management
Illinois
US$1.08億 +US$244萬 +2% 1.72% – 85 15.29% 0.5
Providence Wealth Advisors
4542
Providence Wealth Advisors
Illinois
US$1.07億 +US$116萬 +1% 3.2% 121% 85 12.94% 1.1
Constellation Investimentos e Participacoes
4543
Constellation Investimentos e Participacoes
Brazil
US$1.07億 -US$1187萬 -10% 21.1% 172% 7 42.86% 0.2
Rainey & Randall Wealth Advisors
4544
Rainey & Randall Wealth Advisors
Florida
US$1.07億 -US$3499萬 -25% 3.17% 52.3% 45 53.33% 1
Moseley Investment Management
4545
Moseley Investment Management
Florida
US$1.07億 +US$1117萬 +12% 3.36% 96.6% 131 9.92% 0.2
IRON Financial
4546
IRON Financial
Illinois
US$1.07億 -US$5090萬 -32% 5.11% 60.6% 105 22.86% 1.9
Legacy Financial Strategies
4547
Legacy Financial Strategies
Kansas
US$1.07億 -US$992萬 -8% 3.11% 76.7% 60 18.33% 1.1
1492 Capital Management
4548
1492 Capital Management
Wisconsin
US$1.07億 -US$1122萬 -10% 2.27% 332% 106 43.4% 1.3
MCM
4549
Maxim Capital Management
California
US$1.07億 -US$51.8萬 -0.5% 1.51% – 29 13.79% 0.4
Ategra Capital Management
4550
Ategra Capital Management
Virginia
US$1.07億 +US$459萬 +4% 3.42% 114% 101 14.85% 0.2