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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)
Quaker Wealth Management
4901
Quaker Wealth Management
New Jersey
US$3.44億 +US$2338萬 +7% 9.33% – 1,045 13.88% 0.8
Eleva Capital
4902
Eleva Capital
France
US$3.43億 US$0 0% 3.51% – 24 0% 0.4
Capital Planning
4903
Capital Planning
Washington
US$3.43億 +US$3595萬 +12% 16% 81.2% 91 13.19% 3.3
PFW Advisors
4904
PFW Advisors
Georgia
US$3.43億 +US$2509萬 +8% 11.1% – 131 15.27% 4.8
WA
4905
Wealthstar Advisors
Texas
US$3.43億 +US$1.3億 +61% 32% – 127 22.83% 1.4
Nova R Wealth
4906
Nova R Wealth
Kansas
US$3.43億 +US$2937萬 +9% 10.6% 60.7% 94 12.77% 2.9
Orion Investment Company
4907
Orion Investment Company
Missouri
US$3.43億 +US$2758萬 +9% 24.2% – 73 5.48% 1.7
SP
4908
Saranac Partners
US$3.43億 +US$1.09億 +47% 12.5% 69% 141 43.97% 0.9
Solus Alternative Asset Management
4909
Solus Alternative Asset Management
New Jersey
US$3.42億 -US$2975萬 -8% 6.74% 79.3% 10 0% 3.9
Idaho Trust Bank
4910
Idaho Trust Bank
Idaho
US$3.42億 +US$3453萬 +11% 10.5% 50.5% 101 6.93% 1.7
BCWM LLC
4911
BCWM LLC
Kansas
US$3.42億 -US$1080萬 -3% 0.18% – 60 10% 4.7
Jacobsen Capital Management
4912
Jacobsen Capital Management
Utah
US$3.42億 +US$4579萬 +15% 18.6% 97.3% 136 16.18% 2.5
Ferguson Shapiro
4913
Ferguson Shapiro
Georgia
US$3.42億 +US$1355萬 +4% 9.52% 42.7% 111 42.34% 1.3
Owl Creek Wealth Partners
4914
Owl Creek Wealth Partners
Colorado
US$3.42億 +US$6113萬 +22% 15.6% – 1,360 14.12% 0.2
Western Financial Corp
4915
Western Financial Corp
California
US$3.41億 +US$8601萬 +34% 50.1% 275% 142 17.61% 1.7
EWA
4916
ERTS Wealth Advisors
Michigan
US$3.41億 +US$2701萬 +9% 7.88% 39.3% 33 6.06% 4.5
Verger Capital Management
4917
Verger Capital Management
North Carolina
US$3.41億 +US$216萬 +0.6% 6.6% 58.3% 13 0% 8.3
NorthStar Asset Management (Massachusetts)
4918
NorthStar Asset Management (Massachusetts)
Massachusetts
US$3.41億 +US$1539萬 +5% 19% 66.3% 96 15.63% 2.7
MCG
4919
McCollum Christoferson Group
New York
US$3.41億 +US$821萬 +2% 10.4% 59.4% 86 17.44% 4
Hixon Zuercher
4920
Hixon Zuercher
Ohio
US$3.41億 +US$1966萬 +6% 15.1% 101% 90 7.78% 3.5
Aikya Investment Management
4921
Aikya Investment Management
United Kingdom
US$3.41億 -US$413萬 -1% 10.6% – 5 20% 1.8
Coalescence Partners Investment Management
4922
Coalescence Partners Investment Management
New York
US$3.41億 -US$1.22億 -26% 19% – 13 15.38% 1.2
Avaii Wealth Management
4923
Avaii Wealth Management
Wisconsin
US$3.41億 +US$5397萬 +19% 23.4% 100% 188 21.28% 1.8
Act Wealth Management
4924
Act Wealth Management
Texas
US$3.4億 +US$4247萬 +14% 11.8% 70% 65 6.15% 2.7
Warner Financial
4925
Warner Financial
Maryland
US$3.4億 +US$4852萬 +17% 14% 62.1% 146 8.22% 2.9