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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)
Hutner Capital Management
5001
Hutner Capital Management
Vermont
US$1.43億 -US$941萬 -6% 5.13% 52.2% 44 2.27% 4.8
Western Financial Corp
5002
Western Financial Corp
California
US$1.43億 +US$229萬 +2% 0.45% 275% 106 25.47% 0.9
Ironwood Investment Management
5003
Ironwood Investment Management
Massachusetts
US$1.43億 -US$659萬 -4% 2.42% 164% 171 6.43% 5.6
FSA Wealth Management
5004
FSA Wealth Management
Massachusetts
US$1.43億 +US$1.07億 +297% 4.99% – 54 59.26% 1.1
Stonebridge Financial Planning Group
5005
Stonebridge Financial Planning Group
Florida
US$1.43億 -US$437萬 -3% 4.83% 67.2% 123 16.26% 2
City State Bank
5006
City State Bank
Iowa
US$1.43億 -US$52.4萬 -0.4% 5.11% 79.1% 721 5.41% 0.7
Sheares Healthcare Group
5007
Sheares Healthcare Group
Singapore
US$1.43億 +US$7748萬 +119% 119% – 1 0% 0.8
Northpond Ventures
5008
Northpond Ventures
Maryland
US$1.43億 +US$3771萬 +36% 79.1% 67.3% 5 0% 0.7
Soundmark Wealth Management
5009
Soundmark Wealth Management
Washington
US$1.43億 +US$234萬 +2% 5.86% 17.2% 60 6.67% 1.4
Helen Stephens Group
5010
Helen Stephens Group
Texas
US$1.43億 +US$170萬 +1% 4.55% 53.4% 65 20% 0.6
BMS Financial Advisors
5011
BMS Financial Advisors
South Dakota
US$1.43億 -US$1025萬 -7% 4.84% – 117 33.33% 0.6
GoalVest Advisory
5012
GoalVest Advisory
New York
US$1.43億 -US$1523萬 -10% 5.92% 94.8% 325 26.77% 1.1
Sterling Financial Planning
5013
Sterling Financial Planning
New Jersey
US$1.43億 +US$35.6萬 +0.3% 5.81% 59.3% 90 8.89% 1.6
MA
5014
Menlo Advisors
California
US$1.43億 -US$826萬 -5% 3.34% 108% 34 20.59% 5.5
Red Spruce Capital
5015
Red Spruce Capital
Pennsylvania
US$1.42億 -US$755萬 -5% 3.56% 98.4% 88 2.27% 2.3
Cincinnati Casualty Company
5016
Cincinnati Casualty Company
Ohio
US$1.42億 -US$1072萬 -7% 6.35% 56% 26 0% 7
Weitzel Financial Services
5017
Weitzel Financial Services
Iowa
US$1.42億 -US$579萬 -4% 4.85% 46.3% 38 18.42% 1.3
Pacific Sun Financial
5018
Pacific Sun Financial
California
US$1.42億 -US$926萬 -6% 4.59% 70.3% 181 6.63% 3.3
APSI
5019
Asset Planning Services Inc
Louisiana
US$1.42億 -US$1029萬 -7% 6.41% 138% 36 5.56% 3.6
Tabor Asset Management
5020
Tabor Asset Management
New York
US$1.42億 +US$750萬 +6% 13.1% 214% 39 46.15% 0.6
Tieton Capital Management
5021
Tieton Capital Management
Washington
US$1.42億 -US$224萬 -2% 1.35% 172% 33 6.06% 4.1
WR Wealth Planners
5022
WR Wealth Planners
Missouri
US$1.42億 -US$970萬 -6% 5.35% 22.1% 569 15.47% 0.4
Birchview Capital
5023
Birchview Capital
Vermont
US$1.42億 +US$453萬 +3% 12% 327% 62 6.45% 2.8
Blackston Financial Advisory Group
5024
Blackston Financial Advisory Group
Florida
US$1.42億 -US$1109萬 -7% 5.16% 69.1% 103 23.3% 0.6
WMA
5025
Wealth Management Associates
New Jersey
US$1.42億 -US$463萬 -3% 5.7% 111% 188 14.36% 2.4