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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

所有基金經理人
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）
Morgan Dempsey Capital Management
5001
Morgan Dempsey Capital Management
Wisconsin
US$2.49億 -US$4268萬 -15% 4.48% 55.4% 144 26.39% 3.2
SWMG
5002
Signature Wealth Management Group
Georgia
US$2.49億 -US$63.6萬 -0.3% 0.65% – 112 12.5% 3.4
Bare Financial Services
5003
Bare Financial Services
Pennsylvania
US$2.49億 +US$524萬 +2% 2.52% 53.6% 158 12.66% 0.8
Tieton Capital Management
5004
Tieton Capital Management
Washington
US$2.49億 +US$5561萬 +29% 4.54% 155% 41 4.88% 4.7
11 Capital Partners
5005
11 Capital Partners
Connecticut
US$2.49億 -US$346萬 -1% 0.41% 101% 20 35% 1.4
Texas Capital Bancshares
5006
Texas Capital Bancshares
Texas
US$2.49億 +US$95.3萬 +0.4% 2.8% 175% 78 7.69% 4
Pine Harbor Wealth Management
5007
Pine Harbor Wealth Management
Maryland
US$2.48億 +US$4742萬 +24% 1.34% 59.8% 106 11.32% 0.9
Fusion Capital
5008
Fusion Capital
South Carolina
US$2.48億 +US$1503萬 +6% 0.32% 108% 85 12.94% 3.2
Christopher J. Hasenberg
5009
Christopher J. Hasenberg
Wisconsin
US$2.48億 +US$602萬 +2% 0.89% – 195 13.85% 0.5
Hassell Wealth Management
5010
Hassell Wealth Management
Louisiana
US$2.48億 +US$947萬 +4% 1.83% 49.7% 29 17.24% 1.5
Carmel Capital Partners
5011
Carmel Capital Partners
California
US$2.48億 -US$1110萬 -4% 4.64% 65.9% 173 19.65% 1.9
Peloton Wealth Strategists
5012
Peloton Wealth Strategists
Indiana
US$2.48億 -US$367萬 -1% 1.65% 58.1% 100 15% 3.4
Eagle Capital Management (Louisiana)
5013
Eagle Capital Management (Louisiana)
Louisiana
US$2.48億 +US$791萬 +3% 4.04% 103% 40 2.5% 5
Next Level Private
5014
Next Level Private
New York
US$2.48億 +US$382萬 +2% 1.97% 95.9% 147 12.93% 1.6
Planned Solutions
5015
Planned Solutions
California
US$2.48億 -US$127萬 -0.5% 0.36% 68.3% 663 82.5% 2.2
Elmwood Wealth Management
5016
Elmwood Wealth Management
California
US$2.48億 +US$529萬 +2% 1.06% 42.1% 135 11.85% 3.5
Carnegie Lake Advisors
5017
Carnegie Lake Advisors
New Jersey
US$2.48億 -US$491萬 -2% 0.65% – 167 8.38% 0.2
Robinson Capital Management
5018
Robinson Capital Management
Michigan
US$2.48億 -US$4265萬 -15% 6.24% 3.28% 248 64.52% 1.1
Luminvest Wealth Management
5019
Luminvest Wealth Management
Arizona
US$2.48億 +US$661萬 +3% 2.52% 47.7% 35 11.43% 0.8
Zullo Investment Group
5020
Zullo Investment Group
Pennsylvania
US$2.48億 +US$680萬 +3% 4.82% 143% 156 8.97% 2.6
Encompass Wealth Advisors
5021
Encompass Wealth Advisors
Oregon
US$2.48億 -US$1.52億 -38% 0.05% 68.7% 296 67.23% 3.2
Letson Investment Management
5022
Letson Investment Management
Georgia
US$2.47億 -US$719萬 -3% 1.71% 56.7% 92 2.17% 1
Landmark Investment Partners
5023
Landmark Investment Partners
Florida
US$2.47億 – – 3.29% – 18 – 0
Next Capital Management
5024
Next Capital Management
New York
US$2.47億 +US$202萬 +0.8% 2.77% 61.3% 152 17.76% 2.7
McMill Wealth Management
5025
McMill Wealth Management
Nebraska
US$2.47億 – – 1.63% – 44 – 0
199 200
201
202 203