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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)
SA
5126
Skyline Advisors
Washington
US$3.19億 +US$3204萬 +11% 10% – 132 15.91% 1.5
BI
5127
Berkeley Inc
Idaho
US$3.19億 +US$2061萬 +7% 9% 40.9% 88 10.23% 3.1
SC
5128
Summa Corp
Texas
US$3.19億 +US$7671萬 +32% 58.9% – 90 15.56% 1.4
AWMNH
5129
Arcadia Wealth Management (New Hampshire)
New Hampshire
US$3.19億 +US$4221萬 +15% 11.3% 50.2% 73 17.81% 2.2
BIA
5130
Beacon Investment Advisors
Maryland
US$3.18億 +US$5354萬 +20% 26.5% 96.4% 182 8.24% 2.5
CCM
5131
Chaney Capital Management
Washington
US$3.18億 +US$3440萬 +12% 14% – 47 17.02% 1.8
SWP
5132
ShoreHaven Wealth Partners
New Jersey
US$3.18億 +US$3945萬 +14% 14.3% 72.4% 114 16.67% 2.4
SN
5133
Sittner & Nelson
Oregon
US$3.18億 +US$4429萬 +16% 15.2% 88.1% 650 18% 3.3
NC
5134
Nixon Capital
Texas
US$3.18億 +US$2504萬 +9% 19.9% 118% 27 40.74% 1.1
GCM
5135
GoodHaven Capital Management
New Jersey
US$3.18億 +US$3068萬 +11% 9.98% 80.7% 26 0% 6.1
CFGA
5136
Cambridge Financial Group (Arizona)
Arizona
US$3.18億 +US$2218萬 +8% 13.3% 69.5% 177 17.51% 2
MWA
5137
Mills Wealth Advisors
Texas
US$3.18億 +US$3128萬 +11% 6.56% 37.4% 88 22.73% 1.8
BIG
5138
Boothe Investment Group
Delaware
US$3.17億 +US$673萬 +2% 10.7% 59.8% 41 9.76% 2.4
GCA
5139
Genesee Capital Advisors
New York
US$3.17億 +US$7870萬 +33% 25.3% 101% 181 28.73% 1.9
TF
5140
Theory Financial
Colorado
US$3.17億 +US$3238萬 +11% 13.2% 54.5% 104 14.42% 2
WP
5141
Wealthspan Partners
Iowa
US$3.17億 +US$3349萬 +12% 9.99% 65% 133 10.53% 2.8
MWA
5142
Medallion Wealth Advisors
Connecticut
US$3.17億 +US$1101萬 +4% 12.7% – 1,314 21.77% 1.1
MAM
5143
Montanaro Asset Management
United Kingdom
US$3.17億 -US$1718萬 -5% 18.7% 49.6% 47 21.28% 2.5
TW
5144
ticino wealth
California
US$3.17億 +US$2940萬 +10% 13.6% – 149 16.78% 0.5
PIA
5145
Powell Investment Advisors
Florida
US$3.17億 +US$2667萬 +9% 15.9% 76.1% 187 17.65% 3.5
FDW
5146
Fourth Dimension Wealth
Ohio
US$3.16億 +US$5259萬 +20% 20% – 713 21.74% 1.1
NF
5147
Nvest Financial
New Hampshire
US$3.16億 +US$4788萬 +18% 17% 92.8% 156 14.74% 1.9
BWG
5148
Balanced Wealth Group
Ohio
US$3.16億 +US$3686萬 +13% 14.1% – 79 8.86% 2
LAM
5149
Lountzis Asset Management
Pennsylvania
US$3.16億 +US$4344萬 +16% 32.2% 144% 57 12.28% 3.7
RIS
5150
Richmond Investment Services
Wisconsin
US$3.16億 -US$3.03億 -49% 17.5% – 270 51.85% 1.1