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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)
Essential Partners
5151
Essential Partners
California
US$2.5億 – – 13.2% – 2,273 – 0
Sonata Capital Group
5152
Sonata Capital Group
Washington
US$2.5億 +US$2054萬 +9% 8.55% 66.5% 123 10.57% 5.4
LA
5153
LFL Advisers
Illinois
US$2.5億 +US$2161萬 +9% 7.73% 83% 8 0% 7.3
Stone Run Capital
5154
Stone Run Capital
New York
US$2.5億 +US$1283萬 +5% 8.22% 77.8% 72 13.89% 7.1
Cura Wealth Advisors
5155
Cura Wealth Advisors
Illinois
US$2.5億 +US$296萬 +1% 1.3% – 133 33.83% 0.4
CCAM
5156
Codex Capital Asset Management
Texas
US$2.5億 +US$3779萬 +18% 21.1% – 34 5.88% 0.9
IMZ Advisory
5157
IMZ Advisory
Florida
US$2.5億 +US$2943萬 +13% 10.4% – 42 7.14% 1.3
Keeler & Nadler Financial Planning & Wealth Management
5158
Keeler & Nadler Financial Planning & Wealth Management
Ohio
US$2.5億 +US$2809萬 +13% 9.77% 72.1% 77 7.79% 2.1
Family Wealth Partners
5159
Family Wealth Partners
North Carolina
US$2.5億 +US$3082萬 +14% 8.83% 58.5% 62 17.74% 1
TPG Financial Advisors
5160
TPG Financial Advisors
Oregon
US$2.5億 +US$2356萬 +10% 6.72% – 72 18.06% 3.3
IGYL
5161
I.G.Y. Ltd
United Kingdom
US$2.5億 +US$1248萬 +5% 6.08% 80.5% 3 0% 5.3
Elevation Capital Advisory
5162
Elevation Capital Advisory
Oregon
US$2.49億 +US$2022萬 +9% 10.9% – 82 60.98% 0.5
Wind River Trust Company
5163
Wind River Trust Company
Wyoming
US$2.49億 +US$1633萬 +7% 9.6% 62.1% 9 0% 9.9
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
5164
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
US$2.49億 +US$3742萬 +18% 22% 215% 222 26.58% 1.5
Peloton Wealth Strategists
5165
Peloton Wealth Strategists
Indiana
US$2.49億 +US$1007萬 +4% 6.01% 51.3% 96 11.46% 3.7
Jessup Wealth Management
5166
Jessup Wealth Management
Ohio
US$2.49億 +US$1128萬 +5% 12.3% 181% 81 16.05% 1.2
Buttonwood Financial Advisors
5167
Buttonwood Financial Advisors
Maryland
US$2.49億 +US$2159萬 +9% 9.93% 73.4% 102 8.82% 2.6
Heathbridge Capital Management
5168
Heathbridge Capital Management
Ontario, Canada
US$2.49億 +US$270萬 +1% 8.83% 73.6% 30 16.67% 5.8
LFP
5169
Lakeshore Financial Planning
Michigan
US$2.49億 +US$872萬 +4% 6.63% 65.4% 79 3.8% 1.4
Ruggaard & Associates
5170
Ruggaard & Associates
Ohio
US$2.49億 +US$2050萬 +9% 6.3% 47.6% 121 9.09% 1.8
Sims Investment Management
5171
Sims Investment Management
Ohio
US$2.49億 +US$2493萬 +11% 8.29% – 45 13.33% 0.4
JNE Partners
5172
JNE Partners
United Kingdom
US$2.49億 +US$5671萬 +30% 16.4% 100% 8 12.5% 1.8
Aragon Global Management
5173
Aragon Global Management
Florida
US$2.49億 -US$1141萬 -4% 34.4% – 25 32% 1
Sittner & Nelson
5174
Sittner & Nelson
Oregon
US$2.49億 +US$1421萬 +6% 7.63% 88.1% 516 5.04% 3.2
Kings Path Partners
5175
Kings Path Partners
Texas
US$2.48億 +US$4397萬 +22% 7.15% – 293 15.7% 0.8