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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)
Montanaro Asset Management
5151
Montanaro Asset Management
United Kingdom
US$3.17億 -US$1718萬 -5% 18.7% 49.6% 47 21.28% 2.5
ticino wealth
5152
ticino wealth
California
US$3.17億 +US$2940萬 +10% 13.6% – 149 16.78% 0.5
Powell Investment Advisors
5153
Powell Investment Advisors
Florida
US$3.17億 +US$2667萬 +9% 15.9% 82.4% 187 17.65% 3.5
Fourth Dimension Wealth
5154
Fourth Dimension Wealth
Ohio
US$3.16億 +US$5259萬 +20% 20% – 713 21.74% 1.1
Nvest Financial
5155
Nvest Financial
New Hampshire
US$3.16億 +US$4788萬 +18% 17% 92.8% 156 14.74% 1.9
Balanced Wealth Group
5156
Balanced Wealth Group
Ohio
US$3.16億 +US$3686萬 +13% 14.1% – 79 8.86% 2
LAM
5157
Lountzis Asset Management
Pennsylvania
US$3.16億 +US$4344萬 +16% 32.2% 124% 57 12.28% 3.7
RIS
5158
Richmond Investment Services
Wisconsin
US$3.16億 -US$3.03億 -49% 17.5% – 270 51.85% 1.1
IMZ Advisory
5159
IMZ Advisory
Florida
US$3.16億 +US$5138萬 +19% 17.1% 73.1% 40 7.5% 2.2
Enzi Wealth
5160
Enzi Wealth
Texas
US$3.16億 +US$2767萬 +10% 15% 77% 77 7.79% 2.5
Ranch Capital Advisors
5161
Ranch Capital Advisors
Florida
US$3.16億 +US$3902萬 +14% 12.9% 92.6% 162 8.02% 3.9
Tencap Wealth Coaching
5162
Tencap Wealth Coaching
Utah
US$3.15億 +US$4966萬 +19% 9.4% – 20 65% 0.2
Meros Investment Management
5163
Meros Investment Management
Texas
US$3.15億 +US$8442萬 +37% 39.2% 102% 59 27.12% 1.6
Trinity Wealth Management
5164
Trinity Wealth Management
Pennsylvania
US$3.15億 +US$4281萬 +16% 15.1% 56.7% 82 20.73% 2.9
Richards, Merrill & Peterson
5165
Richards, Merrill & Peterson
Washington
US$3.15億 +US$4247萬 +16% 18.8% – 295 7.46% 1.1
VMS Asset Management
5166
VMS Asset Management
US$3.15億 +US$1.51億 +92% 116% – 46 78.26% 0.1
TAGStone Capital
5167
TAGStone Capital
North Carolina
US$3.15億 +US$3179萬 +11% 10.8% 58.3% 143 6.99% 2.5
Thomist Capital Management
5168
Thomist Capital Management
Texas
US$3.15億 -US$5690萬 -15% 1.38% 71.2% 82 76.83% 0.3
Inlight Wealth Management
5169
Inlight Wealth Management
Georgia
US$3.15億 +US$4449萬 +16% 8.08% – 63 22.22% 1.1
Longitude (Cayman)
5170
Longitude (Cayman)
Cayman Islands
US$3.14億 +US$6999萬 +29% 49% – 57 29.82% 1.6
MMA Asset Management
5171
MMA Asset Management
Pennsylvania
US$3.14億 +US$3017萬 +11% 10.8% 61.2% 188 8.51% 2.2
Mosley Wealth Management
5172
Mosley Wealth Management
California
US$3.14億 +US$9338萬 +42% 12.4% – 829 49.58% 0.4
American Financial Group Inc 401(K) Retirement & Savings Plan
5173
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
US$3.14億 +US$1195萬 +4% 9.58% 17.8% 1 0% 13
Cypress Funds
5174
Cypress Funds
California
US$3.14億 -US$8353萬 -21% 9.72% 100% 14 0% 4.6
Malaga Cove Capital
5175
Malaga Cove Capital
California
US$3.14億 +US$3579萬 +13% 23.7% 97.3% 207 17.87% 2.9