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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)
MorganRosel Wealth Management
5326
MorganRosel Wealth Management
Colorado
US$2.96億 +US$4273萬 +17% 15.2% 67.5% 116 21.55% 3.2
Vernal Point Advisors
5327
Vernal Point Advisors
California
US$2.96億 +US$5023萬 +20% 8.57% – 21 4.76% 2
Wind River Trust Company
5328
Wind River Trust Company
Wyoming
US$2.96億 +US$3093萬 +12% 13.8% 62.1% 12 8.33% 8.2
Wrenne Financial Planning
5329
Wrenne Financial Planning
Kentucky
US$2.96億 +US$4107萬 +16% 11.5% 54.3% 60 18.33% 1.7
Delap Wealth Advisory
5330
Delap Wealth Advisory
Oregon
US$2.96億 +US$3019萬 +11% 10.3% 73% 91 6.59% 2.2
CNBT
5331
Cornerstone National Bank & Trust
Illinois
US$2.96億 +US$2444萬 +9% 7.24% 38.5% 224 10.27% 2.3
PI
5332
PJT Investments
US$2.96億 +US$4347萬 +17% 4.51% – 10 20% 0.7
Investment Research Partners
5333
Investment Research Partners
Pennsylvania
US$2.95億 +US$4972萬 +20% 14.7% – 295 22.71% 0.6
Singapore Technologies Telemedia
5334
Singapore Technologies Telemedia
Singapore
US$2.95億 -US$1.01億 -25% 25.5% 173% 1 0% 9.3
Colrain Capital
5335
Colrain Capital
Massachusetts
US$2.95億 +US$3667萬 +14% 25.2% – 28 17.86% 6
Western Standard LLC
5336
Western Standard LLC
California
US$2.95億 +US$1.05億 +55% 17.2% 83.7% 41 78.05% 0.3
Towle & Co
5337
Towle & Co
Colorado
US$2.95億 +US$3767萬 +15% 31.8% 172% 69 36.23% 0.9
Clarus Group
5338
Clarus Group
Texas
US$2.95億 +US$1606萬 +6% 11.6% 67.5% 132 18.18% 2.6
Union Heritage Capital
5339
Union Heritage Capital
Michigan
US$2.95億 +US$2577萬 +10% 18.4% 82.1% 65 7.69% 4
Wealthedge Investment Advisors
5340
Wealthedge Investment Advisors
New York
US$2.95億 +US$2277萬 +8% 18.3% – 160 22.5% 1
Decatur Capital Management
5341
Decatur Capital Management
Georgia
US$2.95億 +US$7627萬 +35% 16% 135% 61 59.02% 2.6
Nepsis Inc
5342
Nepsis Inc
Minnesota
US$2.95億 -US$375萬 -1% 19.3% 131% 31 16.13% 4.5
Bastion Asset Management
5343
Bastion Asset Management
Canada
US$2.95億 -US$3317萬 -10% 12.3% – 91 69.23% 0.3
ASG
5344
Advisory Solutions Group
Minnesota
US$2.95億 – – 12.7% – 206 – 0
Kennedy Investment Group
5345
Kennedy Investment Group
New Jersey
US$2.95億 +US$3934萬 +15% 21.3% 95.4% 150 12.67% 2.2
TrustBank
5346
TrustBank
Illinois
US$2.95億 +US$3680萬 +14% 13.1% – 178 15.17% 0.4
Beacon Financial Planning
5347
Beacon Financial Planning
Massachusetts
US$2.95億 +US$3638萬 +14% 16.6% 71.1% 88 17.05% 1.6
Torrey Growth & Income Advisors
5348
Torrey Growth & Income Advisors
California
US$2.94億 +US$5583萬 +23% 49.3% – 123 22.76% 0.6
ISFAN
5349
Investor's Fiduciary Advisor Network
Washington
US$2.94億 -US$3197萬 -10% 16% – 291 31.96% 1.1
Mainsail Financial Group
5350
Mainsail Financial Group
Washington
US$2.94億 +US$5433萬 +23% 16.1% 61.9% 73 16.44% 2.3