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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)
Intrepid Financial Planning Group
5351
Intrepid Financial Planning Group
Indiana
US$2.94億 +US$4644萬 +19% 25.4% 92.5% 141 15.6% 2.5
Landing Point Financial Group
5352
Landing Point Financial Group
Ohio
US$2.94億 +US$8812萬 +43% 13.5% – 104 15.38% 1
Weitzel Financial Services
5353
Weitzel Financial Services
Iowa
US$2.94億 +US$2873萬 +11% 9.91% 46.3% 54 12.96% 3.4
Veridan Wealth
5354
Veridan Wealth
Oregon
US$2.94億 +US$2357萬 +9% 10.8% – 91 16.48% 1.6
Summit Creek Advisors
5355
Summit Creek Advisors
Minnesota
US$2.94億 -US$1.93億 -40% 21.5% 84.6% 73 23.29% 3.7
Breakwater Investment Management
5356
Breakwater Investment Management
Washington
US$2.94億 +US$2479萬 +9% 9.05% – 662 32.93% 1.2
Decker Retirement Planning
5357
Decker Retirement Planning
Utah
US$2.94億 +US$7294萬 +33% 34.3% – 490 52.04% 0.5
Aviso Wealth Management
5358
Aviso Wealth Management
Washington
US$2.94億 +US$7170萬 +32% 24.8% – 149 9.4% 2
Meridian Financial Partners
5359
Meridian Financial Partners
Virginia
US$2.93億 +US$3019萬 +11% 15.6% 80.8% 128 12.5% 2.5
DIM
5360
DC Investments Management
Virginia
US$2.93億 +US$3202萬 +12% 12.8% 56.3% 82 40.24% 1.4
Wealth Advisors Northwest
5361
Wealth Advisors Northwest
Oregon
US$2.93億 +US$5479萬 +23% 10.7% – 66 15.15% 1.2
FIDELIS iM
5362
FIDELIS iM
Oregon
US$2.93億 +US$2895萬 +11% 10.7% 44.8% 27 7.41% 3
Prudent Man Investment Management
5363
Prudent Man Investment Management
Colorado
US$2.93億 -US$414萬 -1% 9.04% – 169 0% 1.3
Zullo Investment Group
5364
Zullo Investment Group
Pennsylvania
US$2.93億 +US$2960萬 +11% 22.6% 143% 169 13.61% 3.5
LI
5365
LHM Inc
Utah
US$2.93億 +US$3913萬 +15% 30.4% – 24 8.33% 1.5
Colorado Capital Management
5366
Colorado Capital Management
Colorado
US$2.93億 +US$2486萬 +9% 12.4% 60.4% 108 9.26% 5.4
Stonehearth Capital Management
5367
Stonehearth Capital Management
Massachusetts
US$2.93億 +US$4061萬 +16% 17.1% 87.5% 107 22.43% 3.5
SM
5368
Samjo Management
New York
US$2.93億 +US$6174萬 +27% 44.8% – 67 31.34% 1.6
Bay Rivers Group
5369
Bay Rivers Group
Virginia
US$2.93億 +US$5296萬 +22% 30.1% 166% 132 21.97% 2.8
Pacifica Capital Investments
5370
Pacifica Capital Investments
Texas
US$2.93億 -US$84.3萬 -0.3% 3.48% 70.4% 15 0% 7.7
Eagle Capital Management (Louisiana)
5371
Eagle Capital Management (Louisiana)
Louisiana
US$2.93億 +US$3923萬 +15% 20.1% 103% 50 2% 4.4
JDM Financial Group
5372
JDM Financial Group
Texas
US$2.93億 +US$3355萬 +13% 10.2% 56.7% 339 8.26% 1.8
Abbot Financial Management
5373
Abbot Financial Management
Massachusetts
US$2.93億 +US$5338萬 +22% 20.6% 102% 145 8.97% 5.4
Muzinich & Co
5374
Muzinich & Co
New York
US$2.93億 +US$683萬 +2% 0.73% 13.5% 38 0% 8.3
Archer Investment Management
5375
Archer Investment Management
Texas
US$2.93億 +US$5495萬 +23% 13.1% – 120 18.33% 0.7