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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)
5T Wealth
5626
5T Wealth
California
US$2.69億 +US$1548萬 +6% 10.8% – 139 10.79% 1.1
VFG
5627
V2 Financial group
Illinois
US$2.68億 +US$5375萬 +25% 15.8% 63.3% 127 18.11% 2.5
Oakcliff Capital Partners
5628
Oakcliff Capital Partners
New York
US$2.68億 +US$4182萬 +18% 13% 133% 9 11.11% 5.4
Oak Harbor Wealth Partners
5629
Oak Harbor Wealth Partners
North Carolina
US$2.68億 -US$1.59億 -37% 11.5% 73.9% 299 32.11% 3
Carnegie Lake Advisors
5630
Carnegie Lake Advisors
New Jersey
US$2.68億 +US$1645萬 +7% 13.1% – 176 9.66% 1.5
Mad River Investors
5631
Mad River Investors
Massachusetts
US$2.68億 -US$976萬 -4% 1.69% 169% 33 12.12% 3.6
MI
5632
Moneywise Inc
Virginia
US$2.68億 +US$3905萬 +17% 13.8% 60.8% 89 11.24% 3
Aspect Partners
5633
Aspect Partners
Virginia
US$2.68億 +US$2341萬 +10% 9.88% 66.7% 766 18.8% 1.8
ANB Bank
5634
ANB Bank
Colorado
US$2.68億 +US$2078萬 +8% 14.6% – 140 17.86% 1.1
Everest Management Corp
5635
Everest Management Corp
California
US$2.68億 +US$7061萬 +36% 18.3% – 89 23.6% 1
Empower Annuity Insurance Company
5636
Empower Annuity Insurance Company
Connecticut
US$2.68億 +US$19.7萬 +0.1% 0.07% 0.86% 1 0% 3.5
New England Professional Planning Group
5637
New England Professional Planning Group
Rhode Island
US$2.68億 +US$2867萬 +12% 13.4% 64.1% 52 9.62% 4.7
Smith Shellnut Wilson
5638
Smith Shellnut Wilson
Mississippi
US$2.68億 +US$3879萬 +17% 21% 98.6% 164 13.41% 4.5
Washington State Investment Board
5639
Washington State Investment Board
Washington
US$2.68億 +US$1658萬 +7% 7.05% 567% 2 0% 4.9
Compass Financial Services
5640
Compass Financial Services
Iowa
US$2.68億 +US$3666萬 +16% 12.4% – 58 5.17% 1.3
HMS Capital Management
5641
HMS Capital Management
Tennessee
US$2.67億 +US$883萬 +3% 29.1% 140% 123 10.57% 3.1
Johnson & White Wealth Management
5642
Johnson & White Wealth Management
Pennsylvania
US$2.67億 +US$3099萬 +13% 14.9% 85.1% 118 11.02% 1.9
Financial Guidance Group
5643
Financial Guidance Group
Florida
US$2.67億 +US$1846萬 +7% 9.61% 58.7% 92 4.35% 2.7
Financial Planning Navigators
5644
Financial Planning Navigators
Minnesota
US$2.67億 +US$3905萬 +17% 11.8% – 72 31.94% 0.3
Ridgewood Investments
5645
Ridgewood Investments
New Jersey
US$2.67億 +US$2269萬 +9% 12.1% – 221 11.76% 3.7
Element Wealth
5646
Element Wealth
Mississippi
US$2.67億 +US$2477萬 +10% 14.6% 59.6% 224 12.05% 3.4
FA
5647
FF Advisors
California
US$2.67億 +US$2024萬 +8% 14% 59.7% 127 13.39% 1.7
Dupree Financial Group
5648
Dupree Financial Group
Kentucky
US$2.67億 +US$1841萬 +7% 16.6% 75.8% 85 21.18% 1.5
Beta Wealth Group
5649
Beta Wealth Group
California
US$2.67億 +US$2493萬 +10% 9.99% 45.4% 119 10.08% 2.3
Family Office Research
5650
Family Office Research
Maryland
US$2.67億 +US$3640萬 +16% 14.9% – 91 24.18% 1