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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)
Optimist Retirement Group
5676
Optimist Retirement Group
Washington
US$2.09億 +US$882萬 +4% 5.44% – 124 11.29% 1.1
Aristotle Pacific Capital
5677
Aristotle Pacific Capital
California
US$2.09億 -US$9525萬 -31% 1.61% 1.84% 6 0% 2.9
Integrated Capital Management (Michigan)
5678
Integrated Capital Management (Michigan)
Michigan
US$2.08億 +US$2685萬 +15% 9.17% – 63 12.7% 0.7
Ardent Capital Management
5679
Ardent Capital Management
Ohio
US$2.08億 -US$2264萬 -10% 1.17% 87.2% 45 6.67% 2.2
New Vernon Capital Holdings II
5680
New Vernon Capital Holdings II
New Jersey
US$2.08億 +US$2173萬 +12% 12.7% 114% 87 45.98% 1.1
Roubaix Capital
5681
Roubaix Capital
Colorado
US$2.08億 +US$1643萬 +9% 22.8% 174% 73 61.64% 0.5
Emprise Bank
5682
Emprise Bank
Kansas
US$2.08億 +US$2147萬 +11% 10.7% – 109 16.51% 1.1
Moser Wealth Advisors
5683
Moser Wealth Advisors
Washington
US$2.08億 +US$1747萬 +9% 9.57% – 206 24.27% 2.6
Delap Wealth Advisory
5684
Delap Wealth Advisory
Oregon
US$2.08億 +US$2890萬 +16% 9.72% 73% 89 24.72% 1.6
Ayrshire Capital Management
5685
Ayrshire Capital Management
Connecticut
US$2.08億 +US$164萬 +0.8% 9.68% 84.8% 51 9.8% 3.4
Continuum Wealth Advisors
5686
Continuum Wealth Advisors
New York
US$2.08億 +US$1320萬 +7% 7.73% 69% 68 26.47% 1.5
Shore Point Advisors
5687
Shore Point Advisors
New Jersey
US$2.08億 +US$1930萬 +10% 8.07% 54.6% 71 8.45% 2.1
MWM
5688
MTC Wealth Management
Florida
US$2.08億 +US$451萬 +2% 5.33% 30.5% 13 0% 3.2
Marshall & Sullivan
5689
Marshall & Sullivan
Washington
US$2.08億 +US$1103萬 +6% 7.5% 82% 119 64.71% 2.8
Bull Street Advisors
5690
Bull Street Advisors
Georgia
US$2.08億 -US$76萬 -0.4% 1.78% 48.5% 90 2.22% 5.3
Trail Ridge Investment Advisors
5691
Trail Ridge Investment Advisors
Colorado
US$2.08億 +US$1381萬 +7% 10.5% 83.9% 108 9.26% 2.6
BCFD
5692
Boit C.F. David
US$2.08億 +US$863萬 +4% 7.17% 75.4% 129 6.98% 3
SCM
5693
Sage Capital Management
New Jersey
US$2.08億 +US$2353萬 +13% 12.3% 94.3% 161 8.07% 1.3
Breed's Hill Capital
5694
Breed's Hill Capital
Massachusetts
US$2.08億 +US$2228萬 +12% 14.5% – 144 8.33% 1.1
Shelton Wealth Management
5695
Shelton Wealth Management
Texas
US$2.08億 +US$2364萬 +13% 13.7% 89.4% 182 45.6% 1.4
SSA
5696
SSA Swiss Advisors
US$2.08億 +US$1220萬 +6% 8.28% – 135 22.96% 0.2
Financial Council
5697
Financial Council
Maryland
US$2.07億 +US$2188萬 +12% 11.5% 80% 95 10.53% 2.3
Grove Street Fiduciary
5698
Grove Street Fiduciary
New Hampshire
US$2.07億 +US$1009萬 +5% 7.98% – 76 11.84% 0.4
Fortress Wealth Management
5699
Fortress Wealth Management
California
US$2.07億 +US$1473萬 +8% 5.47% 52.1% 76 10.53% 2
WA
5700
Win Advisors
Florida
US$2.07億 +US$1266萬 +7% 16.4% 226% 84 78.57% 0.4