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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)
IVC Wealth Advisors
5676
IVC Wealth Advisors
Pennsylvania
US$2.24億 +US$1865萬 +9% 7% 81.9% 191 13.09% 2.8
Windle Wealth
5677
Windle Wealth
Oklahoma
US$2.24億 +US$1896萬 +9% 8.97% 73% 33 0% 2.4
Transcendent Capital Group
5678
Transcendent Capital Group
Oklahoma
US$2.23億 +US$2894萬 +15% 7.43% 82.3% 126 28.57% 1.1
New Perspectives Inc
5679
New Perspectives Inc
Mississippi
US$2.23億 +US$2121萬 +10% 6.97% – 41 14.63% 2.3
Penney Financial
5680
Penney Financial
Texas
US$2.23億 +US$2661萬 +14% 5.32% 54.8% 51 21.57% 1.1
Edge Financial Advisors
5681
Edge Financial Advisors
Illinois
US$2.23億 +US$3337萬 +18% 7.45% – 141 15.6% 0.8
Ariadne Wealth Management
5682
Ariadne Wealth Management
California
US$2.23億 +US$1397萬 +7% 10.1% – 261 18.01% 0.8
Financial Guidance Group
5683
Financial Guidance Group
Florida
US$2.23億 +US$1718萬 +8% 6.3% 58.7% 87 5.75% 2.2
Trail Ridge Investment Advisors
5684
Trail Ridge Investment Advisors
Colorado
US$2.23億 +US$1507萬 +7% 7.68% 83.9% 110 8.18% 2.8
Financial Symmetry
5685
Financial Symmetry
North Carolina
US$2.23億 +US$2939萬 +15% 7.25% 68.4% 54 11.11% 1.3
Silver Heights Capital Management
5686
Silver Heights Capital Management
Ontario, Canada
US$2.23億 -US$3920萬 -15% 21.6% 39.8% 4 0% 7.9
Alliance Wealth Advisors (Pennsylvania)
5687
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
US$2.23億 +US$2740萬 +14% 9.66% 74.4% 155 7.74% 3.1
One Wealth Capital Management
5688
One Wealth Capital Management
Arizona
US$2.23億 +US$988萬 +5% 7.04% – 129 20.16% 0.6
Compass Financial Group (Florida)
5689
Compass Financial Group (Florida)
Florida
US$2.23億 +US$2340萬 +12% 5.76% 47.5% 47 19.15% 3.8
DCM
5690
Dudley Capital Management
Virginia
US$2.23億 +US$2228萬 +11% 11.4% 129% 142 14.79% 2
PC
5691
Panoramic Capital
California
US$2.23億 +US$9036萬 +68% 29.6% – 54 44.44% 0.3
Lodestone Wealth Management
5692
Lodestone Wealth Management
Washington
US$2.22億 +US$1710萬 +8% 8.96% 87.1% 177 7.34% 1.9
Worth Asset Management
5693
Worth Asset Management
Texas
US$2.22億 +US$1969萬 +10% 7.79% 115% 204 43.63% 1
Mitchell Sinkler & Starr
5694
Mitchell Sinkler & Starr
Pennsylvania
US$2.22億 +US$1349萬 +6% 8.08% 85.6% 148 6.76% 5.1
Siligmueller & Norvid Wealth Advisors
5695
Siligmueller & Norvid Wealth Advisors
Illinois
US$2.22億 -US$3509萬 -14% 6% – 228 89.91% 0.1
Hillcrest Wealth Advisors
5696
Hillcrest Wealth Advisors
New Jersey
US$2.22億 +US$971萬 +5% 7.69% 58.7% 54 11.11% 4.7
Evolution Advisers
5697
Evolution Advisers
Virginia
US$2.22億 +US$1843萬 +9% 5.08% 44.8% 162 5.56% 3
Omega Fund Management
5698
Omega Fund Management
Massachusetts
US$2.22億 +US$6793萬 +44% 48.9% 106% 14 21.43% 2.3
Investment Research Partners
5699
Investment Research Partners
Pennsylvania
US$2.22億 – – 7.65% – 224 – 0
SCM
5700
Sage Capital Management
New Jersey
US$2.22億 +US$1445萬 +7% 6.79% 94.3% 164 8.54% 1.5