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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)
Transcendent Capital Group
5751
Transcendent Capital Group
Oklahoma
US$2.57億 +US$3772萬 +17% 16.5% 82.3% 138 26.09% 1.5
Untitled Investments
5752
Untitled Investments
New York
US$2.57億 -US$1159萬 -4% 22.3% 79.6% 19 21.05% 1.6
NERM
5753
New England Research & Management
Illinois
US$2.57億 +US$2032萬 +9% 13.5% 65% 167 34.13% 4.5
Guardian Financial Partners
5754
Guardian Financial Partners
California
US$2.57億 +US$2005萬 +8% 11.9% 50.2% 74 16.22% 2.1
HMV Wealth Advisors
5755
HMV Wealth Advisors
Louisiana
US$2.57億 +US$4400萬 +21% 11.8% – 89 8.99% 1.2
Leslie Global Wealth
5756
Leslie Global Wealth
Illinois
US$2.57億 +US$6705萬 +35% 13.9% – 92 21.74% 1.3
626 Financial
5757
626 Financial
Michigan
US$2.57億 +US$3245萬 +14% 13.4% 71.3% 133 13.53% 3.3
Miller Capital Partners
5758
Miller Capital Partners
Michigan
US$2.57億 +US$4864萬 +23% 34.4% – 266 4.51% 0.5
Birchcreek Wealth Management
5759
Birchcreek Wealth Management
Ohio
US$2.57億 +US$4900萬 +24% 23.7% 80.7% 138 15.94% 3.2
Daily Journal Corp
5760
Daily Journal Corp
California
US$2.57億 +US$1600萬 +7% 7.97% 109% 4 0% 10.7
CNB Bank
5761
CNB Bank
Pennsylvania
US$2.57億 +US$1889萬 +8% 14% 91.6% 534 5.24% 4.7
NBZ Investment Advisors
5762
NBZ Investment Advisors
Tennessee
US$2.56億 +US$2743萬 +12% 12.3% – 87 17.24% 1
IVC Wealth Advisors
5763
IVC Wealth Advisors
Pennsylvania
US$2.56億 +US$2607萬 +11% 15.9% 81.9% 185 10.81% 3.3
Davidson Trust Company
5764
Davidson Trust Company
Washington
US$2.56億 +US$2436萬 +11% 11.8% 77% 193 10.36% 3.5
Kiker Wealth Management
5765
Kiker Wealth Management
Georgia
US$2.56億 +US$4684萬 +22% 1.88% – 189 44.97% 0.2
My Personal CFO LLC
5766
My Personal CFO LLC
Washington
US$2.56億 +US$2782萬 +12% 16.9% 83.4% 92 5.43% 1.4
SCM
5767
Sage Capital Management
New Jersey
US$2.56億 +US$4333萬 +20% 22.1% 94.3% 178 14.61% 2
Byrne Financial Freedom
5768
Byrne Financial Freedom
Massachusetts
US$2.56億 +US$4716萬 +23% 37.2% – 124 20.97% 1
Meritas Wealth Management
5769
Meritas Wealth Management
California
US$2.56億 +US$3491萬 +16% 10.8% 69.4% 67 16.42% 2.5
Vestia Personal Wealth Advisors
5770
Vestia Personal Wealth Advisors
Indiana
US$2.56億 +US$4324萬 +20% 10.5% – 112 11.61% 1.5
Punch Card Management
5771
Punch Card Management
Florida
US$2.56億 -US$1469萬 -5% 10.5% 41% 5 0% 3.6
WMS
5772
Wealth Management Strategies
Pennsylvania
US$2.56億 +US$3490萬 +16% 10.9% – 46 15.22% 1.2
Yoder Wealth Management
5773
Yoder Wealth Management
California
US$2.56億 +US$3650萬 +17% 15.3% 69.3% 133 9.77% 2.3
Causey Wealth LLC
5774
Causey Wealth LLC
Colorado
US$2.56億 +US$2028萬 +9% 9.13% – 87 11.49% 1.1
1248 Management
5775
1248 Management
Missouri
US$2.56億 +US$4008萬 +19% 20.8% – 162 17.9% 1