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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)
ViaWealth
5776
ViaWealth
Kansas
US$1.34億 +US$783萬 +6% 6.01% 77.2% 157 10.19% 0.5
Firethorn Wealth Partners
5777
Firethorn Wealth Partners
Georgia
US$1.34億 +US$606萬 +5% 5.85% 75.1% 131 12.21% 1.7
Hazlett, Burt & Watson
5778
Hazlett, Burt & Watson
West Virginia
US$1.34億 +US$1174萬 +10% 6.88% 97.1% 734 18.26% 1
Cascade Investment Advisors
5779
Cascade Investment Advisors
Oregon
US$1.34億 +US$767萬 +6% 6.33% 71.4% 247 60.32% 3.8
Woodward Financial Advisors
5780
Woodward Financial Advisors
North Carolina
US$1.34億 +US$1210萬 +10% 4.48% 55% 50 12% 1.2
PACK Private Wealth
5781
PACK Private Wealth
Minnesota
US$1.34億 +US$802萬 +6% 4.69% 52.8% 39 7.69% 1.3
Altai Capital Management
5782
Altai Capital Management
California
US$1.34億 +US$1669萬 +14% 27% 24.9% 5 0% 2.6
Berkshire Partners
5783
Berkshire Partners
Massachusetts
US$1.33億 +US$342萬 +3% 5.43% 79% 1 0% 1.5
Birchview Capital
5784
Birchview Capital
Vermont
US$1.33億 +US$569萬 +4% 15.3% 327% 56 5.36% 3.2
Bay Rivers Group
5785
Bay Rivers Group
Virginia
US$1.33億 +US$1901萬 +17% 11.9% 166% 68 10.29% 2.4
CI
5786
Carroll Investors
South Carolina
US$1.33億 +US$1081萬 +9% 16.2% 241% 39 33.33% 1.2
Prentiss Smith & Co
5787
Prentiss Smith & Co
Vermont
US$1.33億 -US$146萬 -1% 7.01% 63.9% 66 12.12% 5.9
Fortune Financial Advisors
5788
Fortune Financial Advisors
Kansas
US$1.33億 – – 6.07% 76.8% 121 – 0
Paces Ferry Wealth Advisors
5789
Paces Ferry Wealth Advisors
Georgia
US$1.33億 +US$922萬 +7% 10.1% 72% 115 9.57% 2.1
Meritas Wealth Management
5790
Meritas Wealth Management
California
US$1.33億 +US$603萬 +5% 4.96% 69.4% 43 6.98% 0.5
Growth Interface Management
5791
Growth Interface Management
Florida
US$1.33億 +US$3289萬 +33% 32% 12% 10 10% 1.3
Capital Wealth Alliance
5792
Capital Wealth Alliance
Arizona
US$1.33億 +US$914萬 +7% 1.73% 124% 117 20.51% 1.9
HighMark Wealth Management
5793
HighMark Wealth Management
Minnesota
US$1.33億 +US$483萬 +4% 6.98% 110% 636 16.67% 2.3
D. Scott Neal
5794
D. Scott Neal
Kentucky
US$1.33億 -US$4599萬 -26% 3.02% 105% 71 22.54% 2.8
MGO Private Wealth
5795
MGO Private Wealth
California
US$1.33億 +US$526萬 +4% 4.47% 51.5% 81 25.93% 0.6
AFG Fiduciary Services
5796
AFG Fiduciary Services
Massachusetts
US$1.33億 +US$2449萬 +23% 6.12% 72.4% 91 25.27% 1
EFH
5797
Eaton Financial Holdings
Florida
US$1.33億 +US$484萬 +4% 5.36% – 56 14.29% 0.5
Trustees of The University of Pennsylvania
5798
Trustees of The University of Pennsylvania
Pennsylvania
US$1.33億 +US$3026萬 +30% 29% – 8 37.5% 0.9
Security National Bank of Sioux City Iowa
5799
Security National Bank of Sioux City Iowa
Iowa
US$1.33億 – – 4.78% 61% 93 – 5.3
Woodward Diversified Capital
5800
Woodward Diversified Capital
California
US$1.33億 +US$529萬 +4% 6.7% 118% 160 20.63% 1.7