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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)
UWM
5926
Udine Wealth Management
Florida
US$2.43億 +US$3826萬 +19% 18.4% 127% 45 33.33% 1.7
NAM
5927
NewGen Asset Management
Ontario, Canada
US$2.43億 -US$1590萬 -6% 4.72% 402% 47 63.83% 0.4
LWMI
5928
Legacy Wealth Management (Idaho)
Idaho
US$2.43億 +US$4154萬 +21% 17.8% – 1,072 84.51% 1.2
TF
5929
Threadgill Financial
Texas
US$2.43億 -US$1.02億 -30% 10.8% 49.3% 48 33.33% 2.2
OWSCM
5930
One William Street Capital Management
New York
US$2.42億 -US$9.37億 -79% 3.16% 44% 18 27.78% 0.4
PSF
5931
Pacific Sun Financial
California
US$2.42億 +US$3597萬 +17% 18.6% 70.3% 222 10.81% 5
SS
5932
Sound Stewardship
Kansas
US$2.42億 +US$2415萬 +11% 8.38% 45.9% 73 13.7% 2.3
EAM
5933
Eukles Asset Management
Ohio
US$2.42億 +US$1806萬 +8% 12.5% 77.2% 243 8.23% 4.9
HSWS
5934
Higgins & Schmidt Wealth Strategies
Colorado
US$2.42億 +US$2341萬 +11% 12.5% – 68 11.76% 1.6
IF
5935
IRON Financial
Illinois
US$2.42億 +US$1346萬 +6% 8.66% 51.4% 156 10.26% 3.1
LIWM
5936
Long Island Wealth Management
New York
US$2.42億 +US$2658萬 +12% 10.4% – 97 10.31% 1.9
DEA
5937
DoubleLine ETF Adviser
Florida
US$2.42億 -US$2061萬 -8% 6.25% 51.6% 217 40.55% 1
WCP
5938
Wealthcare Capital Partners
Pennsylvania
US$2.42億 +US$2855萬 +13% 10.8% – 185 20.54% 1.1
TFP
5939
TrueWealth Financial Partners
Washington
US$2.42億 -US$888萬 -4% 7.61% 36.4% 66 57.58% 0.4
RPSM
5940
Royalty Pharma Sub-Manager
New York
US$2.42億 +US$6915萬 +40% 27.9% – 5 40% 0.4
FH
5941
Financial Harvest
Florida
US$2.42億 +US$7207萬 +42% 10.2% – 67 14.93% 0.8
SA
5942
Sunesis Advisors
Kansas
US$2.42億 +US$2059萬 +9% 9.96% – 63 9.52% 2.9
UI
5943
Unconventional Investor
New Hampshire
US$2.42億 +US$3114萬 +15% 11.1% 62.7% 51 13.73% 2.6
ACP
5944
Arcus Capital Partners
Georgia
US$2.42億 -US$3652萬 -13% 13.3% 69.2% 131 25.19% 3.1
TP
5945
Thayer Partners
Pennsylvania
US$2.42億 +US$3150萬 +15% 12.2% – 104 13.46% 0.4
PFA
5946
Peak Financial Advisors
Colorado
US$2.42億 +US$1564萬 +7% 6.03% 40.1% 90 35.56% 1.7
CWWM
5947
Curry Webb Wealth Management
Indiana
US$2.41億 +US$2985萬 +14% 11.4% – 69 11.59% 0.5
PPW
5948
PACK Private Wealth
Minnesota
US$2.41億 +US$2372萬 +11% 11.4% 52.8% 62 9.68% 2.8
ACM
5949
Alethea Capital Management
Washington
US$2.41億 +US$4649萬 +24% 33% 275% 43 72.09% 0.9
NIA
5950
NIA Impact Advisors
California
US$2.41億 +US$1648萬 +7% 25.5% – 94 28.72% 2.5