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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)
SHFP
5926
Second Half Financial Partners
Florida
US$2.44億 +US$2181萬 +10% 10.1% 36.8% 122 31.97% 1.3
Sterling Group Wealth Management
5927
Sterling Group Wealth Management
California
US$2.44億 +US$3232萬 +15% 14.9% 67.7% 68 23.53% 1.5
Grey Rock Energy Management
5928
Grey Rock Energy Management
Texas
US$2.44億 -US$8069萬 -25% 24.9% – 1 0% 1.5
Security National Bank of Sioux City Iowa
5929
Security National Bank of Sioux City Iowa
Iowa
US$2.44億 +US$7453萬 +44% 10.7% 61% 323 68.42% 2
Powers Capital
5930
Powers Capital
California
US$2.44億 +US$3214萬 +15% 15.3% – 2 0% 1.5
CCA
5931
Cypress Capital Advisors
Tennessee
US$2.43億 +US$5886萬 +32% 8.57% – 82 12.2% 1.2
Tejara Capital
5932
Tejara Capital
United Kingdom
US$2.43億 -US$6007萬 -20% 6.51% 17.3% 98 58.16% 0.7
JNE Partners
5933
JNE Partners
United Kingdom
US$2.43億 -US$119萬 -0.5% 2.94% 100% 7 14.29% 1.8
Motive Wealth Advisors
5934
Motive Wealth Advisors
Michigan
US$2.43億 +US$3020萬 +14% 14.9% 73.4% 102 15.69% 2.6
Udine Wealth Management
5935
Udine Wealth Management
Florida
US$2.43億 +US$3826萬 +19% 18.4% 141% 45 33.33% 1.7
NewGen Asset Management
5936
NewGen Asset Management
Ontario, Canada
US$2.43億 -US$1590萬 -6% 4.72% 402% 47 63.83% 0.4
Legacy Wealth Management (Idaho)
5937
Legacy Wealth Management (Idaho)
Idaho
US$2.43億 +US$4154萬 +21% 17.8% – 1,072 84.51% 1.2
Threadgill Financial
5938
Threadgill Financial
Texas
US$2.43億 -US$1.02億 -30% 10.8% 49.3% 48 33.33% 2.2
One William Street Capital Management
5939
One William Street Capital Management
New York
US$2.42億 -US$9.37億 -79% 3.16% 44% 18 27.78% 0.4
Pacific Sun Financial
5940
Pacific Sun Financial
California
US$2.42億 +US$3597萬 +17% 18.6% 70.3% 222 10.81% 5
Sound Stewardship
5941
Sound Stewardship
Kansas
US$2.42億 +US$2415萬 +11% 8.38% 45.9% 73 13.7% 2.3
EAM
5942
Eukles Asset Management
Ohio
US$2.42億 +US$1806萬 +8% 12.5% 77.2% 243 8.23% 4.9
Higgins & Schmidt Wealth Strategies
5943
Higgins & Schmidt Wealth Strategies
Colorado
US$2.42億 +US$2341萬 +11% 12.5% 65.6% 68 11.76% 1.6
IRON Financial
5944
IRON Financial
Illinois
US$2.42億 +US$1346萬 +6% 8.66% 60.6% 156 10.26% 3.1
Long Island Wealth Management
5945
Long Island Wealth Management
New York
US$2.42億 +US$2658萬 +12% 10.4% 58.2% 97 10.31% 1.9
DoubleLine ETF Adviser
5946
DoubleLine ETF Adviser
Florida
US$2.42億 -US$2061萬 -8% 6.25% 51.6% 217 40.55% 1
Wealthcare Capital Partners
5947
Wealthcare Capital Partners
Pennsylvania
US$2.42億 +US$2855萬 +13% 10.8% – 185 20.54% 1.1
TrueWealth Financial Partners
5948
TrueWealth Financial Partners
Washington
US$2.42億 -US$888萬 -4% 7.61% 36.4% 66 57.58% 0.4
Royalty Pharma Sub-Manager
5949
Royalty Pharma Sub-Manager
New York
US$2.42億 +US$6915萬 +40% 27.9% – 5 40% 0.4
Financial Harvest
5950
Financial Harvest
Florida
US$2.42億 +US$7207萬 +42% 10.2% – 67 14.93% 0.8