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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)
Wealthstream Advisors
5976
Wealthstream Advisors
New York
US$9896萬 -US$1540萬 -13% 15.5% 88.2% 78 21.79% 0.4
Jacob Asset Management of New York
5977
Jacob Asset Management of New York
California
US$9895萬 -US$6544萬 -40% 32.3% 22.7% 76 11.84% 1.7
EFEM
5978
Eos Focused Equity Management
New York
US$9892萬 -US$1794萬 -15% 13.3% 55.7% 28 21.43% 1.9
Copperleaf Capital
5979
Copperleaf Capital
North Carolina
US$9881萬 -US$1388萬 -12% 11.8% 102% 65 13.85% 1.6
Smallwood Wealth Investment Management
5980
Smallwood Wealth Investment Management
New Jersey
US$9870萬 -US$712萬 -7% 14.5% 78% 67 25.37% 0.4
Paragon Capital Management (Utah)
5981
Paragon Capital Management (Utah)
Utah
US$9866萬 -US$916萬 -8% 10.9% 72.3% 85 30.59% 0.4
McAlister Sweet & Associates
5982
McAlister Sweet & Associates
Texas
US$9861萬 +US$450萬 +5% 13.8% 83.6% 42 45.24% 0.3
Velan Capital Investment Management
5983
Velan Capital Investment Management
Georgia
US$9858萬 -US$918萬 -9% 5.73% 2,395% 30 43.33% 0.3
Financial Insights
5984
Financial Insights
Washington
US$9854萬 -US$1029萬 -9% 14.8% 82.1% 97 28.87% 2.4
Lockheed Martin
5985
Lockheed Martin
Maryland
US$9850萬 -US$8567萬 -47% 43% – 4 0% 0.4
Alterna Wealth Management
5986
Alterna Wealth Management
Texas
US$9847萬 -US$2013萬 -17% 9.09% 52.9% 137 48.91% 1.5
Aletheian Wealth Advisors
5987
Aletheian Wealth Advisors
Washington
US$9846萬 -US$688萬 -7% 11.7% – 59 13.56% 0.4
EMFO LLC
5988
EMFO LLC
Florida
US$9846萬 -US$1175萬 -11% 13.7% 25.8% 351 9.97% 0.9
IFS
5989
Intelligent Financial Strategies
Minnesota
US$9842萬 -US$416萬 -4% 15.8% 63.5% 121 31.4% 0.4
Harper Investing
5990
Harper Investing
California
US$9841萬 -US$942萬 -9% 11.2% 58.7% 51 13.73% 0.2
Pillar Wealth Advisors
5991
Pillar Wealth Advisors
Pennsylvania
US$9827萬 -US$533萬 -5% 10.8% 21.9% 61 19.67% 0.4
Prentice Wealth Management
5992
Prentice Wealth Management
New York
US$9816萬 -US$1.1億 -53% 9.53% 47.8% 199 75.38% 0.4
Adirondack Retirement Specialists
5993
Adirondack Retirement Specialists
New York
US$9799萬 -US$1382萬 -12% 17.5% 13.1% 17 5.88% 1.2
Union Square Park Capital Management
5994
Union Square Park Capital Management
New York
US$9790萬 -US$1.82億 -65% 14.3% 75.8% 134 17.16% 0.6
Farley Capital
5995
Farley Capital
New York
US$9784萬 -US$845萬 -8% 8.17% 105% 12 8.33% 4.5
Lansing Management
5996
Lansing Management
New York
US$9784萬 -US$3943萬 -29% 19.1% 76.9% 8 0% 2.8
InTrack Investment Management
5997
InTrack Investment Management
Vermont
US$9775萬 -US$2533萬 -21% 16% 99.2% 127 23.62% 1.1
Richmond Brothers
5998
Richmond Brothers
Michigan
US$9774萬 -US$3216萬 -25% 21.8% 77.2% 22 0% 0.5
New Millennium Group
5999
New Millennium Group
Utah
US$9773萬 -US$4149萬 -30% 14.8% 176% 404 86.14% 0.1
Socha Financial Group
6000
Socha Financial Group
New York
US$9766萬 -US$2427萬 -20% 17.5% 81.5% 18 27.78% 0.4