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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)
Horizon Advisory Services
6001
Horizon Advisory Services
New York
US$2.38億 +US$4223萬 +22% 7.12% – 52 11.54% 1.2
BCFD
6002
Boit C.F. David
US$2.38億 +US$1230萬 +5% 11.8% 84.2% 118 28.81% 4.2
Cornerstone Select Advisors
6003
Cornerstone Select Advisors
Missouri
US$2.38億 +US$7789萬 +49% 50.2% – 155 23.87% 1
BlueDoor Private Wealth
6004
BlueDoor Private Wealth
Massachusetts
US$2.38億 +US$2168萬 +10% 10.8% – 171 18.13% 0.4
Tableaux
6005
Tableaux
Massachusetts
US$2.38億 +US$3104萬 +15% 12.1% – 125 13.6% 0.9
NBH Bank
6006
NBH Bank
Colorado
US$2.37億 – – 16.2% – 552 – 0
Client First Investment Management
6007
Client First Investment Management
Wisconsin
US$2.37億 +US$4493萬 +23% 43.8% 243% 36 77.78% 0.5
Grant Private Wealth Management
6008
Grant Private Wealth Management
California
US$2.37億 +US$4867萬 +26% 26.7% – 171 14.04% 0.8
Crestview Partners III
6009
Crestview Partners III
New York
US$2.37億 +US$4211萬 +22% 27.4% 51.2% 2 50% 3
Sequent Asset Management
6010
Sequent Asset Management
Texas
US$2.37億 +US$2817萬 +13% 13.4% 51.3% 99 19.19% 3.5
AIA
6011
Arcadia Investment Advisors
Idaho
US$2.37億 +US$2529萬 +12% 11.2% 56.4% 83 6.02% 5.8
RetireMitten Financial
6012
RetireMitten Financial
Michigan
US$2.37億 +US$3027萬 +15% 10% – 182 74.18% 0.3
BancFirst Trust & Investment Management
6013
BancFirst Trust & Investment Management
Oklahoma
US$2.37億 +US$1066萬 +5% 1.05% 44.1% 67 40.3% 1.8
True Blue Financial
6014
True Blue Financial
Michigan
US$2.37億 +US$1.1億 +87% 10% – 62 17.74% 0.4
CA
6015
Continental Advisors
Utah
US$2.37億 +US$4092萬 +21% 4.99% 73.6% 54 14.81% 5.4
Grove Street Fiduciary
6016
Grove Street Fiduciary
New Hampshire
US$2.37億 +US$984萬 +4% 6.12% – 80 13.75% 1.2
Trail Ridge Investment Advisors
6017
Trail Ridge Investment Advisors
Colorado
US$2.37億 +US$672萬 +3% 13.2% 83.9% 105 17.14% 3.4
Compass Financial Group (Florida)
6018
Compass Financial Group (Florida)
Florida
US$2.37億 +US$1493萬 +7% 9.25% 44.1% 52 11.54% 4.1
ADE LLC
6019
ADE LLC
Maryland
US$2.37億 +US$2805萬 +13% 12.6% 59.8% 96 13.54% 3.5
MWA
6020
Miller Wealth Advisors
Colorado
US$2.37億 -US$2310萬 -9% 8.89% 147% 126 10.32% 2.5
TCM
6021
TAM Capital Management
Connecticut
US$2.37億 +US$3172萬 +15% 7.68% 4.15% 10 40% 0.6
Ironwood Wealth Management (West Virginia)
6022
Ironwood Wealth Management (West Virginia)
West Virginia
US$2.37億 +US$1337萬 +6% 8.55% 38.1% 31 32.26% 4.5
10Elms LLP
6023
10Elms LLP
Oklahoma
US$2.36億 +US$7777萬 +49% 10.8% – 528 10.61% 1.2
Deane Retirement Strategies
6024
Deane Retirement Strategies
Louisiana
US$2.36億 -US$1238萬 -5% 1.53% 73.4% 77 58.44% 1.5
CCC
6025
Chelsea Counsel Company
California
US$2.36億 +US$1134萬 +5% 11.6% 106% 245 9.8% 3.9