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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)
BW
6026
BostonPremier Wealth
Massachusetts
US$2.35億 +US$4194萬 +22% 19.8% – 79 11.39% 1.1
AIC
6027
Allodium Investment Consultants
Minnesota
US$2.35億 +US$2664萬 +13% 10.2% – 57 8.77% 1.3
DIM
6028
DLK Investment Management
California
US$2.35億 -US$1778萬 -7% 5.17% 80.4% 126 50.79% 1.5
PAW
6029
Plan A Wealth
Nebraska
US$2.35億 +US$2634萬 +13% 10.8% – 209 22.01% 0.9
PRI
6030
Prepared Retirement Institute
Pennsylvania
US$2.35億 +US$3340萬 +17% 9.74% – 96 19.79% 1.7
MWA
6031
MN Wealth Advisors
Kansas
US$2.35億 +US$2933萬 +14% 14.2% – 141 17.02% 1.5
BOCM
6032
Bontempo Ohly Capital Management
Maryland
US$2.35億 +US$1319萬 +6% 8.07% 49.6% 34 2.94% 4.4
AC
6033
AMANSA Capital
Singapore
US$2.35億 +US$4816萬 +26% 27.7% 115% 2 0% 3
CPI
6034
Crestview Partners II
New York
US$2.35億 -US$1.06億 -31% 27.8% 157% 3 0% 7.7
PIM
6035
Peregrine Investment Management
Ontario, Canada
US$2.35億 +US$1.08億 +85% 78.3% – 31 51.61% 0.6
CWP
6036
Core Wealth Partners
California
US$2.35億 +US$1963萬 +9% 15.3% 63.8% 205 19.02% 2.1
LPP
6037
Long Path Partners
Connecticut
US$2.35億 +US$1449萬 +7% 7.95% 9.18% 10 10% 1.7
SIA
6038
Serenity Investment Advisors
Illinois
US$2.35億 +US$2094萬 +10% 13.4% – 79 10.13% 0.4
TWM
6039
Trevian Wealth Management
Massachusetts
US$2.35億 +US$3196萬 +16% 15.1% 94.1% 45 4.44% 1.8
KIM
6040
Kane Investment Management
California
US$2.35億 +US$4017萬 +21% 27.3% – 113 23.89% 1.1
NCMW
6041
Northern Capital Management (Washington)
Washington
US$2.35億 +US$3506萬 +18% 17.4% 80% 56 10.71% 2.9
NAC
6042
NI Acquisitions Company
Pennsylvania
US$2.34億 – – 12.1% – 112 – 0
CWA
6043
Cura Wealth Advisors
Illinois
US$2.34億 +US$1082萬 +5% 8.16% – 146 17.81% 1
KIG
6044
Kessler Investment Group
Indiana
US$2.34億 +US$2293萬 +11% 32% 251% 89 20.22% 2.6
AWA
6045
Aletheian Wealth Advisors
Washington
US$2.34億 +US$2900萬 +14% 11% – 111 14.41% 2.7
ACM
6046
Ariose Capital Management
Hong Kong
US$2.34億 +US$8524萬 +57% 137% 1,745% 30 86.67% 0.2
RCAP
6047
Resolute Capital Asset Partners
Colorado
US$2.34億 +US$4400萬 +23% 18.2% 657% 65 63.08% 0.5
ONSWM
6048
Old North State Wealth Management
North Carolina
US$2.34億 +US$1789萬 +8% 11.5% 76.7% 120 13.33% 2.7
F4L
6049
Fortune 45 LLC
Louisiana
US$2.34億 +US$2870萬 +14% 18.7% 85.2% 43 25.58% 2.5
RCM
6050
Richardson Capital Management
Wisconsin
US$2.34億 +US$2687萬 +13% 14.5% – 398 39.95% 1.5