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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)
JWM
6026
Johnson Wealth Management
North Dakota
US$2.36億 +US$2891萬 +14% 9.99% – 60 21.67% 0.6
Ceera Investments
6027
Ceera Investments
Texas
US$2.36億 +US$790萬 +3% 7.87% 56.1% 109 22.02% 2.1
AG
6028
ASO Group
US$2.36億 -US$124萬 -0.5% 9.87% – 57 3.51% 0.5
CMG Global Holdings
6029
CMG Global Holdings
Texas
US$2.36億 +US$2589萬 +12% 14.9% 80.8% 104 11.54% 3.7
EPIQ Partners
6030
EPIQ Partners
Minnesota
US$2.36億 +US$2175萬 +10% 10.5% 49.6% 99 17.17% 3.1
FFC
6031
Frederick Financial Consultants
Maryland
US$2.36億 +US$3474萬 +17% 15.8% – 125 16% 1.1
APSI
6032
Asset Planning Services Inc
Louisiana
US$2.36億 +US$755萬 +3% 9.81% 138% 36 2.78% 6.1
LWM
6033
Latko Wealth Management
Illinois
US$2.36億 +US$3048萬 +15% 14.8% – 39 12.82% 1.4
TFG
6034
Team Financial Group
California
US$2.36億 +US$1524萬 +7% 8.14% 46% 274 79.93% 1.9
BostonPremier Wealth
6035
BostonPremier Wealth
Massachusetts
US$2.35億 +US$4194萬 +22% 19.8% – 79 11.39% 1.1
Allodium Investment Consultants
6036
Allodium Investment Consultants
Minnesota
US$2.35億 +US$2664萬 +13% 10.2% – 57 8.77% 1.3
DLK Investment Management
6037
DLK Investment Management
California
US$2.35億 -US$1778萬 -7% 5.17% 80.4% 126 50.79% 1.5
Plan A Wealth
6038
Plan A Wealth
Nebraska
US$2.35億 +US$2634萬 +13% 10.8% – 209 22.01% 0.9
Prepared Retirement Institute
6039
Prepared Retirement Institute
Pennsylvania
US$2.35億 +US$3340萬 +17% 9.74% – 96 19.79% 1.7
MN Wealth Advisors
6040
MN Wealth Advisors
Kansas
US$2.35億 +US$2933萬 +14% 14.2% 68.3% 141 17.02% 1.5
BOCM
6041
Bontempo Ohly Capital Management
Maryland
US$2.35億 +US$1319萬 +6% 8.07% 49.6% 34 2.94% 4.4
AMANSA Capital
6042
AMANSA Capital
Singapore
US$2.35億 +US$4816萬 +26% 27.7% 32% 2 0% 3
Crestview Partners II
6043
Crestview Partners II
New York
US$2.35億 -US$1.06億 -31% 27.8% 157% 3 0% 7.7
Peregrine Investment Management
6044
Peregrine Investment Management
Ontario, Canada
US$2.35億 +US$1.08億 +85% 78.3% – 31 51.61% 0.6
Core Wealth Partners
6045
Core Wealth Partners
California
US$2.35億 +US$1963萬 +9% 15.3% 75.7% 205 19.02% 2.1
Long Path Partners
6046
Long Path Partners
Connecticut
US$2.35億 +US$1449萬 +7% 7.95% 9.18% 10 10% 1.7
Serenity Investment Advisors
6047
Serenity Investment Advisors
Illinois
US$2.35億 +US$2094萬 +10% 13.4% – 79 10.13% 0.4
Trevian Wealth Management
6048
Trevian Wealth Management
Massachusetts
US$2.35億 +US$3196萬 +16% 15.1% 94.1% 45 4.44% 1.8
KIM
6049
Kane Investment Management
California
US$2.35億 +US$4017萬 +21% 27.3% – 113 23.89% 1.1
Northern Capital Management (Washington)
6050
Northern Capital Management (Washington)
Washington
US$2.35億 +US$3506萬 +18% 17.4% 80% 56 10.71% 2.9