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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)
Anchor Capital Management Group
6051
Anchor Capital Management Group
California
US$1.98億 -US$1754萬 -8% 7.72% – 18 11.11% 0.8
Brooks Moore & Associates
6052
Brooks Moore & Associates
Tennessee
US$1.97億 +US$1197萬 +6% 7.37% 63.7% 109 8.26% 4.3
LWM
6053
Latko Wealth Management
Illinois
US$1.97億 +US$1934萬 +11% 7.12% – 33 9.09% 0.9
DMKC Advisory Services
6054
DMKC Advisory Services
Iowa
US$1.97億 +US$609萬 +3% 6.15% – 81 11.11% 0.6
ACA
6055
Acorn Capital Advisors
New York
US$1.97億 +US$4410萬 +29% 48.5% – 22 13.64% 0.7
Fortune 45 LLC
6056
Fortune 45 LLC
Louisiana
US$1.97億 +US$2342萬 +13% 7.99% 85.2% 29 0% 2.6
TTA
6057
Thor Trading Advisors
Pennsylvania
US$1.97億 +US$1.17億 +146% 6.76% – 13 0% 0.3
Cincinnati Casualty Company
6058
Cincinnati Casualty Company
Ohio
US$1.97億 +US$784萬 +4% 5.32% 68.7% 24 0% 9.5
Plan A Wealth
6059
Plan A Wealth
Nebraska
US$1.97億 +US$2008萬 +11% 6.36% – 179 14.53% 0.5
Scalar Gauge Management
6060
Scalar Gauge Management
Texas
US$1.97億 +US$2098萬 +12% 12.7% – 46 65.22% 0.4
SWP Financial
6061
SWP Financial
California
US$1.96億 +US$1435萬 +8% 7.45% 58.4% 78 8.97% 1.1
Smallwood Wealth Investment Management
6062
Smallwood Wealth Investment Management
New Jersey
US$1.96億 +US$2108萬 +12% 7.08% 78% 599 17.2% 0.8
Keystone Global Partners
6063
Keystone Global Partners
Colorado
US$1.96億 +US$1273萬 +7% 6.66% – 157 69.43% 0.5
ASBI
6064
American State Bank (Iowa)
Iowa
US$1.96億 +US$1564萬 +9% 10.3% 149% 132 3.79% 4
Capital Square
6065
Capital Square
Tennessee
US$1.96億 +US$856萬 +5% 5.51% 62.5% 223 15.7% 2.3
Client First Investment Management
6066
Client First Investment Management
Wisconsin
US$1.96億 +US$3302萬 +20% 21.7% 243% 47 61.7% 0.4
Canerector Inc
6067
Canerector Inc
Ontario, Canada
US$1.96億 +US$1965萬 +11% 8.64% – 10 0% 0.8
TrueWealth Financial Partners
6068
TrueWealth Financial Partners
Washington
US$1.96億 +US$1462萬 +8% 5.15% 36.4% 26 3.85% 2.3
Birch Capital Management
6069
Birch Capital Management
Texas
US$1.96億 +US$70.2萬 +0.4% 2.21% 62% 81 7.41% 4.5
First County Bank
6070
First County Bank
Connecticut
US$1.96億 +US$998萬 +5% 7.75% 101% 170 5.29% 2
Aull & Monroe Investment Management
6071
Aull & Monroe Investment Management
Alabama
US$1.96億 +US$954萬 +5% 7.1% 98.3% 127 5.51% 8.9
Wisconsin Capital Management
6072
Wisconsin Capital Management
Wisconsin
US$1.96億 +US$1487萬 +8% 9.25% 153% 55 18.18% 4.6
International City Management Association Retirement Corp
6073
International City Management Association Retirement Corp
District of Columbia
US$1.96億 +US$839萬 +4% 4.58% 48.1% 6 0% 1.9
Crossingbridge Advisors
6074
Crossingbridge Advisors
New York
US$1.95億 +US$8151萬 +72% 0.22% – 120 63.33% 0.3
Horizon Advisory Services
6075
Horizon Advisory Services
New York
US$1.95億 +US$929萬 +5% 5.66% – 47 6.38% 1.1