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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)
Paul R. Ried Financial Group
6126
Paul R. Ried Financial Group
Washington
US$2.29億 +US$1381萬 +6% 6.75% – 47 12.77% 1.1
Smallwood Wealth Investment Management
6127
Smallwood Wealth Investment Management
New Jersey
US$2.29億 +US$3914萬 +21% 12.7% 78% 551 9.07% 1.4
Painted Porch Advisors
6128
Painted Porch Advisors
California
US$2.29億 +US$1930萬 +9% 9.76% – 81 24.69% 1.7
Asset Advisory Group
6129
Asset Advisory Group
New Jersey
US$2.29億 +US$2950萬 +15% 13.2% – 126 8.73% 0.5
tru Independence
6130
tru Independence
Oregon
US$2.29億 +US$2645萬 +13% 11.3% 67.4% 110 9.09% 2.9
Innovative Asset Advisors Group
6131
Innovative Asset Advisors Group
Connecticut
US$2.29億 +US$5540萬 +32% 29.4% – 1,099 79.34% 0.2
Wildcat Capital Management
6132
Wildcat Capital Management
New York
US$2.29億 +US$1.22億 +115% 120% 77.7% 3 33.33% 3
Dow Chemical Company
6133
Dow Chemical Company
Michigan
US$2.28億 -US$1030萬 -4% 2.29% 29.4% 6 50% 2.6
Summit Place Financial Advisors
6134
Summit Place Financial Advisors
New Jersey
US$2.28億 +US$2006萬 +10% 11% 111% 116 13.79% 3.2
Benchmark Investment Advisors
6135
Benchmark Investment Advisors
Illinois
US$2.28億 +US$5598萬 +33% 56.3% – 79 15.19% 2.9
MA
6136
Menlo Advisors
California
US$2.28億 +US$534萬 +2% 8.2% 108% 33 18.18% 6.2
Adalta Capital Management
6137
Adalta Capital Management
New York
US$2.28億 +US$1872萬 +9% 16% 80.4% 108 14.81% 4.2
Mission Hills Financial Advisory
6138
Mission Hills Financial Advisory
California
US$2.28億 +US$3228萬 +17% 7.52% – 89 39.33% 0.7
Capital Square
6139
Capital Square
Tennessee
US$2.28億 +US$1062萬 +5% 10.5% 62.5% 252 14.68% 2.3
Castleview Partners
6140
Castleview Partners
Texas
US$2.28億 +US$3245萬 +17% 8.05% 61.3% 251 31.47% 2.4
BCM
6141
Beartown Capital Management
Michigan
US$2.27億 +US$1878萬 +9% 63.1% – 56 51.79% 0.3
Tower View Wealth Management
6142
Tower View Wealth Management
Wisconsin
US$2.27億 +US$3260萬 +17% 26% 135% 220 14.09% 3.6
Signet Investment Advisory Group
6143
Signet Investment Advisory Group
Rhode Island
US$2.27億 +US$906萬 +4% 6.12% 68.2% 73 5.48% 5.4
KWM
6144
KRM Wealth Management
Nevada
US$2.27億 +US$3533萬 +18% 9.98% – 47 10.64% 0.4
Next Level Wealth Planning
6145
Next Level Wealth Planning
Idaho
US$2.27億 +US$3247萬 +17% 17.2% – 76 6.58% 1.1
Flower City Capital
6146
Flower City Capital
New York
US$2.27億 +US$2777萬 +14% 13.4% 69.5% 49 6.12% 2.5
Wingate Wealth Advisors
6147
Wingate Wealth Advisors
Massachusetts
US$2.27億 +US$3993萬 +21% 9.86% – 132 12.12% 1.1
TFB Advisors
6148
TFB Advisors
Kansas
US$2.27億 +US$3602萬 +19% 18% 85% 199 14.07% 1.9
Smith Thornton Advisors
6149
Smith Thornton Advisors
Alabama
US$2.27億 +US$2838萬 +14% 11.4% – 146 15.07% 1.6
C
6150
Croban
Ohio
US$2.27億 +US$1428萬 +7% 6.36% – 86 20.93% 1.7