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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)
CWMA
6326
Capstone Wealth Management (Alabama)
Alabama
US$2.16億 +US$7209萬 +50% 15.8% – 189 74.07% 0.4
Capital Wealth Alliance
6327
Capital Wealth Alliance
Arizona
US$2.15億 -US$582萬 -3% 3.63% 124% 105 17.14% 2.5
Hardin Capital Partners
6328
Hardin Capital Partners
South Carolina
US$2.15億 -US$15.3萬 -0.1% 1.45% – 153 16.34% 1.5
Wealth Intelligence
6329
Wealth Intelligence
Georgia
US$2.15億 +US$732萬 +4% 5.92% – 59 1.69% 0.4
Mitsubishi UFJ Asset Management (UK)
6330
Mitsubishi UFJ Asset Management (UK)
United Kingdom
US$2.15億 +US$2175萬 +11% 22.3% 151% 108 23.15% 2
FG
6331
Franchise GP
US$2.15億 -US$5671萬 -21% 77.7% – 49 46.94% 0.3
Cornerstone Wealth Partners
6332
Cornerstone Wealth Partners
Michigan
US$2.15億 +US$3885萬 +22% 9.76% – 21 28.57% 0.4
Lipe & Dalton
6333
Lipe & Dalton
New York
US$2.15億 +US$2409萬 +13% 19% 101% 99 12.12% 6.6
Cassady Wealth & Retirement Planning
6334
Cassady Wealth & Retirement Planning
Nevada
US$2.15億 +US$2193萬 +11% 10.1% – 105 4.76% 0.5
Destiny Capital
6335
Destiny Capital
Colorado
US$2.15億 +US$2736萬 +15% 15.2% – 60 15% 2.4
LMHBHCT
6336
Leona M. & Harry B. Helmsley Charitable Trust
New York
US$2.15億 -US$403萬 -2% 14.4% – 2 0% 0.4
Base Wealth Management
6337
Base Wealth Management
Florida
US$2.15億 +US$3627萬 +20% 11.8% – 66 9.09% 1
Gouws Capital LLC
6338
Gouws Capital LLC
North Carolina
US$2.15億 +US$2606萬 +14% 20.2% 114% 59 8.47% 3.2
Kellett Wealth Advisors
6339
Kellett Wealth Advisors
Ohio
US$2.15億 +US$3033萬 +16% 12.6% 76.3% 98 20.41% 2.1
KCM
6340
KRS Capital Management
Michigan
US$2.15億 +US$5168萬 +32% 49.1% 272% 129 14.73% 2.8
GLR Partners
6341
GLR Partners
Maryland
US$2.15億 +US$3146萬 +17% 15.5% – 118 20.34% 0.2
Crown Oak Advisors
6342
Crown Oak Advisors
California
US$2.15億 +US$1536萬 +8% 6.67% 53.3% 24 8.33% 2.3
Peterson Wealth Management
6343
Peterson Wealth Management
Nevada
US$2.15億 +US$4211萬 +24% 11.5% 78% 202 26.24% 0.8
Riverchase Wealth Management
6344
Riverchase Wealth Management
Texas
US$2.15億 +US$2266萬 +12% 8.42% – 81 12.35% 1.1
Nipun Capital
6345
Nipun Capital
California
US$2.15億 +US$1243萬 +6% 5.89% 30.2% 10 40% 1.6
LifeSteps Financial
6346
LifeSteps Financial
California
US$2.15億 +US$5662萬 +36% 17.5% 98.4% 793 87.77% 0.5
Sowa Financial Group
6347
Sowa Financial Group
Rhode Island
US$2.15億 +US$1270萬 +6% 9.53% 100% 31 9.68% 3.6
Signature Wealth Management Partners
6348
Signature Wealth Management Partners
New Jersey
US$2.14億 +US$1508萬 +8% 16.1% 97.9% 128 14.06% 3.3
Praesidium Investment Management Company
6349
Praesidium Investment Management Company
New York
US$2.14億 -US$2.04億 -49% 22.2% 79% 12 0% 3.1
Vaughan & Co Securities
6350
Vaughan & Co Securities
New Jersey
US$2.14億 +US$2182萬 +11% 15.3% 70.7% 63 11.11% 4.3