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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)
Pinnacle Wealth Management Group
6351
Pinnacle Wealth Management Group
Michigan
US$2.14億 +US$1065萬 +5% 6.93% 64.3% 130 9.23% 2.5
KCM
6352
Knoll Capital Management
Florida
US$2.14億 +US$3415萬 +19% 2.82% 258% 38 5.26% 2.4
SF
6353
Sun Financial
Utah
US$2.14億 +US$1462萬 +7% 15.8% – 176 18.18% 0.4
Bayshore Capital Advisors
6354
Bayshore Capital Advisors
Florida
US$2.14億 -US$2278萬 -10% 17.7% – 47 23.4% 0.4
KA
6355
Kearns & Associates
California
US$2.14億 +US$2832萬 +15% 14.3% 78.7% 42 7.14% 3.2
Holos Integrated Wealth
6356
Holos Integrated Wealth
Pennsylvania
US$2.14億 +US$1653萬 +8% 7.4% – 424 13.92% 1.2
Fort Vancouver Investment Management
6357
Fort Vancouver Investment Management
Washington
US$2.14億 +US$1718萬 +9% 10% – 62 4.84% 1.4
Starwood Capital Group Management
6358
Starwood Capital Group Management
Florida
US$2.14億 +US$2629萬 +14% 14.2% 16.2% 6 0% 1.6
Successful Portfolios
6359
Successful Portfolios
Florida
US$2.14億 +US$3271萬 +18% 22.8% 110% 200 6.5% 4.8
Broadway Wealth Solutions
6360
Broadway Wealth Solutions
Texas
US$2.14億 +US$2070萬 +11% 9.62% – 105 21.9% 1.2
Mader & Shannon Wealth Management
6361
Mader & Shannon Wealth Management
Missouri
US$2.14億 -US$201萬 -0.9% 0.06% 53.1% 21 4.76% 3.2
Econ Financial Services
6362
Econ Financial Services
Pennsylvania
US$2.14億 -US$136萬 -0.6% 5.29% 16.9% 100 54% 0.8
Reflection Asset Management
6363
Reflection Asset Management
South Carolina
US$2.14億 +US$5052萬 +31% 33% – 162 23.46% 0.4
Cladis Investment Advisory
6364
Cladis Investment Advisory
Montana
US$2.14億 +US$3223萬 +18% 24.4% 131% 177 12.43% 2.6
Eliot Finkel Investment Counsel
6365
Eliot Finkel Investment Counsel
California
US$2.14億 +US$3006萬 +16% 24.8% 88.9% 34 8.82% 5.8
Birchview Capital
6366
Birchview Capital
Vermont
US$2.14億 +US$3816萬 +22% 47.9% 327% 87 33.33% 2.3
Tassel Capital Management
6367
Tassel Capital Management
North Carolina
US$2.14億 +US$2957萬 +16% 8.4% – 45 17.78% 1
Taylor Frigon Capital Management
6368
Taylor Frigon Capital Management
Arizona
US$2.14億 +US$3790萬 +22% 39.5% 152% 95 4.21% 4.6
Kingsman Wealth Management
6369
Kingsman Wealth Management
Florida
US$2.14億 +US$3541萬 +20% 31.1% – 83 24.1% 0.9
Fortis Advisors
6370
Fortis Advisors
Pennsylvania
US$2.14億 +US$1398萬 +7% 17.6% 72.8% 131 16.03% 3
Keynote Financial Services
6371
Keynote Financial Services
Connecticut
US$2.14億 +US$2555萬 +14% 26.4% – 193 13.99% 1.7
Ayrshire Capital Management
6372
Ayrshire Capital Management
Connecticut
US$2.14億 +US$2022萬 +10% 17.7% 84.8% 57 24.56% 3.2
Ararat Capital Management
6373
Ararat Capital Management
Connecticut
US$2.13億 +US$3587萬 +20% 28.3% 99.2% 19 31.58% 1.8
Stephenson & Company
6374
Stephenson & Company
California
US$2.13億 +US$2903萬 +16% 9.29% 47% 50 14% 1.7
Alchemi Wealth
6375
Alchemi Wealth
Connecticut
US$2.13億 +US$3323萬 +18% 24.6% – 176 16.48% 0.4