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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)
Atmos Advisory
6426
Atmos Advisory
Pennsylvania
US$1.41億 +US$1286萬 +10% 6.25% 31.9% 20 0% 2.7
Magnolia Wealth Management
6427
Magnolia Wealth Management
Alabama
US$1.41億 +US$820萬 +6% 6.05% 48.7% 13 15.38% 1.9
Hein Park Capital Management
6428
Hein Park Capital Management
New York
US$1.41億 +US$1272萬 +10% 15.5% 122% 3 0% 1.5
Schubert & Co
6429
Schubert & Co
Texas
US$1.41億 +US$2317萬 +20% 14% 47.3% 67 53.73% 1.1
Tenzing Global Management
6430
Tenzing Global Management
California
US$1.41億 -US$1566萬 -10% 12.7% 273% 24 45.83% 0.9
MGO Private Wealth
6431
MGO Private Wealth
California
US$1.4億 -US$1870萬 -12% 4.74% 51.5% 84 30.95% 1.6
Martin Capital Advisors
6432
Martin Capital Advisors
Texas
US$1.4億 +US$704萬 +5% 6.24% 140% 67 1.49% 2.4
Benchmark Investment Advisors
6433
Benchmark Investment Advisors
Illinois
US$1.4億 +US$223萬 +2% 2.54% – 93 11.83% 1.9
Alpha Financial Partners
6434
Alpha Financial Partners
Kentucky
US$1.4億 +US$2472萬 +21% 4.92% 61.8% 159 86.16% 0.3
Ehrlich Financial Group
6435
Ehrlich Financial Group
California
US$1.4億 +US$1354萬 +11% 4.92% 56.2% 128 37.5% 0.5
Smallwood Wealth Investment Management
6436
Smallwood Wealth Investment Management
New Jersey
US$1.4億 +US$1072萬 +8% 6.93% 78% 74 14.86% 2
SFI Advisors
6437
SFI Advisors
New Jersey
US$1.4億 +US$1029萬 +8% 6.8% 95.9% 88 28.41% 1.7
MFFIA
6438
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
US$1.4億 +US$146萬 +1% 4.74% 136% 73 12.33% 1.5
Horizon Family Wealth
6439
Horizon Family Wealth
Illinois
US$1.4億 +US$883萬 +7% 5.62% 68.6% 84 15.48% 1.6
Future Financial Wealth Management
6440
Future Financial Wealth Management
Ohio
US$1.4億 +US$2631萬 +23% 5.71% 65.2% 470 73.83% 0.6
Kellett Wealth Advisors
6441
Kellett Wealth Advisors
Ohio
US$1.4億 +US$1602萬 +13% 5.45% 76.3% 77 19.48% 1.6
Cascade Wealth Advisors
6442
Cascade Wealth Advisors
Washington
US$1.4億 +US$473萬 +3% 4.15% – 52 7.69% 0.5
SFC
6443
Sprinkle Financial Consultants
Colorado
US$1.4億 +US$1306萬 +10% 7.46% 64.1% 71 5.63% 0.6
Sanctuary Wealth Management
6444
Sanctuary Wealth Management
Idaho
US$1.4億 +US$779萬 +6% 4.86% – 292 17.12% 1.5
Orser Capital Management
6445
Orser Capital Management
Texas
US$1.4億 +US$693萬 +5% 5.89% 128% 41 2.44% 4.8
Castle Creek Capital Partners VI
6446
Castle Creek Capital Partners VI
California
US$1.4億 +US$1900萬 +16% 31.3% – 4 25% 0.8
Schwallier Wealth Management
6447
Schwallier Wealth Management
Michigan
US$1.4億 +US$1671萬 +14% 5.11% – 36 25% 0.6
AIFAIM
6448
American Institute for Advanced Investment Management
Arizona
US$1.4億 +US$912萬 +7% 6% 72.8% 146 13.01% 2.7
Lansing Management
6449
Lansing Management
New York
US$1.4億 +US$3875萬 +38% 12.5% 76.9% 7 28.57% 2.8
RiverGlades Family Offices
6450
RiverGlades Family Offices
Florida
US$1.4億 +US$1106萬 +9% 6.07% – 86 11.63% 3.8