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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)
Forthright Family Wealth Advisory
6501
Forthright Family Wealth Advisory
Texas
US$1.58億 +US$652萬 +4% 8.72% – 57 17.54% 1.2
W.H. Cornerstone Investments
6502
W.H. Cornerstone Investments
Massachusetts
US$1.58億 +US$1305萬 +9% 6.1% 51.4% 125 20% 1.8
Seros Financial
6503
Seros Financial
Arizona
US$1.58億 +US$2397萬 +18% 10.7% – 64 18.75% 0.4
STAR Financial Bank
6504
STAR Financial Bank
Indiana
US$1.58億 +US$2112萬 +15% 5.99% 53.4% 117 17.95% 1.6
Vestment Financial
6505
Vestment Financial
Minnesota
US$1.58億 +US$1834萬 +13% 7.21% – 40 7.5% 0.5
Riverchase Wealth Management
6506
Riverchase Wealth Management
Texas
US$1.58億 +US$1481萬 +10% 6.16% – 73 16.44% 0.4
Petra Financial Advisors
6507
Petra Financial Advisors
Colorado
US$1.58億 +US$3558萬 +29% 11.5% 129% 146 19.86% 1.4
Efficient Frontier Advisors
6508
Efficient Frontier Advisors
Connecticut
US$1.58億 +US$380萬 +2% 4.86% – 22 4.55% 1.1
Fire Capital Management
6509
Fire Capital Management
California
US$1.57億 +US$2150萬 +16% 16.2% – 97 12.37% 0.4
William Mack & Associates
6510
William Mack & Associates
Michigan
US$1.57億 +US$4056萬 +35% 8.57% – 81 17.28% 0.4
Michael S. Ryan Inc
6511
Michael S. Ryan Inc
New York
US$1.57億 +US$1441萬 +10% 9.37% 63.3% 48 6.25% 1.5
Carson Advisory
6512
Carson Advisory
Georgia
US$1.57億 +US$887萬 +6% 6.01% 68.6% 176 9.66% 2.3
ROI Financial Advisors
6513
ROI Financial Advisors
Oregon
US$1.57億 +US$1969萬 +14% 15.3% 165% 73 19.18% 1.1
TCM
6514
Thoma Capital Management
Maryland
US$1.57億 +US$1412萬 +10% 10.3% – 60 5% 0.5
Keystone Financial Group (Georgia)
6515
Keystone Financial Group (Georgia)
Georgia
US$1.57億 +US$1502萬 +11% 4.31% – 161 11.18% 0.5
Atmos Advisory
6516
Atmos Advisory
Pennsylvania
US$1.57億 +US$786萬 +5% 5.03% 31.9% 20 0% 3.5
LP
6517
LB Partners
Virginia
US$1.57億 +US$1767萬 +13% 19% – 25 20% 1.1
Emergent Wealth Advisors
6518
Emergent Wealth Advisors
New York
US$1.57億 +US$1853萬 +13% 9.05% 74.2% 120 14.17% 1.1
Conscious Wealth Investments
6519
Conscious Wealth Investments
Florida
US$1.57億 +US$1258萬 +9% 11.3% – 55 3.64% 1.1
AFG Fiduciary Services
6520
AFG Fiduciary Services
Massachusetts
US$1.56億 +US$1991萬 +15% 8.36% 72.4% 91 26.37% 1.8
Ryan Investment Management
6521
Ryan Investment Management
Colorado
US$1.56億 – – 9.27% – 52 – 0
Peregrine Investment Management
6522
Peregrine Investment Management
Ontario, Canada
US$1.56億 +US$2247萬 +17% 25.3% – 24 25% 0.5
Clay Northam Wealth Management
6523
Clay Northam Wealth Management
California
US$1.56億 +US$1350萬 +9% 12% 125% 95 8.42% 2.4
Anderson Financial Strategies
6524
Anderson Financial Strategies
Ohio
US$1.56億 -US$714萬 -4% 6.37% – 241 85.06% 0.4
Peak Planning Group
6525
Peak Planning Group
Colorado
US$1.56億 -US$8147萬 -34% 9.87% 105% 132 39.39% 2.1