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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)
Ridgecrest Wealth Partners
6501
Ridgecrest Wealth Partners
California
US$1.81億 -US$321萬 -2% 1.93% 103% 109 17.43% 3.6
Trust Company of Kansas
6502
Trust Company of Kansas
Kansas
US$1.81億 -US$3606萬 -17% 0.39% 100% 57 5.26% 3.4
American Trust Investment Advisors
6503
American Trust Investment Advisors
New Hampshire
US$1.81億 -US$600萬 -3% 2.06% 91% 83 15.66% 4.5
Tower Wealth Partners
6504
Tower Wealth Partners
Pennsylvania
US$1.81億 -US$96.7萬 -0.5% 0.38% 53.7% 99 24.24% 2.4
Valor Management
6505
Valor Management
Illinois
US$1.81億 +US$1.26億 +228% 16.4% 14.5% 5 40% 1.4
Klein Pavlis & Peasley Financial
6506
Klein Pavlis & Peasley Financial
California
US$1.81億 +US$1118萬 +7% 6.35% 97.4% 99 13.13% 1.1
AA
6507
AF Advisors
California
US$1.81億 -US$8235萬 -31% 27% 14.8% 31 22.58% 2.8
MB Generational Wealth
6508
MB Generational Wealth
Washington
US$1.81億 -US$807萬 -4% 0.26% – 68 4.41% 1.6
My Portfolio Guide
6509
My Portfolio Guide
California
US$1.81億 – – 2.43% – 166 – 0
Ballast Rock Private Wealth
6510
Ballast Rock Private Wealth
South Carolina
US$1.81億 +US$2079萬 +13% 0.76% – 189 15.87% 0.2
Frazier Financial Advisors
6511
Frazier Financial Advisors
Ohio
US$1.81億 +US$1174萬 +7% 3.28% – 885 33.11% 1.3
Hamrick Investment Counsel
6512
Hamrick Investment Counsel
Washington
US$1.8億 +US$4603萬 +34% 1.57% – 364 50.82% 0.1
Aurora Investment Counsel
6513
Aurora Investment Counsel
Georgia
US$1.8億 -US$992萬 -5% 7.74% 31.7% 124 29.03% 1.2
Alchemi Wealth
6514
Alchemi Wealth
Connecticut
US$1.8億 -US$271萬 -1% 1.8% – 161 10.56% 0.2
Monument Group Wealth Advisors
6515
Monument Group Wealth Advisors
Massachusetts
US$1.8億 -US$325萬 -2% 0.75% 68.6% 54 25.93% 1.8
KCM
6516
Knoll Capital Management
Florida
US$1.8億 -US$3785萬 -17% 0.86% 258% 41 29.27% 2.2
Fairfield, Bush & Co
6517
Fairfield, Bush & Co
Connecticut
US$1.8億 -US$943萬 -5% 0.88% 112% 124 11.29% 6.4
Coastwise Capital Group
6518
Coastwise Capital Group
California
US$1.8億 -US$2008萬 -10% 0.71% 88.8% 236 50% 2.7
Amiral Gestion
6519
Amiral Gestion
France
US$1.8億 -US$9196萬 -34% 12.9% – 28 46.43% 0.9
Three Cord True Wealth Management
6520
Three Cord True Wealth Management
Pennsylvania
US$1.8億 +US$803萬 +5% 0.05% – 42 14.29% 0.9
PCA
6521
Prospect Capital Advisors
California
US$1.8億 -US$1406萬 -7% 1.48% 202% 29 10.34% 3.9
Stillwater Wealth Management Group
6522
Stillwater Wealth Management Group
Florida
US$1.8億 +US$3228萬 +22% 1.58% – 82 21.95% 1
HIA
6523
Harvest Investment Advisors
Florida
US$1.8億 +US$330萬 +2% 2.32% 78.3% 59 5.08% 2.6
Foresight Capital Management Advisors
6524
Foresight Capital Management Advisors
Michigan
US$1.8億 -US$497萬 -3% 2.65% 100% 113 32.74% 1.4
ViaWealth
6525
ViaWealth
Kansas
US$1.8億 +US$184萬 +1% 0.06% 77.2% 168 14.88% 2.4