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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)
Peak Planning Group
6526
Peak Planning Group
Colorado
US$1.56億 -US$8147萬 -34% 9.87% 105% 132 39.39% 2.1
Attessa Capital
6527
Attessa Capital
Arizona
US$1.56億 +US$336萬 +2% 9.52% – 41 17.07% 0.5
MGO Private Wealth
6528
MGO Private Wealth
California
US$1.56億 +US$1440萬 +10% 8.07% 51.5% 65 21.54% 1.8
Lowery Thomas LLC
6529
Lowery Thomas LLC
California
US$1.56億 +US$1003萬 +7% 11.6% 74.7% 57 10.53% 2.4
Mill Road Capital Management
6530
Mill Road Capital Management
Connecticut
US$1.56億 -US$2012萬 -11% 12.2% 85.1% 29 37.93% 3.1
Fortis Advisors
6531
Fortis Advisors
Pennsylvania
US$1.56億 +US$272萬 +2% 7.24% 72.8% 121 11.57% 3.2
Next Level Wealth Planning
6532
Next Level Wealth Planning
Idaho
US$1.56億 +US$2412萬 +18% 10% – 58 22.41% 0.4
Tevis Investment Management
6533
Tevis Investment Management
Texas
US$1.56億 +US$2135萬 +16% 5.99% 58.7% 112 21.43% 2.2
Sage Private Wealth Group
6534
Sage Private Wealth Group
Illinois
US$1.56億 +US$2403萬 +18% 7.61% 72.3% 102 29.41% 2.1
Privium Fund Management (UK)
6535
Privium Fund Management (UK)
United Kingdom
US$1.56億 +US$2660萬 +21% 5.14% 37.1% 21 71.43% 0.8
Base Wealth Management
6536
Base Wealth Management
Florida
US$1.56億 +US$2477萬 +19% 6.06% – 59 16.95% 0.2
Davidson Kahn Capital Management
6537
Davidson Kahn Capital Management
California
US$1.56億 +US$2606萬 +20% 11.7% – 59 10.17% 0.4
Climber Capital
6538
Climber Capital
Switzerland
US$1.56億 +US$2884萬 +23% 5.45% – 66 10.61% 0.4
Oak Wealth Advisors
6539
Oak Wealth Advisors
Illinois
US$1.56億 +US$2075萬 +15% 9.09% – 58 12.07% 0.4
AIP
6540
Alapocas Investment Partners
Massachusetts
US$1.56億 -US$768萬 -5% 3.25% 50% 22 9.09% 3.2
Independent Order of Foresters
6541
Independent Order of Foresters
Ontario, Canada
US$1.56億 +US$1499萬 +11% 10.6% 66.3% 2 0% 5.3
SFM LLC
6542
SFM LLC
New Hampshire
US$1.56億 +US$1980萬 +15% 10.1% 67.5% 62 16.13% 1.3
BayBridge Capital Group
6543
BayBridge Capital Group
California
US$1.56億 +US$1669萬 +12% 12.9% 78.5% 89 2.25% 1
Cascade Investment Advisors
6544
Cascade Investment Advisors
Oregon
US$1.56億 +US$775萬 +5% 10% 71.4% 118 11.02% 4.4
State of Wisconsin - Board of Commissioners of Public Lands
6545
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
US$1.56億 +US$78.6萬 +0.5% 0.13% 4.78% 6 0% 2.3
Castleview Partners
6546
Castleview Partners
Texas
US$1.56億 +US$788萬 +5% 4.49% 61.3% 198 24.24% 2.8
Tacita Capital
6547
Tacita Capital
Ontario, Canada
US$1.56億 +US$1675萬 +12% 9.51% 72.3% 220 7.73% 3.2
Spahn Wealth & Retirement
6548
Spahn Wealth & Retirement
Arizona
US$1.55億 +US$1924萬 +14% 27.1% – 40 32.5% 0.4
HIA
6549
Harvest Investment Advisors
Florida
US$1.55億 +US$1700萬 +12% 10.8% 78.3% 59 15.25% 1.9
Certus Wealth Management
6550
Certus Wealth Management
California
US$1.55億 +US$801萬 +5% 8.87% – 57 8.77% 1.5