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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)
MC
6551
Marest Capital
California
US$2.01億 +US$2801萬 +16% 12% – 37 40.54% 1.1
PWA
6552
Principia Wealth Advisory
Texas
US$2.01億 +US$2429萬 +14% 9.83% – 1,099 7.83% 1.2
VWMG
6553
Virginia Wealth Management Group
Virginia
US$2.01億 +US$1400萬 +7% 4.25% 49.4% 58 10.34% 3.2
WFL
6554
Wealth Forward LLC
North Dakota
US$2.01億 +US$2357萬 +13% 10.3% 48.8% 51 19.61% 1.7
GMFG
6555
Greater Midwest Financial Group
Minnesota
US$2.01億 +US$1447萬 +8% 42.7% 157% 70 14.29% 1.6
CV
6556
Counterweight Ventures
North Carolina
US$2.01億 +US$2238萬 +13% 19% – 81 1.23% 2
JHWEPV
6557
J. H. Whitney Equity Partners VI
Connecticut
US$2.01億 -US$1.26億 -39% 0.34% – 1 0% 0.5
CPP
6558
Capasso Planning Partners
South Carolina
US$2.01億 +US$1519萬 +8% 10.7% 51.6% 86 15.12% 2.4
MSRI
6559
Michael S. Ryan Inc
New York
US$2億 +US$2857萬 +17% 15.6% 63.3% 61 16.39% 1.8
FFG
6560
Fortress Financial Group
Minnesota
US$2億 +US$6510萬 +48% 14.7% – 93 21.51% 1.1
SC
6561
Scholtz & Company
Connecticut
US$2億 +US$483萬 +2% 15.8% 89.2% 60 38.33% 2.2
MCM
6562
McDonough Capital Management
Florida
US$2億 +US$1716萬 +9% 12.1% 98.1% 56 17.86% 3.1
TDB
6563
Thompson David Blair
US$2億 +US$2538萬 +15% 18.2% – 224 30.36% 0.7
BBFA
6564
Brindle & Bay Financial Advisors
Texas
US$2億 +US$3703萬 +23% 11.6% – 88 26.14% 0.4
DI
6565
Disciplined Investors
Texas
US$2億 +US$3197萬 +19% 16.6% – 158 20.25% 1.1
GWAM
6566
Guardian Wealth Advisors (Minnesota)
Minnesota
US$2億 +US$2591萬 +15% 13.4% 57.3% 66 3.03% 4.2
BGA
6567
Battery Global Advisors
Massachusetts
US$2億 +US$1363萬 +7% 13.8% – 157 1.91% 1.7
CastleKeep Investment Advisors
6568
CastleKeep Investment Advisors
Connecticut
US$2億 +US$1525萬 +8% 7.33% – 76 13.16% 1.9
S
6569
SharpePoint
Arizona
US$2億 +US$3191萬 +19% 32% – 94 13.83% 0.8
RCA
6570
Rose Capital Advisors
Florida
US$2億 – – 13% – 108 – 0
IWAO
6571
Independence Wealth Advisors (Ohio)
Ohio
US$1.99億 +US$1171萬 +6% 10.3% – 96 17.71% 0.4
CTC
6572
Cetera Trust Company
Minnesota
US$1.99億 +US$2241萬 +13% 21.3% – 354 3.39% 2.3
SFC
6573
SEG Family Corp
US$1.99億 -US$2601萬 -12% 10.6% – 1 0% 1
ASI
6574
All-Stars Investment
Hong Kong
US$1.99億 -US$686萬 -3% 2.29% 41.7% 11 63.64% 0.7
RWM
6575
Riverbend Wealth Management
South Carolina
US$1.99億 +US$2456萬 +14% 17.2% – 180 17.78% 1