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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)
Greenhouse Wealth Management
6551
Greenhouse Wealth Management
Connecticut
US$1.55億 +US$2145萬 +16% 10.4% 87.2% 60 16.67% 3.4
RF&L Wealth Management
6552
RF&L Wealth Management
Massachusetts
US$1.55億 +US$1537萬 +11% 9.04% 73.8% 60 5% 2.2
Lakeside Advisors
6553
Lakeside Advisors
Washington
US$1.55億 +US$417萬 +3% 11.2% 83.7% 63 1.59% 3.1
Islay Capital Management
6554
Islay Capital Management
Texas
US$1.55億 +US$699萬 +5% 5.9% 72% 215 20.93% 3.4
Sharp Financial Services
6555
Sharp Financial Services
Pennsylvania
US$1.55億 +US$2441萬 +19% 12.2% – 102 24.51% 1.1
Channing Global Advisors
6556
Channing Global Advisors
Florida
US$1.55億 +US$802萬 +5% 14.2% 131% 49 8.16% 2.1
Swisher Financial Concepts
6557
Swisher Financial Concepts
Ohio
US$1.55億 +US$3389萬 +28% 8.19% – 97 24.74% 0.8
MSD Capital
6558
MSD Capital
New York
US$1.55億 -US$2279萬 -13% 10.2% 11.5% 3 0% 4.6
Pring Turner Capital Group
6559
Pring Turner Capital Group
California
US$1.55億 -US$642萬 -4% 8.17% 70.8% 71 12.68% 4.4
Momentous Wealth Management
6560
Momentous Wealth Management
Washington
US$1.55億 +US$1349萬 +10% 7.18% – 50 10% 0.4
Ames National Corp
6561
Ames National Corp
Iowa
US$1.55億 +US$564萬 +4% 6.12% – 67 10.45% 0.5
SPAS
6562
Spectrum Planning & Advisory Services
California
US$1.55億 +US$3448萬 +29% 8.42% – 98 37.76% 1.2
Carnegie Mellon University
6563
Carnegie Mellon University
Pennsylvania
US$1.55億 +US$2557萬 +20% 28.9% 61.6% 6 16.67% 2.6
MF
6564
Meridian Financial
Massachusetts
US$1.55億 +US$1202萬 +8% 6.26% 58.5% 130 9.23% 2.5
KFO
6565
Kopp Family Office
Minnesota
US$1.55億 +US$989萬 +7% 4.93% 47.9% 28 3.57% 2.7
Columbia River Financial Group
6566
Columbia River Financial Group
Washington
US$1.55億 +US$491萬 +3% 6.89% – 124 57.26% 0.5
Omega Fund Management
6567
Omega Fund Management
Massachusetts
US$1.54億 -US$1503萬 -9% 6.68% 106% 13 0% 2.5
Sarissa Capital Management
6568
Sarissa Capital Management
Connecticut
US$1.54億 -US$32.1萬 -0.2% 11.7% 80% 7 0% 4
Ehrlich Financial Group
6569
Ehrlich Financial Group
California
US$1.54億 +US$1717萬 +13% 7.44% 56.2% 121 25.62% 1
Harold Davidson & Associates
6570
Harold Davidson & Associates
California
US$1.54億 -US$2891萬 -16% 10.6% – 65 13.85% 0.5
SWP
6571
Semus Wealth Partners
Florida
US$1.54億 +US$1068萬 +7% 10% 107% 120 10.83% 1.9
Merrion Investment Management
6572
Merrion Investment Management
New Jersey
US$1.54億 +US$1487萬 +11% 20.7% 161% 105 8.57% 2.9
Promus Capital
6573
Promus Capital
Illinois
US$1.54億 +US$2219萬 +17% 9.73% – 339 18.88% 0.4
Andrews Lucia Wealth Management
6574
Andrews Lucia Wealth Management
California
US$1.54億 +US$506萬 +3% 8.08% 59.7% 29 10.34% 2.8
Vermillion & White Wealth Management Group
6575
Vermillion & White Wealth Management Group
Pennsylvania
US$1.54億 +US$1566萬 +11% 8.43% – 575 14.61% 0.9