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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)
TCOK
6626
Trust Company of Kansas
Kansas
US$1.95億 +US$1381萬 +8% 13.7% 87% 63 17.46% 3.3
FI
6627
Finivi Inc
Massachusetts
US$1.95億 +US$1183萬 +6% 15.6% 144% 119 20.17% 2.3
SRA
6628
Secured Retirement Advisors
Minnesota
US$1.95億 +US$1819萬 +10% 15.4% – 157 31.85% 1.2
CC
6629
Constitution Capital
Connecticut
US$1.95億 -US$529萬 -3% 10.7% 70.2% 66 13.64% 3.9
CFG
6630
Cosner Financial Group
Colorado
US$1.95億 +US$1266萬 +7% 12.2% 49.7% 37 8.11% 2.2
CWI
6631
Conscious Wealth Investments
Florida
US$1.95億 +US$1500萬 +8% 31.3% – 68 16.18% 1.5
PBO
6632
Peoples Bank (Ohio)
Ohio
US$1.95億 +US$3160萬 +19% 16.4% 71.7% 109 15.6% 6.1
BFG
6633
Birch Financial Group
New Hampshire
US$1.95億 +US$2332萬 +14% 13.2% – 153 22.88% 1
ONST
6634
Old North State Trust
North Carolina
US$1.94億 +US$2610萬 +16% 23.1% – 159 10.69% 4.5
SAM
6635
SVRN Asset Management
Texas
US$1.94億 +US$9121萬 +88% 9.6% – 53 33.96% 0.3
EFG
6636
Ehrlich Financial Group
California
US$1.94億 +US$2041萬 +12% 10.9% – 128 19.53% 1.4
AIC
6637
Aurora Investment Counsel
Georgia
US$1.94億 +US$1409萬 +8% 10.4% 31.7% 127 27.56% 1.1
PDN
6638
Pensionfund DSM Netherlands
Netherlands
US$1.94億 +US$2143萬 +12% 12.6% 36.9% 76 0% 8.2
DWM
6639
Defined Wealth Management
Oregon
US$1.94億 +US$2358萬 +14% 16.4% 70.3% 120 13.33% 3.5
GPW
6640
Gentry Private Wealth
Kansas
US$1.94億 +US$2827萬 +17% 16.3% – 109 17.43% 1
IPWA
6641
International Private Wealth Advisors
California
US$1.94億 +US$3080萬 +19% 8.61% – 178 24.72% 1.4
KCM
6642
Key Capital Management
Tennessee
US$1.94億 +US$4278萬 +28% 8.31% – 834 30.46% 0.3
II
6643
Ibex Investors
Colorado
US$1.94億 +US$4210萬 +28% 21% 16.6% 17 29.41% 1.1
PFO
6644
Pioneer Family Office
Florida
US$1.94億 +US$3838萬 +25% 23.3% – 140 32.86% 0.4
TGP
6645
TMT General Partner
Hong Kong
US$1.94億 -US$5603萬 -22% 21.8% – 3 0% 1.3
SW
6646
Schulz Wealth
Texas
US$1.94億 – – 8.96% – 70 – 1.8
CPL
6647
Capital & Planning LLC
Georgia
US$1.94億 +US$2883萬 +17% 15.1% – 174 75.29% 0.5
OCM
6648
Orleans Capital Management
Louisiana
US$1.94億 +US$4578萬 +31% 21.4% 94.6% 128 21.88% 2.9
HIM
6649
Harbour Investment Management
Washington
US$1.94億 +US$948萬 +5% 8.32% 58.8% 109 8.26% 6.3
EA
6650
Echo45 Advisors
California
US$1.94億 +US$1580萬 +9% 10.3% 53.6% 83 14.46% 2.3