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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)
MSFP
6726
Mark Sheptoff Financial Planning
Connecticut
US$1.88億 -US$52.6萬 -0.3% 9.4% 92.4% 551 14.34% 4.6
LWA
6727
Ledgewood Wealth Advisors
New Hampshire
US$1.88億 +US$1068萬 +6% 9.38% 42.8% 81 14.81% 2
ICM
6728
Isabella Capital Management
US$1.88億 +US$5342萬 +40% 0.05% – 9 33.33% 0.3
TFP
6729
Traction Financial Partners
Wyoming
US$1.88億 +US$2585萬 +16% 14% – 61 6.56% 1.9
AWP
6730
Astra Wealth Partners
New Jersey
US$1.88億 +US$2049萬 +12% 15% – 112 22.32% 1
RMSCM
6731
R.M. Sincerbeaux Capital Management
New York
US$1.88億 +US$1654萬 +10% 11% 76.4% 39 2.56% 10.2
IJWM
6732
Inman Jager Wealth Management
Mississippi
US$1.88億 +US$1678萬 +10% 9.78% – 92 10.87% 1.3
PR
6733
PSP Research
Pennsylvania
US$1.88億 +US$4655萬 +33% 15.6% – 89 26.97% 0.4
TCPG
6734
Trivant Custom Portfolio Group
California
US$1.88億 +US$539萬 +3% 15.3% 86.1% 91 19.78% 1.9
KCPT
6735
Kingstone Capital Partners Texas
Texas
US$1.88億 +US$2536萬 +16% 17.9% – 66 22.73% 1.1
DWS
6736
Dynamic Wealth Strategies
California
US$1.88億 +US$1489萬 +9% 10.7% 52.2% 295 3.73% 1.3
AIMA
6737
Ables Iannone Moore & Associates
Georgia
US$1.88億 +US$1955萬 +12% 13.3% 116% 63 7.94% 2
NCPF
6738
Nordflint Capital Partners Fondsmaeglerselskab
Denmark
US$1.88億 -US$1248萬 -6% 0.22% – 1 0% 1.5
CFP
6739
Comprehensive Financial Planning
Pennsylvania
US$1.88億 +US$4315萬 +30% 36.3% – 444 16.67% 1.1
SLFPAM
6740
St. Louis Financial Planners Asset Management
Missouri
US$1.88億 +US$1114萬 +6% 36.9% 139% 45 60% 0.7
TCM
6741
Thoma Capital Management
Maryland
US$1.88億 +US$1842萬 +11% 14.4% – 59 16.95% 1.3
ASM
6742
AI-Squared Management
Hong Kong
US$1.87億 +US$5007萬 +36% 47.9% – 27 59.26% 0.4
IC
6743
Innealta Capital
Texas
US$1.87億 +US$2643萬 +16% 12.2% 63.7% 102 37.25% 2.1
FF
6744
Farrow Financial
Vermont
US$1.87億 +US$1124萬 +6% 10.3% – 56 7.14% 2
CVSC
6745
C.V. Starr & Co
New York
US$1.87億 -US$447萬 -2% 1.12% – 5 0% 1.8
PFP
6746
Paragon Financial Partners
California
US$1.87億 +US$1068萬 +6% 13.9% 90.6% 80 3.75% 3.6
MAG
6747
Meadowbrook Advisors Group
New Jersey
US$1.87億 +US$1887萬 +11% 16.4% – 180 30.56% 0.4
JIM
6748
JCP Investment Management
Texas
US$1.87億 +US$3679萬 +24% 23.1% 94.7% 32 43.75% 0.9
MSA
6749
McAlister Sweet & Associates
Texas
US$1.87億 +US$2654萬 +17% 15.2% 83.6% 44 34.09% 1.5
WSFG
6750
Wall Street Financial Group
Illinois
US$1.87億 +US$1820萬 +11% 33.2% – 670 82.69% 1