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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

所有基金經理人
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）
Arlington Capital Management
6751
Arlington Capital Management
Illinois
US$1.57億 +US$4152萬 +36% 16.5% 146% 112 36.61% 0.9
Inman Jager Wealth Management
6752
Inman Jager Wealth Management
Mississippi
US$1.57億 +US$870萬 +6% 6.72% – 84 7.14% 0.7
Capstone Wealth Management Group (Oregon)
6753
Capstone Wealth Management Group (Oregon)
Oregon
US$1.57億 +US$1916萬 +14% 10.9% – 123 15.45% 0.6
Foundation Wealth Management (Missouri)
6754
Foundation Wealth Management (Missouri)
Missouri
US$1.56億 +US$1292萬 +9% 7.97% 74.9% 47 14.89% 2
Gutierrez Wealth Advisory
6755
Gutierrez Wealth Advisory
Arkansas
US$1.56億 +US$718萬 +5% 5.9% – 65 15.38% 0.5
EMB
6756
Elefante Mark B
US$1.56億 +US$2317萬 +17% 6.45% – 59 8.47% 4.5
Tassel Capital Management
6757
Tassel Capital Management
North Carolina
US$1.56億 +US$2601萬 +20% 5.61% – 39 17.95% 0.6
CWA
6758
Clearview Wealth Advisors
Oregon
US$1.56億 +US$1266萬 +9% 5.5% 45.2% 104 4.81% 3.1
Paradigm Strategies in Wealth Management
6759
Paradigm Strategies in Wealth Management
Minnesota
US$1.56億 +US$340萬 +2% 5.07% 41.2% 56 10.71% 2.6
Hibernia Wealth Partners
6760
Hibernia Wealth Partners
Louisiana
US$1.56億 -US$1.54億 -50% 4.81% 40.6% 107 57.01% 1.5
Marshall & Sterling Wealth Advisors
6761
Marshall & Sterling Wealth Advisors
New York
US$1.56億 +US$829萬 +6% 6.25% – 688 14.97% 0.6
7G Capital Management
6762
7G Capital Management
New York
US$1.56億 +US$2750萬 +21% 20.9% 137% 10 30% 1.9
RiverTree Advisors
6763
RiverTree Advisors
Florida
US$1.56億 +US$706萬 +5% 2.94% 25.4% 62 24.19% 1.4
DecisionMap Wealth Management
6764
DecisionMap Wealth Management
Virginia
US$1.56億 +US$1015萬 +7% 6.24% – 132 9.09% 0.6
FSBI
6765
Fearless Solutions (Best Invest)
Texas
US$1.56億 +US$1297萬 +9% 9.69% – 117 8.55% 0.7
Coordinated Financial Services
6766
Coordinated Financial Services
Colorado
US$1.56億 +US$1156萬 +8% 6.51% – 161 8.7% 1.2
LP
6767
LB Partners
Virginia
US$1.56億 -US$84.2萬 -0.5% 1% 136% 29 20.69% 1.1
Acuitas Investments
6768
Acuitas Investments
Washington
US$1.56億 +US$3010萬 +24% 27.1% 120% 61 27.87% 1.5
McCarthy Asset Management
6769
McCarthy Asset Management
California
US$1.56億 +US$853萬 +6% 5.13% – 27 3.7% 3.7
LifeSteps Financial
6770
LifeSteps Financial
California
US$1.56億 +US$1015萬 +7% 9.04% 98.4% 89 3.37% 3.9
Alethea Capital Management
6771
Alethea Capital Management
Washington
US$1.56億 +US$2352萬 +18% 20.1% 275% 54 79.63% 1.3
Panoramic Capital Partners
6772
Panoramic Capital Partners
Oregon
US$1.56億 +US$1146萬 +8% 7.84% – 63 12.7% 0.6
Refined Wealth Management
6773
Refined Wealth Management
Utah
US$1.56億 +US$1014萬 +7% 5.43% 99.4% 36 8.33% 2.4
Sarver Vrooman Wealth Advisors
6774
Sarver Vrooman Wealth Advisors
Missouri
US$1.56億 +US$512萬 +3% 1.86% – 134 6.72% 0.5
Syntax Research
6775
Syntax Research
Florida
US$1.56億 +US$1478萬 +10% 8.37% 50.7% 182 10.99% 1.7
269 270
271
272 273