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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)
Financial Planning Hawaii
6776
Financial Planning Hawaii
Hawaii
US$1.86億 +US$1685萬 +10% 11.4% – 137 12.41% 0.4
Invera Wealth Advisors
6777
Invera Wealth Advisors
Oregon
US$1.86億 +US$3063萬 +20% 21% 102% 136 30.88% 1
Forbes Financial Planning
6778
Forbes Financial Planning
Rhode Island
US$1.86億 +US$1332萬 +8% 9.17% 52.3% 40 10% 2.5
Brookmont Capital Management
6779
Brookmont Capital Management
Texas
US$1.86億 +US$781萬 +4% 4.92% 32.2% 63 9.52% 6.5
Affinity Wealth
6780
Affinity Wealth
Ohio
US$1.86億 +US$2952萬 +19% 13.3% – 28 14.29% 0.9
South Plains Financial
6781
South Plains Financial
Texas
US$1.86億 +US$1423萬 +8% 15% – 228 10.09% 1.3
Optimus Capital Advisors
6782
Optimus Capital Advisors
Texas
US$1.86億 +US$1707萬 +10% 7.92% – 43 23.26% 0.4
Columbia River Financial Group
6783
Columbia River Financial Group
Washington
US$1.86億 +US$1390萬 +8% 8.26% – 59 3.39% 1.4
MBWA
6784
Marin Bay Wealth Advisors
California
US$1.86億 +US$1977萬 +12% 18.6% – 141 18.44% 0.4
Palliser Capital (UK)
6785
Palliser Capital (UK)
United Kingdom
US$1.86億 +US$5720萬 +44% 2.04% 57% 24 83.33% 0.2
TI-Trust
6786
TI-Trust
Illinois
US$1.86億 +US$1779萬 +11% 21.3% 88.8% 134 5.97% 4.7
General Partner Inc
6787
General Partner Inc
Pennsylvania
US$1.86億 +US$2168萬 +13% 13.2% 83.1% 169 3.55% 2.9
Tranquilli Financial Advisor
6788
Tranquilli Financial Advisor
New Jersey
US$1.86億 +US$1459萬 +9% 8.82% 55.1% 150 22% 2.3
Live Oak Investment Partners
6789
Live Oak Investment Partners
Texas
US$1.86億 +US$1641萬 +10% 8.83% – 99 12.12% 2.1
Fingerlakes Wealth Management
6790
Fingerlakes Wealth Management
New York
US$1.86億 +US$3504萬 +23% 20.7% 80.2% 105 11.43% 3.4
Omega Fund Management
6791
Omega Fund Management
Massachusetts
US$1.86億 +US$2254萬 +14% 31.5% 106% 11 18.18% 2.5
Leigh Baldwin & Co
6792
Leigh Baldwin & Co
New York
US$1.86億 +US$3118萬 +20% 23.9% – 184 12.5% 1.1
Godshalk Welsh Capital Management
6793
Godshalk Welsh Capital Management
Pennsylvania
US$1.86億 +US$1312萬 +8% 9.36% 61.1% 139 8.63% 6.5
Northland Capital Management
6794
Northland Capital Management
Minnesota
US$1.86億 +US$264萬 +1% 6.9% 37.5% 32 9.38% 3.2
Melfa Wealth Management
6795
Melfa Wealth Management
Massachusetts
US$1.85億 +US$1134萬 +7% 10.1% 42.9% 202 6.44% 2.6
SMP
6796
Santa Monica Partners
Florida
US$1.85億 +US$625萬 +3% 8.25% 102% 13 0% 6.3
Anchor Bay Capital
6797
Anchor Bay Capital
California
US$1.85億 – – 9.21% – 341 – 0
PVAMC
6798
PPS&V Asset Management Consultants
Michigan
US$1.85億 +US$2150萬 +13% 16.9% 80.7% 43 13.95% 3
WinCap Financial
6799
WinCap Financial
Massachusetts
US$1.85億 +US$3490萬 +23% 22.5% – 98 18.37% 1.1
IFS
6800
Integrated Financial Solutions
Virginia
US$1.85億 +US$4107萬 +29% 46.5% – 39 25.64% 0.7