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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)
Fidato Wealth
7051
Fidato Wealth
Ohio
US$1.71億 +US$1710萬 +11% 12.6% 61.1% 16 18.75% 2.6
CPC
7052
CFC Planning Company
Indiana
US$1.71億 +US$3088萬 +22% 24.5% – 88 37.5% 0.9
Guided Capital Wealth Management
7053
Guided Capital Wealth Management
Texas
US$1.71億 +US$1944萬 +13% 10.3% – 37 13.51% 1.1
Alexis Investment Partners
7054
Alexis Investment Partners
Texas
US$1.71億 +US$2577萬 +18% 13.8% – 42 26.19% 1.1
Longview Financial Advisors
7055
Longview Financial Advisors
Alabama
US$1.71億 +US$733萬 +4% 5.15% 47.4% 162 73.46% 2.1
Ridgeline Wealth
7056
Ridgeline Wealth
Arizona
US$1.71億 +US$3134萬 +22% 13.7% – 61 16.39% 1.1
FIG Financial Advisory Services
7057
FIG Financial Advisory Services
Oklahoma
US$1.71億 +US$1080萬 +7% 7.66% – 107 72.9% 0.3
Strategic Value Partners
7058
Strategic Value Partners
Connecticut
US$1.71億 +US$3785萬 +28% 28.5% – 1 0% 0.5
Invariant Investment Management
7059
Invariant Investment Management
Pennsylvania
US$1.71億 +US$813萬 +5% 6.08% – 72 8.33% 0.5
Cathy Pareto & Associates
7060
Cathy Pareto & Associates
Florida
US$1.71億 +US$2156萬 +14% 12% – 107 14.95% 1.2
Wilson & Boucher Capital Management
7061
Wilson & Boucher Capital Management
California
US$1.7億 +US$1965萬 +13% 17% 69.8% 122 8.2% 3.5
Banco de Sabadell
7062
Banco de Sabadell
Florida
US$1.7億 +US$1962萬 +13% 12.3% 75.1% 62 1.61% 5.6
Pfizer
7063
Pfizer
New York
US$1.7億 -US$6841萬 -29% 6.77% – 18 5.56% 1.4
NDWM LLC
7064
NDWM LLC
California
US$1.7億 +US$1600萬 +10% 9.88% – 42 16.67% 1.6
WPG Advisers
7065
WPG Advisers
Maryland
US$1.7億 +US$3442萬 +25% 19.8% – 1,588 9.51% 1.2
Evolution Wealth Management
7066
Evolution Wealth Management
Florida
US$1.7億 +US$3329萬 +24% 13.5% – 981 17.84% 0.7
Harbourvest Partners
7067
Harbourvest Partners
Massachusetts
US$1.7億 +US$6914萬 +69% 47.4% 8.96% 6 16.67% 1.9
Gordian Advisors
7068
Gordian Advisors
Arizona
US$1.7億 +US$1992萬 +13% 11.4% 55.4% 67 20.9% 1.4
OEP Capital Advisors
7069
OEP Capital Advisors
New York
US$1.7億 -US$2414萬 -12% 12.4% 23.2% 1 0% 5.5
Chatterton & Associates
7070
Chatterton & Associates
California
US$1.7億 +US$2720萬 +19% 13.2% – 110 20% 0.4
Aspetuck Financial Management
7071
Aspetuck Financial Management
Connecticut
US$1.7億 +US$2390萬 +16% 19.4% – 81 9.88% 1.3
Jackson Wealth Management
7072
Jackson Wealth Management
Florida
US$1.7億 -US$8.02億 -83% 12.3% 72.1% 152 46.05% 2.5
PCM
7073
Park Capital Management
Wisconsin
US$1.7億 +US$6716萬 +65% 56.2% – 175 65.14% 0.5
Providence Wealth Advisors
7074
Providence Wealth Advisors
Illinois
US$1.7億 +US$1242萬 +8% 15.4% 121% 88 13.64% 5.3
Nicholson Wealth Management Group
7075
Nicholson Wealth Management Group
South Carolina
US$1.7億 -US$210萬 -1% 5.83% – 120 12.5% 1.4