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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)
Basepoint Wealth
7101
Basepoint Wealth
Iowa
US$1.29億 +US$158萬 +1% 6.06% 113% 111 13.51% 2.6
Littlejohn Financial Services
7102
Littlejohn Financial Services
Oregon
US$1.29億 +US$284萬 +2% 6.4% – 71 29.58% 0.4
Dean Jacobson Financial Services
7103
Dean Jacobson Financial Services
Texas
US$1.29億 -US$71.4萬 -0.5% 6.01% 59.6% 16 37.5% 1.2
Gladwyn Financial Advisors
7104
Gladwyn Financial Advisors
Virginia
US$1.29億 – – 6.51% – 82 – 0
IMG Wealth Management
7105
IMG Wealth Management
Florida
US$1.29億 +US$1774萬 +16% 8.76% – 517 50.1% 0.3
Magnolia Private Wealth
7106
Magnolia Private Wealth
Pennsylvania
US$1.29億 +US$757萬 +6% 6.92% – 118 19.49% 0.4
Avant Capital
7107
Avant Capital
Louisiana
US$1.29億 +US$867萬 +7% 5.93% – 71 7.04% 2.7
CAG
7108
Cypress Advisory Group
Arizona
US$1.29億 +US$1925萬 +18% 4.24% – 68 11.76% 0.4
CPR Investments
7109
CPR Investments
Michigan
US$1.29億 +US$1608萬 +14% 10.3% 84% 51 39.22% 0.9
DFA
7110
Davies Financial Advisors
California
US$1.29億 +US$1146萬 +10% 11.5% – 79 21.52% 0.9
Sherrill & Hutchins Financial Advisory
7111
Sherrill & Hutchins Financial Advisory
Georgia
US$1.29億 +US$1137萬 +10% 5.32% 41.6% 12 0% 1.3
DMC Group
7112
DMC Group
Alabama
US$1.29億 +US$587萬 +5% 9.05% 116% 139 18.71% 2.3
Paladin Wealth
7113
Paladin Wealth
Minnesota
US$1.29億 +US$1727萬 +16% 9.51% – 115 20% 0.6
Broadwater Capital
7114
Broadwater Capital
Massachusetts
US$1.29億 +US$78.9萬 +0.6% 5.19% – 227 3.96% 1.5
Visa Foundation
7115
Visa Foundation
California
US$1.29億 -US$427萬 -3% 11.9% 58.1% 1 0% 3.5
Marest Capital
7116
Marest Capital
California
US$1.29億 +US$815萬 +7% 12.3% 84.5% 30 56.67% 1
7G Capital Management
7117
7G Capital Management
New York
US$1.29億 +US$1178萬 +10% 13% 137% 8 12.5% 2.5
Delos Wealth Advisors
7118
Delos Wealth Advisors
Texas
US$1.28億 +US$211萬 +2% 6.3% 58% 262 79.01% 0.6
Dahring Cusmano
7119
Dahring Cusmano
Michigan
US$1.28億 +US$1223萬 +11% 8.09% – 56 3.57% 0.5
Disciplined Investors
7120
Disciplined Investors
Texas
US$1.28億 +US$1752萬 +16% 11% – 123 8.13% 0.5
Sugar Maple Asset Management
7121
Sugar Maple Asset Management
Wisconsin
US$1.28億 +US$124萬 +1% 4.33% – 85 32.94% 0.7
U.S. Wealth Group
7122
U.S. Wealth Group
New York
US$1.28億 +US$207萬 +2% 10.2% – 42 7.14% 0.5
UP Strategic Wealth Investment Advisors
7123
UP Strategic Wealth Investment Advisors
Pennsylvania
US$1.28億 +US$1577萬 +14% 12.6% – 101 20.79% 1
Strategent Financial
7124
Strategent Financial
Virginia
US$1.28億 +US$1767萬 +16% 7.9% – 35 5.71% 0.5
TM
7125
TFJ Management
Massachusetts
US$1.28億 +US$2252萬 +21% 20.3% – 14 14.29% 0.4