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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)
U.S. Wealth Group
7126
U.S. Wealth Group
New York
US$1.67億 +US$1909萬 +13% 6.73% – 49 20.41% 1.2
Robinson Smith Wealth Advisors
7127
Robinson Smith Wealth Advisors
Maine
US$1.67億 +US$1911萬 +13% 11.1% 62.6% 101 19.8% 1.8
Custos Family Office
7128
Custos Family Office
Texas
US$1.67億 +US$2231萬 +15% 13.8% 57.4% 72 15.28% 2.1
Strong Retirement Solutions
7129
Strong Retirement Solutions
Washington
US$1.67億 +US$2412萬 +17% 18.8% – 89 11.24% 0.5
MFFIA
7130
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
US$1.67億 -US$963萬 -5% 34% 136% 87 10.34% 2.2
AAM
7131
Ackerman Asset Management
Maryland
US$1.67億 +US$2335萬 +16% 14.5% – 38 7.89% 0.9
EWP
7132
Evergreen Wealth Partners
Montana
US$1.67億 +US$3571萬 +27% 8.83% – 97 21.65% 0.4
Orca Wealth Management
7133
Orca Wealth Management
Florida
US$1.67億 +US$2612萬 +19% 34.3% – 86 25.58% 1
Lauer Wealth
7134
Lauer Wealth
Indiana
US$1.67億 +US$4104萬 +33% 12.7% 89.4% 101 59.41% 0.8
Grand Alliance Asset Management
7135
Grand Alliance Asset Management
Hong Kong
US$1.67億 +US$138萬 +0.8% 116% – 18 44.44% 0.5
Wright Wealth
7136
Wright Wealth
Georgia
US$1.67億 +US$1705萬 +11% 9.09% – 54 5.56% 0.5
IR
7137
IAT Reinsurance
New York
US$1.67億 -US$1.43億 -46% 27.4% 60.2% 80 20% 3.9
Copia Wealth Management
7138
Copia Wealth Management
Oregon
US$1.66億 +US$2095萬 +14% 11.1% – 583 10.98% 1.2
Keystone Financial Services (Nebraska)
7139
Keystone Financial Services (Nebraska)
Nebraska
US$1.66億 +US$1777萬 +12% 12.1% – 62 8.06% 1.2
Harber Asset Management
7140
Harber Asset Management
North Carolina
US$1.66億 +US$1004萬 +6% 29.5% 63.6% 50 40% 1
SeaTown Holdings
7141
SeaTown Holdings
Singapore
US$1.66億 +US$1372萬 +9% 35.9% 220% 19 31.58% 1.4
Silvia McColl Wealth Management
7142
Silvia McColl Wealth Management
California
US$1.66億 +US$1436萬 +9% 13.7% 82.7% 124 5.65% 2.7
Lugano Financial Advisors SA (LFA)
7143
Lugano Financial Advisors SA (LFA)
Switzerland
US$1.66億 -US$3195萬 -16% 8.62% 51.3% 286 26.57% 2.2
Mainstream Capital Management
7144
Mainstream Capital Management
California
US$1.66億 +US$1700萬 +11% 17.7% – 92 6.52% 1.4
Bitterroot Capital Advisors
7145
Bitterroot Capital Advisors
Montana
US$1.66億 +US$129萬 +0.8% 8.63% – 62 17.74% 0.5
Kurv Investment Management
7146
Kurv Investment Management
California
US$1.66億 -US$703萬 -4% 52.3% – 76 48.68% 0.3
Capstone Wealth Management Group (Oregon)
7147
Capstone Wealth Management Group (Oregon)
Oregon
US$1.66億 +US$342萬 +2% 16.1% – 139 23.02% 1.1
Shum Financial Group
7148
Shum Financial Group
California
US$1.66億 +US$2450萬 +17% 15% – 110 19.09% 1.4
Cottonwood Capital Advisors
7149
Cottonwood Capital Advisors
Utah
US$1.66億 +US$2411萬 +17% 18.6% 79% 90 6.67% 3.7
Zeit Capital
7150
Zeit Capital
Colorado
US$1.66億 +US$1649萬 +11% 10.6% 56.5% 52 0% 2.6