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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)
AWM
7226
Aureum Wealth Management
Florida
US$1.61億 +US$1759萬 +12% 7.76% – 65 12.31% 0.4
GT
7227
GreatBanc Trust
Illinois
US$1.61億 +US$1834萬 +13% 12.9% – 74 14.86% 0.6
BWM
7228
Bosman Wealth Management
California
US$1.61億 +US$4755萬 +42% 75.7% – 66 36.36% 0.7
MWA
7229
Merkkuri Wealth Advisors
New York
US$1.61億 +US$1012萬 +7% 12.5% – 387 79.84% 1.6
MMCM
7230
Murphy & Mullick Capital Management
New York
US$1.61億 +US$2602萬 +19% 26.9% – 748 13.9% 1.3
BFS
7231
Burr Financial Services
California
US$1.61億 +US$3532萬 +28% 57.7% 478% 27 11.11% 1.6
LWM
7232
Lighthouse Wealth Management
Ohio
US$1.61億 +US$1388萬 +9% 10.3% – 49 16.33% 1.2
SFCM
7233
Savoir Faire Capital Management
Connecticut
US$1.61億 -US$458萬 -3% 5.98% 1.22% 45 6.67% 1.4
SR
7234
Summer Road
Florida
US$1.61億 +US$1898萬 +13% 11.8% 130% 26 26.92% 1.8
MWM
7235
Mascagni Wealth Management
Mississippi
US$1.61億 +US$2061萬 +15% 17.6% – 145 14.48% 1.1
MCM
7236
MidAtlantic Capital Management
Virginia
US$1.61億 +US$1596萬 +11% 12.1% – 91 13.19% 2.1
ACM
7237
Arlington Capital Management
Illinois
US$1.61億 -US$1650萬 -9% 13.5% 154% 159 59.75% 0.9
SAM
7238
Steinberg Asset Management
New York
US$1.61億 +US$630萬 +4% 7.85% 130% 46 17.39% 4
EB
7239
Exchange Bank
California
US$1.61億 +US$1634萬 +11% 12% 75.2% 133 14.29% 2.2
MLIM
7240
Mountain Lake Investment Management
Florida
US$1.61億 +US$577萬 +4% 0.65% 64% 33 18.18% 1.5
PIP
7241
Philadelphia Investment Partners
New Jersey
US$1.61億 +US$1355萬 +9% 11.1% – 204 15.69% 0.2
ACM
7242
Arthedge Capital Management
New York
US$1.61億 +US$4506萬 +39% 23.9% 80.7% 14 28.57% 3.3
AFA
7243
Avant Financial Advisors
Texas
US$1.61億 +US$1831萬 +13% 9.83% – 70 8.57% 1.3
FFWM
7244
Future Financial Wealth Management
Ohio
US$1.6億 +US$527萬 +3% 15.1% 65.2% 140 14.29% 3.1
PCM
7245
Palouse Capital Management
Washington
US$1.6億 +US$914萬 +6% 22.5% 67.8% 144 20.14% 2.8
CWP
7246
Corepath Wealth Partners
Arizona
US$1.6億 +US$1204萬 +8% 13.1% 56% 47 14.89% 2.8
PS
7247
Planning Strategies
Pennsylvania
US$1.6億 – – 10.4% – 1,068 – 0
BRIA
7248
Balanced Rock Investment Advisors
Massachusetts
US$1.6億 +US$1777萬 +12% 10.2% – 105 11.43% 1.9
GWA
7249
Gibson Wealth Advisors
Texas
US$1.6億 +US$1110萬 +7% 11% – 38 23.68% 4
HA
7250
HFG Advisors
Ohio
US$1.6億 +US$1818萬 +13% 16.3% 69.7% 130 20% 2.5