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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

所有基金經理人
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）
PMG Wealth Management
7226
PMG Wealth Management
Illinois
US$1.62億 +US$2305萬 +17% 11.3% – 62 6.45% 1.2
BAWM
7227
Bennett Associates Wealth Management
Pennsylvania
US$1.62億 +US$1331萬 +9% 9.96% 51% 65 33.85% 1.3
Chancellor Financial Group WB
7228
Chancellor Financial Group WB
Pennsylvania
US$1.62億 +US$2025萬 +14% 14.6% – 161 19.25% 1.1
1620 Investment Advisors
7229
1620 Investment Advisors
Massachusetts
US$1.61億 +US$1362萬 +9% 13.6% 68.9% 703 10.24% 1.9
PWM
7230
Pinnacle Wealth Management
California
US$1.61億 +US$1299萬 +9% 14.5% 194% 33 30.3% 1.6
Buckley Capital Advisors
7231
Buckley Capital Advisors
Florida
US$1.61億 +US$2228萬 +16% 53.6% – 19 47.37% 0.3
White & Co Financial Planning
7232
White & Co Financial Planning
Washington
US$1.61億 +US$1920萬 +13% 10.2% – 20 0% 1.4
Navigate Wealth Management
7233
Navigate Wealth Management
Alabama
US$1.61億 +US$1897萬 +13% 10.2% – 81 13.58% 0.2
Mendota Financial Group
7234
Mendota Financial Group
Wisconsin
US$1.61億 +US$2639萬 +20% 8.52% 50.1% 35 14.29% 1.9
L
7235
Laurore
US$1.61億 -US$1.02億 -39% 13.4% – 1 0% 0.5
LM Asset (IM) Inc
7236
LM Asset (IM) Inc
British Columbia, Canada
US$1.61億 -US$3100萬 -16% 5.8% – 10 0% 1.1
Aureum Wealth Management
7237
Aureum Wealth Management
Florida
US$1.61億 +US$1759萬 +12% 7.76% – 65 12.31% 0.4
GreatBanc Trust
7238
GreatBanc Trust
Illinois
US$1.61億 +US$1834萬 +13% 12.9% – 74 14.86% 0.6
Bosman Wealth Management
7239
Bosman Wealth Management
California
US$1.61億 +US$4755萬 +42% 75.7% – 66 36.36% 0.7
Merkkuri Wealth Advisors
7240
Merkkuri Wealth Advisors
New York
US$1.61億 +US$1012萬 +7% 12.5% – 387 79.84% 1.6
Murphy & Mullick Capital Management
7241
Murphy & Mullick Capital Management
New York
US$1.61億 +US$2602萬 +19% 26.9% – 748 13.9% 1.3
BFS
7242
Burr Financial Services
California
US$1.61億 +US$3532萬 +28% 57.7% 478% 27 11.11% 1.6
LWM
7243
Lighthouse Wealth Management
Ohio
US$1.61億 +US$1388萬 +9% 10.3% – 49 16.33% 1.2
Savoir Faire Capital Management
7244
Savoir Faire Capital Management
Connecticut
US$1.61億 -US$458萬 -3% 5.98% 1.22% 45 6.67% 1.4
SR
7245
Summer Road
Florida
US$1.61億 +US$1898萬 +13% 11.8% 130% 26 26.92% 1.8
Mascagni Wealth Management
7246
Mascagni Wealth Management
Mississippi
US$1.61億 +US$2061萬 +15% 17.6% – 145 14.48% 1.1
MidAtlantic Capital Management
7247
MidAtlantic Capital Management
Virginia
US$1.61億 +US$1596萬 +11% 12.1% – 91 13.19% 2.1
Arlington Capital Management
7248
Arlington Capital Management
Illinois
US$1.61億 -US$1650萬 -9% 13.5% 146% 159 59.75% 0.9
Steinberg Asset Management
7249
Steinberg Asset Management
New York
US$1.61億 +US$630萬 +4% 7.85% 108% 46 17.39% 4
Exchange Bank
7250
Exchange Bank
California
US$1.61億 +US$1634萬 +11% 12% 75.2% 133 14.29% 2.2
288 289
290
291 292