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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)
IAG
7351
Ipsen Advisor Group
Arkansas
US$1.55億 +US$1257萬 +9% 9.26% – 112 11.61% 2.4
MQWP
7352
Morey & Quinn Wealth Partners
Nebraska
US$1.55億 +US$1487萬 +11% 15.6% – 143 4.9% 1.3
SWR
7353
Spahn Wealth & Retirement
Arizona
US$1.55億 +US$7685萬 +98% 10.3% – 40 42.5% 0.7
EEL
7354
Expect Equity LLC
Maryland
US$1.55億 +US$2681萬 +21% 22.4% – 67 10.45% 1
CC
7355
Cultivar Capital
Texas
US$1.55億 -US$119萬 -0.8% 0.01% 38.3% 47 17.02% 1.6
VF
7356
Visa Foundation
California
US$1.55億 +US$2358萬 +18% 17.9% 48.5% 2 50% 2.3
RCM
7357
Rockbridge Capital Management
Virginia
US$1.55億 +US$624萬 +4% 2.74% – 31 12.9% 1.1
SMAM
7358
Sugar Maple Asset Management
Wisconsin
US$1.55億 -US$964萬 -6% 6.34% – 91 18.68% 1.3
GIM
7359
Guardian Investment Management
California
US$1.55億 +US$2825萬 +22% 18.7% 89.7% 60 0% 6.9
AWMI
7360
Aegis Wealth Management (Iowa)
Iowa
US$1.55億 +US$2764萬 +22% 14% – 133 27.07% 0.4
BFWM
7361
Bright Futures Wealth Management
New York
US$1.55億 +US$875萬 +6% 16.2% – 230 27.83% 1
WT
7362
WHI Trust
Illinois
US$1.55億 +US$2198萬 +17% 8.01% – 88 32.95% 0.5
DIS
7363
Diversified Investment Strategies
Louisiana
US$1.55億 -US$197萬 -1% 2.58% 86% 56 8.93% 5.6
TCCP
7364
Tide Cove Capital Partners
California
US$1.55億 +US$762萬 +5% 9.77% – 13 0% 1.3
EW
7365
Entruity Wealth
California
US$1.55億 +US$723萬 +5% 4.98% – 59 30.51% 1
API
7366
Asset Planning Inc
California
US$1.54億 +US$1376萬 +10% 14.7% – 341 14.37% 1.2
OFI
7367
Outbound Financial Inc
Colorado
US$1.54億 +US$2102萬 +16% 8.2% – 46 8.7% 0.9
BW
7368
Blalock Williams
Alabama
US$1.54億 +US$2491萬 +19% 20.1% – 165 19.39% 1
EF
7369
Entrust Financial
Pennsylvania
US$1.54億 +US$1119萬 +8% 13.1% – 464 10.99% 0.4
MWM
7370
M3 Wealth Management
Ohio
US$1.54億 +US$2420萬 +19% 14.1% – 36 5.56% 0.5
OA
7371
Oasis Advisors
Iowa
US$1.54億 -US$3.55億 -70% 13.2% – 240 90% 0.2
GRIM
7372
Greenhaven Road Investment Management
Connecticut
US$1.54億 +US$867萬 +6% 14% 70.2% 21 38.1% 2.4
LWM
7373
Lionshead Wealth Management
New York
US$1.54億 +US$1829萬 +13% 16.3% – 121 18.18% 1.1
MFG
7374
Mustico Financial Group
New York
US$1.54億 +US$1084萬 +8% 10.8% – 51 13.73% 0.7
LCM
7375
LRT Capital Management
Texas
US$1.54億 +US$4679萬 +44% 28.3% 76.3% 118 69.49% 0.8