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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)
Stillwater Private Wealth
7401
Stillwater Private Wealth
Pennsylvania
US$1.53億 +US$3529萬 +30% 9% – 93 26.88% 0.2
Mount Vernon Associates
7402
Mount Vernon Associates
Maryland
US$1.53億 +US$1188萬 +8% 26% 136% 65 12.31% 7.4
Persium Advisors
7403
Persium Advisors
Georgia
US$1.53億 +US$2628萬 +21% 17.4% – 72 20.83% 1.1
Redstone Wealth Management
7404
Redstone Wealth Management
Oklahoma
US$1.53億 +US$2773萬 +22% 29.6% – 44 31.82% 0.5
Brooktree Capital Management
7405
Brooktree Capital Management
Michigan
US$1.53億 +US$2710萬 +21% 25.8% 82.9% 45 4.44% 2.9
Muirfield Wealth Advisors
7406
Muirfield Wealth Advisors
North Carolina
US$1.53億 +US$1732萬 +13% 12.2% – 91 16.48% 1.6
FFG
7407
Floyd Financial Group
Missouri
US$1.53億 +US$316萬 +2% 13.4% – 70 10% 1.2
Prosperity Bancshares
7408
Prosperity Bancshares
Texas
US$1.53億 +US$2833萬 +23% 14.4% – 468 15.38% 0.4
DiPaolo Financial Group
7409
DiPaolo Financial Group
Florida
US$1.53億 +US$1567萬 +11% 8.95% – 48 8.33% 0.4
ACT Capital Management
7410
ACT Capital Management
Pennsylvania
US$1.53億 +US$2583萬 +20% 24.2% – 76 44.74% 0.8
DKM Wealth Management
7411
DKM Wealth Management
California
US$1.53億 +US$1426萬 +10% 11.7% – 78 5.13% 1.2
Capital Squared Financial
7412
Capital Squared Financial
Maryland
US$1.53億 +US$2200萬 +17% 15.7% – 90 8.89% 0.9
Goldenstone Wealth Management
7413
Goldenstone Wealth Management
California
US$1.53億 +US$1541萬 +11% 28.1% – 93 22.58% 0.5
Lane Brothers & Co
7414
Lane Brothers & Co
Arizona
US$1.53億 +US$1564萬 +11% 8.58% – 96 14.58% 0.4
Trace Wealth Advisors
7415
Trace Wealth Advisors
California
US$1.53億 +US$1939萬 +15% 13.5% – 72 12.5% 1.2
Allium Financial Advisors
7416
Allium Financial Advisors
Oregon
US$1.53億 +US$2804萬 +22% 20.2% – 86 15.12% 1.1
State of Wisconsin - Board of Commissioners of Public Lands
7417
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
US$1.53億 +US$84.2萬 +0.6% 0.41% 4.78% 6 0% 3.3
Crestwood Capital Management
7418
Crestwood Capital Management
New York
US$1.53億 +US$714萬 +5% 46.6% 203% 16 6.25% 2.4
DW
7419
Durante & Waters
New York
US$1.53億 +US$1446萬 +10% 10.1% 59.1% 31 0% 2.4
TL
7420
TowerView LLC
New York
US$1.52億 -US$247萬 -2% 2.5% 17.9% 17 5.88% 5.6
Stoneridge Investment Partners
7421
Stoneridge Investment Partners
Pennsylvania
US$1.52億 +US$1420萬 +10% 21.2% 44.2% 199 62.31% 1.1
HAM
7422
Hedges Asset Management
Nevada
US$1.52億 – – 12% – 108 – 3
Madrid Wealth Management
7423
Madrid Wealth Management
New Mexico
US$1.52億 +US$1988萬 +15% 11.9% – 72 5.56% 0.5
Caldwell Investment Management
7424
Caldwell Investment Management
Ontario, Canada
US$1.52億 -US$1.03億 -40% 3.29% 162% 68 67.65% 1.2
Phoenix Asset Management Partners
7425
Phoenix Asset Management Partners
US$1.52億 +US$1960萬 +15% 8.51% 139% 12 16.67% 2.3