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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)
AAG
7501
Accordant Advisory Group
Maryland
US$1.48億 -US$1314萬 -8% 10.6% – 252 9.52% 1.1
PPWM
7502
Perissos Private Wealth Management
Oklahoma
US$1.48億 +US$3305萬 +29% 11.9% – 85 22.35% 1.5
SA
7503
Sacks & Associates
New Jersey
US$1.48億 +US$1373萬 +10% 15.5% – 84 11.9% 0.5
VIS
7504
Vertex Investment Solutions
US$1.48億 +US$6168萬 +71% 3.73% – 29 24.14% 0.4
PLC
7505
Peapod Lane Capital
New York
US$1.48億 +US$2630萬 +22% 27.7% – 69 21.74% 1
NCM
7506
Nitor Capital Management
New Jersey
US$1.48億 +US$1827萬 +14% 3.7% – 26 15.38% 0.5
PSB
7507
Piscataqua Savings Bank
New Hampshire
US$1.48億 +US$582萬 +4% 16.4% 85.5% 431 7.89% 3.8
9C
7508
9823 Capital
Texas
US$1.48億 +US$1563萬 +12% 13.7% – 64 78.13% 0.2
MCM
7509
Moon Capital Management
New York
US$1.48億 -US$1755萬 -11% 12.2% 76.3% 15 20% 3.4
HWMG
7510
Harbour Wealth Management Group
South Carolina
US$1.48億 +US$1513萬 +11% 16.3% – 91 4.4% 0.5
PWM
7511
Partnership Wealth Management
Maryland
US$1.48億 +US$1681萬 +13% 15.6% 67.6% 68 4.41% 2.3
AA
7512
Ahara Advisors
New Jersey
US$1.48億 +US$2827萬 +24% 22.4% – 56 7.14% 0.4
TWPM
7513
Total Wealth Planning & Management
Florida
US$1.48億 +US$1246萬 +9% 20.5% – 238 25.21% 1
NI
7514
Navi International
Brazil
US$1.48億 -US$7440萬 -33% 7.42% – 18 55.56% 0.3
BSTWA
7515
Blake Schutter Theil Wealth Advisors
Ohio
US$1.48億 +US$2515萬 +20% 10.1% – 116 9.48% 1.4
ACM
7516
Alcosta Capital Management
California
US$1.48億 +US$1658萬 +13% 22.3% 175% 23 4.35% 2.7
RLWM
7517
RF&L Wealth Management
Massachusetts
US$1.48億 +US$1423萬 +11% 12% 69.9% 54 11.11% 3.1
LC
7518
Lawood & Co
Pennsylvania
US$1.48億 +US$3987萬 +37% 19% – 99 13.13% 0.5
BM
7519
Bislett Management
California
US$1.48億 +US$1798萬 +14% 18.6% 19.8% 18 0% 6.2
Vanguard Capital Wealth Advisors
7520
Vanguard Capital Wealth Advisors
Colorado
US$1.48億 +US$3952萬 +37% 48.7% 234% 152 34.21% 3.2
LFWA
7521
LiftPoint Family Wealth Advisors
New Jersey
US$1.48億 +US$2680萬 +22% 15.6% – 71 23.94% 0.4
TR
7522
Tepp RIA
New Jersey
US$1.47億 +US$1980萬 +16% 14.9% – 54 33.33% 0.7
DCM
7523
Dorato Capital Management
Colorado
US$1.47億 +US$1199萬 +9% 16.1% – 259 3.86% 0.5
SFC
7524
Summit Financial Consulting
Michigan
US$1.47億 +US$771萬 +6% 10.7% – 51 23.53% 0.8
RTM
7525
Red Tree Management
California
US$1.47億 +US$3546萬 +32% 35% – 3 0% 1.5