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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)
Partnership Wealth Management
7526
Partnership Wealth Management
Maryland
US$1.48億 +US$1681萬 +13% 15.6% 67.6% 68 4.41% 2.3
Ahara Advisors
7527
Ahara Advisors
New Jersey
US$1.48億 +US$2827萬 +24% 22.4% – 56 7.14% 0.4
Total Wealth Planning & Management
7528
Total Wealth Planning & Management
Florida
US$1.48億 +US$1246萬 +9% 20.5% – 238 25.21% 1
Navi International
7529
Navi International
Brazil
US$1.48億 -US$7440萬 -33% 7.42% – 18 55.56% 0.3
Blake Schutter Theil Wealth Advisors
7530
Blake Schutter Theil Wealth Advisors
Ohio
US$1.48億 +US$2515萬 +20% 10.1% – 116 9.48% 1.4
Alcosta Capital Management
7531
Alcosta Capital Management
California
US$1.48億 +US$1658萬 +13% 22.3% 175% 23 4.35% 2.7
RF&L Wealth Management
7532
RF&L Wealth Management
Massachusetts
US$1.48億 +US$1423萬 +11% 12% 73.8% 54 11.11% 3.1
LC
7533
Lawood & Co
Pennsylvania
US$1.48億 +US$3987萬 +37% 19% – 99 13.13% 0.5
BM
7534
Bislett Management
California
US$1.48億 +US$1798萬 +14% 18.6% 19.8% 18 0% 6.2
Vanguard Capital Wealth Advisors
7535
Vanguard Capital Wealth Advisors
Colorado
US$1.48億 +US$3952萬 +37% 48.7% 234% 152 34.21% 3.2
LiftPoint Family Wealth Advisors
7536
LiftPoint Family Wealth Advisors
New Jersey
US$1.48億 +US$2680萬 +22% 15.6% – 71 23.94% 0.4
Tepp RIA
7537
Tepp RIA
New Jersey
US$1.47億 +US$1980萬 +16% 14.9% – 54 33.33% 0.7
Dorato Capital Management
7538
Dorato Capital Management
Colorado
US$1.47億 +US$1199萬 +9% 16.1% – 259 3.86% 0.5
Summit Financial Consulting
7539
Summit Financial Consulting
Michigan
US$1.47億 +US$771萬 +6% 10.7% – 51 23.53% 0.8
Red Tree Management
7540
Red Tree Management
California
US$1.47億 +US$3546萬 +32% 35% – 3 0% 1.5
IDG China Venture Capital Fund IV Associates
7541
IDG China Venture Capital Fund IV Associates
Hong Kong
US$1.47億 -US$7196萬 -33% 23.5% 59.2% 4 0% 4.3
Coquina Private Wealth LLC
7542
Coquina Private Wealth LLC
Florida
US$1.47億 +US$2293萬 +18% 19.4% – 104 10.58% 0.4
Castlefield Investment Partners
7543
Castlefield Investment Partners
US$1.47億 +US$1645萬 +13% 22.7% – 36 5.56% 0.5
Sincerus Advisory
7544
Sincerus Advisory
New York
US$1.47億 +US$1532萬 +12% 12% – 82 8.54% 1.2
Cygnus Capital Advisors
7545
Cygnus Capital Advisors
Georgia
US$1.47億 +US$91.5萬 +0.6% 14.2% – 126 53.17% 0.3
Madson Wealth Advisors
7546
Madson Wealth Advisors
California
US$1.47億 +US$2686萬 +22% 15.6% – 100 19% 0.2
Diamant Asset Management
7547
Diamant Asset Management
Connecticut
US$1.47億 +US$987萬 +7% 10% 66.9% 85 15.29% 5.4
Winnow Wealth
7548
Winnow Wealth
Texas
US$1.47億 +US$1745萬 +13% 14.8% – 138 11.59% 0.7
Koa Wealth Management
7549
Koa Wealth Management
California
US$1.47億 +US$874萬 +6% 6.82% 74.8% 60 16.67% 1.8
Saber Capital Management
7550
Saber Capital Management
North Carolina
US$1.47億 +US$1239萬 +9% 17% – 40 20% 1.1