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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)
FA
7801
Freestate Advisors
Kansas
US$1.34億 +US$880萬 +7% 6.43% – 44 9.09% 1.7
PWP
7802
PrairieView Wealth Partners
Illinois
US$1.34億 +US$1187萬 +10% 9.42% – 31 9.68% 1.7
IW
7803
Integrated Wealthcare
North Carolina
US$1.34億 +US$1433萬 +12% 12.1% – 29 3.45% 0.5
LP
7804
Lexington Partners
New York
US$1.34億 -US$2.33億 -63% 37.1% 1.27% 3 33.33% 2.8
EWM
7805
Elevation Wealth Management
Minnesota
US$1.34億 +US$2477萬 +23% 21.4% – 153 15.03% 0.4
PFS
7806
Paller Financial Services
Colorado
US$1.34億 +US$1286萬 +11% 16.7% – 49 22.45% 0.4
BI
7807
BluePrint Investing
California
US$1.34億 +US$815萬 +6% 7.25% – 26 0% 0.5
MWM
7808
McAlvany Wealth Management
Colorado
US$1.34億 -US$1480萬 -10% 15.8% – 49 18.37% 0.4
EBA
7809
Eagle Bay Advisors
New York
US$1.34億 +US$2029萬 +18% 15.9% 85% 151 22.52% 2.6
DWM
7810
DWR Wealth Management
California
US$1.34億 +US$1867萬 +16% 12% – 56 8.93% 0.4
CH
7811
Cannae Holdings
Nevada
US$1.34億 +US$1.09億 +444% 4.46% 88.6% 3 66.67% 2.4
NC
7812
Nightview Capital
Texas
US$1.34億 +US$298萬 +2% 10.6% 142% 17 29.41% 1.6
NPAN
7813
Northeast Planning Associates NH
New Hampshire
US$1.33億 -US$1543萬 -10% 0.19% – 69 26.09% 0.9
CF
7814
Carter Financial
California
US$1.33億 +US$1837萬 +16% 13.2% – 33 15.15% 0.4
CWM
7815
Capstone Wealth Management
Montana
US$1.33億 +US$1533萬 +13% 11.8% – 48 20.83% 0.4
HAP
7816
Harbor Asset Planning
Massachusetts
US$1.33億 +US$1430萬 +12% 15.2% – 428 4.91% 0.9
AC
7817
Aldebaran Capital
Indiana
US$1.33億 +US$228萬 +2% 7.57% 80.4% 43 9.3% 2.4
WA
7818
Winter & Associates
Minnesota
US$1.33億 +US$1886萬 +17% 14.3% – 99 29.29% 0.4
AA
7819
Alpha Advisors
Virginia
US$1.33億 +US$636萬 +5% 6.99% – 51 7.84% 1.2
PCM
7820
Perkins Capital Management
Minnesota
US$1.33億 +US$2629萬 +25% 53.7% 303% 90 16.67% 5.6
BCVI
7821
Bain Capital Venture Investors
Massachusetts
US$1.33億 -US$4212萬 -24% 6.63% 34.2% 4 25% 0.4
SWM
7822
Sherman Wealth Management
Maryland
US$1.33億 +US$1642萬 +14% 15.6% – 87 11.49% 0.4
RHIG
7823
R.H. Investment Group
Arizona
US$1.33億 +US$310萬 +2% 7.19% – 48 8.33% 1
SI
7824
Severin Investments
Missouri
US$1.33億 +US$1621萬 +14% 24.1% – 203 30.05% 1
FFP
7825
Frisco Financial Planning
Texas
US$1.33億 +US$1146萬 +9% 9.04% – 29 0% 1.1