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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)
CAG
7901
Cypress Advisory Group
Arizona
US$1.29億 -US$206萬 -2% 2.88% – 83 12.05% 1.1
SHFG
7902
S Harris Financial Group
Texas
US$1.29億 +US$1941萬 +18% 12.3% – 129 20.93% 0.4
CIM
7903
CenturyLink Investment Management
Colorado
US$1.29億 -US$4586萬 -26% 3.15% – 3 0% 1.7
SAM
7904
Sherman Asset Management
California
US$1.29億 +US$2019萬 +19% 16.7% – 157 15.29% 1.3
CW
7905
CrossGen Wealth
North Carolina
US$1.29億 +US$1486萬 +13% 10.7% – 223 14.35% 0.4
KIA
7906
Koenig Investment Advisory
Oregon
US$1.29億 +US$1099萬 +9% 6.88% – 38 7.89% 0.5
Q1WB
7907
Quest 10 Wealth Builders
Virginia
US$1.29億 +US$1465萬 +13% 13.6% – 833 15.49% 1.2
LRI
7908
Linden Rose Investment
Texas
US$1.29億 +US$5251萬 +69% 122% – 8 25% 0.8
PFS
7909
Professional Financial Solutions
Virginia
US$1.29億 +US$1628萬 +14% 11.1% – 41 7.32% 0.5
JF
7910
JMN Financial
Ohio
US$1.29億 +US$2684萬 +26% 24.5% – 266 42.86% 0.3
WHCFA
7911
William Howard & Co Financial Advisors
Tennessee
US$1.29億 +US$1281萬 +11% 12.5% – 55 3.64% 2
RCG
7912
Ridge Creek Global
Ohio
US$1.29億 +US$1063萬 +9% 14.5% – 95 11.58% 0.4
AFS
7913
AFG Fiduciary Services
Massachusetts
US$1.28億 -US$4259萬 -25% 14.4% 61.9% 93 35.48% 2.8
TP
7914
TenCore Partners
New York
US$1.28億 -US$30.2萬 -0.2% 8.09% 50.4% 16 18.75% 3.2
SHF
7915
Safe Harbor Fiduciary
Florida
US$1.28億 +US$2337萬 +22% 23.5% – 68 27.94% 1.1
TCM
7916
TT Capital Management
California
US$1.28億 +US$708萬 +6% 2.71% – 82 17.07% 1
JRPIM
7917
Journey Retirement Planning & Investment Management
Idaho
US$1.28億 +US$1480萬 +13% 12.7% – 160 20.63% 0.4
KGC
7918
Kennon-Green & Company
Ohio
US$1.28億 +US$626萬 +5% 3.9% 58.4% 41 4.88% 2.8
ML
7919
MILFAM LLC
Florida
US$1.28億 +US$2587萬 +25% 4.33% – 13 46.15% 0.1
JBW
7920
Journey Beyond Wealth
Georgia
US$1.28億 +US$1163萬 +10% 15.4% – 31 9.68% 1.3
CH
7921
CDKV Holdings
Colorado
US$1.28億 +US$1406萬 +12% 12.3% – 282 4.61% 0.5
BFM
7922
Brooklands Fund Management
United Kingdom
US$1.28億 +US$3904萬 +44% 13.3% – 77 70.13% 0.2
LRWM
7923
Lord & Richards Wealth Management
Colorado
US$1.28億 +US$1378萬 +12% 11.7% – 51 5.88% 1.3
FFG
7924
Fortune Financial Group
Florida
US$1.28億 +US$1662萬 +15% 13.2% – 125 37.6% 0.3
SIA
7925
SkyView Investment Advisors
New Jersey
US$1.28億 -US$6.16億 -83% 10.5% 70.3% 489 78.12% 0.9