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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

所有基金經理人
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）
Kassira Wealth Management
8001
Kassira Wealth Management
Tennessee
US$1.25億 +US$1581萬 +15% 10.6% – 68 19.12% 0.6
Cauble & Harre Wealth Management
8002
Cauble & Harre Wealth Management
Missouri
US$1.25億 -US$87萬 -0.7% 4.5% – 77 10.39% 0.5
Box Hill Private Wealth
8003
Box Hill Private Wealth
Arizona
US$1.25億 +US$2349萬 +23% 23% – 73 17.81% 0.4
Kennebec Savings Bank
8004
Kennebec Savings Bank
Maine
US$1.25億 +US$1322萬 +12% 11.1% – 289 15.57% 1.4
Essential Investment Partners
8005
Essential Investment Partners
Colorado
US$1.25億 +US$1656萬 +15% 22.1% – 322 9.63% 0.4
Haven Capital Group
8006
Haven Capital Group
California
US$1.25億 +US$1676萬 +16% 20.5% – 40 15% 1.2
Platt Wealth Management
8007
Platt Wealth Management
California
US$1.24億 +US$2182萬 +21% 14.2% – 58 15.52% 0.4
Bristlecone Value Partners
8008
Bristlecone Value Partners
California
US$1.24億 +US$1068萬 +9% 11.8% – 71 5.63% 0.4
Miller Financial Services
8009
Miller Financial Services
Michigan
US$1.24億 +US$3293萬 +36% 7.8% – 152 27.63% 0.9
EDMP Inc
8010
EDMP Inc
Florida
US$1.24億 +US$55.5萬 +0.4% 6.25% 78% 76 14.47% 4.3
Sherwood Financial Partners
8011
Sherwood Financial Partners
California
US$1.24億 +US$1113萬 +10% 10.2% – 8 0% 1.3
Palatine Hill Wealth Management
8012
Palatine Hill Wealth Management
Michigan
US$1.24億 +US$929萬 +8% 11.6% – 57 19.3% 0.4
Concorde Financial
8013
Concorde Financial
Texas
US$1.24億 -US$319萬 -3% 0.13% 81.3% 26 0% 3.1
Prospect Financial Group
8014
Prospect Financial Group
Virginia
US$1.24億 +US$1582萬 +15% 12.6% – 72 15.28% 1.2
Connecticut Capital Management Group
8015
Connecticut Capital Management Group
Connecticut
US$1.24億 +US$1826萬 +17% 17.7% – 133 21.05% 0.4
Opus Financial Solutions
8016
Opus Financial Solutions
Illinois
US$1.24億 +US$1789萬 +17% 8.3% – 118 18.64% 0.4
Burnham & Co
8017
Burnham & Co
Michigan
US$1.24億 – – 13.1% – 197 – 0
Conquis Financial
8018
Conquis Financial
California
US$1.24億 +US$337萬 +3% 10.8% – 54 0% 1.4
Robocap Asset Management
8019
Robocap Asset Management
United Kingdom
US$1.24億 +US$3049萬 +33% 85.1% 274% 26 26.92% 2
Corps Capital Advisors
8020
Corps Capital Advisors
Texas
US$1.24億 +US$873萬 +8% 23.3% – 110 22.73% 0.9
Clarion Wealth Managment Partners
8021
Clarion Wealth Managment Partners
Virginia
US$1.24億 +US$1351萬 +12% 12.3% – 92 14.13% 0.9
CI
8022
Cria Inc
New York
US$1.24億 -US$1389萬 -10% 9.35% – 2 0% 0.5
WWMP
8023
Wagner Wealth Management (Pennsylvania)
Pennsylvania
US$1.24億 +US$1242萬 +11% 12.9% – 117 25.64% 0.4
Friends of the Cornell Lab of Ornithology
8024
Friends of the Cornell Lab of Ornithology
Connecticut
US$1.24億 +US$1786萬 +17% 14.4% – 5 0% 0.5
Infinity Wealth Counsel
8025
Infinity Wealth Counsel
Ohio
US$1.24億 +US$1489萬 +14% 8.52% – 67 8.96% 1.3
319 320
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