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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)
Forteris Wealth Management
8051
Forteris Wealth Management
New York
US$1.22億 +US$1775萬 +17% 17.8% – 73 12.33% 0.5
Wall Capital Group
8052
Wall Capital Group
Arizona
US$1.22億 +US$2851萬 +30% 11.6% – 31 29.03% 2.3
WFA of San Diego
8053
WFA of San Diego
California
US$1.22億 -US$250萬 -2% 11.7% – 405 77.04% 4.3
Cooke Wealth Management
8054
Cooke Wealth Management
California
US$1.22億 +US$925萬 +8% 9.41% – 39 5.13% 0.5
JHP Wealth Management
8055
JHP Wealth Management
Colorado
US$1.22億 +US$1750萬 +17% 13.2% – 43 32.56% 0.4
Coral Wealth Management
8056
Coral Wealth Management
Florida
US$1.22億 +US$3264萬 +37% 16.5% – 22 50% 0.2
Financial Management Inc
8057
Financial Management Inc
Arkansas
US$1.22億 +US$1551萬 +15% 10.9% – 46 15.22% 0.4
Hicks Capital Management
8058
Hicks Capital Management
Ohio
US$1.22億 +US$2200萬 +22% 11.8% – 42 19.05% 0.8
Moneda SA Administradora General de Fondos
8059
Moneda SA Administradora General de Fondos
Chile
US$1.22億 -US$61.5萬 -0.5% 3.95% 34.5% 32 25% 2.5
Vines Capital Management
8060
Vines Capital Management
Louisiana
US$1.22億 +US$2098萬 +21% 24.2% – 92 18.48% 0.4
ClientFirst Wealth Management
8061
ClientFirst Wealth Management
Arkansas
US$1.22億 +US$326萬 +3% 4.13% – 55 12.73% 2.8
Greenline Wealth Management
8062
Greenline Wealth Management
Florida
US$1.22億 +US$3498萬 +40% 34.8% – 139 38.13% 0.3
D
8063
Drystone
Virginia
US$1.22億 +US$1068萬 +10% 14.7% – 18 0% 3.9
Torrey-Payne Wealth Management
8064
Torrey-Payne Wealth Management
California
US$1.22億 +US$1257萬 +12% 10.8% – 42 11.9% 0.5
Institutional Venture Management XV
8065
Institutional Venture Management XV
California
US$1.22億 +US$4600萬 +61% 63.7% 116% 3 0% 3.8
Portus Wealth Advisors
8066
Portus Wealth Advisors
North Carolina
US$1.21億 +US$1528萬 +14% 22.2% – 568 91.37% 0.7
Pandowealth
8067
Pandowealth
Georgia
US$1.21億 +US$688萬 +6% 13.8% – 20 15% 0.5
Alexander Randolph Advisory
8068
Alexander Randolph Advisory
Virginia
US$1.21億 +US$541萬 +5% 15.9% – 57 33.33% 2.2
Dala Group
8069
Dala Group
Illinois
US$1.21億 +US$174萬 +1% 22.2% – 75 12% 0.5
Verus Wealth Management
8070
Verus Wealth Management
Wisconsin
US$1.21億 +US$1361萬 +13% 9.68% – 57 14.04% 1.2
Chapman Investment Management
8071
Chapman Investment Management
California
US$1.21億 +US$4.79萬 +0% 0% 44% 53 100% 0
Worthington Financial Partners
8072
Worthington Financial Partners
Ohio
US$1.21億 +US$439萬 +4% 41% – 108 11.11% 0.5
Miller Global Investments
8073
Miller Global Investments
Texas
US$1.21億 +US$1167萬 +11% 9.93% – 310 14.84% 0.4
Stoic Point Capital Management
8074
Stoic Point Capital Management
California
US$1.21億 +US$1786萬 +17% 11.5% – 78 30.77% 0.3
Roan Capital Partners
8075
Roan Capital Partners
Tennessee
US$1.21億 +US$1234萬 +11% 8.34% – 89 25.84% 0.2