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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)
Wallace Advisory Group
8301
Wallace Advisory Group
California
US$1.06億 +US$1270萬 +14% 9.69% 50.9% 146 23.97% 2.1
CF
8302
Calder Financial
Pennsylvania
US$1.06億 +US$541萬 +5% 12.2% – 45 15.56% 0.4
Expressive Wealth
8303
Expressive Wealth
Illinois
US$1.06億 +US$98.4萬 +0.9% 17.1% – 147 21.09% 0.4
Regatta Research & Money Management
8304
Regatta Research & Money Management
Louisiana
US$1.06億 – – 14.7% – 495 – 0
Elevated Private Wealth
8305
Elevated Private Wealth
Wisconsin
US$1.06億 – – 28.8% – 76 – 0.5
OneAscent Investment Solutions
8306
OneAscent Investment Solutions
Alabama
US$1.06億 +US$565萬 +6% 17.5% – 178 47.19% 0.7
Hyposwiss Advisors
8307
Hyposwiss Advisors
US$1.06億 +US$439萬 +4% 14.4% – 114 10.53% 0.5
Board of the Pension Protection Fund
8308
Board of the Pension Protection Fund
United Kingdom
US$1.05億 -US$331萬 -3% 8.1% – 201 67.66% 0.5
Villanova Investment Management
8309
Villanova Investment Management
Pennsylvania
US$1.05億 +US$779萬 +8% 9.8% – 59 10.17% 1.5
Generations Wealth LLC
8310
Generations Wealth LLC
Ohio
US$1.05億 +US$233萬 +2% 12.1% – 37 24.32% 0.4
Succession Financial
8311
Succession Financial
Texas
US$1.05億 – – 29% – 50 – 0
Cogent Strategic Wealth
8312
Cogent Strategic Wealth
Illinois
US$1.05億 +US$759萬 +8% 13.8% – 61 13.11% 0.4
22NW LP
8313
22NW LP
Washington
US$1.05億 -US$4123萬 -28% 27.5% 138% 17 23.53% 1.7
IDG China Venture Capital Fund V Associates
8314
IDG China Venture Capital Fund V Associates
Hong Kong
US$1.05億 -US$2105萬 -17% 13.6% 7.34% 1 0% 4.5
Indie Asset Partners
8315
Indie Asset Partners
Indiana
US$1.04億 +US$1666萬 +19% 12.8% 119% 90 12.22% 2.6
Verdad Advisers
8316
Verdad Advisers
Massachusetts
US$1.04億 +US$1558萬 +18% 21.1% – 276 59.06% 0.3
JRSI
8317
Jeter Robert S II
US$1.04億 +US$396萬 +4% 12.5% – 48 12.5% 0.2
Strategic Financial Group
8318
Strategic Financial Group
Michigan
US$1.04億 +US$723萬 +7% 8% – 19 5.26% 0.2
TPW
8319
TOP Private Wealth
Connecticut
US$1.04億 – – 13.6% – 139 – 0
AIHC Capital Management
8320
AIHC Capital Management
US$1.04億 -US$1542萬 -13% 43.6% – 5 20% 0.4
Trustees of The University of Pennsylvania
8321
Trustees of The University of Pennsylvania
Pennsylvania
US$1.04億 -US$1.93億 -65% 26.9% – 6 50% 0.7
Xena Financial Planning
8322
Xena Financial Planning
Oregon
US$1.04億 +US$1562萬 +18% 11.1% – 38 13.16% 0.4
Kachkovsky & Fisher Inc
8323
Kachkovsky & Fisher Inc
California
US$1.04億 – – 20.1% – 64 – 0
Gritstone Asset Management
8324
Gritstone Asset Management
Maryland
US$1.04億 +US$1030萬 +11% 3.35% – 208 42.31% 0.5
Mozayyx Management
8325
Mozayyx Management
Texas
US$1.04億 +US$529萬 +5% 32.6% – 29 79.31% 0.1