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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)
AM
8376
Account Management
Massachusetts
US$9900萬 +US$774萬 +8% 14.6% 87.4% 23 4.35% 5.2
Professional Financial Management
8377
Professional Financial Management
Wisconsin
US$9860萬 +US$254萬 +3% 1.3% – 26 19.23% 0.4
Financial Network Wealth Advisors
8378
Financial Network Wealth Advisors
Utah
US$9854萬 +US$81.8萬 +0.8% 8.2% – 895 17.88% 1.3
Montchanin Asset Management
8379
Montchanin Asset Management
Delaware
US$9813萬 +US$408萬 +4% 18.3% – 64 18.75% 2.2
PWM
8380
Puff Wealth Management
New Jersey
US$9809萬 – – 13.2% – 77 – 1
Zinnia Wealth Advisory
8381
Zinnia Wealth Advisory
Florida
US$9806萬 +US$872萬 +10% 16.3% – 109 22.94% 0.4
Drum Hill Capital
8382
Drum Hill Capital
Connecticut
US$9800萬 -US$1089萬 -10% 1.11% – 49 14.29% 1.3
EAP
8383
Elevation Advisory Partners
Florida
US$9768萬 -US$945萬 -9% 26.1% – 101 56.44% 0.2
Wedgewood Investors
8384
Wedgewood Investors
Pennsylvania
US$9736萬 +US$1015萬 +12% 15.8% – 112 13.39% 7.2
Schrum Private Wealth Management
8385
Schrum Private Wealth Management
Florida
US$9735萬 -US$3375萬 -26% 10.6% 60.9% 139 30.94% 3.5
Lloyd Harbor Capital Management
8386
Lloyd Harbor Capital Management
New York
US$9718萬 -US$1.47億 -60% 9.41% 144% 35 74.29% 0.6
Anchor Capital Management Company
8387
Anchor Capital Management Company
North Carolina
US$9696萬 +US$425萬 +5% 20.4% – 12 75% 0.5
Optimas Capital
8388
Optimas Capital
Hong Kong
US$9690萬 +US$5236萬 +118% 43.5% 355% 24 91.67% 0.1
Kore Advisors
8389
Kore Advisors
Florida
US$9623萬 +US$338萬 +4% 16.5% – 19 31.58% 1
Inkwell Capital
8390
Inkwell Capital
Florida
US$9617萬 -US$204萬 -2% 4.44% – 32 6.25% 1.3
JKSF
8391
John & Kathleen Schreiber Foundation
Illinois
US$9575萬 -US$175萬 -2% 2.07% 30.8% 4 0% 3.6
OWMIAS
8392
One Wealth Management Investment & Advisory Services
Florida
US$9526萬 +US$1224萬 +15% 17.1% – 59 22.03% 1.9
AIP LLC
8393
AIP LLC
New York
US$9519萬 -US$1.73億 -65% 0.19% 54.9% 3 33.33% 1.4
FF
8394
Formulate Financial
Florida
US$9501萬 +US$1402萬 +17% 16.5% – 27 7.41% 0.7
Capitol Family Office
8395
Capitol Family Office
Oregon
US$9468萬 +US$1000萬 +12% 19.2% 72% 49 8.16% 1.9
IWMO
8396
Integrated Wealth Management (Ohio)
Ohio
US$9468萬 +US$748萬 +9% 11.8% – 115 38.26% 0.4
Prism Planning Partners
8397
Prism Planning Partners
Illinois
US$9448萬 +US$993萬 +12% 10% – 45 28.89% 0.5
Geremia Financial Services
8398
Geremia Financial Services
New Jersey
US$9431萬 -US$2846萬 -23% 35.3% – 10 10% 0.5
SkyKnight Capital
8399
SkyKnight Capital
California
US$9413萬 -US$1301萬 -12% 12.1% 11% 3 0% 4.5
Divco West Real Estate Services
8400
Divco West Real Estate Services
California
US$9404萬 +US$2216萬 +31% 32.9% 22.3% 4 0% 3.5