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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)
Badgley Phelps Wealth Managers
826
Badgley Phelps Wealth Managers
Washington
US$45.1億 +US$3.73億 +9% 11.4% 100% 306 5.56% 2.6
Great Valley Advisor Group
827
Great Valley Advisor Group
Delaware
US$45.1億 -US$1.31億 -3% 9.84% 73.9% 952 15.13% 2.9
W.H. Reaves & Co
828
W.H. Reaves & Co
New Jersey
US$45.1億 +US$5.81億 +15% 17.7% 111% 81 7.41% 5.1
Mill Creek Capital Advisors
829
Mill Creek Capital Advisors
Pennsylvania
US$45.1億 +US$3.81億 +9% 9.41% 50.3% 276 13.77% 1.8
Diversified Trust
830
Diversified Trust
Tennessee
US$45.1億 +US$4.64億 +11% 8.04% 81.5% 1,029 18.66% 3.2
Chilton Investment Company
831
Chilton Investment Company
Connecticut
US$45億 +US$4.05億 +10% 9.13% 55.1% 241 24.07% 3.3
Nan Shan Life Insurance
832
Nan Shan Life Insurance
Taiwan
US$45億 +US$2.59億 +6% 6.9% 41% 120 10% 3
Folketrygdfondet
833
Folketrygdfondet
Norway
US$44.9億 -US$479萬 -0.1% 2.85% 30.6% 10 0% 6.4
Auto-Owners Insurance
834
Auto-Owners Insurance
Michigan
US$44.8億 +US$7.05億 +19% 10.4% 82.2% 108 0.93% 2.3
Vaughan David Investments
835
Vaughan David Investments
Illinois
US$44.7億 +US$2.01億 +5% 7.12% 69.5% 234 9.4% 6.8
First Financial Bankshares
836
First Financial Bankshares
Texas
US$44.6億 -US$1.7億 -4% 10.4% – 218 27.06% 1
Country Trust Bank
837
Country Trust Bank
Illinois
US$44.6億 +US$4.87億 +12% 10.7% 76.2% 582 41.92% 3.1
Empirical Wealth Management
838
Empirical Wealth Management
Washington
US$44.3億 +US$5.42億 +14% 10% 87.1% 736 18.21% 3.5
Summit Financial
839
Summit Financial
New Jersey
US$44.2億 +US$8.56億 +24% 10% 81.8% 837 19% 1.6
DRW Securities
840
DRW Securities
Illinois
US$44.2億 +US$8.35億 +23% 10.6% 96.2% 1,313 72.89% 0.3
Atria Wealth Solutions
841
Atria Wealth Solutions
New York
US$44.2億 -US$38.9億 -47% 9.87% 63.8% 1,968 31.66% 2.3
TwinBeech Capital
842
TwinBeech Capital
New York
US$44.1億 -US$11億 -20% 6.3% 5.7% 1,031 75.75% 0.2
WhitTier Trust Company
843
WhitTier Trust Company
Nevada
US$44.1億 +US$4.5億 +11% 13.1% 98.2% 1,485 7.41% 5.8
World Investment Advisors
844
World Investment Advisors
California
US$44.1億 +US$5.57億 +14% 9.01% 65.4% 1,208 18.71% 1.3
Facet Wealth Inc
845
Facet Wealth Inc
Maryland
US$44億 +US$5.38億 +14% 7.37% 48.1% 177 24.29% 1.9
Generali Asset Management
846
Generali Asset Management
Italy
US$43.9億 +US$3.3億 +8% 14.3% – 527 11.76% 0.5
Wealthcare Advisory Partners
847
Wealthcare Advisory Partners
Pennsylvania
US$43.8億 +US$6.56億 +18% 8.36% 65.6% 1,009 14.47% 3.1
Atlantic Union Bankshares
848
Atlantic Union Bankshares
Virginia
US$43.8億 +US$27.3億 +165% 10.1% 78.9% 1,237 75.99% 1.3
BG
849
Bollard Group
Massachusetts
US$43.7億 +US$5.66億 +15% 6.36% 64.4% 311 13.83% 7.2
Evoke Wealth
850
Evoke Wealth
California
US$43.7億 +US$5.39億 +14% 8.18% 65.2% 622 31.35% 0.8