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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)
Trek Financial
1626
Trek Financial
Arizona
US$20.1億 +US$1.31億 +7% 21.9% 144% 579 31.43% 2
WealthPlan Investment Management
1627
WealthPlan Investment Management
Nebraska
US$20.1億 +US$2.19億 +12% 16.1% 74.2% 502 13.55% 1.6
Essex Financial Services
1628
Essex Financial Services
Connecticut
US$20.1億 +US$2.25億 +13% 15.4% 87.7% 878 14.35% 4
FOF
1629
Fenelon Opportunity Fund
Texas
US$20.1億 – – 13% – 6 – 0
JFS Wealth Advisors
1630
JFS Wealth Advisors
Pennsylvania
US$20.1億 +US$2.19億 +12% 11.8% 54.8% 2,306 20.42% 4
CC
1631
Courier Capital
New York
US$20億 +US$2.14億 +12% 13.1% 69.4% 407 7.37% 6.2
Strategic Blueprint
1632
Strategic Blueprint
Georgia
US$20億 +US$2.82億 +16% 16.6% 76.6% 734 18.12% 2.7
NWAM LLC
1633
NWAM LLC
Washington
US$20億 +US$2.63億 +15% 16.2% 112% 713 16.97% 1.8
Casdin Capital
1634
Casdin Capital
New York
US$20億 +US$6.77億 +51% 55.7% 370% 46 19.57% 2.4
Knights of Columbus Asset Advisors
1635
Knights of Columbus Asset Advisors
Connecticut
US$20億 +US$2.25億 +13% 22.5% 137% 433 19.17% 2.3
Cacti Asset Management
1636
Cacti Asset Management
Georgia
US$19.9億 +US$3.44億 +21% 44.2% 171% 78 2.56% 9.6
Boussard & Gavaudan Gestion SAS
1637
Boussard & Gavaudan Gestion SAS
France
US$19.9億 – – 3.07% – 103 – 0
Sepio Capital
1638
Sepio Capital
Utah
US$19.9億 +US$1.46億 +8% 13.7% 75.2% 405 23.46% 3.8
Toyota Motor Corp
1639
Toyota Motor Corp
Japan
US$19.9億 -US$4.54億 -19% 5.88% 78.9% 4 50% 4.6
PFG Advisors
1640
PFG Advisors
Arizona
US$19.8億 -US$6999萬 -3% 16.2% 82.7% 869 18.3% 2.5
Signal Advisors Wealth
1641
Signal Advisors Wealth
Michigan
US$19.8億 +US$5.22億 +36% 13.5% 70.5% 687 23.58% 1
Wesleyan Assurance Society
1642
Wesleyan Assurance Society
United Kingdom
US$19.8億 +US$2.84億 +17% 23.1% 102% 110 4.55% 5.5
Cramer Rosenthal McGlynn
1643
Cramer Rosenthal McGlynn
Connecticut
US$19.8億 +US$6.14億 +45% 30% 113% 103 23.3% 2.2
Cerity Partners OCIO
1644
Cerity Partners OCIO
New York
US$19.8億 +US$3.09億 +19% 17.7% – 29 17.24% 3.5
Polymer Capital Management (HK)
1645
Polymer Capital Management (HK)
Hong Kong
US$19.8億 +US$8.18億 +71% 71% – 218 63.76% 0.5
LGT Capital Partners
1646
LGT Capital Partners
Switzerland
US$19.7億 +US$9236萬 +5% 11.3% 67.2% 41 14.63% 3.7
Oxford Financial Group
1647
Oxford Financial Group
Indiana
US$19.7億 +US$1.17億 +6% 9.09% 77.2% 323 14.86% 3.9
Chas P. Smith & Associates (CPS)
1648
Chas P. Smith & Associates (CPS)
Florida
US$19.7億 +US$1.3億 +7% 10.3% 53.7% 201 13.43% 4.2
Jordan Park Group
1649
Jordan Park Group
California
US$19.7億 +US$9374萬 +5% 14.6% 43.2% 73 12.33% 2.6
Aaron Wealth Advisors
1650
Aaron Wealth Advisors
Illinois
US$19.7億 +US$2.07億 +12% 21% 108% 776 22.29% 2