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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)
Moody Lynn & Lieberson
1701
Moody Lynn & Lieberson
Massachusetts
US$19億 +US$1.14億 +6% 13% 142% 283 18.37% 5.4
Turtle Creek Wealth Advisors
1702
Turtle Creek Wealth Advisors
Texas
US$18.9億 +US$5.7億 +43% 18% 112% 561 22.82% 0.8
Kathmere Capital Management
1703
Kathmere Capital Management
Pennsylvania
US$18.9億 +US$2.66億 +16% 14.4% 62.3% 717 18.83% 1.9
Patten & Patten
1704
Patten & Patten
Tennessee
US$18.9億 +US$2.33億 +14% 14.7% 74.1% 357 7.28% 6.8
Next Century Growth Investors
1705
Next Century Growth Investors
Minnesota
US$18.9億 +US$5.06億 +37% 57.4% 447% 130 26.92% 2
CAS Investment Partners
1706
CAS Investment Partners
Connecticut
US$18.8億 +US$1.35億 +8% 9.75% 527% 7 42.86% 3.5
Occudo Quantitative Strategies
1707
Occudo Quantitative Strategies
Florida
US$18.8億 +US$4380萬 +2% 24.4% 94.6% 1,012 54.25% 0.4
Fragasso Financial Advisors
1708
Fragasso Financial Advisors
Pennsylvania
US$18.8億 +US$2.22億 +13% 14.3% 73.7% 370 15.41% 3.6
Koshinski Asset Management
1709
Koshinski Asset Management
Illinois
US$18.8億 +US$2.75億 +17% 16.7% 76.5% 803 13.95% 3.2
Oasis Management Company
1710
Oasis Management Company
Cayman Islands
US$18.8億 +US$1.6億 +9% 32.3% 368% 123 25.2% 1.2
Atwood & Palmer
1711
Atwood & Palmer
Missouri
US$18.7億 +US$1.03億 +6% 10.2% 90% 556 15.47% 5.4
Proem Advisors
1712
Proem Advisors
Texas
US$18.7億 +US$1.95億 +12% 76% – 67 62.69% 0.6
Robinhood Asset Management
1713
Robinhood Asset Management
California
US$18.7億 +US$4.9億 +36% 16.1% – 105 43.81% 0.3
Texas Capital Bank Wealth Management Services
1714
Texas Capital Bank Wealth Management Services
Texas
US$18.7億 +US$1.83億 +11% 15.7% 81.9% 378 16.14% 2.1
Keystone Investors
1715
Keystone Investors
Singapore
US$18.7億 – – 61.2% – 84 – 0.4
B. Riley Wealth Advisors
1716
B. Riley Wealth Advisors
Florida
US$18.7億 +US$2.89億 +18% 21.3% 118% 1,023 22.87% 4.9
LMCG Investments
1717
LMCG Investments
Massachusetts
US$18.7億 +US$1.87億 +11% 22% 125% 230 6.52% 7.3
Bar Harbor Wealth Management
1718
Bar Harbor Wealth Management
New Hampshire
US$18.6億 +US$1.53億 +9% 15.2% 79.2% 281 9.96% 7.2
Invictus Private Wealth
1719
Invictus Private Wealth
Colorado
US$18.6億 +US$2.4億 +15% 17% 84.2% 95 20% 2.5
SC
1720
SRB Corp
Massachusetts
US$18.6億 +US$2.31億 +14% 29.4% 87.3% 23 0% 4.8
Johnson Financial Group LLC (Colorado)
1721
Johnson Financial Group LLC (Colorado)
Colorado
US$18.6億 +US$3.55億 +24% 14.8% 58.7% 289 39.45% 0.9
Pertento Partners
1722
Pertento Partners
United Kingdom
US$18.6億 +US$4.88億 +36% 30.5% 196% 20 20% 1.1
Private Advisory Group
1723
Private Advisory Group
Washington
US$18.5億 +US$3.29億 +22% 31.9% 177% 345 34.49% 1.5
Ninety One
1724
Ninety One
South Africa
US$18.5億 -US$4.79億 -21% 1.79% 232% 115 20.87% 2.7
Spyglass Capital Management
1725
Spyglass Capital Management
California
US$18.5億 +US$4.35億 +31% 35.2% 154% 28 21.43% 1.8