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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)
Tradition Wealth Management
1876
Tradition Wealth Management
Minnesota
US$16.4億 +US$2.3億 +16% 15.9% 69.6% 582 13.4% 2.9
MONECO Advisors
1877
MONECO Advisors
Connecticut
US$16.4億 +US$3.46億 +27% 14.1% 70.5% 625 22.4% 2.7
Howard Capital Management Group
1878
Howard Capital Management Group
California
US$16.4億 +US$1.29億 +9% 16% 114% 160 16.88% 3.3
Kopernik Global Investors
1879
Kopernik Global Investors
Florida
US$16.3億 +US$2億 +14% 8.7% 128% 33 15.15% 3.6
Appleton Partners
1880
Appleton Partners
Massachusetts
US$16.3億 +US$1.98億 +14% 26.2% 101% 284 10.92% 6.6
Himension Capital (Singapore)
1881
Himension Capital (Singapore)
Singapore
US$16.3億 +US$3.29億 +25% 71.1% 492% 197 46.19% 0.6
Atalan Capital Partners
1882
Atalan Capital Partners
New York
US$16.3億 +US$5.45億 +50% 73.1% 319% 11 27.27% 1.8
Corda Investment Management
1883
Corda Investment Management
Texas
US$16.3億 +US$1.84億 +13% 19% 75.4% 88 12.5% 5.3
Lyell Wealth Management
1884
Lyell Wealth Management
California
US$16.3億 +US$2.69億 +20% 27.7% 128% 241 14.11% 4.2
Quent Capital
1885
Quent Capital
New York
US$16.3億 +US$2.18億 +15% 14.1% 78.1% 1,697 12.37% 1.3
Sage Mountain Advisors
1886
Sage Mountain Advisors
Georgia
US$16.3億 +US$1.97億 +14% 11% 62.5% 321 17.76% 3
Avalon Trust
1887
Avalon Trust
New Mexico
US$16.3億 +US$1.74億 +12% 21.8% 118% 485 9.9% 1.9
Westpac Banking Corp
1888
Westpac Banking Corp
Australia
US$16.2億 +US$1.86億 +13% 24.6% 127% 544 17.46% 7.3
Strategy Capital
1889
Strategy Capital
California
US$16.2億 +US$4億 +33% 67.1% 316% 11 0% 3.8
Clear Harbor Asset Management
1890
Clear Harbor Asset Management
Connecticut
US$16.2億 +US$1.72億 +12% 23.3% 98.6% 492 17.07% 4.2
Morningstar Investment Management
1891
Morningstar Investment Management
Illinois
US$16.2億 +US$635萬 +0.4% 6.92% 48.2% 317 0.63% 1.2
Naples Global Advisors
1892
Naples Global Advisors
Florida
US$16.2億 +US$2.5億 +18% 26.8% 103% 472 7.84% 6
Capital Investment Advisory Services
1893
Capital Investment Advisory Services
North Carolina
US$16.2億 +US$2.49億 +18% 13.9% 69.3% 1,341 13.27% 3.5
Coastal Bridge Advisors
1894
Coastal Bridge Advisors
Connecticut
US$16.2億 +US$2.02億 +14% 20.4% 88.1% 493 14% 2.5
Strategic Wealth Partners
1895
Strategic Wealth Partners
Ohio
US$16.2億 +US$1.73億 +12% 11.6% – 1,575 13.52% 1.5
Recurrent Investment Advisors
1896
Recurrent Investment Advisors
Texas
US$16.1億 -US$5040萬 -3% 2.76% 99.7% 71 5.63% 3.7
Sound View Wealth Advisors Group
1897
Sound View Wealth Advisors Group
Georgia
US$16.1億 +US$1.41億 +10% 14.5% 73% 461 13.02% 4
RMR Wealth Builders
1898
RMR Wealth Builders
New Jersey
US$16.1億 +US$3.4億 +27% 19.4% 81.6% 326 18.1% 2.9
BTG Pactual Asset Management US
1899
BTG Pactual Asset Management US
New York
US$16.1億 +US$4.54億 +39% 11.7% – 558 58.24% 0.4
Trust Asset Management
1900
Trust Asset Management
Texas
US$16.1億 +US$2.09億 +15% 19.8% 91.1% 234 5.98% 4.6