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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)
Ascent Group
1876
Ascent Group
Virginia
US$8.36億 -US$2294萬 -3% 10.8% 83.3% 512 23.24% 0.4
Icon Wealth Partners
1877
Icon Wealth Partners
Texas
US$8.36億 -US$1.69億 -17% 13.4% – 348 20.4% 2.3
Wintrust Investments
1878
Wintrust Investments
Illinois
US$8.36億 -US$2.03億 -20% 14.2% 27.5% 423 17.26% 1.5
Advance Capital Management
1879
Advance Capital Management
Michigan
US$8.36億 +US$1287萬 +2% 10.8% 54.4% 93 17.2% 0.4
Bell Bank
1880
Bell Bank
North Dakota
US$8.36億 -US$6073萬 -7% 13.4% 71% 212 22.17% 3.5
Roundview Capital
1881
Roundview Capital
New Jersey
US$8.35億 -US$1.38億 -14% 12.8% 77.7% 296 7.77% 4.5
TCV Trust & Wealth Management
1882
TCV Trust & Wealth Management
Virginia
US$8.35億 -US$1.04億 -11% 11.5% 75.3% 209 8.61% 5.4
Principle Wealth Partners
1883
Principle Wealth Partners
Connecticut
US$8.31億 -US$1.2億 -13% 13% 79.9% 330 12.73% 2.1
Eagle Ridge Investment Management
1884
Eagle Ridge Investment Management
Connecticut
US$8.3億 -US$1.08億 -12% 12% 28.2% 163 13.5% 4.2
CapWealth Advisors
1885
CapWealth Advisors
Tennessee
US$8.29億 -US$1.48億 -15% 11.7% 152% 130 20% 4.4
Ledyard National Bank
1886
Ledyard National Bank
US$8.28億 -US$1.72億 -17% 13.7% 80.7% 233 12.45% 6.2
Capital Investment Advisory Services
1887
Capital Investment Advisory Services
North Carolina
US$8.26億 -US$9300萬 -10% 10.7% 69.3% 880 11.02% 2.5
Stonebridge Capital Advisors
1888
Stonebridge Capital Advisors
Minnesota
US$8.25億 -US$1億 -11% 11.7% 80.1% 1,119 19.84% 1.9
StrategIQ Financial Group
1889
StrategIQ Financial Group
Indiana
US$8.25億 -US$9573萬 -10% 12.1% 12.6% 299 7.69% 3.3
Vestor Capital
1890
Vestor Capital
Illinois
US$8.25億 -US$1.83億 -18% 11.8% 188% 245 20.82% 3.1
Garde Capital
1891
Garde Capital
Washington
US$8.22億 -US$1.52億 -16% 14.7% 57.6% 287 13.59% 3
Front Barnett Associates
1892
Front Barnett Associates
Illinois
US$8.21億 -US$1.72億 -17% 15.1% 40.5% 119 7.56% 6.3
Hikari Tsushin Inc
1893
Hikari Tsushin Inc
Japan
US$8.21億 -US$1.75億 -18% 18.3% 59.5% 54 11.11% 4.3
Arch Venture Management
1894
Arch Venture Management
Illinois
US$8.21億 +US$1.21億 +17% 3.83% 228% 10 20% 0.7
First Financial Bank - Trust Division
1895
First Financial Bank - Trust Division
Ohio
US$8.2億 -US$1.2億 -13% 12.7% 68.6% 186 7.53% 6.5
BTC Capital Management
1896
BTC Capital Management
Iowa
US$8.18億 -US$1.94億 -19% 14.8% – 269 10.04% 2.9
Legacy Wealth Management (Tennessee)
1897
Legacy Wealth Management (Tennessee)
Tennessee
US$8.18億 -US$2013萬 -2% 14.9% 50.4% 19 15.79% 4.6
StoneX Group
1898
StoneX Group
New York
US$8.18億 -US$4.27億 -34% 12.7% 85.2% 866 44% 1.5
Adell Harriman & Carpenter
1899
Adell Harriman & Carpenter
Texas
US$8.15億 -US$2.13億 -21% 13.8% 176% 175 22.29% 5.5
Ironvine Capital Partners
1900
Ironvine Capital Partners
Nebraska
US$8.15億 -US$1.12億 -12% 14.4% 58.8% 56 5.36% 3.4