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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)
Icon Wealth Partners
1876
Icon Wealth Partners
Texas
US$9.45億 +US$2641萬 +3% 5.6% – 439 10.93% 2.3
Provident Investment Management
1877
Provident Investment Management
Michigan
US$9.45億 +US$2208萬 +2% 9.28% 90.8% 75 2.67% 3.8
Mount Yale Investment Advisors
1878
Mount Yale Investment Advisors
Colorado
US$9.44億 +US$5354萬 +6% 8.01% 81.9% 524 16.6% 2.3
Bell Bank
1879
Bell Bank
North Dakota
US$9.44億 -US$143萬 -0.2% 4.34% 71% 203 16.26% 4.4
Armstrong Advisory Group
1880
Armstrong Advisory Group
Massachusetts
US$9.42億 +US$9547萬 +11% 4.86% 55.6% 833 10.08% 0.5
Stonebridge Capital Advisors
1881
Stonebridge Capital Advisors
Minnesota
US$9.41億 +US$6490萬 +7% 6.06% 80.1% 1,022 17.32% 2.7
TCV Trust & Wealth Management
1882
TCV Trust & Wealth Management
Virginia
US$9.4億 +US$3979萬 +4% 6.31% 75.3% 198 9.09% 6.1
Salomon & Ludwin
1883
Salomon & Ludwin
Virginia
US$9.4億 +US$1.01億 +12% 6.35% 52.6% 176 8.52% 2.2
Lindbrook Capital
1884
Lindbrook Capital
California
US$9.39億 +US$8617萬 +10% 7.65% 35.8% 2,925 12.48% 2.5
Willis Johnson & Associates
1885
Willis Johnson & Associates
Texas
US$9.38億 +US$9538萬 +11% 4.11% 50.9% 133 13.53% 1.5
Wesleyan Assurance Society
1886
Wesleyan Assurance Society
United Kingdom
US$9.36億 +US$7353萬 +9% 8.39% 102% 103 1.94% 3.5
Fragasso Financial Advisors
1887
Fragasso Financial Advisors
Pennsylvania
US$9.35億 +US$5747萬 +7% 6.5% 73.7% 238 11.34% 3
Koshinski Asset Management
1888
Koshinski Asset Management
Illinois
US$9.33億 -US$9074萬 -9% 5.51% 76.5% 671 27.57% 2.4
Texas Capital Bank Wealth Management Services
1889
Texas Capital Bank Wealth Management Services
Texas
US$9.32億 +US$6903萬 +8% 6.96% 81.9% 238 23.95% 1.6
Blackhill Capital
1890
Blackhill Capital
New Jersey
US$9.32億 +US$3597萬 +4% 6.12% 212% 53 5.66% 8.6
Crescent Grove Advisors
1891
Crescent Grove Advisors
Illinois
US$9.32億 +US$7006萬 +8% 5.76% 64.1% 310 15.81% 2.8
BCM
1892
Bayesian Capital Management
New York
US$9.31億 +US$1.23億 +15% 10.6% 107% 1,150 70.17% 0.2
Novare Capital Management
1893
Novare Capital Management
North Carolina
US$9.31億 +US$5095萬 +6% 7.51% 76.5% 180 9.44% 4.2
New York Life Insurance Company
1894
New York Life Insurance Company
New York
US$9.31億 -US$1.77億 -16% 7.97% 61.5% 9 22.22% 2.5
Lutz Financial Services
1895
Lutz Financial Services
Nebraska
US$9.3億 +US$5349萬 +6% 3.38% 35.3% 82 8.54% 3.2
Wedmont Private Capital
1896
Wedmont Private Capital
Pennsylvania
US$9.29億 +US$1.71億 +23% 5.82% 87.5% 532 20.3% 0.9
Meeder Advisory Services
1897
Meeder Advisory Services
Ohio
US$9.29億 +US$6078萬 +7% 6.45% 91.4% 453 9.71% 0.4
Pembroke Management
1898
Pembroke Management
Quebec, Canada
US$9.28億 +US$1349萬 +1% 7.81% 105% 66 9.09% 3.3
Invictus Private Wealth
1899
Invictus Private Wealth
Colorado
US$9.27億 +US$7728萬 +9% 8.48% 84.2% 93 9.68% 0.4
MIM
1900
Marco Investment Management
Georgia
US$9.25億 +US$3826萬 +4% 7.43% 127% 210 8.1% 6.3