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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)
Henry H. Armstrong Associates
1951
Henry H. Armstrong Associates
Pennsylvania
US$4.53億 -US$886萬 -2% 1.83% 70% 39 5.13% 1.5
C.M. Bidwell & Associates
1952
C.M. Bidwell & Associates
Hawaii
US$4.52億 +US$1438萬 +3% 4.7% 70.6% 283 54.42% 0.5
Beacon Financial Group
1953
Beacon Financial Group
Texas
US$4.51億 -US$3148萬 -7% 0.48% 66.6% 196 21.43% 1.1
Bernzott Capital Advisors
1954
Bernzott Capital Advisors
California
US$4.51億 -US$905萬 -2% 3.08% 46.6% 56 19.64% 1.2
PWM
1955
Patriot Wealth Management
Texas
US$4.5億 +US$2208萬 +5% 1.56% 24.3% 65 10.77% 1.3
SCM
1956
SeaStone Capital Management
New York
US$4.49億 -US$1.94億 -30% 6.7% 17.6% 46 52.17% 0.6
CLA (CliftonLarsonAllen) Wealth Advisors
1957
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
US$4.49億 -US$1249萬 -3% 1.37% 45.9% 86 11.63% 1.2
Fulton Breakefield Broenniman
1958
Fulton Breakefield Broenniman
Maryland
US$4.49億 -US$760萬 -2% 0.04% 68% 135 7.41% 1.5
Prospera Financial Services
1959
Prospera Financial Services
Texas
US$4.49億 +US$4783萬 +12% 2.23% 97.4% 363 31.4% 0.9
Gratus Capital
1960
Gratus Capital
Georgia
US$4.49億 +US$2622萬 +6% 0.35% 51.4% 105 34.29% 0.2
Cobiz Wealth
1961
Cobiz Wealth
Colorado
US$4.48億 +US$1078萬 +2% 3.88% 54% 136 10.29% 1.4
Bulldog Investors
1962
Bulldog Investors
New Jersey
US$4.48億 -US$1422萬 -3% 0.47% 22.5% 85 32.94% 0.8
LBMC Investment Advisors
1963
LBMC Investment Advisors
Tennessee
US$4.47億 +US$1677萬 +4% 1.53% 52.8% 63 12.7% 1.3
Corbyn Investment Management
1964
Corbyn Investment Management
Maryland
US$4.47億 -US$7596萬 -15% 2.53% 71.9% 52 17.31% 1.3
LS Power Partners II
1965
LS Power Partners II
New York
US$4.47億 +US$395萬 +0.9% 3.34% 27.3% 1 0% 1.8
Howe & Rusling
1966
Howe & Rusling
New York
US$4.46億 +US$2913萬 +7% 3.88% 82% 1,034 18.28% 1.1
NBW Capital
1967
NBW Capital
Massachusetts
US$4.46億 +US$1020萬 +2% 2.33% 86% 83 16.87% 1.3
YHB Investment Advisors
1968
YHB Investment Advisors
Connecticut
US$4.46億 +US$910萬 +2% 1.93% 96.2% 172 8.72% 1.4
Asset Advisors Corp
1969
Asset Advisors Corp
Georgia
US$4.46億 -US$708萬 -2% 0.39% 41.4% 168 11.31% 1.4
Grace Capital
1970
Grace Capital
Massachusetts
US$4.45億 +US$2933萬 +7% 2.06% 127% 107 17.76% 1.3
Steel Grove Capital Advisors
1971
Steel Grove Capital Advisors
Tennessee
US$4.45億 – – 0.85% 106% 171 – 1
ACM
1972
Astenbeck Capital Management
Connecticut
US$4.45億 +US$3.41億 +329% 1.27% 12.4% 21 42.86% 0.3
Bainco International Investors
1973
Bainco International Investors
Massachusetts
US$4.44億 +US$2181萬 +5% 2.27% 69.4% 93 15.05% 1.4
Appleton Partners
1974
Appleton Partners
Massachusetts
US$4.43億 +US$659萬 +2% 3.74% 101% 197 14.72% 1.3
MCTIC
1975
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
US$4.43億 -US$321萬 -0.7% 2.79% 38.8% 100 5% 1.4