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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)
RIM
2026
Rovida Investment Management
Cayman Islands
US$14.7億 +US$6.69億 +84% 70.3% – 21 23.81% 0.8
Parkside Financial Bank & Trust
2027
Parkside Financial Bank & Trust
Missouri
US$14.7億 +US$1.61億 +12% 13.9% 85.4% 2,812 8.07% 4.7
Edgemoor Investment Advisors
2028
Edgemoor Investment Advisors
Maryland
US$14.7億 +US$1.95億 +15% 20.8% 109% 196 17.35% 5.6
MBL Wealth
2029
MBL Wealth
North Carolina
US$14.7億 +US$1.44億 +11% 11.2% 52.7% 418 26.79% 1.8
Neumeier Poma Investment Counsel
2030
Neumeier Poma Investment Counsel
California
US$14.6億 +US$2.47億 +20% 26.7% 229% 43 6.98% 4
Harvey Partners
2031
Harvey Partners
New York
US$14.6億 +US$2.04億 +16% 34.1% 174% 53 20.75% 2.3
CapWealth Advisors
2032
CapWealth Advisors
Tennessee
US$14.6億 +US$1.1億 +8% 12.1% 152% 126 12.7% 5.3
FORA Capital
2033
FORA Capital
Florida
US$14.6億 +US$9180萬 +7% 29.1% 162% 583 69.98% 0.2
Penobscot Investment Management
2034
Penobscot Investment Management
Massachusetts
US$14.6億 +US$1.77億 +14% 18.3% 114% 328 9.15% 6.2
Chai Trust Company
2035
Chai Trust Company
Illinois
US$14.5億 +US$2.73億 +23% 14.1% 12.7% 12 8.33% 5.5
Verity & Verity
2036
Verity & Verity
South Carolina
US$14.5億 +US$1.11億 +8% 15.5% 90.4% 143 6.99% 5.2
SHP Wealth Management
2037
SHP Wealth Management
Massachusetts
US$14.5億 +US$1.28億 +10% 13.5% – 2,100 19.19% 0.4
Danmarks Nationalbank
2038
Danmarks Nationalbank
US$14.5億 +US$2.49億 +21% 15% – 1 0% 0.5
Baring Fintech Manager Holding
2039
Baring Fintech Manager Holding
Guernsey
US$14.5億 +US$1.13億 +8% 17% – 1 0% 1.5
Narwhal Capital Management
2040
Narwhal Capital Management
Georgia
US$14.5億 +US$9275萬 +7% 12.9% 93.8% 177 15.82% 6.4
Nilsine Partners
2041
Nilsine Partners
Colorado
US$14.5億 +US$1.67億 +13% 26.9% 117% 450 12% 1.9
Weitz Investment Management
2042
Weitz Investment Management
Nebraska
US$14.4億 +US$1168萬 +0.8% 8.79% 36.1% 52 9.62% 6.1
SS
2043
STG Securities
New York
US$14.4億 – – 18.5% – 501 – 0
Fort Point Capital Partners
2044
Fort Point Capital Partners
California
US$14.4億 +US$6.16億 +75% 12% 62.2% 262 17.18% 3.9
One Day In July LLC
2045
One Day In July LLC
Vermont
US$14.4億 +US$1.89億 +15% 11.3% 48.2% 174 16.09% 3.2
Inspire Advisors
2046
Inspire Advisors
Idaho
US$14.4億 +US$2.1億 +17% 14.6% 60.2% 825 31.52% 1.2
Colonial Trust Advisors
2047
Colonial Trust Advisors
South Carolina
US$14.4億 +US$1.5億 +12% 16% 80% 830 15.9% 3.5
Bristol Gate Capital Partners
2048
Bristol Gate Capital Partners
Ontario, Canada
US$14.4億 -US$1.16億 -7% 21.8% 79.2% 38 31.58% 2.9
Clean Energy Transition
2049
Clean Energy Transition
United Kingdom
US$14.4億 -US$1.01億 -7% 21.6% 129% 17 29.41% 1.5
Soma Equity Partners
2050
Soma Equity Partners
California
US$14.4億 +US$7951萬 +6% 35.6% 151% 30 53.33% 1