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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)
John G. Ullman & Associates
2301
John G. Ullman & Associates
New York
US$6.23億 -US$9857萬 -14% 9.73% 156% 177 16.38% 3.5
Tompkins Financial
2302
Tompkins Financial
New York
US$6.22億 -US$8715萬 -12% 10.9% 84.4% 627 9.57% 3.3
CCM Investment Advisers
2303
CCM Investment Advisers
South Carolina
US$6.22億 -US$1.11億 -15% 14.3% 170% 68 7.35% 4.3
Advocacy Wealth Management Services
2304
Advocacy Wealth Management Services
Georgia
US$6.22億 +US$4676萬 +8% 9.11% 48.3% 211 35.07% 2.7
HVM
2305
Harvest Volatility Management
Connecticut
US$6.21億 -US$2.64億 -30% 19.8% 24.3% 141 1.42% 1.1
PWMAG
2306
Pinnacle Wealth Management Advisory Group
New Jersey
US$6.2億 -US$7377萬 -11% 13.2% 90.7% 311 18.65% 3
Essex Investment Management
2307
Essex Investment Management
Massachusetts
US$6.19億 -US$1.83億 -23% 17.2% 370% 451 19.51% 2.6
Resources Management Corp
2308
Resources Management Corp
Connecticut
US$6.19億 -US$9688萬 -14% 12.2% 78.5% 535 7.29% 2.8
Amplius Wealth Advisors
2309
Amplius Wealth Advisors
Pennsylvania
US$6.18億 -US$3180萬 -5% 13.5% 58% 204 29.9% 0.4
LP
2310
LGL Partners
Pennsylvania
US$6.18億 -US$1.29億 -17% 14.8% 68.9% 106 10.38% 3
Arosa Capital Management
2311
Arosa Capital Management
Florida
US$6.17億 +US$3261萬 +6% 15.4% 536% 91 61.54% 0.3
Aozora Bank
2312
Aozora Bank
Japan
US$6.16億 +US$2.87億 +87% 10% 5.45% 4 50% 2.2
PAM
2313
Private Asset Management
California
US$6.16億 -US$1.22億 -17% 14.1% 38.2% 148 5.41% 5.2
Hills Bank & Trust
2314
Hills Bank & Trust
Iowa
US$6.15億 -US$8664萬 -12% 14.6% 52.8% 267 11.61% 4.2
Vista Capital Partners
2315
Vista Capital Partners
Oregon
US$6.14億 -US$1.58億 -20% 16.1% 61.2% 98 22.45% 4.4
NJ State Employees Deferred Compensation Plan
2316
NJ State Employees Deferred Compensation Plan
New Jersey
US$6.14億 -US$1.26億 -17% 13.4% 127% 501 5.19% 5.6
Financial Synergies Wealth Advisors
2317
Financial Synergies Wealth Advisors
Texas
US$6.14億 -US$2122萬 -3% 14.8% 79% 495 88.28% 0.3
Lyell Wealth Management
2318
Lyell Wealth Management
California
US$6.13億 -US$1.64億 -21% 19.6% 128% 203 8.37% 2.8
Makena Capital Management
2319
Makena Capital Management
California
US$6.13億 -US$2.11億 -26% 21.6% 78.7% 48 16.67% 1.3
Permian Investment Partners
2320
Permian Investment Partners
Texas
US$6.13億 -US$2.22億 -27% 17.7% 78.6% 21 47.62% 1.2
Mane Global Capital Management
2321
Mane Global Capital Management
New York
US$6.13億 +US$7904萬 +15% 8.99% 423% 43 76.74% 0.2
Fort Point Capital Partners
2322
Fort Point Capital Partners
California
US$6.12億 -US$1.05億 -15% 14.4% 62.2% 308 17.21% 2.2
St. James Investment Company
2323
St. James Investment Company
Texas
US$6.12億 -US$4351萬 -7% 10.9% 43.8% 29 0% 3
Red Cedar Investment Management
2324
Red Cedar Investment Management
Michigan
US$6.11億 -US$1.06億 -15% 13.4% 81.4% 96 14.58% 1.5
Heritage Trust
2325
Heritage Trust
Oklahoma
US$6.11億 -US$9676萬 -14% 13.3% – 261 13.41% 3.4