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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)
WPL
2451
WINDACRE PARTNERSHIP LLC
Texas
US$2.7億 +US$825萬 +3% 5.68% 98.4% 7 42.86% 0.7
CDIA
2452
Capital Directions Investment Advisors
Georgia
US$2.69億 -US$2409萬 -8% 0.1% 7.53% 77 18.18% 2
Advisor Partners
2453
Advisor Partners
California
US$2.69億 -US$2424萬 -8% 2.23% 63.8% 440 37.27% 1.4
WC
2454
Whitnell & Co
Illinois
US$2.69億 +US$363萬 +1% 1.2% 36.6% 428 16.59% 1.6
D.L. Carlson Investment Group
2455
D.L. Carlson Investment Group
New Hampshire
US$2.69億 -US$22.4萬 -0.1% 3.69% 113% 134 16.42% 1.7
Suncoast Equity Management
2456
Suncoast Equity Management
Florida
US$2.68億 +US$2632萬 +11% 0.2% 82.9% 22 9.09% 1.7
Tiptree Advisors
2457
Tiptree Advisors
New York
US$2.68億 -US$1.54億 -37% 6% – 45 44.44% 0.9
Roundview Capital
2458
Roundview Capital
New Jersey
US$2.68億 +US$1585萬 +6% 2.12% 77.7% 184 17.39% 1.6
DCM
2459
Dynamic Capital Management
Jersey
US$2.68億 +US$5896萬 +28% 1.25% 49.7% 494 69.64% 0.2
Venturi Wealth Management
2460
Venturi Wealth Management
Texas
US$2.68億 +US$4801萬 +22% 2.42% 101% 148 28.38% 0.2
Segment Wealth Management
2461
Segment Wealth Management
Texas
US$2.68億 +US$409萬 +2% 3.92% 102% 169 15.38% 2
Schooner Capital
2462
Schooner Capital
Florida
US$2.68億 +US$3136萬 +13% 25.5% 31.1% 2 50% 2.8
CC
2463
Cognios Capital
Kansas
US$2.68億 +US$7137萬 +36% 3.31% 28.5% 127 25.2% 1
Institutional & Family Asset Management
2464
Institutional & Family Asset Management
Colorado
US$2.67億 -US$6.2萬 -0% 2.16% 19% 124 0.81% 0.2
Penobscot Investment Management
2465
Penobscot Investment Management
Massachusetts
US$2.67億 -US$5174萬 -16% 3.3% 103% 192 11.46% 2.3
CKW Financial Group
2466
CKW Financial Group
Hawaii
US$2.67億 -US$890萬 -3% 0.53% 62.4% 167 7.78% 1.9
Algert Global
2467
Algert Global
California
US$2.67億 +US$5262萬 +25% 2.1% 194% 434 46.31% 0.7
Napier Park Global Capital (US)
2468
Napier Park Global Capital (US)
New York
US$2.66億 +US$8387萬 +46% 1.03% 237% 59 38.98% 0.6
Diana Davis Spencer Foundation
2469
Diana Davis Spencer Foundation
Maryland
US$2.66億 +US$880萬 +3% 3.43% 13.4% 3 0% 1.3
Parker Investment Management
2470
Parker Investment Management
California
US$2.66億 – – 1.79% 208% 34 – 0
INCA Investments
2471
INCA Investments
Florida
US$2.66億 +US$1.08億 +68% 37.6% 128% 9 11.11% 1.9
Security National Trust
2472
Security National Trust
West Virginia
US$2.66億 +US$1097萬 +4% 2.25% 58.3% 506 11.86% 2.3
American National Bank & Trust
2473
American National Bank & Trust
Texas
US$2.66億 +US$809萬 +3% 1.41% 102% 236 15.68% 1.6
Nelson Capital Management
2474
Nelson Capital Management
California
US$2.65億 +US$524萬 +2% 1.22% 121% 280 12.5% 1.9
Waldron Private Wealth
2475
Waldron Private Wealth
Pennsylvania
US$2.65億 -US$325萬 -1% 1.58% 68.7% 192 25% 1.2