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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)
Ullmann Wealth Partners Group
2551
Ullmann Wealth Partners Group
Florida
US$7.01億 +US$2874萬 +4% 2.12% 68% 118 11.86% 3.5
JGP Wealth Management
2552
JGP Wealth Management
Oregon
US$7.01億 +US$1232萬 +2% 1.9% 87.8% 178 13.48% 3.5
Perennial Investment Advisors
2553
Perennial Investment Advisors
California
US$7.01億 +US$4185萬 +6% 3.92% 84.3% 401 17.96% 2
Compass Ion Advisors
2554
Compass Ion Advisors
Pennsylvania
US$7億 +US$419萬 +0.6% 0.98% 75.6% 229 1.31% 1.3
Pinnacle Wealth Planning Services
2555
Pinnacle Wealth Planning Services
Ohio
US$7億 +US$1733萬 +3% 2.6% 84.5% 557 17.77% 2.7
HCR Wealth Advisors
2556
HCR Wealth Advisors
California
US$7億 +US$4033萬 +6% 7.15% 107% 234 10.68% 3.5
Focused Wealth Management
2557
Focused Wealth Management
New York
US$6.99億 +US$4835萬 +7% 3.46% 80.9% 275 41.82% 4.9
Mechanics Bank - Trust Department
2558
Mechanics Bank - Trust Department
California
US$6.99億 +US$1770萬 +3% 3.2% 76.8% 202 7.43% 6
NTV Asset Management
2559
NTV Asset Management
West Virginia
US$6.99億 +US$4250萬 +6% 3.34% 110% 264 7.2% 6.1
McGuire Investment Group
2560
McGuire Investment Group
Rhode Island
US$6.97億 +US$1286萬 +2% 5.41% 202% 117 4.27% 3.8
River Wealth Advisors
2561
River Wealth Advisors
Pennsylvania
US$6.97億 +US$930萬 +1% 2.95% 80.3% 209 8.13% 5.8
Heritage Financial Services
2562
Heritage Financial Services
Massachusetts
US$6.97億 +US$2498萬 +4% 1.29% 38.3% 108 6.48% 1.6
Hendershot Investments
2563
Hendershot Investments
Virginia
US$6.96億 -US$350萬 -0.5% 0.29% 61.9% 137 8.76% 5.1
Stanley-Laman Group
2564
Stanley-Laman Group
Pennsylvania
US$6.96億 -US$1735萬 -2% 1.83% 114% 288 19.79% 1.9
Continuum Advisory
2565
Continuum Advisory
Idaho
US$6.94億 +US$2585萬 +4% 2.61% 77% 1,761 6.81% 0.9
ShawSpring Partners
2566
ShawSpring Partners
Massachusetts
US$6.93億 -US$8534萬 -11% 3.76% 3.53% 10 20% 2
Qtron Investments
2567
Qtron Investments
Massachusetts
US$6.92億 -US$1394萬 -2% 5.79% 140% 507 18.15% 2.1
Moloney Securities Asset Management
2568
Moloney Securities Asset Management
Missouri
US$6.92億 +US$2808萬 +4% 2.54% 86% 519 18.3% 3.3
Center for Financial Planning
2569
Center for Financial Planning
Michigan
US$6.92億 +US$2267萬 +3% 1.4% 64.4% 634 11.83% 3.1
TCOT
2570
Trust Company of Toledo
Ohio
US$6.91億 +US$5176萬 +8% 4.13% 109% 237 6.75% 6.2
Eubel Brady & Suttman Asset Management
2571
Eubel Brady & Suttman Asset Management
Ohio
US$6.91億 -US$9479萬 -12% 5.16% 49% 99 15.15% 4.2
WCM
2572
Wallace Capital Management
Texas
US$6.9億 -US$4304萬 -6% 3.6% 62.3% 81 7.41% 5
Security National Bank
2573
Security National Bank
Nebraska
US$6.89億 +US$2809萬 +4% 5.59% 125% 295 8.47% 1.8
Dillon & Associates
2574
Dillon & Associates
Michigan
US$6.88億 +US$5132萬 +8% 9.36% 117% 83 4.82% 7
Resources Management Corp
2575
Resources Management Corp
Connecticut
US$6.87億 +US$278萬 +0.4% 2.19% 78.5% 451 7.54% 4.4