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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)
Geometric Wealth Advisors
2701
Geometric Wealth Advisors
District of Columbia
US$9.25億 +US$1.26億 +16% 11.5% 68.3% 96 13.54% 2.3
Maridea Wealth Management
2702
Maridea Wealth Management
New York
US$9.24億 +US$2.37億 +34% 18.7% – 603 32.5% 0.7
James J. Burns & Company
2703
James J. Burns & Company
New York
US$9.24億 +US$1.86億 +25% 13% 70.2% 171 14.04% 2.3
Alaska Wealth Advisors
2704
Alaska Wealth Advisors
Alaska
US$9.23億 +US$9041萬 +11% 13% 47.3% 92 9.78% 3.4
Delta Global Management
2705
Delta Global Management
New York
US$9.22億 -US$3億 -25% 34.8% – 220 62.27% 0.4
SA
2706
SoftVest Advisors
Texas
US$9.21億 +US$4899萬 +6% 1.89% 178% 9 44.44% 1.7
AXQ Capital
2707
AXQ Capital
New Jersey
US$9.2億 +US$1.43億 +18% 16.9% 30.5% 1,459 67.51% 0.2
VCM
2708
Violich Capital Management
California
US$9.19億 +US$6390萬 +7% 17.4% 111% 125 8% 6.6
TFO Wealth Partners
2709
TFO Wealth Partners
Ohio
US$9.19億 +US$1.84億 +25% 11.5% 68.9% 77 22.08% 1.4
SJS Investment Consulting
2710
SJS Investment Consulting
Ohio
US$9.19億 +US$1億 +12% 12.8% 69.4% 3,000 21.53% 1.9
Strategic Planning Group
2711
Strategic Planning Group
Utah
US$9.18億 +US$2.03億 +28% 20.7% 162% 76 6.58% 1.5
Beau Ventures
2712
Beau Ventures
New York
US$9.18億 +US$1.71億 +23% 20.6% – 22 4.55% 0.5
Harvey Investment Company
2713
Harvey Investment Company
Kentucky
US$9.18億 +US$834萬 +0.9% 5.84% 56.4% 101 4.95% 9
Quantitative Investment Management
2714
Quantitative Investment Management
Virginia
US$9.17億 -US$4510萬 -5% 3.53% 24.6% 547 70.38% 0.2
Avalon Global Asset Management
2715
Avalon Global Asset Management
California
US$9.17億 +US$1.93億 +27% 58.7% 278% 50 42% 4.1
RTD Financial Advisors
2716
RTD Financial Advisors
Pennsylvania
US$9.17億 +US$1.03億 +13% 12.3% 51.5% 122 8.2% 3.4
Twin Capital Management
2717
Twin Capital Management
Pennsylvania
US$9.16億 +US$1.41億 +18% 26.7% 148% 292 15.07% 4.3
De Lisle Partners
2718
De Lisle Partners
United Kingdom
US$9.16億 +US$8027萬 +10% 16.8% – 192 16.67% 1.6
Greenvale Capital
2719
Greenvale Capital
United Kingdom
US$9.16億 +US$344萬 +0.4% 21.3% 101% 16 56.25% 1.5
Agave Capital Management
2720
Agave Capital Management
US$9.15億 +US$2.93億 +47% 15% – 18 88.89% 0.1
KWMG
2721
King Wealth Management Group
Florida
US$9.14億 +US$1.15億 +14% 15.5% 103% 177 11.3% 5.9
SF
2722
Symphony Financial
Texas
US$9.14億 +US$1.59億 +21% 15.3% 95.7% 390 24.1% 1.3
MJP Associates
2723
MJP Associates
Connecticut
US$9.14億 +US$9056萬 +11% 13.1% 69.1% 255 18.82% 2.3
Atlas Capital Advisors
2724
Atlas Capital Advisors
Wyoming
US$9.14億 +US$3924萬 +4% 22.3% – 1,121 18.38% 3.3
ICICI Prudential Asset Management
2725
ICICI Prudential Asset Management
India
US$9.13億 +US$8063萬 +10% 24.1% 79.3% 167 13.17% 3.3