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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)
Meristem Family Wealth
2776
Meristem Family Wealth
Minnesota
US$2.73億 -US$1879萬 -6% 13.6% 67.7% 161 32.92% 2.7
Westside Investment Management
2777
Westside Investment Management
California
US$2.73億 -US$3970萬 -13% 18% 126% 854 33.72% 1.4
IQ EQ Fund Management
2778
IQ EQ Fund Management
Ireland
US$2.73億 -US$9144萬 -25% 10.3% 109% 111 11.71% 2.5
PWW
2779
Pettyjohn Wood & White
Virginia
US$2.73億 -US$3439萬 -11% 10% 70.9% 149 7.38% 3.9
Ipswich Investment Management
2780
Ipswich Investment Management
Massachusetts
US$2.73億 -US$2296萬 -8% 11.8% 104% 449 63.25% 0.8
Fulcrum Equity Management
2781
Fulcrum Equity Management
Texas
US$2.73億 – – 0.06% 116% 79 – 0
Csenge Advisory Group
2782
Csenge Advisory Group
Florida
US$2.73億 +US$1479萬 +6% 11.2% 72.3% 1,896 90.24% 0.8
Harvest Capital Management
2783
Harvest Capital Management
New Hampshire
US$2.73億 -US$4603萬 -14% 12.5% 19.5% 103 9.71% 3.4
Bayview Asset Management
2784
Bayview Asset Management
Florida
US$2.72億 – – 18.9% 55.4% 11 – 0
Abundance Wealth Counselors
2785
Abundance Wealth Counselors
Pennsylvania
US$2.72億 – – 12.7% 107% 27 – 0
Calton & Associates
2786
Calton & Associates
Florida
US$2.72億 -US$6793萬 -20% 11.3% 73.9% 314 37.26% 0.8
LA
2787
Leonetti & Associates
Illinois
US$2.72億 -US$1.19億 -30% 12.6% 49.5% 39 23.08% 2.7
TRIM
2788
Thompson Rubinstein Investment Management
Oregon
US$2.72億 -US$5429萬 -17% 13.5% 42.8% 78 3.85% 4.9
Heck Capital Advisors
2789
Heck Capital Advisors
Wisconsin
US$2.72億 -US$3133萬 -10% 10.9% 67% 102 8.82% 1.5
Univest Financial
2790
Univest Financial
Pennsylvania
US$2.71億 -US$5647萬 -17% 13.3% 96.9% 123 21.14% 3.1
HJA
2791
Hugh Johnson Advisors
New York
US$2.71億 -US$9018萬 -25% 11.9% 41.5% 98 18.37% 4
PT
2792
Plimoth Trust
Massachusetts
US$2.71億 -US$3736萬 -12% 10.1% 110% 187 3.74% 1
Telos Capital Management
2793
Telos Capital Management
California
US$2.7億 -US$4246萬 -14% 11% 82.3% 162 12.96% 3.6
Canal Insurance Company
2794
Canal Insurance Company
South Carolina
US$2.7億 -US$5190萬 -16% 11.4% 114% 81 25.93% 3.4
Dixon Hubard Feinour & Brown
2795
Dixon Hubard Feinour & Brown
Virginia
US$2.7億 -US$9153萬 -25% 12% 63.5% 186 15.59% 3.7
Menta Capital
2796
Menta Capital
California
US$2.7億 -US$1671萬 -6% 14% 61.2% 764 58.9% 0.7
Hefren-Tillotson
2797
Hefren-Tillotson
Pennsylvania
US$2.7億 +US$1.24億 +85% 15.9% 40% 14 21.43% 2.5
Oakview Capital Management
2798
Oakview Capital Management
Texas
US$2.7億 -US$1000萬 -4% 17.8% 21.2% 15 6.67% 1
Divergent Wealth Advisors
2799
Divergent Wealth Advisors
Utah
US$2.7億 -US$2024萬 -7% 11% 14.7% 147 75.51% 0.7
Probity Advisors
2800
Probity Advisors
Texas
US$2.69億 -US$3849萬 -12% 9.47% 61.7% 166 12.05% 1.9