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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)
BTS Asset Management
2801
BTS Asset Management
Massachusetts
US$5.25億 – – 1.05% 8.8% 22 – 1.3
Ascent Wealth Partners
2802
Ascent Wealth Partners
New York
US$5.24億 +US$6356萬 +14% 7.73% 105% 148 18.24% 3.4
BC
2803
Bruce & Co
Illinois
US$5.24億 -US$1016萬 -2% 2.47% 94.5% 35 14.29% 5.4
Mizuho Securities
2804
Mizuho Securities
Japan
US$5.23億 +US$4034萬 +8% 1.11% – 214 14.49% 0.8
Chemung Canal Trust
2805
Chemung Canal Trust
New York
US$5.23億 +US$2436萬 +5% 6.94% 93.4% 121 4.96% 5
Destiny Wealth Partners
2806
Destiny Wealth Partners
Florida
US$5.23億 +US$4334萬 +9% 4.74% 70.4% 558 69.35% 0.5
Rodgers Brothers
2807
Rodgers Brothers
Pennsylvania
US$5.22億 +US$3880萬 +8% 5.24% 108% 207 11.59% 4.6
First Fiduciary Investment Counsel
2808
First Fiduciary Investment Counsel
Ohio
US$5.22億 -US$244萬 -0.5% 5.52% 60% 67 5.97% 3.1
Cartica Management
2809
Cartica Management
District of Columbia
US$5.22億 +US$1.48億 +40% 11.1% 92.9% 14 21.43% 0.7
Exchange Capital Management
2810
Exchange Capital Management
Michigan
US$5.21億 +US$3840萬 +8% 6.84% 57.8% 164 1.83% 3.9
KWB Wealth
2811
KWB Wealth
California
US$5.21億 -US$219萬 -0.4% 5.01% 54.8% 85 0% 0.5
Montecito Bank & Trust
2812
Montecito Bank & Trust
California
US$5.21億 +US$3902萬 +8% 6.81% – 257 6.61% 3.7
HCP
2813
Holt Capital Partners
Texas
US$5.21億 +US$3415萬 +7% 6.39% 75.1% 158 3.16% 4.6
CF
2814
Clarity Financial
Texas
US$5.21億 +US$2684萬 +5% 7.02% 65.8% 154 46.75% 0.3
Kathmere Capital Management
2815
Kathmere Capital Management
Pennsylvania
US$5.2億 +US$1420萬 +3% 4.17% 68.3% 135 5.19% 1.1
Parkside Investments
2816
Parkside Investments
Illinois
US$5.2億 +US$3918萬 +8% 5.35% 70.4% 93 10.75% 2.3
IMOV
2817
Investment Management of Virginia
Virginia
US$5.2億 +US$2323萬 +5% 5.82% 93.4% 167 9.58% 4.5
Smith Anglin Financial
2818
Smith Anglin Financial
Texas
US$5.19億 +US$5673萬 +12% 5.87% 52.8% 150 12.67% 0.4
Pinkerton Retirement Specialists
2819
Pinkerton Retirement Specialists
Idaho
US$5.19億 +US$4214萬 +9% 7.04% 98% 105 18.1% 2.2
Advantage Alpha Capital Partners
2820
Advantage Alpha Capital Partners
California
US$5.19億 +US$4357萬 +9% 7.78% 79.2% 135 6.67% 0.8
Chatham Capital Group
2821
Chatham Capital Group
Georgia
US$5.17億 +US$3950萬 +8% 5.54% 97% 194 10.31% 3.9
Resonant Capital Advisors
2822
Resonant Capital Advisors
Wisconsin
US$5.17億 +US$3099萬 +6% 5.77% 56.5% 176 9.09% 1.3
Princeton Portfolio Strategies Group
2823
Princeton Portfolio Strategies Group
New Jersey
US$5.17億 +US$76.6萬 +0.1% 7.92% 83.8% 157 14.01% 4.9
GIM
2824
Greylin Investment Management
Virginia
US$5.17億 +US$3694萬 +8% 6.79% 52.1% 100 17% 3.4
Towercrest Capital Management
2825
Towercrest Capital Management
Pennsylvania
US$5.16億 +US$4911萬 +11% 4.11% 42.6% 90 7.78% 2.9