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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)
Towercrest Capital Management
3176
Towercrest Capital Management
Pennsylvania
US$5.6億 +US$3394萬 +6% 6.03% 42.6% 91 5.49% 6
PWW
3177
Pettyjohn Wood & White
Virginia
US$5.6億 +US$3807萬 +7% 8.12% 81.9% 199 6.53% 6.7
Advocate Group
3178
Advocate Group
Minnesota
US$5.59億 +US$1109萬 +2% 3.18% 56.3% 124 12.1% 2.5
Fortis Capital Advisors
3179
Fortis Capital Advisors
Kansas
US$5.59億 +US$6662萬 +14% 15.7% 142% 295 34.24% 0.9
MA Private Wealth
3180
MA Private Wealth
California
US$5.59億 +US$2732萬 +5% 9.01% 63.4% 83 13.25% 2.7
Te Ahumairangi Investment Management
3181
Te Ahumairangi Investment Management
New Zealand
US$5.59億 +US$8610萬 +18% 7.33% 55.5% 87 3.45% 3.8
Cypress Wealth Services
3182
Cypress Wealth Services
California
US$5.59億 +US$6561萬 +13% 8.88% 82.7% 333 19.22% 2.5
Alpha Omega Wealth Management
3183
Alpha Omega Wealth Management
Virginia
US$5.58億 +US$3518萬 +7% 5.2% 65.9% 211 6.64% 6.3
Financial Management Network
3184
Financial Management Network
California
US$5.58億 +US$1.14億 +26% 7.52% 62.5% 178 15.17% 2.5
III Capital Management
3185
III Capital Management
Florida
US$5.58億 +US$542萬 +1% 6.5% 28.7% 59 37.29% 0.7
Summit Financial Wealth Advisors
3186
Summit Financial Wealth Advisors
Louisiana
US$5.58億 +US$5349萬 +11% 4.61% 71.4% 174 16.67% 4.2
Stamos Capital Partners
3187
Stamos Capital Partners
California
US$5.57億 +US$1.75億 +46% 5.22% 36.7% 142 4.23% 2.5
Boston Standard Wealth Management
3188
Boston Standard Wealth Management
Massachusetts
US$5.55億 +US$1億 +22% 8.1% 47.1% 50 10% 5.5
AdvisorShares Investments
3189
AdvisorShares Investments
Maryland
US$5.55億 +US$4397萬 +9% 11% 108% 345 36.52% 1.3
WPWealth
3190
WPWealth
Texas
US$5.54億 +US$4808萬 +9% 5.71% 38.2% 95 13.68% 1.5
HughesLittle Investment Management
3191
HughesLittle Investment Management
US$5.54億 +US$7461萬 +16% 19% 113% 18 16.67% 5.3
Northwest Wealth Management
3192
Northwest Wealth Management
Iowa
US$5.53億 +US$5115萬 +10% 8.37% 68.2% 219 19.18% 3.3
Fiduciary Financial Group
3193
Fiduciary Financial Group
California
US$5.53億 +US$9372萬 +20% 7.47% – 321 19% 0.7
TS Financial Group (TSFG)
3194
TS Financial Group (TSFG)
Illinois
US$5.53億 +US$6366萬 +13% 9.58% 81% 894 8.72% 4.1
Armbruster Capital Management
3195
Armbruster Capital Management
New York
US$5.52億 +US$5072萬 +10% 7.94% 66.7% 133 7.52% 5.2
Bricktown Capital
3196
Bricktown Capital
Michigan
US$5.52億 +US$1834萬 +3% 6.89% 46.2% 26 0% 1.7
Paragon Capital Management (Colorado)
3197
Paragon Capital Management (Colorado)
Colorado
US$5.52億 +US$6348萬 +13% 18.1% 109% 248 34.27% 2.6
Crestview Partners II
3198
Crestview Partners II
New York
US$5.52億 +US$3904萬 +8% 8.11% 157% 3 0% 6.7
Princeton Global Asset Management
3199
Princeton Global Asset Management
New Jersey
US$5.51億 +US$4731萬 +9% 14.4% 110% 778 25.96% 3
GCQ Funds Management
3200
GCQ Funds Management
Australia
US$5.51億 +US$1.43億 +35% 15.3% – 13 23.08% 0.4