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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)
Carolinas Wealth Consulting
3376
Carolinas Wealth Consulting
North Carolina
US$4.65億 -US$4390萬 -9% 2.65% 24.6% 1,109 13.44% 3.1
McNamara Financial Services
3377
McNamara Financial Services
Massachusetts
US$4.65億 +US$3948萬 +9% 0.37% 47.7% 95 32.63% 4
Bourgeon Capital Management
3378
Bourgeon Capital Management
Connecticut
US$4.65億 -US$7100萬 -13% 5.09% 121% 127 24.41% 4.1
Goodman Financial
3379
Goodman Financial
Texas
US$4.64億 -US$416萬 -0.9% 1.4% 51.2% 82 40.24% 2.4
Leonard Rickey Investment Advisors
3380
Leonard Rickey Investment Advisors
Washington
US$4.64億 +US$2955萬 +7% 0.32% 60.4% 112 8.93% 3.3
Koch Inc
3381
Koch Inc
Kansas
US$4.64億 -US$1.63億 -26% 25.1% – 5 0% 0.3
Brooklyn Investment Group
3382
Brooklyn Investment Group
New York
US$4.63億 +US$1.28億 +38% 1.65% – 2,924 38.89% 0.3
SeaBridge Investment Advisors
3383
SeaBridge Investment Advisors
New Jersey
US$4.63億 -US$1507萬 -3% 0.15% 139% 215 14.42% 3.2
Gibraltar Capital Management
3384
Gibraltar Capital Management
Oklahoma
US$4.63億 +US$2.36億 +104% 3.72% 65% 108 57.41% 2
Capricorn Investment Group
3385
Capricorn Investment Group
California
US$4.63億 -US$6972萬 -13% 25.5% 95.9% 7 0% 3.1
SilverOak Wealth Management
3386
SilverOak Wealth Management
Minnesota
US$4.62億 -US$238萬 -0.5% 3.99% 77.8% 104 10.58% 1.1
LA
3387
Lynch & Associates
Indiana
US$4.62億 +US$146萬 +0.3% 0.73% 73.5% 119 3.36% 7.7
Great Point Wealth Advisors
3388
Great Point Wealth Advisors
Massachusetts
US$4.62億 +US$474萬 +1% 0.1% – 58 5.17% 3.7
TWP
3389
Tyche Wealth Partners
Texas
US$4.62億 -US$1145萬 -2% 1.11% 84.2% 328 17.68% 1
Watts Gwilliam & Co
3390
Watts Gwilliam & Co
Arizona
US$4.62億 -US$1190萬 -3% 5.43% – 225 12% 0.8
Investors Research Corp
3391
Investors Research Corp
Georgia
US$4.62億 +US$656萬 +1% 1.79% 62.1% 1,000 9.4% 4.3
Sierra Summit Advisors
3392
Sierra Summit Advisors
Nevada
US$4.62億 -US$3636萬 -7% 6.04% 302% 202 39.11% 0.7
Essex LLC
3393
Essex LLC
Illinois
US$4.62億 -US$1491萬 -3% 0.84% 91.4% 181 13.26% 2.5
CFSG
3394
Community Financial Services Group
Vermont
US$4.61億 -US$4330萬 -9% 2.8% – 119 19.33% 4.5
Quarry LP
3395
Quarry LP
New York
US$4.61億 -US$2.51億 -35% 1.65% 83.2% 2,083 47.14% 0.6
Rather & Kittrell
3396
Rather & Kittrell
Tennessee
US$4.61億 +US$3565萬 +8% 1.04% 43.8% 87 9.2% 2.2
Citizens Business Bank
3397
Citizens Business Bank
California
US$4.61億 -US$7389萬 -14% 2.88% 120% 108 11.11% 6.1
Truvestments Capital
3398
Truvestments Capital
Florida
US$4.61億 +US$7194萬 +19% 2.95% 131% 1,180 26.19% 1.1
Steadview Capital Management
3399
Steadview Capital Management
United Kingdom
US$4.6億 -US$2319萬 -5% 0.61% 839% 10 10% 1.7
Werba Rubin Papier Wealth Management
3400
Werba Rubin Papier Wealth Management
California
US$4.6億 +US$3591萬 +8% 1.61% 73.5% 212 17.45% 1.4