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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)
Howard Financial Services
4026
Howard Financial Services
Texas
US$1.3億 – – 12.3% 55.9% 95 – 0
Israel Discount Bank of New York
4027
Israel Discount Bank of New York
New York
US$1.3億 -US$2282萬 -15% 10.5% 40.8% 461 14.32% 1.6
Portland Investment Counsel
4028
Portland Investment Counsel
Ontario, Canada
US$1.3億 +US$3234萬 +33% 19.7% 108% 39 25.64% 3.8
Vienna Insurance Group
4029
Vienna Insurance Group
Poland
US$1.3億 -US$2005萬 -13% 8.77% 230% 70 21.43% 1
Wills Financial Group
4030
Wills Financial Group
Virginia
US$1.3億 -US$2139萬 -14% 9.01% 75.9% 70 18.57% 3.1
Concentric Wealth Management
4031
Concentric Wealth Management
California
US$1.3億 -US$1264萬 -9% 11.2% 33.4% 94 12.77% 1.9
Heritage Way Advisors
4032
Heritage Way Advisors
Illinois
US$1.3億 -US$1456萬 -10% 11% 79.4% 64 17.19% 1.7
WCM
4033
Wunderlich Capital Managemnt
Tennessee
US$1.3億 -US$1091萬 -8% 11.1% 33.6% 103 32.04% 2.9
Shakespeare Wealth Management
4034
Shakespeare Wealth Management
Wisconsin
US$1.3億 +US$12.3萬 +0.1% 12.3% 55.5% 45 22.22% 0.7
Tidal Investments
4035
Tidal Investments
Wisconsin
US$1.3億 – – 13% 208% 92 – 0
Peachtree Investment Advisors
4036
Peachtree Investment Advisors
Georgia
US$1.3億 -US$1688萬 -12% 12.2% 24.2% 81 17.28% 3.9
AB
4037
Atlas Brown
Kentucky
US$1.3億 -US$3316萬 -20% 12% 115% 149 10.07% 3.7
West Paces Advisors
4038
West Paces Advisors
Georgia
US$1.3億 -US$929萬 -7% 9.63% 57.7% 484 2.27% 1.8
Smart Portfolios LLC
4039
Smart Portfolios LLC
Washington
US$1.3億 -US$3213萬 -20% 8.03% 41.3% 226 49.12% 0.5
AIA
4040
AIMZ Investment Advisors
California
US$1.3億 -US$2590萬 -17% 13.5% 81.3% 105 13.33% 3.6
Financial Life Advisors
4041
Financial Life Advisors
Texas
US$1.29億 -US$720萬 -5% 7.96% 47% 49 8.16% 0.9
LexAurum Advisors
4042
LexAurum Advisors
Kansas
US$1.29億 -US$1344萬 -9% 10.9% – 176 24.43% 0.8
Adirondack Trust Company
4043
Adirondack Trust Company
New York
US$1.29億 -US$1915萬 -13% 10.8% 96.7% 376 12.77% 3.7
Perkins Capital Management
4044
Perkins Capital Management
Minnesota
US$1.29億 -US$3761萬 -23% 13.7% 389% 142 16.9% 2
NKCFO LLC
4045
NKCFO LLC
Illinois
US$1.29億 – – 7.24% 237% 86 – 0
Mokosak Advisory Group
4046
Mokosak Advisory Group
Iowa
US$1.29億 -US$1532萬 -11% 13% 59.2% 24 54.17% 0.5
SWMG
4047
Signature Wealth Management Group
Georgia
US$1.29億 -US$588萬 -4% 8.2% – 337 78.93% 0.9
LBC
4048
Lawrence B. Cohen
US$1.29億 -US$1843萬 -13% 11.3% 41.8% 68 0% 4.1
CAGAS
4049
Capital Advisory Group Advisory Services
Minnesota
US$1.29億 -US$2108萬 -14% 11.6% 54.8% 438 17.35% 0.6
MA
4050
Menlo Advisors
California
US$1.29億 -US$1941萬 -13% 9.63% 108% 43 18.6% 3.6