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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)
Meridian Wealth Advisors
4101
Meridian Wealth Advisors
Texas
US$1.43億 +US$617萬 +4% 2.22% 79.9% 134 8.21% 0.4
BigSur Wealth Management
4102
BigSur Wealth Management
Florida
US$1.43億 -US$914萬 -6% 4.07% 94.8% 109 11.01% 1.9
Adirondack Trust Company
4103
Adirondack Trust Company
New York
US$1.43億 -US$242萬 -2% 3.83% 96.7% 360 5.56% 4.1
OptiFour Integrated Wealth Management
4104
OptiFour Integrated Wealth Management
Virginia
US$1.43億 +US$2075萬 +17% 2.76% – 79 37.97% 0.8
MinichMacGregor Wealth Management
4105
MinichMacGregor Wealth Management
New York
US$1.43億 +US$998萬 +7% 3.67% 130% 50 12% 0.9
Aries Wealth Management
4106
Aries Wealth Management
Maine
US$1.43億 +US$930萬 +7% 3.33% 87.7% 169 14.2% 1
Perkins Capital Management
4107
Perkins Capital Management
Minnesota
US$1.43億 -US$908萬 -6% 5.62% 389% 128 16.41% 2.6
Towerpoint Wealth
4108
Towerpoint Wealth
California
US$1.43億 -US$61萬 -0.4% 2.4% 67.7% 58 13.79% 0.9
LCNB Corp
4109
LCNB Corp
Ohio
US$1.42億 +US$427萬 +3% 4.46% 83.1% 140 5% 1.7
Riverview Trust Company
4110
Riverview Trust Company
Washington
US$1.42億 +US$1006萬 +8% 2.11% 87.6% 449 41.43% 0.5
HA
4111
Havens Advisors
New York
US$1.42億 +US$3884萬 +38% 14% 460% 46 65.22% 0.2
DeDora Capital
4112
DeDora Capital
California
US$1.42億 +US$951萬 +7% 3.93% 91.2% 92 10.87% 1.2
Emory University
4113
Emory University
Georgia
US$1.42億 -US$20.8萬 -0.1% 5.99% 60.2% 51 21.57% 1.6
Kayak Investment Partners
4114
Kayak Investment Partners
California
US$1.42億 +US$1230萬 +9% 3.77% 27% 19 52.63% 0.9
Axel Capital Management
4115
Axel Capital Management
New York
US$1.42億 -US$4595萬 -24% 10.6% 194% 17 41.18% 1.2
Harbour Investment Management
4116
Harbour Investment Management
Washington
US$1.42億 +US$631萬 +5% 5.03% 58.8% 69 4.35% 4.6
Marshall & Sullivan
4117
Marshall & Sullivan
Washington
US$1.42億 +US$556萬 +4% 4.68% 82% 45 13.33% 3.8
Brandywine Trust
4118
Brandywine Trust
Delaware
US$1.42億 +US$2796萬 +25% 1.06% 32.7% 39 5.13% 3.6
LIC
4119
Laurus Investment Counsel
Canada
US$1.42億 +US$1369萬 +11% 7.11% 14.1% 29 3.45% 1.3
Shepherd Kaplan Krochuk
4120
Shepherd Kaplan Krochuk
Massachusetts
US$1.41億 -US$1883萬 -12% 3.25% 38.5% 182 16.48% 2.3
Private Capital Management (Colorado)
4121
Private Capital Management (Colorado)
Colorado
US$1.41億 +US$685萬 +5% 3.69% 20% 105 14.29% 0.4
WealthOne
4122
WealthOne
New York
US$1.41億 +US$5282萬 +60% 3.31% 23.4% 107 39.25% 0.3
SAM
4123
Shamrock Asset Management
Texas
US$1.41億 +US$1505萬 +12% 2.61% 31% 271 16.61% 3
Martin Capital Partners
4124
Martin Capital Partners
Oregon
US$1.41億 +US$1181萬 +9% 4.43% 42.3% 64 26.56% 1.2
Peninsula Asset Management
4125
Peninsula Asset Management
Florida
US$1.41億 +US$261萬 +2% 3.34% 54.2% 47 2.13% 4.5