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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)
Institutional Venture Management XV
4151
Institutional Venture Management XV
California
US$2.54億 -US$8751萬 -26% 3.1% 116% 6 33.33% 1.9
Founders Financial Alliance
4152
Founders Financial Alliance
North Carolina
US$2.54億 +US$5377萬 +27% 7.09% 84.9% 521 14.97% 2
BDA
4153
Borer Denton & Associates
Pennsylvania
US$2.54億 +US$1305萬 +5% 6.71% 44.2% 63 1.59% 1.1
Chesapeake Wealth Management
4154
Chesapeake Wealth Management
Virginia
US$2.54億 +US$1391萬 +6% 6.24% 74.9% 161 8.07% 4.2
Susquehanna Foundation
4155
Susquehanna Foundation
Pennsylvania
US$2.54億 +US$3327萬 +15% 15.1% 36.7% 4 0% 5.3
Beck Capital Management
4156
Beck Capital Management
Texas
US$2.54億 +US$1858萬 +8% 12.3% 291% 132 39.39% 1.4
Horizon Wealth Management
4157
Horizon Wealth Management
Illinois
US$2.54億 +US$1.2億 +90% 11.1% 109% 86 13.95% 1.1
OH
4158
Oikos Holdings
New York
US$2.53億 +US$1322萬 +6% 5.61% 5.54% 10 10% 1.7
Cornerstone Planning Group
4159
Cornerstone Planning Group
New Jersey
US$2.53億 – – 4.34% 60% 1,569 – 0.4
Mokosak Advisory Group
4160
Mokosak Advisory Group
Iowa
US$2.53億 +US$1824萬 +8% 5.26% 59.2% 25 8% 3.4
Vesey Street Capital Partners
4161
Vesey Street Capital Partners
New York
US$2.53億 +US$1.05億 +71% 71% 47.8% 1 0% 1.5
Roanoke Asset Management
4162
Roanoke Asset Management
New Jersey
US$2.53億 +US$1826萬 +8% 8.91% 50.3% 107 1.87% 6.2
WFA
4163
Wade Financial Advisory
California
US$2.52億 +US$1431萬 +6% 5.09% 15.9% 78 8.97% 2.6
SC
4164
Stephens Consulting
Michigan
US$2.52億 +US$8644萬 +52% 4.73% 50.1% 537 9.68% 1.3
DA
4165
Dash Acquisitions
California
US$2.52億 +US$3636萬 +17% 10.8% 52% 51 29.41% 1.6
LJHT
4166
Laurie J. Hall Trustee
US$2.52億 +US$1750萬 +7% 7.76% 105% 275 5.82% 5.8
Quattro Financial Advisors
4167
Quattro Financial Advisors
Texas
US$2.52億 +US$795萬 +3% 4.43% 77.6% 102 36.27% 1.4
Columbus Macro
4168
Columbus Macro
Pennsylvania
US$2.52億 -US$1740萬 -6% 1.72% 48.7% 186 27.42% 2.6
Asset Allocation & Management Company
4169
Asset Allocation & Management Company
Illinois
US$2.52億 +US$211萬 +0.8% 3.8% 58.5% 100 41% 2.2
Boyd Watterson Asset Management
4170
Boyd Watterson Asset Management
Ohio
US$2.51億 +US$551萬 +2% 7.4% 116% 428 3.04% 2.2
DMKJ
4171
David M. Knott Jr
US$2.51億 -US$322萬 -1% 6.86% 169% 155 8.39% 1.1
Wakefield Asset Management
4172
Wakefield Asset Management
Colorado
US$2.51億 +US$1042萬 +4% 5.86% 147% 194 43.3% 1
Empire Financial Management Company
4173
Empire Financial Management Company
New York
US$2.51億 +US$579萬 +2% 5.54% 78.3% 201 10.95% 0.2
Thomas J. Herzfeld Advisors
4174
Thomas J. Herzfeld Advisors
Florida
US$2.51億 +US$389萬 +2% 4.75% 17.7% 357 17.09% 2.9
Bernardo Wealth Planning
4175
Bernardo Wealth Planning
Pennsylvania
US$2.51億 +US$1804萬 +8% 6.09% 56.9% 97 10.31% 2.8