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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)
Madison Wealth Partners
4276
Madison Wealth Partners
Wisconsin
US$2.92億 +US$1508萬 +5% 3.31% 66.9% 132 9.85% 1.9
Investment Management Associates
4277
Investment Management Associates
Colorado
US$2.91億 +US$129萬 +0.4% 2.4% 50.4% 36 8.33% 2.3
Hurlow Wealth Management Group
4278
Hurlow Wealth Management Group
Indiana
US$2.91億 +US$800萬 +3% 1.29% 60.7% 119 5.88% 3.8
YRHAM
4279
Yong Rong (HK) Asset Management
Hong Kong
US$2.91億 -US$8453萬 -22% 16.6% 1,944% 26 57.69% 0.3
Neumann Capital Management
4280
Neumann Capital Management
California
US$2.91億 +US$1051萬 +4% 5.11% 89.9% 101 5.94% 6.5
First International Bank & Trust
4281
First International Bank & Trust
North Dakota
US$2.91億 +US$88.9萬 +0.3% 0.28% 38.6% 76 15.79% 1.8
Platform Technology Partners
4282
Platform Technology Partners
New York
US$2.91億 – – 4.91% – 227 – 2.8
Regimen Wealth
4283
Regimen Wealth
Georgia
US$2.9億 +US$211萬 +0.7% 0.07% 37.8% 73 27.4% 1
Strata Wealth Advisors
4284
Strata Wealth Advisors
Texas
US$2.9億 +US$599萬 +2% 2.2% 73.6% 84 21.43% 0.8
Atwater Malick
4285
Atwater Malick
Pennsylvania
US$2.9億 +US$650萬 +2% 2.34% 83.4% 81 9.88% 2.8
McElhenny Sheffield Capital Management
4286
McElhenny Sheffield Capital Management
Texas
US$2.9億 +US$917萬 +3% 4.27% 89.1% 103 18.45% 1.8
Garden State Investment Advisory Services
4287
Garden State Investment Advisory Services
New Jersey
US$2.9億 +US$1662萬 +6% 3.77% 94% 285 23.51% 1
TIFF Advisory Services
4288
TIFF Advisory Services
Pennsylvania
US$2.9億 +US$6075萬 +27% 5.82% 86.3% 27 29.63% 1.3
Blue Zone Wealth Advisors
4289
Blue Zone Wealth Advisors
California
US$2.9億 -US$119萬 -0.4% 1.97% 91.1% 94 13.83% 2.6
LPWM LLC
4290
LPWM LLC
Minnesota
US$2.9億 +US$1725萬 +6% 1.84% 59.4% 79 11.39% 2.8
Harbor Advisory Corp
4291
Harbor Advisory Corp
New Hampshire
US$2.9億 -US$423萬 -1% 1.18% 63.2% 89 8.99% 3.6
Helen Stephens Group
4292
Helen Stephens Group
Texas
US$2.89億 +US$3024萬 +12% 1.72% 53.4% 85 16.47% 1.7
Wells Trecaso Financial Group
4293
Wells Trecaso Financial Group
Ohio
US$2.89億 +US$611萬 +2% 3.36% 108% 94 5.32% 4.4
KLCM
4294
KG&L Capital Management
Louisiana
US$2.89億 +US$3732萬 +15% 3.03% 91.9% 197 19.8% 2.6
Teramo Advisors
4295
Teramo Advisors
Florida
US$2.89億 +US$3139萬 +12% 2.89% 72.1% 10 30% 1.4
KM
4296
KP Management
Minnesota
US$2.89億 +US$2979萬 +11% 7.58% – 79 22.78% 0.4
BCGM Wealth Management
4297
BCGM Wealth Management
Indiana
US$2.89億 +US$1007萬 +4% 1.86% 58.3% 154 8.44% 1.9
Kinsale Capital Group
4298
Kinsale Capital Group
Virginia
US$2.89億 +US$3554萬 +14% 2.22% 75.2% 36 8.33% 1.3
Matthew 25 Management Corp
4299
Matthew 25 Management Corp
Pennsylvania
US$2.88億 -US$568萬 -2% 5.95% 155% 24 25% 6.2
Total Clarity Wealth Management
4300
Total Clarity Wealth Management
Illinois
US$2.88億 +US$62.4萬 +0.2% 1.3% 73.2% 294 24.49% 1.5