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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)
Pacifica Capital Investments
4276
Pacifica Capital Investments
Texas
US$3.4億 +US$5842萬 +21% 26.4% 69.8% 16 12.5% 7.2
Fischer Financial Services
4277
Fischer Financial Services
Pennsylvania
US$3.4億 +US$2964萬 +10% 11.1% – 63 3.17% 0.5
Portland Investment Counsel
4278
Portland Investment Counsel
Ontario, Canada
US$3.4億 +US$1084萬 +3% 28.6% 108% 51 9.8% 2.7
CM Wealth Advisors
4279
CM Wealth Advisors
Ohio
US$3.4億 +US$2722萬 +9% 9.37% 76.5% 89 11.24% 2
MPS Loria Financial Planners
4280
MPS Loria Financial Planners
Illinois
US$3.4億 +US$273萬 +0.8% 5.68% 80% 85 11.76% 5
NTCM
4281
Nut Tree Capital Management
New York
US$3.4億 +US$3285萬 +11% 6.83% 101% 12 16.67% 2.1
Unio Capital
4282
Unio Capital
New Jersey
US$3.4億 +US$7891萬 +30% 8.37% 97.8% 24 16.67% 4.8
Quantessence Capital
4283
Quantessence Capital
New York
US$3.4億 -US$6023萬 -15% 14.4% – 483 93.79% 0.1
Kelly Financial Services
4284
Kelly Financial Services
Massachusetts
US$3.39億 +US$5173萬 +18% 8.53% 64.3% 124 15.32% 3.4
Ballast Advisors
4285
Ballast Advisors
Minnesota
US$3.39億 +US$2561萬 +8% 8.83% 73.9% 173 8.09% 4.3
Roman Butler Fullerton & Co
4286
Roman Butler Fullerton & Co
Missouri
US$3.39億 +US$8175萬 +32% 14% 134% 264 25.38% 3.1
Iron Horse Wealth Management
4287
Iron Horse Wealth Management
Iowa
US$3.39億 +US$2748萬 +9% 6.31% 29.1% 647 16.23% 1.9
Carr Financial Group
4288
Carr Financial Group
Massachusetts
US$3.39億 +US$3373萬 +11% 8.84% 71.6% 197 16.24% 1.8
KLCM
4289
KG&L Capital Management
Louisiana
US$3.39億 +US$3022萬 +10% 10.9% 91.9% 214 22.43% 3
D.B. Root & Company
4290
D.B. Root & Company
Pennsylvania
US$3.39億 +US$2901萬 +9% 7.31% 63% 204 18.14% 3.6
Gradient Capital Advisors
4291
Gradient Capital Advisors
California
US$3.39億 +US$3213萬 +10% 9% 78.5% 166 9.04% 4.4
Birnam Oak Advisors
4292
Birnam Oak Advisors
New York
US$3.38億 -US$2.14億 -39% 0.21% – 36 50% 0.3
Divergent Planning
4293
Divergent Planning
Maryland
US$3.38億 +US$3699萬 +12% 7.04% 43.3% 36 19.44% 2.4
LFGO
4294
Legacy Financial Group (Oklahoma)
Oklahoma
US$3.38億 +US$2676萬 +9% 8.06% 64.2% 93 20.43% 1.8
NatWest Group
4295
NatWest Group
United Kingdom
US$3.38億 -US$99.1萬 -0.3% 22.8% 221% 38 26.32% 3
Selkirk Management
4296
Selkirk Management
New Jersey
US$3.38億 +US$7761萬 +30% 34.5% 245% 15 13.33% 5.3
West Branch Capital
4297
West Branch Capital
Massachusetts
US$3.38億 +US$3839萬 +13% 14.1% 156% 540 14.63% 3.3
Highline Wealth Partners
4298
Highline Wealth Partners
California
US$3.38億 +US$4100萬 +14% 12.8% 93.8% 1,100 26.55% 1.2
TA
4299
TrueWealth Advisors
Alabama
US$3.38億 +US$3341萬 +11% 8.4% 60.9% 226 11.95% 2.4
Haverford Financial Services
4300
Haverford Financial Services
Pennsylvania
US$3.38億 +US$1322萬 +4% 10.1% 57.9% 44 9.09% 6.1