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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)
Lifeworks Advisors
4326
Lifeworks Advisors
Michigan
US$2.35億 +US$2307萬 +11% 4.14% 80.4% 164 17.68% 0.9
Safeguard Investment Advisory Group
4327
Safeguard Investment Advisory Group
California
US$2.35億 +US$2675萬 +13% 7.65% 84.3% 109 13.76% 1.7
WA
4328
Wealth Advisors
California
US$2.34億 +US$2404萬 +11% 15% 40% 73 20.55% 2.2
LCNB Corp
4329
LCNB Corp
Ohio
US$2.34億 +US$1339萬 +6% 5.43% 75.2% 179 6.7% 4
Atwater Malick
4330
Atwater Malick
Pennsylvania
US$2.34億 +US$2084萬 +10% 4.74% 83.4% 66 15.15% 2.7
McElhenny Sheffield Capital Management
4331
McElhenny Sheffield Capital Management
Texas
US$2.34億 +US$4424萬 +23% 13% 89.1% 107 28.97% 1.2
Radnor Capital Management
4332
Radnor Capital Management
Pennsylvania
US$2.34億 -US$1.46億 -38% 4.36% 96.9% 254 66.93% 2.5
Hurlow Wealth Management Group
4333
Hurlow Wealth Management Group
Indiana
US$2.34億 +US$1772萬 +8% 5.5% 60.7% 110 9.09% 3.3
Almitas Capital
4334
Almitas Capital
California
US$2.34億 +US$2466萬 +12% 1.58% 86.1% 118 39.83% 0.9
LFM
4335
Lumina Fund Management
New York
US$2.34億 +US$2140萬 +10% 8.72% 28.1% 76 6.58% 2.1
FirstPurpose Wealth
4336
FirstPurpose Wealth
Utah
US$2.34億 +US$3071萬 +15% 5.87% – 213 18.31% 1
BHK Investment Advisors
4337
BHK Investment Advisors
Alabama
US$2.34億 +US$474萬 +2% 5.12% 54.6% 62 8.06% 3.9
Syverson Strege & Co
4338
Syverson Strege & Co
Iowa
US$2.34億 -US$62.3萬 -0.3% 4.09% 74% 666 90.69% 2.2
MBM Wealth Consultants
4339
MBM Wealth Consultants
Missouri
US$2.34億 -US$1165萬 -5% 5.02% 57.1% 281 62.99% 3.1
DCM Advisors
4340
DCM Advisors
New York
US$2.33億 +US$1851萬 +9% 9.59% 99.3% 80 12.5% 1.6
All-Stars Investment
4341
All-Stars Investment
Hong Kong
US$2.33億 -US$1.16億 -33% 17.7% 30.1% 3 0% 1.2
DL
4342
DOHJ LLC
Washington
US$2.33億 +US$3547萬 +18% 6.06% 51.5% 89 4.49% 2.5
WPWealth
4343
WPWealth
Texas
US$2.33億 +US$1653萬 +8% 2.49% 38.2% 56 21.43% 0.3
Pennsylvania Capital Management
4344
Pennsylvania Capital Management
Pennsylvania
US$2.33億 +US$2636萬 +13% 12.6% 90.8% 90 6.67% 1.9
Modus Advisors
4345
Modus Advisors
Minnesota
US$2.33億 +US$1573萬 +7% 5.52% 89.5% 106 8.49% 2.5
O'Keefe Stevens Advisory
4346
O'Keefe Stevens Advisory
New York
US$2.33億 +US$3045萬 +15% 17.3% 208% 42 4.76% 4
AIA
4347
AIMZ Investment Advisors
California
US$2.33億 +US$948萬 +4% 5.56% 81.3% 113 2.65% 6.2
TrueFG
4348
TrueFG
Texas
US$2.33億 +US$1112萬 +5% 3.5% 54.2% 39 7.69% 2.9
Somerset Trust
4349
Somerset Trust
Pennsylvania
US$2.32億 +US$181萬 +0.8% 4.93% 80.5% 152 9.21% 5.1
Wells Trecaso Financial Group
4350
Wells Trecaso Financial Group
Ohio
US$2.32億 +US$1648萬 +8% 8.12% 108% 95 10.53% 3.5