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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)
Shoker Investment Counsel
4426
Shoker Investment Counsel
Ohio
US$3.19億 +US$2308萬 +8% 7.8% 88.9% 112 8.04% 5.7
City State Bank
4427
City State Bank
Iowa
US$3.19億 +US$1564萬 +5% 6.21% 79.1% 766 4.05% 2.7
S.E.E.D. Planning Group
4428
S.E.E.D. Planning Group
New York
US$3.19億 +US$2224萬 +7% 6.23% 57.3% 76 10.53% 3.6
Smart Money Group
4429
Smart Money Group
Texas
US$3.19億 +US$2477萬 +8% 8.31% 58.9% 81 13.58% 2.8
SMART Wealth
4430
SMART Wealth
Nebraska
US$3.19億 +US$3975萬 +14% 8.78% 83.6% 197 37.06% 0.9
Concentrum Wealth Management
4431
Concentrum Wealth Management
California
US$3.19億 +US$4894萬 +18% 22.2% 200% 83 20.48% 3.1
Valtinson Bruner Financial Planning
4432
Valtinson Bruner Financial Planning
Minnesota
US$3.19億 +US$2282萬 +8% 4.58% 40.3% 161 13.66% 2.7
TSP Capital Management Group
4433
TSP Capital Management Group
New Jersey
US$3.19億 +US$1464萬 +5% 10.3% 186% 46 100% –
Capital Planning
4434
Capital Planning
Washington
US$3.18億 -US$3932萬 -11% 15.7% 81.2% 101 27.72% 2.9
Oxler Private Wealth
4435
Oxler Private Wealth
New York
US$3.18億 +US$3358萬 +12% 14.8% 119% 87 3.45% 3.4
11 Capital Partners
4436
11 Capital Partners
Connecticut
US$3.18億 +US$1667萬 +6% 17.9% 101% 19 15.79% 1.6
Evexia Wealth
4437
Evexia Wealth
Wisconsin
US$3.18億 +US$4288萬 +16% 13% 95% 84 19.05% 1.3
FAP
4438
Financial Advisory Partners
Florida
US$3.18億 +US$1914萬 +6% 7.32% 52.9% 67 5.97% 2.6
Neumann Capital Management
4439
Neumann Capital Management
California
US$3.18億 +US$2877萬 +10% 12.4% 89.9% 103 6.8% 7.3
Court Place Advisors
4440
Court Place Advisors
Maryland
US$3.18億 +US$1649萬 +5% 9.05% 92% 153 7.19% 7.9
Newton One Investments
4441
Newton One Investments
Delaware
US$3.18億 +US$3815萬 +14% 7.22% 42% 129 9.3% 1.7
Boyd Watterson Asset Management
4442
Boyd Watterson Asset Management
Ohio
US$3.18億 +US$495萬 +2% 13.6% 116% 436 4.13% 3.9
EWA LLC
4443
EWA LLC
Pennsylvania
US$3.18億 +US$4859萬 +18% 14.2% 102% 233 27.47% 1.1
Knuff & Co
4444
Knuff & Co
California
US$3.18億 +US$1957萬 +7% 13.3% 108% 143 19.58% 4.1
CIA
4445
Corigliano Investment Advisers
North Carolina
US$3.18億 +US$9231萬 +41% 1.4% – 63 73.02% 0.1
Oak Family Advisors
4446
Oak Family Advisors
Illinois
US$3.17億 +US$2036萬 +7% 11.3% 81.9% 119 28.57% 2.2
Seascape Capital Management
4447
Seascape Capital Management
New Hampshire
US$3.17億 +US$3048萬 +11% 10.9% 111% 103 9.71% 3.3
OLIO Financial Planning
4448
OLIO Financial Planning
Virginia
US$3.17億 +US$2774萬 +10% 6.9% 52.9% 64 7.81% 2.1
Sandbox Financial Partners
4449
Sandbox Financial Partners
Maryland
US$3.17億 +US$3381萬 +12% 13% 69.6% 127 17.32% 2.3
VST
4450
Van Strum & Towne
California
US$3.17億 +US$1929萬 +6% 7.4% 72.3% 114 4.39% 5.9