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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)
Corbenic Partners
4501
Corbenic Partners
Pennsylvania
US$1.38億 – – 7.63% – 181 – 2.6
Norway Savings Bank
4502
Norway Savings Bank
Maine
US$1.38億 +US$1510萬 +12% 6.56% 117% 274 9.12% 2.4
CIM
4503
Coastal Investment Management
California
US$1.38億 – – 13.4% – 12 – 0
Madrona Financial Services
4504
Madrona Financial Services
Washington
US$1.38億 +US$151萬 +1% 5.78% 85.1% 60 5% 2.1
Birchview Capital
4505
Birchview Capital
Vermont
US$1.38億 -US$1250萬 -8% 23.6% 315% 58 24.14% 2.2
Newport Wealth Strategies
4506
Newport Wealth Strategies
California
US$1.38億 +US$2781萬 +25% 8.3% 51.5% 98 18.37% 1.3
Polaris Venture Management Co V
4507
Polaris Venture Management Co V
Massachusetts
US$1.37億 -US$3850萬 -22% 12.4% 281% 11 0% 3.4
First Financial Corp
4508
First Financial Corp
Indiana
US$1.37億 +US$920萬 +7% 7.67% 95.3% 388 7.47% 4.2
FBT
4509
First Bank & Trust
South Dakota
US$1.37億 +US$474萬 +4% 5.75% 85.6% 419 8.83% 1.8
LWPC
4510
Legacy Wealth Partners (California)
California
US$1.37億 – – 8.09% – 87 – 0
American Trust Investment Advisors
4511
American Trust Investment Advisors
New Hampshire
US$1.37億 +US$702萬 +5% 9.83% 91% 78 8.97% 2.5
Detalus Advisors
4512
Detalus Advisors
Missouri
US$1.37億 – – 4.69% 75.7% 102 – 0
CWS Financial Advisors
4513
CWS Financial Advisors
Michigan
US$1.37億 – – 2.9% 55.7% 124 – 0
Baugh & Associates
4514
Baugh & Associates
Georgia
US$1.37億 +US$795萬 +6% 8.94% 98.8% 41 2.44% 1.9
Diametric Capital
4515
Diametric Capital
Massachusetts
US$1.37億 +US$1568萬 +13% 18.6% 175% 163 64.42% 0.4
Stone House Investment Management
4516
Stone House Investment Management
Pennsylvania
US$1.37億 -US$6370萬 -32% 3.98% 57.9% 50 62% 1.1
NKCFO LLC
4517
NKCFO LLC
Illinois
US$1.37億 +US$127萬 +0.9% 8.61% 237% 113 32.74% 0.6
Lugano Financial Advisors SA (LFA)
4518
Lugano Financial Advisors SA (LFA)
Switzerland
US$1.37億 – – 5.31% 51.3% 135 – 1.1
EPG Wealth Management
4519
EPG Wealth Management
Georgia
US$1.37億 – – 7.28% 108% 665 – 0
Clearstead Trust
4520
Clearstead Trust
Maine
US$1.36億 +US$821萬 +6% 6.85% 124% 211 15.64% 1.9
Mittleman Investment Management
4521
Mittleman Investment Management
New York
US$1.36億 -US$346萬 -2% 5.34% 11.6% 7 0% 3.8
Piper Sandler & Co
4522
Piper Sandler & Co
Minnesota
US$1.36億 +US$2118萬 +18% 0.21% 0.05% 28 32.14% 0.2
University of Maryland Foundation
4523
University of Maryland Foundation
Maryland
US$1.36億 – – 4.61% 54.9% 8 – 0
Ballast Advisors
4524
Ballast Advisors
Minnesota
US$1.36億 – – 9.4% 73.9% 163 – 0
SL
4525
SIB LLC
New York
US$1.36億 -US$513萬 -4% 9.92% 29.2% 26 15.38% 5.6