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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)
Custos Family Office
4676
Custos Family Office
Texas
US$2.5億 +US$5662萬 +29% 2.25% 57.4% 57 22.81% 1.2
Stone Run Capital
4677
Stone Run Capital
New York
US$2.5億 -US$1129萬 -4% 0.44% 77.8% 68 7.35% 6.7
Aubrey Capital Management
4678
Aubrey Capital Management
United Kingdom
US$2.5億 -US$3194萬 -11% 10% 319% 78 30.77% 1.2
Reston Wealth Management
4679
Reston Wealth Management
Virginia
US$2.5億 +US$383萬 +2% 1.43% 66.4% 54 5.56% 3.6
Accel Wealth Management
4680
Accel Wealth Management
Iowa
US$2.5億 +US$1422萬 +6% 1.41% 82.4% 255 15.29% 2
L1 Capital International
4681
L1 Capital International
Australia
US$2.5億 +US$2501萬 +11% 0.36% – 21 14.29% 0.4
Mount Capital
4682
Mount Capital
United Kingdom
US$2.5億 +US$1237萬 +5% 3.43% 34.4% 18 5.56% 2.1
RBA Wealth Management
4683
RBA Wealth Management
California
US$2.5億 +US$279萬 +1% 2.14% 91% 94 7.45% 2.2
JVL Associates
4684
JVL Associates
Michigan
US$2.49億 +US$677萬 +3% 3.08% 81% 55 9.09% 3.5
Retirement Capital Strategies
4685
Retirement Capital Strategies
California
US$2.49億 +US$478萬 +2% 3.73% 59% 85 41.18% 2.1
GL
4686
GHE LLC
Tennessee
US$2.49億 +US$3298萬 +15% 18.9% 188% 53 1.89% 2.3
Leading Edge Financial Planning
4687
Leading Edge Financial Planning
Tennessee
US$2.49億 +US$2353萬 +10% 0.49% 48.6% 58 20.69% 1.2
Veridan Wealth
4688
Veridan Wealth
Oregon
US$2.49億 – – 2.86% – 82 – 0
Congress Park Capital
4689
Congress Park Capital
New York
US$2.49億 +US$2304萬 +10% 5.55% 99.9% 125 15.2% 3.6
KA
4690
Kooman & Associates
Pennsylvania
US$2.49億 +US$875萬 +4% 1.58% 66% 45 15.56% 1.1
West Oak Capital
4691
West Oak Capital
California
US$2.49億 +US$1338萬 +6% 4.09% 110% 339 10.91% 5.9
Two Point Capital Management
4692
Two Point Capital Management
New York
US$2.48億 +US$533萬 +2% 0.37% – 25 4% 1.4
Precedent Wealth Partners
4693
Precedent Wealth Partners
Texas
US$2.48億 +US$1564萬 +7% 0.4% 61.1% 144 14.58% 0.4
Global Trust Asset Management
4694
Global Trust Asset Management
Florida
US$2.48億 +US$466萬 +2% 2.5% 178% 479 5.64% 3.8
Narus Financial Partners
4695
Narus Financial Partners
Utah
US$2.48億 +US$1382萬 +6% 6.48% 85.3% 154 15.58% 3.1
BWM
4696
Brown Wealth Management
Illinois
US$2.48億 +US$630萬 +3% 1% 51.2% 98 17.35% 0.8
Beirne Wealth Consulting Services
4697
Beirne Wealth Consulting Services
Connecticut
US$2.48億 +US$1218萬 +5% 1.29% 81.9% 103 7.77% 2.8
Infusive Asset Management
4698
Infusive Asset Management
New York
US$2.48億 -US$1161萬 -4% 2.27% 33.8% 35 40% 0.9
Jackson Grant Investment Advisers
4699
Jackson Grant Investment Advisers
Connecticut
US$2.48億 +US$360萬 +1% 0.63% 54.3% 411 8.76% 3.8
Farmers & Merchants Trust Co of Chambersburg PA
4700
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
US$2.48億 +US$382萬 +2% 1.79% 65.5% 445 15.73% 4.2