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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)
SA
4751
SAM Advisors
California
US$3.1億 +US$2113萬 +7% 6.95% 64.3% 43 6.98% 2.2
Greenfield Seitz Capital Management
4752
Greenfield Seitz Capital Management
Texas
US$3.1億 +US$2729萬 +10% 9.42% 88.5% 115 9.57% 1.4
CIA
4753
Corigliano Investment Advisers
North Carolina
US$3.1億 -US$742萬 -2% 7.19% – 59 52.54% 0.3
AW
4754
Atlas Wealth
Ohio
US$3.1億 +US$3595萬 +13% 7.03% 43.3% 121 22.31% 1.7
Pioneer Wealth Management Group
4755
Pioneer Wealth Management Group
Texas
US$3.1億 +US$4006萬 +15% 5.18% – 52 13.46% 1.6
Weybosset Research & Management
4756
Weybosset Research & Management
Rhode Island
US$3.1億 +US$1886萬 +6% 9.26% 74.8% 35 0% 5.7
Reston Wealth Management
4757
Reston Wealth Management
Virginia
US$3.1億 +US$2439萬 +9% 7.17% 66.4% 56 8.93% 4
EWA
4758
ERTS Wealth Advisors
Michigan
US$3.1億 +US$1965萬 +7% 4.31% 39.3% 31 6.45% 4.1
Old Point Trust & Financial Services N A
4759
Old Point Trust & Financial Services N A
Virginia
US$3.1億 +US$2304萬 +8% 7.8% 87.3% 338 13.02% 3.2
Cabot-Wellington
4760
Cabot-Wellington
Massachusetts
US$3.09億 +US$1881萬 +6% 7.37% 73.1% 5 0% 5.1
Wealth Management Resources
4761
Wealth Management Resources
Rhode Island
US$3.09億 +US$1617萬 +6% 3.71% 37.7% 32 0% 2.8
Ferguson Shapiro
4762
Ferguson Shapiro
Georgia
US$3.09億 +US$1226萬 +4% 4.19% 42.7% 88 34.09% 1.4
Groupe des Assurances du Credit Mutuel
4763
Groupe des Assurances du Credit Mutuel
France
US$3.09億 -US$4482萬 -13% 4.03% – 8 75% 0.3
Reliant Wealth Planning
4764
Reliant Wealth Planning
Kentucky
US$3.09億 +US$5244萬 +20% 5.44% 46.6% 53 26.42% 1.2
Union Heritage Capital
4765
Union Heritage Capital
Michigan
US$3.08億 +US$2124萬 +7% 8.73% 93% 64 1.56% 3.8
Precision Wealth Strategies
4766
Precision Wealth Strategies
Missouri
US$3.08億 +US$22.3萬 +0.1% 7.25% 105% 214 41.12% 0.7
WealthCare Investment Partners
4767
WealthCare Investment Partners
Rhode Island
US$3.08億 +US$3007萬 +11% 7.3% 67.6% 173 10.4% 2.3
Verger Capital Management
4768
Verger Capital Management
North Carolina
US$3.08億 +US$5397萬 +21% 6.67% 58.3% 15 13.33% 7.3
First United Bank & Trust
4769
First United Bank & Trust
Maryland
US$3.08億 +US$2122萬 +7% 7.87% 78% 429 11.89% 3.4
Omnia Family Wealth
4770
Omnia Family Wealth
Florida
US$3.08億 +US$3196萬 +12% 8.87% 87.5% 109 13.76% 3.9
NIA Impact Advisors
4771
NIA Impact Advisors
California
US$3.08億 +US$1842萬 +6% 8.29% – 103 7.77% 2
Quaker Wealth Management
4772
Quaker Wealth Management
New Jersey
US$3.07億 +US$885萬 +3% 5.87% – 913 12.71% 0.2
Auour Investments
4773
Auour Investments
Massachusetts
US$3.07億 +US$1626萬 +6% 4.49% 39.2% 90 13.33% 1.7
Essex Woodlands Management
4774
Essex Woodlands Management
Texas
US$3.07億 +US$2798萬 +10% 11.5% 119% 6 0% 6.3
Squire Investment Management Company
4775
Squire Investment Management Company
Utah
US$3.07億 +US$3565萬 +13% 7.54% 62.4% 69 5.8% 1.5