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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)
Zimmermann Investment Management & Planning
4826
Zimmermann Investment Management & Planning
Pennsylvania
US$1.73億 +US$1275萬 +8% 6.39% 31.6% 101 19.8% 0.6
Houlihan Financial Resource Group
4827
Houlihan Financial Resource Group
Virginia
US$1.73億 +US$906萬 +6% 5.37% 57.1% 89 13.48% 2.5
Towerpoint Wealth
4828
Towerpoint Wealth
California
US$1.73億 +US$743萬 +4% 6.34% 67.7% 90 14.44% 2.9
Newbridge Financial Services Group
4829
Newbridge Financial Services Group
Florida
US$1.73億 +US$312萬 +2% 4.91% 189% 1,541 12.13% 1.5
Nicollet Investment Management
4830
Nicollet Investment Management
Minnesota
US$1.73億 -US$966萬 -5% 4.58% 104% 60 8.33% 3.8
DG Capital Management
4831
DG Capital Management
New York
US$1.73億 -US$5405萬 -24% 7.62% 82% 64 40.63% 1.6
Performa Ltd (US)
4832
Performa Ltd (US)
South Carolina
US$1.73億 +US$2340萬 +16% 6.84% 59.6% 85 20% 1.3
Narus Financial Partners
4833
Narus Financial Partners
Utah
US$1.73億 +US$1504萬 +10% 7.75% 85.3% 124 19.35% 2.8
Your Advocates Ltd
4834
Your Advocates Ltd
Texas
US$1.73億 +US$626萬 +4% 4.83% 53.6% 230 9.57% 1.6
KLCM
4835
KG&L Capital Management
Louisiana
US$1.73億 -US$409萬 -2% 11.3% 91.9% 143 19.58% 2.3
Bennicas & Associates
4836
Bennicas & Associates
California
US$1.73億 +US$1617萬 +10% 13.7% 40.3% 104 10.58% 6
Valtinson Bruner Financial Planning
4837
Valtinson Bruner Financial Planning
Minnesota
US$1.73億 +US$1091萬 +7% 6.39% 40.3% 122 22.95% 1.7
AC
4838
Athos Capital
Hong Kong
US$1.73億 -US$6313萬 -27% 5.81% 101% 151 46.36% 0.8
Scissortail Wealth Management
4839
Scissortail Wealth Management
Oklahoma
US$1.73億 -US$1986萬 -10% 12.2% 71.9% 174 82.76% 0.2
Burrus Financial Services
4840
Burrus Financial Services
Utah
US$1.73億 +US$1025萬 +6% 5.58% 31.3% 10 10% 0.6
LRT Capital Management
4841
LRT Capital Management
Texas
US$1.73億 +US$2600萬 +18% 9.35% 76.2% 70 27.14% 0.7
GWM
4842
Gray Wealth Management
Maine
US$1.73億 +US$1591萬 +10% 8.74% 22.1% 123 17.07% 2.1
RIA Advisory Group
4843
RIA Advisory Group
Iowa
US$1.73億 – – 6.01% – 96 – 0
Kestrel Investment Management
4844
Kestrel Investment Management
California
US$1.72億 +US$1467萬 +9% 15.6% 99.8% 42 16.67% 1.6
Mad River Investors
4845
Mad River Investors
Massachusetts
US$1.72億 +US$3506萬 +26% 27.7% 169% 27 7.41% 4.1
BIA
4846
Bigelow Investment Advisors
Maine
US$1.72億 +US$475萬 +3% 8.21% 75.7% 151 12.58% 3.6
Powell Investment Advisors
4847
Powell Investment Advisors
Florida
US$1.72億 +US$1983萬 +13% 7.15% 82.4% 142 19.72% 2
Global Wealth Strategies & Associates
4848
Global Wealth Strategies & Associates
Colorado
US$1.72億 – – 7.2% 68.7% 346 – 0
WJ Wealth Management
4849
WJ Wealth Management
Arizona
US$1.72億 +US$1282萬 +8% 7.57% 95.6% 59 22.03% 1.4
NIA Impact Advisors
4850
NIA Impact Advisors
California
US$1.72億 +US$1002萬 +6% 7.54% – 65 15.38% 1.6