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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)
Unique Wealth Strategies
5001
Unique Wealth Strategies
Illinois
US$2.37億 +US$2376萬 +11% 7.47% 96.9% 704 76.28% 0.5
Palisades Hudson Asset Management
5002
Palisades Hudson Asset Management
Florida
US$2.37億 +US$1943萬 +9% 7.53% 66.8% 105 14.29% 6.1
Kercheville Advisors
5003
Kercheville Advisors
Texas
US$2.37億 +US$661萬 +3% 5.2% 261% 93 18.28% 2.2
Infusive Asset Management
5004
Infusive Asset Management
New York
US$2.37億 -US$1079萬 -4% 5.57% 33.8% 41 24.39% 0.9
Investment Research & Advisory Group
5005
Investment Research & Advisory Group
Georgia
US$2.37億 +US$1130萬 +5% 6.13% 105% 219 10.96% 3
Clarus Group
5006
Clarus Group
Texas
US$2.37億 +US$1036萬 +5% 4.23% 67.5% 126 20.63% 2.1
Brightline Capital Management
5007
Brightline Capital Management
Florida
US$2.37億 +US$3535萬 +18% 21.4% 810% 25 44% 0.4
Sonata Capital Group
5008
Sonata Capital Group
Washington
US$2.37億 +US$4180萬 +21% 5.63% 66.5% 117 24.79% 5.1
Holistic Planning
5009
Holistic Planning
Texas
US$2.36億 +US$1.06億 +82% 4.43% 61.9% 168 37.5% 0.5
Spectrum Asset Management (California)
5010
Spectrum Asset Management (California)
California
US$2.36億 +US$2020萬 +9% 6.96% 68.3% 108 22.22% 3.2
Edenbrook Capital
5011
Edenbrook Capital
New York
US$2.36億 -US$2919萬 -11% 5.83% 267% 20 45% 3
Ovata Capital Management
5012
Ovata Capital Management
Hong Kong
US$2.36億 +US$5217萬 +28% 4.17% 69.1% 47 48.94% 0.5
SGH
5013
Sivik Global Healthcare
Connecticut
US$2.36億 -US$4223萬 -15% 8.23% 83.8% 47 44.68% 2.1
Visa Foundation
5014
Visa Foundation
California
US$2.36億 +US$169萬 +0.7% 1.21% 58.1% 2 0% 1.5
325 Capital
5015
325 Capital
New York
US$2.36億 -US$191萬 -0.8% 4.39% 226% 14 28.57% 1.8
Purus Wealth Management
5016
Purus Wealth Management
California
US$2.36億 +US$967萬 +4% 4.39% 174% 121 7.44% 2.5
Prairiewood Capital
5017
Prairiewood Capital
North Dakota
US$2.36億 +US$2537萬 +12% 8.06% 42.6% 81 6.17% 2.2
Gunderson Capital Management
5018
Gunderson Capital Management
South Carolina
US$2.36億 +US$310萬 +1% 5.42% 961% 49 38.78% 0.9
Perry Creek Capital
5019
Perry Creek Capital
New York
US$2.36億 +US$2453萬 +12% 17.9% 51.2% 14 21.43% 3.4
BCH
5020
Berkshire Capital Holdings
California
US$2.36億 -US$1158萬 -5% 14.4% 2,748% 91 5.49% 2.7
Providence First Trust
5021
Providence First Trust
Arizona
US$2.36億 +US$1372萬 +6% 4.64% 68.4% 110 27.27% 3.1
Dean Capital Management
5022
Dean Capital Management
Kansas
US$2.36億 +US$1.58億 +203% 12.7% 89.7% 142 47.89% 1
Maxwell Wealth Strategies
5023
Maxwell Wealth Strategies
California
US$2.35億 +US$3116萬 +15% 6.14% – 109 7.34% 0.7
BCS Wealth Management
5024
BCS Wealth Management
Tennessee
US$2.35億 +US$2960萬 +14% 4.15% 51% 169 9.47% 1.8
Greenhaven Road Investment Management
5025
Greenhaven Road Investment Management
Connecticut
US$2.35億 +US$1930萬 +9% 18.7% 70.2% 19 26.32% 2.2