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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)
Wilkerson Advisory Group
5001
Wilkerson Advisory Group
Missouri
US$2.91億 +US$706萬 +2% 0.64% – 654 17.13% 0.2
Denver PWM
5002
Denver PWM
Colorado
US$2.91億 -US$851萬 -3% 0.06% 48.6% 92 22.83% 2.8
Kings Path Partners
5003
Kings Path Partners
Texas
US$2.91億 +US$546萬 +2% 1.5% – 306 8.5% 1.4
Denver Wealth Management
5004
Denver Wealth Management
Colorado
US$2.91億 +US$847萬 +3% 2.36% 70.3% 108 22.22% 2.6
Evelyn Partners Investment Management (Europe)
5005
Evelyn Partners Investment Management (Europe)
US$2.91億 -US$1771萬 -6% 3.16% – 190 4.21% 1.1
Barrett & Company
5006
Barrett & Company
Rhode Island
US$2.91億 -US$921萬 -3% 1.49% 83.6% 679 6.77% 2.7
Oak Asset Management
5007
Oak Asset Management
California
US$2.9億 -US$276萬 -0.9% 1.12% 91.8% 111 9.01% 3.2
Everpar Advisors
5008
Everpar Advisors
Oklahoma
US$2.9億 +US$2078萬 +8% 0.35% 130% 305 19.67% 1.5
Arch Capital Group
5009
Arch Capital Group
Bermuda
US$2.9億 -US$187萬 -0.6% 0.64% 2.89% 4 0% 3.6
ODFS
5010
O'Donnell Financial Services
California
US$2.9億 -US$219萬 -0.7% 2.79% 64.3% 64 15.63% 1.7
Orion Capital Management
5011
Orion Capital Management
California
US$2.9億 -US$717萬 -2% 1.91% 75.3% 524 13.36% 1.8
Fairfield Financial Advisors
5012
Fairfield Financial Advisors
Massachusetts
US$2.9億 -US$1657萬 -5% 2.67% – 75 9.33% 2.9
Friday Financial
5013
Friday Financial
Iowa
US$2.9億 +US$656萬 +2% 0.27% – 95 7.37% 1
Altrafin AG
5014
Altrafin AG
US$2.9億 -US$2524萬 -8% 8.95% 127% 56 25% 2.4
SI
5015
Saxon Interests
Texas
US$2.9億 +US$480萬 +2% 0.76% 81.2% 242 19.83% 1.6
Powell Investment Advisors
5016
Powell Investment Advisors
Florida
US$2.9億 -US$37.1萬 -0.1% 1.91% 82.4% 177 6.21% 3.3
Glass Jacobson Investment Advisors
5017
Glass Jacobson Investment Advisors
Maryland
US$2.9億 +US$1200萬 +4% 0.65% 63.1% 623 9.15% 2.4
Raleigh Capital Management
5018
Raleigh Capital Management
North Carolina
US$2.9億 +US$1425萬 +5% 1.05% 79.9% 808 33.91% 1.7
Sonoma Allocations
5019
Sonoma Allocations
California
US$2.9億 -US$1153萬 -4% 1.17% – 152 20.39% 0.4
WMA
5020
Wealth Management Associates
New Jersey
US$2.9億 +US$212萬 +0.7% 1.93% 111% 257 17.51% 3.7
Cable Car Capital
5021
Cable Car Capital
California
US$2.89億 -US$27.2億 -90% 0.98% – 160 48.13% 0.5
Blue Water Asset Management
5022
Blue Water Asset Management
Michigan
US$2.89億 +US$1133萬 +4% 0.2% – 108 8.33% 0.2
LeClair Wealth Partners
5023
LeClair Wealth Partners
Ohio
US$2.89億 +US$1.17億 +68% 0.2% – 204 94.61% 0.1
Windward Private Wealth Management
5024
Windward Private Wealth Management
Kansas
US$2.89億 +US$53萬 +0.2% 0.65% 38.5% 45 4.44% 4.5
PineBridge Investments Asia
5025
PineBridge Investments Asia
US$2.89億 -US$5679萬 -16% 0.06% – 8 25% 0.2