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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)
Montis Financial
5051
Montis Financial
Massachusetts
US$2.18億 +US$767萬 +4% 2.23% 53.8% 89 16.85% 2
Beacon Bridge Wealth Partners
5052
Beacon Bridge Wealth Partners
Pennsylvania
US$2.18億 +US$617萬 +3% 2.02% 56.1% 98 9.18% 1.1
Goodwin Investment Advisory
5053
Goodwin Investment Advisory
Georgia
US$2.18億 +US$580萬 +3% 3.26% 60.8% 51 41.18% 1.7
Krensavage Asset Management
5054
Krensavage Asset Management
New York
US$2.18億 -US$772萬 -3% 3.24% 124% 13 7.69% 3.4
Kathleen S. Wright Associates
5055
Kathleen S. Wright Associates
Pennsylvania
US$2.18億 +US$549萬 +3% 0.22% 66% 248 16.13% 1.6
Palisades Hudson Asset Management
5056
Palisades Hudson Asset Management
Florida
US$2.18億 -US$195萬 -0.9% 0.92% 66.8% 100 12% 6.8
Tidemark
5057
Tidemark
California
US$2.17億 +US$3820萬 +21% 1.99% 56.1% 732 20.36% 0.5
HGC Investment Management
5058
HGC Investment Management
Ontario, Canada
US$2.17億 -US$6289萬 -22% 0.67% 33.2% 117 29.91% 0.8
Delap Wealth Advisory
5059
Delap Wealth Advisory
Oregon
US$2.17億 -US$3015萬 -12% 1.48% 73% 293 70.31% 0.7
Abundance Wealth Counselors
5060
Abundance Wealth Counselors
Pennsylvania
US$2.17億 -US$2.17億 -50% 2.95% 107% 150 60.67% 2
Astor Investment Management
5061
Astor Investment Management
Illinois
US$2.17億 -US$3455萬 -14% 0.84% 23.3% 38 42.11% 1.1
Mirabaud Asset Management
5062
Mirabaud Asset Management
United Kingdom
US$2.17億 -US$3028萬 -12% 5.31% 136% 53 22.64% 0.4
OGF
5063
Orin Green Financial
California
US$2.17億 +US$434萬 +2% 1.93% 59.1% 77 90.91% 0.2
Wills Financial Group
5064
Wills Financial Group
Virginia
US$2.17億 +US$482萬 +2% 1.96% 75.9% 66 9.09% 5
Bernzott Capital Advisors
5065
Bernzott Capital Advisors
California
US$2.17億 -US$3552萬 -14% 5.66% 46.2% 40 15% 2.9
Monolith Management
5066
Monolith Management
Hong Kong
US$2.17億 -US$3509萬 -14% 12.7% 1,364% 17 58.82% 0.2
BOS Asset Management
5067
BOS Asset Management
Illinois
US$2.17億 +US$2655萬 +14% 2.83% 70.3% 166 15.06% 1.1
One Advisory Partners
5068
One Advisory Partners
Kansas
US$2.17億 +US$1337萬 +7% 2.55% 58.3% 46 8.7% 1.8
CVS Health
5069
CVS Health
Rhode Island
US$2.17億 +US$507萬 +2% 2.45% 50% 6 0% 2.3
Ausbil Investment Management
5070
Ausbil Investment Management
Australia
US$2.17億 +US$1711萬 +9% 3.73% 115% 72 38.89% 0.7
Armor Investment Advisors
5071
Armor Investment Advisors
North Carolina
US$2.17億 +US$874萬 +4% 1.26% 62% 168 8.93% 4.2
Reliant Wealth Planning
5072
Reliant Wealth Planning
Kentucky
US$2.17億 +US$770萬 +4% 0.65% 39.4% 24 12.5% 1
Verde Servicos Internacionais
5073
Verde Servicos Internacionais
Brazil
US$2.17億 -US$5191萬 -19% 7.45% 130% 38 52.63% 0.5
SimpliFi Inc
5074
SimpliFi Inc
California
US$2.17億 -US$213萬 -1% 0.85% 27.9% 41 7.32% 2.5
Harbour Investment Management
5075
Harbour Investment Management
Washington
US$2.16億 +US$337萬 +2% 2.91% 58.8% 89 3.37% 6.2