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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)
Glass Jacobson Investment Advisors
5051
Glass Jacobson Investment Advisors
Maryland
US$2.6億 -US$4500萬 -15% 8.12% 63.1% 880 40.23% 2
Payne Capital Management
5052
Payne Capital Management
New York
US$2.59億 +US$2492萬 +11% 8.56% – 79 12.66% 0.4
Seneca Financial Advisors
5053
Seneca Financial Advisors
New York
US$2.59億 +US$5317萬 +26% 6.91% 50.9% 61 9.84% 2.8
Forum Private Client Group
5054
Forum Private Client Group
Indiana
US$2.59億 +US$2908萬 +13% 5.88% 47.9% 82 9.76% 1.3
InvesTrust
5055
InvesTrust
Oklahoma
US$2.59億 -US$1.06億 -29% 6.39% – 94 3.19% 0.5
Gen-Wealth Partners
5056
Gen-Wealth Partners
Michigan
US$2.59億 +US$1953萬 +8% 7.51% – 667 10.64% 1
Highview Capital Management
5057
Highview Capital Management
Illinois
US$2.59億 +US$2015萬 +8% 13.5% 123% 123 28.46% 2.1
Weinberger Asset Management
5058
Weinberger Asset Management
California
US$2.59億 +US$2587萬 +11% 11.4% 89.6% 84 8.33% 2.8
Heritage Oak Wealth Advisors
5059
Heritage Oak Wealth Advisors
Florida
US$2.59億 +US$3130萬 +14% 19.2% – 83 28.92% 0.5
Medallion Wealth Advisors
5060
Medallion Wealth Advisors
Connecticut
US$2.59億 +US$3864萬 +18% 8.62% – 1,134 8.47% 0.5
Alpha Financial Advisors
5061
Alpha Financial Advisors
North Carolina
US$2.59億 +US$3387萬 +15% 8.25% 46.6% 62 25.81% 1.4
Anchorage Capital Group
5062
Anchorage Capital Group
New York
US$2.59億 +US$861萬 +3% 11.4% 24.9% 6 0% 3.7
Buckhead Capital Management
5063
Buckhead Capital Management
Georgia
US$2.59億 -US$5312萬 -17% 5.75% 76.1% 130 8.46% 5.2
Uniting Wealth Partners
5064
Uniting Wealth Partners
Kansas
US$2.59億 +US$5905萬 +30% 12.7% – 123 17.89% 0.4
Breakwater Investment Management
5065
Breakwater Investment Management
Washington
US$2.58億 +US$2432萬 +10% 8.92% – 319 4.08% 1.2
Montgomery Investment Management
5066
Montgomery Investment Management
Maryland
US$2.58億 +US$709萬 +3% 6.13% 105% 97 6.19% 7
Bourne Lent Asset Management
5067
Bourne Lent Asset Management
New York
US$2.58億 +US$2528萬 +11% 13.4% 95.1% 63 4.76% 7.2
BCR Wealth Strategies
5068
BCR Wealth Strategies
Alabama
US$2.58億 +US$3060萬 +13% 6.66% 45.1% 27 3.7% 2.5
Alteri Wealth
5069
Alteri Wealth
California
US$2.58億 +US$3044萬 +13% 13.6% – 284 16.55% 0.4
Insight Wealth Partners
5070
Insight Wealth Partners
Texas
US$2.58億 -US$3.43億 -57% 7.24% 56.2% 114 10.53% 2.4
EL
5071
EQ LLC
Washington
US$2.58億 +US$4346萬 +20% 11.1% 80% 77 22.08% 2.2
Siligmueller & Norvid Wealth Advisors
5072
Siligmueller & Norvid Wealth Advisors
Illinois
US$2.58億 +US$2110萬 +9% 6.19% – 98 9.18% 0.5
INCA Investments
5073
INCA Investments
Florida
US$2.57億 +US$3897萬 +18% 15.2% 120% 10 0% 5.3
Monte Financial Group
5074
Monte Financial Group
Connecticut
US$2.57億 +US$2880萬 +13% 3.18% 66.7% 91 10.99% 3.5
Independence Financial Advisors
5075
Independence Financial Advisors
New Hampshire
US$2.57億 -US$591萬 -2% 7.59% – 52 11.54% 0.2