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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)
Adaptive Financial Consulting
5101
Adaptive Financial Consulting
Ohio
US$1.6億 +US$1145萬 +8% 5.48% 33.4% 18 5.56% 1.3
Ridgecrest Wealth Partners
5102
Ridgecrest Wealth Partners
California
US$1.6億 +US$5520萬 +53% 5.69% 103% 111 18.92% 0.2
Roubaix Capital
5103
Roubaix Capital
Colorado
US$1.6億 +US$1210萬 +8% 11.1% 174% 59 42.37% 0.6
Northstar Advisory Group
5104
Northstar Advisory Group
New Jersey
US$1.6億 +US$2913萬 +22% 7.72% 141% 112 15.18% 0.4
Prosight Management
5105
Prosight Management
Texas
US$1.6億 +US$3780萬 +31% 6.58% 39.5% 54 46.3% 0.6
CNB Bank
5106
CNB Bank
Pennsylvania
US$1.6億 +US$1537萬 +11% 7.42% 106% 419 11.22% 2.4
Centennial Wealth Advisory
5107
Centennial Wealth Advisory
Michigan
US$1.6億 +US$841萬 +6% 4.69% 63% 102 41.18% 0.3
Kelso & Company
5108
Kelso & Company
New York
US$1.6億 -US$2032萬 -11% 38.8% – 1 0% 0.3
Clarus Wealth Advisors
5109
Clarus Wealth Advisors
Arizona
US$1.6億 +US$5.3萬 +0% 6.84% 89.7% 142 38.03% 1.6
R.W. Roge & Company
5110
R.W. Roge & Company
New York
US$1.6億 +US$1165萬 +8% 5.84% 76.3% 42 11.9% 1.2
Arbor Trust Wealth Advisors
5111
Arbor Trust Wealth Advisors
Michigan
US$1.59億 +US$963萬 +6% 5.58% 63.8% 98 3.06% 1.2
Vienna Insurance Group
5112
Vienna Insurance Group
Poland
US$1.59億 +US$5446萬 +52% 13.4% 230% 27 44.44% 0.3
FSA Wealth Management
5113
FSA Wealth Management
Massachusetts
US$1.59億 +US$979萬 +7% 6.42% – 45 8.89% 1.4
LDR Capital Management
5114
LDR Capital Management
New York
US$1.59億 +US$2722萬 +21% 6.51% 28.4% 44 36.36% 0.5
Red Cedar Capital
5115
Red Cedar Capital
Nebraska
US$1.59億 +US$922萬 +6% 8.46% 43% 158 4.43% 2.9
Newman & Schimel
5116
Newman & Schimel
Illinois
US$1.59億 +US$961萬 +6% 6.19% – 48 4.17% 0.5
Ascension Capital Advisors
5117
Ascension Capital Advisors
Texas
US$1.59億 +US$1144萬 +8% 5.6% 59.3% 31 6.45% 1
Mendel Money Management
5118
Mendel Money Management
Illinois
US$1.59億 +US$587萬 +4% 7.36% 88.8% 70 4.29% 3.3
Catawba River Capital
5119
Catawba River Capital
South Carolina
US$1.59億 +US$977萬 +7% 6.3% 89.5% 30 16.67% 0.8
Alethea Capital Management
5120
Alethea Capital Management
Washington
US$1.59億 -US$500萬 -3% 12.4% 275% 112 55.36% 1.8
Lugano Financial Advisors SA (LFA)
5121
Lugano Financial Advisors SA (LFA)
Switzerland
US$1.59億 +US$1594萬 +11% 5.08% 51.3% 100 8% 1.6
State of Wyoming
5122
State of Wyoming
Wyoming
US$1.59億 +US$9786萬 +161% 10.3% 135% 1,254 59.33% 0.1
Tandem Capital Management
5123
Tandem Capital Management
New Jersey
US$1.59億 +US$1417萬 +10% 8.69% 128% 89 10.11% 1.2
Cascade Investment Advisors
5124
Cascade Investment Advisors
Oregon
US$1.59億 +US$502萬 +3% 5.51% 79.1% 287 9.76% 2.8
SC
5125
Sovarnum Capital
New York
US$1.59億 +US$2596萬 +20% 6.26% – 91 34.07% 0.7