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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)
InvesTrust
5101
InvesTrust
Oklahoma
US$2.73億 +US$1391萬 +5% 5.24% – 95 1.05% 0.7
5AM Venture Management
5102
5AM Venture Management
California
US$2.73億 +US$1293萬 +5% 38.4% 546% 29 13.79% 1.9
Boothe Investment Group
5103
Boothe Investment Group
Delaware
US$2.73億 +US$1061萬 +4% 8.17% 75.6% 39 5.13% 1.9
Keeler & Nadler Financial Planning & Wealth Management
5104
Keeler & Nadler Financial Planning & Wealth Management
Ohio
US$2.73億 +US$2293萬 +9% 6.97% 72.1% 80 5% 2.2
True Wind Capital Management
5105
True Wind Capital Management
California
US$2.73億 +US$3635萬 +15% 15.4% 59.6% 2 0% 3.8
Stance Capital
5106
Stance Capital
Massachusetts
US$2.73億 +US$675萬 +3% 5.39% – 313 59.42% 0.1
Westwood Wealth Management
5107
Westwood Wealth Management
California
US$2.73億 -US$2497萬 -8% 20.2% 495% 51 15.69% 2.3
Slagle Financial
5108
Slagle Financial
Illinois
US$2.73億 +US$2438萬 +10% 7.77% 88.4% 117 4.27% 1.6
HF Advisory Group
5109
HF Advisory Group
Maryland
US$2.72億 +US$1927萬 +8% 4.91% 73.2% 166 1.2% 2.3
Miller Value Partners
5110
Miller Value Partners
Florida
US$2.72億 +US$3650萬 +15% 15.5% 133% 37 13.51% 2.6
Highview Capital Management
5111
Highview Capital Management
Illinois
US$2.72億 +US$1294萬 +5% 9.98% 138% 119 21.85% 2.2
Thomas Story & Son
5112
Thomas Story & Son
Indiana
US$2.72億 +US$1180萬 +5% 9.17% 101% 52 3.85% 7.3
Monte Financial Group
5113
Monte Financial Group
Connecticut
US$2.72億 +US$1465萬 +6% 6.03% 66.7% 94 6.38% 3.7
Lumbard & Kellner
5114
Lumbard & Kellner
New Hampshire
US$2.72億 +US$4246萬 +19% 20.8% 135% 99 13.13% 2.9
Five Oceans Advisors
5115
Five Oceans Advisors
California
US$2.72億 +US$3738萬 +16% 7.19% 85.3% 196 6.63% 2.5
LifeGuide Financial Advisors
5116
LifeGuide Financial Advisors
Pennsylvania
US$2.72億 +US$62.1萬 +0.2% 3.76% 35.4% 48 0% 2.4
Prudent Man Advisors
5117
Prudent Man Advisors
Illinois
US$2.71億 -US$4342萬 -14% 7.15% 92.5% 187 32.09% 3.7
Denver Wealth Management
5118
Denver Wealth Management
Colorado
US$2.71億 +US$2968萬 +12% 7.54% 70.3% 94 10.64% 2.5
Gunderson Capital Management
5119
Gunderson Capital Management
South Carolina
US$2.71億 +US$3219萬 +13% 15.4% 961% 65 46.15% 0.6
Kings Path Partners
5120
Kings Path Partners
Texas
US$2.71億 +US$2303萬 +9% 5.65% – 342 24.27% 0.9
Camarda Financial Advisors
5121
Camarda Financial Advisors
Florida
US$2.71億 +US$1697萬 +7% 11.7% 196% 123 26.02% 1.5
Beddow Capital Management
5122
Beddow Capital Management
Wyoming
US$2.71億 +US$1889萬 +7% 5.67% 50.7% 57 7.02% 6
BKM Wealth Management
5123
BKM Wealth Management
Wisconsin
US$2.71億 +US$1526萬 +6% 7.35% 69.6% 167 13.17% 1.4
Breakwater Investment Management
5124
Breakwater Investment Management
Washington
US$2.71億 +US$1273萬 +5% 5.42% – 539 44.16% 0.8
Aventura Private Wealth
5125
Aventura Private Wealth
Florida
US$2.71億 +US$4023萬 +17% 9.7% – 852 13.26% 0.6