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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)
First Dallas Securities
5126
First Dallas Securities
Texas
US$2.53億 +US$1369萬 +6% 13.3% 163% 129 17.83% 2.8
Sachetta
5127
Sachetta
Massachusetts
US$2.53億 +US$888萬 +4% 8.94% – 1,207 16.65% 1.3
Weik Capital Management
5128
Weik Capital Management
Pennsylvania
US$2.53億 +US$699萬 +3% 5.69% 71.6% 93 4.3% 8.2
Deepwater Asset Management
5129
Deepwater Asset Management
Minnesota
US$2.53億 +US$1630萬 +7% 24.6% 156% 22 13.64% 1.3
Carnegie Lake Advisors
5130
Carnegie Lake Advisors
New Jersey
US$2.53億 +US$619萬 +3% 4.82% – 171 9.94% 0.7
MKT Advisors
5131
MKT Advisors
California
US$2.53億 +US$3939萬 +18% 6.54% 55.5% 173 20.23% 2.3
Retirement Capital Strategies
5132
Retirement Capital Strategies
California
US$2.52億 -US$375萬 -1% 6% 65.8% 86 36.05% 2.7
G&S Capital
5133
G&S Capital
Colorado
US$2.52億 +US$1686萬 +7% 7.42% 85.6% 133 14.29% 2.9
Beddow Capital Management
5134
Beddow Capital Management
Wyoming
US$2.52億 -US$1491萬 -6% 1.14% 50.7% 57 3.51% 6
Elmwood Wealth Management
5135
Elmwood Wealth Management
California
US$2.52億 +US$848萬 +3% 6.55% 42.1% 135 9.63% 3.9
Sunpointe
5136
Sunpointe
Missouri
US$2.52億 +US$6437萬 +34% 14.6% 122% 245 27.76% 0.8
1 North Wealth Services
5137
1 North Wealth Services
Maryland
US$2.52億 +US$3593萬 +17% 5.43% – 283 6.71% 1.1
Geneva Partners
5138
Geneva Partners
Wisconsin
US$2.52億 +US$5801萬 +30% 22.4% 417% 76 26.32% 2.1
Beacon Bridge Wealth Partners
5139
Beacon Bridge Wealth Partners
Pennsylvania
US$2.52億 +US$1761萬 +8% 8.44% 56.1% 93 15.05% 1.8
Trinity Wealth Management
5140
Trinity Wealth Management
Pennsylvania
US$2.52億 +US$3293萬 +15% 8.1% 56.7% 64 18.75% 2.5
Kaleidoscope Capital
5141
Kaleidoscope Capital
Massachusetts
US$2.52億 +US$8374萬 +50% 25.8% – 9 0% 2.8
Morris Financial Concepts
5142
Morris Financial Concepts
South Carolina
US$2.52億 +US$1359萬 +6% 8.53% 56.5% 203 5.42% 2.4
Rise Advisors
5143
Rise Advisors
New York
US$2.52億 +US$2554萬 +11% 7.64% 62.8% 1,661 16.98% 1.4
GPM Growth Investors
5144
GPM Growth Investors
Michigan
US$2.52億 +US$2369萬 +10% 13.8% – 44 4.55% 3.3
Texas Bank & Trust
5145
Texas Bank & Trust
Texas
US$2.52億 +US$1524萬 +6% 9.07% – 186 10.22% 0.5
Ted Buchan & Co
5146
Ted Buchan & Co
California
US$2.52億 +US$4007萬 +19% 7.67% 65.2% 97 16.49% 1.6
Invenio Wealth Partners
5147
Invenio Wealth Partners
Florida
US$2.52億 +US$1333萬 +6% 6.56% 55.5% 106 25.47% 1.3
REDW Wealth
5148
REDW Wealth
New Mexico
US$2.51億 -US$1724萬 -6% 7.56% 59.1% 109 8.26% 3.9
Equita Financial Network
5149
Equita Financial Network
Pennsylvania
US$2.51億 -US$3486萬 -12% 8.33% 50.5% 95 24.21% 1.2
Paragon Private Wealth Management
5150
Paragon Private Wealth Management
Kentucky
US$2.51億 +US$3570萬 +17% 13.4% 104% 201 15.42% 1.8