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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)
Rooted Wealth Advisors
5151
Rooted Wealth Advisors
Illinois
US$2.24億 -US$242萬 -1% 5.63% 57.3% 102 22.55% 1.1
Teton Advisors
5152
Teton Advisors
New York
US$2.24億 -US$1551萬 -6% 9.72% 136% 219 10.05% 7.5
Sittner & Nelson
5153
Sittner & Nelson
Oregon
US$2.24億 +US$2055萬 +10% 7.52% 88.1% 469 11.51% 3
Key Client Fiduciary Advisors
5154
Key Client Fiduciary Advisors
New Jersey
US$2.23億 +US$2225萬 +11% 7.53% 107% 208 12.5% 1.7
TL Private Wealth
5155
TL Private Wealth
Texas
US$2.23億 +US$223萬 +1% 5.48% 50.6% 46 8.7% 3.2
Trinity Financial Advisors
5156
Trinity Financial Advisors
Ohio
US$2.23億 -US$1.71萬 -0% 6.3% 74.5% 89 12.36% 1.7
1776 Wealth
5157
1776 Wealth
Georgia
US$2.23億 +US$116萬 +0.5% 5.84% 115% 155 10.32% 2.4
Coalescence Partners Investment Management
5158
Coalescence Partners Investment Management
New York
US$2.23億 +US$1.01億 +83% 11.6% – 15 20% 0.4
14B Capital Management
5159
14B Capital Management
California
US$2.23億 +US$911萬 +4% 7.66% – 11 18.18% 0.6
Bayshore Asset Management
5160
Bayshore Asset Management
Florida
US$2.23億 +US$2401萬 +12% 6.98% 66.1% 55 40% 1.4
FullCircle Wealth
5161
FullCircle Wealth
Texas
US$2.23億 +US$1886萬 +9% 6.27% – 192 15.63% 0.2
Raine Capital
5162
Raine Capital
New York
US$2.23億 +US$1757萬 +9% 9.3% 119% 5 0% 3
Nine Masts Capital
5163
Nine Masts Capital
Hong Kong
US$2.23億 -US$1.11億 -33% 4.57% 88.1% 184 63.04% 0.3
IMS Capital Management
5164
IMS Capital Management
Oregon
US$2.23億 +US$795萬 +4% 6.94% 119% 145 4.14% 5
Gibraltar Capital Management
5165
Gibraltar Capital Management
Oklahoma
US$2.23億 +US$149萬 +0.7% 4.07% 65% 56 23.21% 3.6
TPG Financial Advisors
5166
TPG Financial Advisors
Oregon
US$2.22億 +US$1087萬 +5% 5.88% – 72 11.11% 2.6
Beta Wealth Group
5167
Beta Wealth Group
California
US$2.22億 +US$1083萬 +5% 4.69% 51.2% 111 12.61% 2.1
SVF Sponsor III
5168
SVF Sponsor III
California
US$2.22億 -US$9790萬 -31% 30.6% 133% 1 0% 1.8
Optimist Retirement Group
5169
Optimist Retirement Group
Washington
US$2.22億 +US$3130萬 +16% 6.12% 92.2% 135 26.67% 0.5
JW Asset Management
5170
JW Asset Management
Florida
US$2.21億 -US$2123萬 -9% 2.22% 251% 17 47.06% 1.2
Advisor Resource Council
5171
Advisor Resource Council
Texas
US$2.21億 +US$1.67億 +305% 5.53% 84.8% 265 81.89% 0.3
WFA
5172
WMG Financial Advisors
Tennessee
US$2.21億 +US$3239萬 +17% 7.27% 73.8% 178 13.48% 1.3
CNBT
5173
Cornerstone National Bank & Trust
Illinois
US$2.21億 +US$1763萬 +9% 5.71% 38.5% 167 63.47% 1.4
Smith Shellnut Wilson
5174
Smith Shellnut Wilson
Mississippi
US$2.21億 +US$1525萬 +7% 7.54% 98.6% 152 12.5% 4.5
MWM
5175
MTC Wealth Management
Florida
US$2.21億 +US$1111萬 +5% 6.04% 30.5% 14 0% 2.8