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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)
Lifestyle Asset Management
5176
Lifestyle Asset Management
Texas
US$1.67億 +US$1705萬 +11% 5.55% 88.3% 100 35% 0.3
Meridian Financial Partners
5177
Meridian Financial Partners
Virginia
US$1.66億 +US$7830萬 +89% 4.88% 80.8% 91 53.85% 1.3
IWN
5178
Independent Wealth Network
Iowa
US$1.66億 +US$1005萬 +6% 4.24% 78.2% 220 14.09% 1.3
Acute Investment Advisory
5179
Acute Investment Advisory
Arizona
US$1.66億 +US$1371萬 +9% 1.12% 15% 15 20% 0.8
CNA Financial
5180
CNA Financial
Illinois
US$1.66億 +US$72.4萬 +0.4% 7.33% 48.6% 22 40.91% 1.8
WA1
5181
Wimmer Associates 1
California
US$1.66億 +US$964萬 +6% 7.82% 78.9% 106 0.94% 5.7
Carolina Wealth Advisors
5182
Carolina Wealth Advisors
South Carolina
US$1.66億 -US$459萬 -3% 2.43% 62% 302 24.5% 2.2
Baugh & Associates
5183
Baugh & Associates
Georgia
US$1.66億 +US$960萬 +6% 4.02% 98.8% 43 6.98% 4.3
Institutional Venture Management XIV
5184
Institutional Venture Management XIV
California
US$1.66億 -US$444萬 -3% 13.4% 18.1% 3 0% 2.4
Praetorian PR
5185
Praetorian PR
Puerto Rico
US$1.66億 +US$2899萬 +21% 16% 80.3% 37 64.86% 0.1
Brookmont Capital Management
5186
Brookmont Capital Management
Texas
US$1.66億 +US$693萬 +4% 4.29% 32.2% 50 4% 6.4
Rainsberger Wealth Advisors
5187
Rainsberger Wealth Advisors
Colorado
US$1.66億 -US$283萬 -2% 3.45% – 78 17.95% 1.3
Benchmark Wealth Management
5188
Benchmark Wealth Management
Connecticut
US$1.66億 +US$891萬 +6% 4.36% 42.7% 51 5.88% 2.7
Reliant Wealth Planning
5189
Reliant Wealth Planning
Kentucky
US$1.66億 +US$444萬 +3% 4.78% 39.4% 15 46.67% 1.2
Goepper Burkhardt
5190
Goepper Burkhardt
South Carolina
US$1.66億 +US$1287萬 +8% 6.19% 50.4% 67 2.99% 2
Mitchell & Pahl Private Wealth
5191
Mitchell & Pahl Private Wealth
Oklahoma
US$1.66億 +US$599萬 +4% 3.2% 82.3% 155 5.16% 2.2
Values First Advisors
5192
Values First Advisors
Tennessee
US$1.66億 +US$863萬 +5% 7.05% 87.6% 370 55.14% 2.2
Leicht Financial Planning & Wealth Management
5193
Leicht Financial Planning & Wealth Management
New Jersey
US$1.66億 +US$311萬 +2% 4.05% 50.2% 23 26.09% 1.7
ODFS
5194
O'Donnell Financial Services
California
US$1.66億 +US$1.09億 +195% 6% 64.3% 25 24% 0.9
STC
5195
Sarah T. Connolly
US$1.65億 +US$780萬 +5% 7.57% 35% 94 1.06% 2.3
WorthPointe
5196
WorthPointe
California
US$1.65億 +US$1143萬 +7% 5% 59.7% 67 38.81% 0.7
APEIRON Capital Ltd
5197
APEIRON Capital Ltd
Hong Kong
US$1.65億 -US$1366萬 -8% 5.68% 362% 16 43.75% 0.7
Bluestem Financial Advisors
5198
Bluestem Financial Advisors
Illinois
US$1.65億 +US$298萬 +2% 3.2% 42.2% 26 3.85% 3
Tandem Wealth Advisors
5199
Tandem Wealth Advisors
Arizona
US$1.65億 +US$464萬 +3% 3.36% 43.1% 50 8% 0.5
MM
5200
MWG Management
British Virgin Islands
US$1.65億 +US$2328萬 +16% 18.5% 59.2% 3 0% 1.7