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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)
FSA
5251
Financial Services Advisory
Maryland
US$2.6億 +US$5240萬 +25% 7.56% 82.5% 72 41.67% 1
American Financial Group
5252
American Financial Group
Ohio
US$2.59億 -US$715萬 -3% 9.52% 30.6% 61 3.28% 6.6
1776 Wealth
5253
1776 Wealth
Georgia
US$2.59億 +US$1664萬 +7% 11.9% 115% 154 16.23% 3
CAM
5254
CPA Asset Management
Florida
US$2.59億 +US$2150萬 +9% 6.38% 53.3% 90 8.89% 2.1
Consilium Wealth Advisory
5255
Consilium Wealth Advisory
Texas
US$2.59億 +US$2216萬 +9% 7.72% 126% 101 11.88% 2.3
Plum Street Advisors
5256
Plum Street Advisors
Louisiana
US$2.59億 +US$3234萬 +14% 6.94% 54.3% 97 16.49% 1.3
Tanglewood Legacy Advisors
5257
Tanglewood Legacy Advisors
Texas
US$2.59億 +US$1514萬 +6% 6.7% 69.1% 288 6.94% 2.3
Foresite Capital Management VI
5258
Foresite Capital Management VI
California
US$2.59億 +US$8098萬 +46% 81.5% – 21 47.62% 0.6
Yorkville Advisors Global
5259
Yorkville Advisors Global
New Jersey
US$2.59億 +US$4817萬 +23% 16.8% – 44 79.55% 0.1
Aspen Investment Management
5260
Aspen Investment Management
Michigan
US$2.59億 +US$2104萬 +9% 6.96% 92.6% 158 12.66% 6.6
Muzinich & Co
5261
Muzinich & Co
New York
US$2.59億 +US$2837萬 +12% 6.81% 13.5% 60 36.67% 7.4
First Citizens Investor Services
5262
First Citizens Investor Services
North Carolina
US$2.59億 – – 5.87% – 23 – 0
HRC
5263
Hoertkorn Richard Charles
US$2.59億 +US$2243萬 +9% 10.8% 182% 79 1.27% 8.4
Wealth Quarterback
5264
Wealth Quarterback
New Jersey
US$2.59億 +US$4763萬 +23% 9.07% 109% 157 13.38% 2.6
Colorado Capital Management
5265
Colorado Capital Management
Colorado
US$2.59億 +US$2520萬 +11% 7.54% 60.4% 105 5.71% 5.1
GE Investment Management
5266
GE Investment Management
Connecticut
US$2.58億 +US$3720萬 +17% 16.8% – 4 0% 1.6
Stonehearth Capital Management
5267
Stonehearth Capital Management
Massachusetts
US$2.58億 +US$1695萬 +7% 7.51% 87.5% 98 8.16% 3.2
Ranch Capital Advisors
5268
Ranch Capital Advisors
Florida
US$2.58億 +US$2775萬 +12% 8.55% 99.2% 158 14.56% 3.6
My Personal CFO LLC
5269
My Personal CFO LLC
Washington
US$2.58億 +US$3823萬 +17% 5.88% 83.4% 159 83.02% 0.8
Foundation Wealth Management (Pennsylvania)
5270
Foundation Wealth Management (Pennsylvania)
Pennsylvania
US$2.58億 +US$2705萬 +12% 5.88% – 95 2.11% 0.7
EntryPoint Capital
5271
EntryPoint Capital
New York
US$2.58億 +US$5872萬 +29% 6.41% 40.3% 912 64.8% 0.3
MAS
5272
Madden Advisory Services
Florida
US$2.58億 +US$2356萬 +10% 5.99% 58.4% 110 14.55% 5.6
Vantage Point Financial
5273
Vantage Point Financial
Illinois
US$2.58億 +US$3011萬 +13% 8.28% – 159 9.43% 0.6
River Street Advisors
5274
River Street Advisors
Illinois
US$2.58億 +US$2575萬 +11% 8.78% 93.5% 168 6.55% 1.8
Cambridge Financial Group
5275
Cambridge Financial Group
Ohio
US$2.58億 +US$5967萬 +30% 8.84% – 34 5.88% 5.1