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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)
PWM
5351
Prosperity Wealth Management
California
US$1.55億 +US$2820萬 +22% 19.3% 175% 195 52.31% 0.3
MAS
5352
Madden Advisory Services
Florida
US$1.55億 +US$1204萬 +8% 5.76% 58.4% 82 2.44% 5.2
KAM
5353
Kinney Asset Management
Illinois
US$1.54億 +US$1564萬 +11% 7.69% 10.1% 5 0% 2.2
John W. Brooker & Co
5354
John W. Brooker & Co
California
US$1.54億 +US$346萬 +2% 3.37% 43.4% 66 4.55% 2.8
Wisconsin Capital Management
5355
Wisconsin Capital Management
Wisconsin
US$1.54億 +US$771萬 +5% 12.6% 166% 48 8.33% 4.1
Farmers & Merchants Trust Co of Chambersburg PA
5356
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
US$1.54億 +US$422萬 +3% 5.15% 65.5% 406 13.79% 3.8
Custos Family Office
5357
Custos Family Office
Texas
US$1.54億 +US$1244萬 +9% 5.03% 66.2% 50 34% 0.8
Summit Place Financial Advisors
5358
Summit Place Financial Advisors
New Jersey
US$1.54億 +US$1346萬 +10% 7.73% 111% 95 8.42% 2.1
Cairn Investment Group
5359
Cairn Investment Group
Washington
US$1.54億 +US$1070萬 +7% 5.49% 67.4% 66 4.55% 2.6
SM
5360
Scoggin Management
New York
US$1.54億 -US$1588萬 -9% 4.64% 889% 66 62.12% 0.7
AFS Financial Group
5361
AFS Financial Group
Maryland
US$1.54億 +US$440萬 +3% 7.01% – 96 6.25% 0.5
Forte Asset Management
5362
Forte Asset Management
New York
US$1.54億 +US$292萬 +2% 2.75% 57.7% 60 5% 0.8
Purus Wealth Management
5363
Purus Wealth Management
California
US$1.54億 +US$2758萬 +22% 12.9% 174% 125 16% 1.7
Fluent Financial
5364
Fluent Financial
Texas
US$1.54億 +US$764萬 +5% 4.07% 46.9% 83 31.33% 1.3
Athyrium Capital Management
5365
Athyrium Capital Management
New York
US$1.54億 -US$1.25億 -45% 0.46% 25.1% 8 12.5% 1.4
Cordant Inc
5366
Cordant Inc
Oregon
US$1.54億 -US$3,178 -0% 2.17% 47% 74 4.05% 2.4
Warner Financial
5367
Warner Financial
Maryland
US$1.54億 +US$975萬 +7% 5.72% 69.2% 94 2.13% 1.3
Westhampton Capital
5368
Westhampton Capital
North Carolina
US$1.54億 -US$175萬 -1% 7.19% 105% 122 14.75% 3
Blue Barn Wealth
5369
Blue Barn Wealth
Utah
US$1.54億 -US$746萬 -5% 2.35% 46.4% 127 8.66% 1.4
DFS
5370
Dixon Fnancial Services
California
US$1.54億 +US$657萬 +4% 4.94% 76.6% 26 15.38% 1.4
ARQ Wealth Advisors
5371
ARQ Wealth Advisors
Arizona
US$1.54億 +US$1791萬 +13% 4.74% 59.3% 59 16.95% 2.1
Profit Investment Management
5372
Profit Investment Management
Maryland
US$1.54億 +US$248萬 +2% 5.2% 101% 76 2.63% 6.5
TKG Advisors
5373
TKG Advisors
Indiana
US$1.54億 -US$663萬 -4% 6.17% 116% 121 46.28% 0.6
CGC Financial Services
5374
CGC Financial Services
Oregon
US$1.54億 – – 1.8% 46% 359 – 0
AllSquare Wealth Management
5375
AllSquare Wealth Management
New York
US$1.54億 -US$70.9萬 -0.5% 3.74% 62.4% 574 4.36% 4.4