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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)
Beacon Financial Planning
5351
Beacon Financial Planning
Massachusetts
US$2.95億 +US$3638萬 +14% 16.6% 74.3% 88 17.05% 1.6
Torrey Growth & Income Advisors
5352
Torrey Growth & Income Advisors
California
US$2.94億 +US$5583萬 +23% 49.3% – 123 22.76% 0.6
ISFAN
5353
Investor's Fiduciary Advisor Network
Washington
US$2.94億 -US$3197萬 -10% 16% – 291 31.96% 1.1
Mainsail Financial Group
5354
Mainsail Financial Group
Washington
US$2.94億 +US$5433萬 +23% 16.1% 61.9% 73 16.44% 2.3
Intrepid Financial Planning Group
5355
Intrepid Financial Planning Group
Indiana
US$2.94億 +US$4644萬 +19% 25.4% 100% 141 15.6% 2.5
Landing Point Financial Group
5356
Landing Point Financial Group
Ohio
US$2.94億 +US$8812萬 +43% 13.5% – 104 15.38% 1
Weitzel Financial Services
5357
Weitzel Financial Services
Iowa
US$2.94億 +US$2873萬 +11% 9.91% 46.3% 54 12.96% 3.4
Veridan Wealth
5358
Veridan Wealth
Oregon
US$2.94億 +US$2357萬 +9% 10.8% – 91 16.48% 1.6
Summit Creek Advisors
5359
Summit Creek Advisors
Minnesota
US$2.94億 -US$1.93億 -40% 21.5% 84.6% 73 23.29% 3.7
Breakwater Investment Management
5360
Breakwater Investment Management
Washington
US$2.94億 +US$2479萬 +9% 9.05% – 662 32.93% 1.2
Decker Retirement Planning
5361
Decker Retirement Planning
Utah
US$2.94億 +US$7294萬 +33% 34.3% – 490 52.04% 0.5
Aviso Wealth Management
5362
Aviso Wealth Management
Washington
US$2.94億 +US$7170萬 +32% 24.8% 153% 149 9.4% 2
Meridian Financial Partners
5363
Meridian Financial Partners
Virginia
US$2.93億 +US$3019萬 +11% 15.6% 80.8% 128 12.5% 2.5
DIM
5364
DC Investments Management
Virginia
US$2.93億 +US$3202萬 +12% 12.8% 59.3% 82 40.24% 1.4
Wealth Advisors Northwest
5365
Wealth Advisors Northwest
Oregon
US$2.93億 +US$5479萬 +23% 10.7% – 66 15.15% 1.2
FIDELIS iM
5366
FIDELIS iM
Oregon
US$2.93億 +US$2895萬 +11% 10.7% 44.8% 27 7.41% 3
Prudent Man Investment Management
5367
Prudent Man Investment Management
Colorado
US$2.93億 -US$414萬 -1% 9.04% – 169 0% 1.3
Zullo Investment Group
5368
Zullo Investment Group
Pennsylvania
US$2.93億 +US$2960萬 +11% 22.6% 143% 169 13.61% 3.5
LI
5369
LHM Inc
Utah
US$2.93億 +US$3913萬 +15% 30.4% 82.5% 24 8.33% 1.5
Colorado Capital Management
5370
Colorado Capital Management
Colorado
US$2.93億 +US$2486萬 +9% 12.4% 60.4% 108 9.26% 5.4
Stonehearth Capital Management
5371
Stonehearth Capital Management
Massachusetts
US$2.93億 +US$4061萬 +16% 17.1% 87.5% 107 22.43% 3.5
SM
5372
Samjo Management
New York
US$2.93億 +US$6174萬 +27% 44.8% – 67 31.34% 1.6
Bay Rivers Group
5373
Bay Rivers Group
Virginia
US$2.93億 +US$5296萬 +22% 30.1% 166% 132 21.97% 2.8
Pacifica Capital Investments
5374
Pacifica Capital Investments
Texas
US$2.93億 -US$84.3萬 -0.3% 3.48% 69.8% 15 0% 7.7
Eagle Capital Management (Louisiana)
5375
Eagle Capital Management (Louisiana)
Louisiana
US$2.93億 +US$3923萬 +15% 20.1% 103% 50 2% 4.4