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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)
Summit Investment Advisory Services
5376
Summit Investment Advisory Services
Minnesota
US$2.3億 +US$2595萬 +13% 9.83% 74.2% 71 4.23% 0.9
Trellis Wealth Advisors
5377
Trellis Wealth Advisors
California
US$2.3億 +US$2369萬 +11% 9.41% 62.2% 37 5.41% 1.7
Greenbush Financial Group
5378
Greenbush Financial Group
New York
US$2.3億 +US$2848萬 +14% 9.49% – 33 3.03% 0.5
Lumbard & Kellner
5379
Lumbard & Kellner
New Hampshire
US$2.29億 +US$262萬 +1% 14.9% 135% 97 24.74% 3
SAM
5380
Stenahm Asset Management
Guernsey
US$2.29億 -US$1626萬 -7% 10.4% – 33 42.42% 1.5
Collaborative Wealth Management
5381
Collaborative Wealth Management
Florida
US$2.29億 +US$1543萬 +7% 5.19% 46.6% 188 11.17% 3.1
Cherokee Insurance
5382
Cherokee Insurance
Michigan
US$2.29億 +US$292萬 +1% 1.36% – 124 2.42% 0.5
Register Financial Advisors
5383
Register Financial Advisors
Georgia
US$2.29億 +US$3695萬 +19% 16.3% 130% 347 15.85% 1.7
Wittenberg Investment Management
5384
Wittenberg Investment Management
Massachusetts
US$2.29億 +US$721萬 +3% 4.82% 89.9% 80 12.5% 5.3
BC
5385
Bayforest Capital
United Kingdom
US$2.29億 -US$72.5萬 -0.3% 10.6% – 939 48.35% 0.3
Game Plan Financial Advisors
5386
Game Plan Financial Advisors
Ohio
US$2.29億 +US$2289萬 +11% 13.3% 107% 398 24.37% 1.7
Pragma Gestao de Patrimonio
5387
Pragma Gestao de Patrimonio
Brazil
US$2.29億 +US$4210萬 +23% 15.9% 75.2% 23 26.09% 1
Viola Ventures VC Management 4
5388
Viola Ventures VC Management 4
Israel
US$2.29億 +US$3005萬 +15% 59.1% 79.1% 4 25% 2.5
Arcadia Wealth Management (New Hampshire)
5389
Arcadia Wealth Management (New Hampshire)
New Hampshire
US$2.29億 +US$2622萬 +13% 9.07% 55.5% 66 15.15% 1.7
PIP
5390
Palisades Investment Partners
California
US$2.29億 +US$2948萬 +15% 25.1% – 42 11.9% 0.8
Holistic Financial Partners
5391
Holistic Financial Partners
Indiana
US$2.28億 +US$2096萬 +10% 6.47% 95.7% 135 14.07% 3.4
Decatur Capital Management
5392
Decatur Capital Management
Georgia
US$2.28億 +US$3555萬 +18% 21.9% 155% 42 9.52% 4
Curio Wealth
5393
Curio Wealth
Maryland
US$2.28億 +US$3628萬 +19% 6.99% – 409 16.38% 0.4
HIS
5394
Horizon Investment Services
Indiana
US$2.28億 +US$2238萬 +11% 19.1% 247% 130 21.54% 3.2
SCM
5395
Stonehill Capital Management
New York
US$2.28億 -US$9975萬 -30% 14.6% 117% 17 47.06% 0.7
Luken Investment Analytics
5396
Luken Investment Analytics
Tennessee
US$2.28億 +US$1459萬 +7% 8.66% 51% 153 7.19% 2.9
Verde Servicos Internacionais
5397
Verde Servicos Internacionais
Brazil
US$2.28億 +US$5306萬 +30% 19.4% 130% 50 66% 0.4
Vantage Point Financial
5398
Vantage Point Financial
Illinois
US$2.28億 +US$2950萬 +15% 9.35% – 153 17.65% 0.4
Scholtz & Company
5399
Scholtz & Company
Connecticut
US$2.28億 +US$2576萬 +13% 15.2% 111% 54 9.26% 2.2
MB, Levis & Associates
5400
MB, Levis & Associates
Pennsylvania
US$2.28億 +US$1222萬 +6% 4.83% 43.1% 286 8.04% 2.3