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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)
Palisades Hudson Asset Management
5451
Palisades Hudson Asset Management
Florida
US$2.86億 +US$2920萬 +11% 13.7% 73.2% 114 10.53% 6.9
ICW Investment Advisors
5452
ICW Investment Advisors
Arizona
US$2.86億 +US$904萬 +3% 7.58% 58.6% 153 9.8% 5
Bluestem Financial Advisors
5453
Bluestem Financial Advisors
Illinois
US$2.86億 +US$2658萬 +10% 9.97% 42.2% 35 8.57% 4.6
Adaptive Financial Consulting
5454
Adaptive Financial Consulting
Ohio
US$2.85億 +US$2437萬 +9% 8.69% 37% 20 10% 5
Lewis Asset Management
5455
Lewis Asset Management
California
US$2.85億 +US$4087萬 +17% 20.1% 142% 228 16.67% 1.4
Alexander Labrunerie & Co
5456
Alexander Labrunerie & Co
Missouri
US$2.85億 +US$1794萬 +7% 17.2% – 136 18.38% 1.6
Strait & Sound Wealth Management
5457
Strait & Sound Wealth Management
California
US$2.85億 +US$1662萬 +6% 11.8% 74% 188 15.96% 2.1
HFM Investment Advisors
5458
HFM Investment Advisors
New Jersey
US$2.85億 +US$2513萬 +10% 10% – 1,330 12.26% 1.1
LAI
5459
Legal Advantage Investments
California
US$2.85億 +US$9161萬 +47% 9.19% 116% 89 24.72% 3.1
Midwest Financial Group
5460
Midwest Financial Group
Kansas
US$2.85億 +US$5056萬 +22% 31.9% 103% 142 15.49% 2.1
Choice Wealth Advisors
5461
Choice Wealth Advisors
Maine
US$2.85億 +US$3017萬 +12% 10.5% 60.3% 36 5.56% 2.5
MBE Wealth Management
5462
MBE Wealth Management
Wisconsin
US$2.84億 +US$4371萬 +18% 13% 66.5% 173 20.23% 2.4
Formula Growth
5463
Formula Growth
Quebec, Canada
US$2.84億 +US$6275萬 +28% 39.6% 135% 169 33.14% 2.8
Advantage Trust Company
5464
Advantage Trust Company
Kansas
US$2.84億 +US$6113萬 +27% 15.2% 77.6% 203 42.36% 1.3
Vivid Wealth Management
5465
Vivid Wealth Management
Iowa
US$2.84億 +US$3705萬 +15% 15.7% 107% 76 17.11% 1.4
Bandera Partners
5466
Bandera Partners
New York
US$2.84億 +US$6283萬 +28% 27.4% 54.7% 19 10.53% 3.8
Cumberland Advisors
5467
Cumberland Advisors
Florida
US$2.84億 +US$2832萬 +11% 14.5% 80.7% 50 6% 5.4
1776 Wealth
5468
1776 Wealth
Georgia
US$2.84億 +US$2941萬 +12% 15% 115% 155 7.74% 3.3
William Mack & Associates
5469
William Mack & Associates
Michigan
US$2.84億 +US$1.09億 +62% 10.3% – 110 35.45% 0.9
CWMGP
5470
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
US$2.84億 +US$4489萬 +19% 21% 85.4% 109 21.1% 1.8
FreeGulliver LLC
5471
FreeGulliver LLC
Louisiana
US$2.84億 +US$4640萬 +20% 13.6% 94.4% 137 26.28% 1.1
American Financial Group
5472
American Financial Group
Ohio
US$2.84億 +US$1389萬 +5% 4.33% 30.6% 76 10.53% 5.6
Sellwood Investment Partners
5473
Sellwood Investment Partners
Oregon
US$2.84億 +US$2973萬 +12% 10.4% – 61 6.56% 1.2
Game Creek Capital
5474
Game Creek Capital
Massachusetts
US$2.83億 -US$1736萬 -6% 41% 177% 98 26.53% 3.3
Beaconlight Capital
5475
Beaconlight Capital
New York
US$2.83億 +US$9346萬 +49% 32.5% 264% 46 54.35% 1.3