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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)
Deseret Mutual Benefit Administrators
5526
Deseret Mutual Benefit Administrators
Utah
US$1.97億 -US$1910萬 -9% 6.05% 81.9% 498 1.41% 3
Wealth Advisors of Iowa
5527
Wealth Advisors of Iowa
Iowa
US$1.96億 +US$1724萬 +10% 7.37% 60.9% 76 40.79% 1.7
SCMS
5528
Serenity Capital Management (Singapore)
Singapore
US$1.96億 +US$3480萬 +22% 30.4% 21% 4 0% 1.1
BWIA
5529
Bryant Woods Investment Advisors
New York
US$1.96億 +US$5892萬 +43% 6.46% 74.4% 50 24% 2.1
Clarus Wealth Advisors
5530
Clarus Wealth Advisors
Arizona
US$1.96億 +US$814萬 +4% 6.87% 89.7% 140 11.43% 2.3
Industrial Alliance Investment Management
5531
Industrial Alliance Investment Management
Quebec, Canada
US$1.96億 +US$1996萬 +11% 5.07% 88.8% 15 0% 1.1
Anchor IV
5532
Anchor IV
Singapore
US$1.96億 +US$2250萬 +13% 13% – 1 0% 1
Shira Ridge Wealth Management
5533
Shira Ridge Wealth Management
California
US$1.96億 +US$1663萬 +9% 5.39% 72.8% 84 14.29% 1.3
Waterford Advisors
5534
Waterford Advisors
New York
US$1.96億 -US$4248萬 -18% 6.6% 50.5% 56 14.29% 1.4
IPA
5535
Investment Planning Advisors
Georgia
US$1.96億 US$0 0% 4.33% – 59 0% 0.3
Donald L. Hagan LLC
5536
Donald L. Hagan LLC
Florida
US$1.96億 +US$709萬 +4% 6.25% 47.9% 102 14.71% 2.9
Strategic Financial Partners
5537
Strategic Financial Partners
Oregon
US$1.96億 +US$1429萬 +8% 6.02% 59.6% 70 7.14% 3.5
Peoples Bank (Ohio)
5538
Peoples Bank (Ohio)
Ohio
US$1.96億 +US$313萬 +2% 5.58% 78.9% 137 10.95% 4.6
Savoir Faire Capital Management
5539
Savoir Faire Capital Management
Connecticut
US$1.96億 -US$6153萬 -24% 2.22% 0.01% 55 18.18% 0.7
TAGStone Capital
5540
TAGStone Capital
North Carolina
US$1.96億 +US$1937萬 +11% 6.04% 62% 93 6.45% 2
Ballast Asset Management
5541
Ballast Asset Management
Texas
US$1.96億 +US$1133萬 +6% 13.5% 123% 53 11.32% 0.9
Cordant Inc
5542
Cordant Inc
Oregon
US$1.96億 +US$1660萬 +9% 5.69% 47% 76 9.21% 3.3
Alta Fox Capital Management
5543
Alta Fox Capital Management
Texas
US$1.96億 +US$3806萬 +24% 24.8% 261% 20 65% 0.5
SK Wealth Management
5544
SK Wealth Management
Rhode Island
US$1.95億 – – 6.46% – 71 – 0
Family Wealth Partners
5545
Family Wealth Partners
North Carolina
US$1.95億 +US$276萬 +1% 2.19% 58.5% 44 6.82% 0.7
Jupiter Wealth Management
5546
Jupiter Wealth Management
Colorado
US$1.95億 +US$679萬 +4% 4.94% 99.2% 104 19.23% 2.3
KCM
5547
Kempner Capital Management
Texas
US$1.95億 +US$678萬 +4% 3.55% 60.9% 54 12.96% 3.9
AJ Advisors
5548
AJ Advisors
Tennessee
US$1.95億 +US$1419萬 +8% 5.89% 64.6% 34 2.94% 1.4
Silver Oak Advisory Group
5549
Silver Oak Advisory Group
Oregon
US$1.95億 +US$1494萬 +8% 5.44% 28.9% 70 11.43% 2.1
Pension & Wealth Management Advisors
5550
Pension & Wealth Management Advisors
Massachusetts
US$1.95億 +US$2081萬 +12% 5.88% 49.9% 417 23.26% 1.1