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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)
Beta Wealth Group
5651
Beta Wealth Group
California
US$2.67億 +US$2493萬 +10% 9.99% 51.2% 119 10.08% 2.3
Family Office Research
5652
Family Office Research
Maryland
US$2.67億 +US$3640萬 +16% 14.9% – 91 24.18% 1
Howard Bailey Securities
5653
Howard Bailey Securities
Indiana
US$2.67億 +US$2339萬 +10% 9.61% – 145 32.41% 1.1
SSA
5654
SSA Swiss Advisors
US$2.66億 +US$5092萬 +24% 14.4% – 113 22.12% 0.9
MH
5655
Mishpacha Holdings
US$2.66億 +US$1.43億 +116% 166% – 6 66.67% 0.2
Forager Capital Management
5656
Forager Capital Management
Alabama
US$2.66億 +US$6507萬 +32% 30.6% 52.6% 11 18.18% 2.6
Retirement Guys Formula
5657
Retirement Guys Formula
Ohio
US$2.66億 +US$4824萬 +22% 13% 75.7% 168 14.29% 1.8
Vawter Financial
5658
Vawter Financial
Ohio
US$2.66億 +US$2781萬 +12% 10.3% 49.9% 131 6.87% 1
IMPACTfolio
5659
IMPACTfolio
Colorado
US$2.66億 +US$3021萬 +13% 12.3% 58.8% 37 5.41% 2.7
Ballentine Capital Advisors
5660
Ballentine Capital Advisors
South Carolina
US$2.65億 +US$2382萬 +10% 9.53% 48.8% 28 10.71% 2.2
WFA
5661
WMG Financial Advisors
Tennessee
US$2.65億 +US$2565萬 +11% 12.7% 73.8% 116 23.28% 2.4
Caldwell Sutter Capital
5662
Caldwell Sutter Capital
California
US$2.65億 +US$1934萬 +8% 12.7% 85.9% 957 9.82% 2.6
Strategic Financial Partners
5663
Strategic Financial Partners
Oregon
US$2.65億 +US$3362萬 +15% 12.7% 54.8% 91 14.29% 3.7
Hippocratic Financial Advisors
5664
Hippocratic Financial Advisors
California
US$2.65億 +US$3706萬 +16% 8.01% – 41 24.39% 0.9
PI
5665
Pachira Investments
California
US$2.65億 +US$5100萬 +24% 19.2% 82.3% 81 14.81% 2.7
Mount Capital
5666
Mount Capital
United Kingdom
US$2.65億 +US$1680萬 +7% 9.05% 34.4% 18 5.56% 4
MYeCFO
5667
MYeCFO
California
US$2.65億 +US$2596萬 +11% 10.7% 58.5% 73 9.59% 2.4
GL
5668
GHE LLC
Tennessee
US$2.65億 +US$2425萬 +10% 12% 188% 58 6.9% 2.5
Raelipskie Partnership
5669
Raelipskie Partnership
Ontario, Canada
US$2.65億 +US$2862萬 +12% 16.1% – 131 14.5% 1.8
Washington University
5670
Washington University
Missouri
US$2.65億 +US$1.05億 +65% 16.6% 30.4% 4 75% 1.3
Keystone Global Partners
5671
Keystone Global Partners
Colorado
US$2.65億 +US$3924萬 +17% 15.5% – 60 15% 1
St. Johns Investment Management
5672
St. Johns Investment Management
Florida
US$2.64億 +US$2675萬 +11% 15.4% 91.9% 204 6.86% 6.6
Keyvantage Wealth
5673
Keyvantage Wealth
Pennsylvania
US$2.64億 +US$3729萬 +16% 14.8% – 107 24.3% 1.2
Verity Asset Management
5674
Verity Asset Management
North Carolina
US$2.64億 +US$2597萬 +11% 11.3% 87% 248 24.19% 2.9
Boyd Wealth Management
5675
Boyd Wealth Management
California
US$2.64億 +US$2768萬 +12% 11.7% 56.8% 51 13.73% 3.3