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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)
InvesTrust
5726
InvesTrust
Oklahoma
US$2.6億 +US$2185萬 +9% 14% – 95 4.21% 1.4
Altus Wealth Management
5727
Altus Wealth Management
Kentucky
US$2.6億 +US$3481萬 +15% 14.6% 73% 28 7.14% 4.6
Heritage Wealth Management (Texas)
5728
Heritage Wealth Management (Texas)
Texas
US$2.6億 +US$2575萬 +11% 11.9% 55.9% 45 11.11% 2.1
Porter White Investment Advisors
5729
Porter White Investment Advisors
Alabama
US$2.6億 +US$1002萬 +4% 10.8% 58% 40 0% 2.6
Palmer Knight Company
5730
Palmer Knight Company
Florida
US$2.6億 +US$5481萬 +27% 23.8% 90.5% 37 16.22% 3.4
MY.Alpha Management HK Advisors
5731
MY.Alpha Management HK Advisors
Hong Kong
US$2.6億 +US$1382萬 +6% 37.8% 429% 14 57.14% 1.2
Clarus Wealth Advisors
5732
Clarus Wealth Advisors
Arizona
US$2.6億 +US$2496萬 +11% 16.5% 89.7% 96 18.75% 3
WJ Interests
5733
WJ Interests
Texas
US$2.59億 -US$104萬 -0.4% 10.4% 55.2% 23 17.39% 2.2
Diesslin Group
5734
Diesslin Group
Texas
US$2.59億 +US$3718萬 +17% 12.4% – 63 22.22% 0.4
Optimist Retirement Group
5735
Optimist Retirement Group
Washington
US$2.59億 +US$3242萬 +14% 20.4% 92.2% 125 15.2% 1.6
Cherokee Insurance
5736
Cherokee Insurance
Michigan
US$2.59億 -US$433萬 -2% 12.1% – 129 10.08% 1.3
Elevation Capital Advisory
5737
Elevation Capital Advisory
Oregon
US$2.59億 +US$2410萬 +10% 15.6% – 87 52.87% 0.7
Private Wealth Group
5738
Private Wealth Group
Florida
US$2.59億 +US$4449萬 +21% 11.6% 52.9% 79 13.92% 3.3
Heritage Family Offices
5739
Heritage Family Offices
Arizona
US$2.59億 +US$3344萬 +15% 15.7% – 258 33.72% 1
Endowment Wealth Management
5740
Endowment Wealth Management
Wisconsin
US$2.59億 +US$3252萬 +14% 12.3% 70.7% 190 17.89% 2.2
CSA
5741
Cottage Street Advisors
Massachusetts
US$2.59億 +US$2742萬 +12% 16.9% 95.8% 157 17.2% 2.7
I2I
5742
Insight 2811 Inc
Illinois
US$2.59億 +US$1943萬 +8% 9.13% 31.3% 109 8.26% 4.6
Pacific Excel Wealth Advisors
5743
Pacific Excel Wealth Advisors
California
US$2.58億 +US$1.63億 +172% 15.8% – 324 86.42% 0.1
Resolute Wealth Strategies
5744
Resolute Wealth Strategies
Mississippi
US$2.58億 +US$2637萬 +11% 15.2% 119% 140 24.29% 1.9
Mach-1 Financial Group
5745
Mach-1 Financial Group
Arkansas
US$2.58億 -US$2595萬 -9% 12.9% 85.3% 182 39.56% 0.8
Beach Point Capital Management
5746
Beach Point Capital Management
California
US$2.58億 +US$399萬 +2% 21.7% 84.1% 14 21.43% 1.3
Darrow Company
5747
Darrow Company
Massachusetts
US$2.58億 +US$3592萬 +16% 11.6% 44.5% 60 10% 2.8
Lloyd Advisory Services
5748
Lloyd Advisory Services
Georgia
US$2.58億 -US$9137萬 -26% 8.99% 51.1% 1,064 62.69% 0.4
Family Capital Management
5749
Family Capital Management
Michigan
US$2.58億 +US$3310萬 +15% 15.6% 78.7% 117 12.82% 2
Great Hill Partners
5750
Great Hill Partners
Massachusetts
US$2.58億 +US$4800萬 +23% 22.9% 24% 1 0% 4