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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)
Cairn Investment Group
5751
Cairn Investment Group
Washington
US$2.19億 +US$2795萬 +15% 5.85% 67.4% 71 5.63% 3.6
Ballast Asset Management
5752
Ballast Asset Management
Texas
US$2.19億 +US$2677萬 +14% 14.6% 123% 57 10.53% 1.4
LA
5753
Latitude Advisors
Florida
US$2.19億 +US$2033萬 +10% 7.58% 79.6% 226 14.16% 2.5
Baypointe Partners
5754
Baypointe Partners
Connecticut
US$2.19億 +US$1.34億 +157% 2.05% – 31 32.26% 0.3
New Millennium Group
5755
New Millennium Group
Utah
US$2.19億 +US$3817萬 +21% 15.5% 176% 570 37.72% 1
Cobblestone Asset Management
5756
Cobblestone Asset Management
Virginia
US$2.19億 +US$2851萬 +15% 8.01% 60.6% 78 16.67% 1
Resolute Wealth Strategies
5757
Resolute Wealth Strategies
Mississippi
US$2.19億 +US$3191萬 +17% 12.9% 119% 108 9.26% 1.9
Strategic Financial Partners
5758
Strategic Financial Partners
Oregon
US$2.18億 +US$292萬 +1% 6.44% 59.6% 83 12.05% 3.6
Johnson & White Wealth Management
5759
Johnson & White Wealth Management
Pennsylvania
US$2.18億 +US$1980萬 +10% 7.14% 85.1% 113 10.62% 1.3
Elite Financial
5760
Elite Financial
Idaho
US$2.18億 +US$1507萬 +7% 6.7% – 54 3.7% 0.7
New England Professional Planning Group
5761
New England Professional Planning Group
Rhode Island
US$2.18億 -US$128萬 -0.6% 6.59% 64.1% 48 8.33% 4.6
Ironwood Wealth Management (West Virginia)
5762
Ironwood Wealth Management (West Virginia)
West Virginia
US$2.18億 +US$646萬 +3% 4.34% 38.1% 22 0% 3.8
Bluesphere Advisors
5763
Bluesphere Advisors
Pennsylvania
US$2.18億 +US$1760萬 +9% 10.1% 105% 99 13.13% 2.4
Infusive Asset Management
5764
Infusive Asset Management
New York
US$2.18億 -US$623萬 -3% 8.46% 33.8% 38 31.58% 1.5
Yarger Wealth Strategies
5765
Yarger Wealth Strategies
Ohio
US$2.18億 +US$2669萬 +14% 7.81% 58.1% 121 8.26% 1.8
CIA
5766
Citadel Investment Advisory
Ohio
US$2.18億 +US$1156萬 +6% 7.22% 66.1% 83 1.2% 4.2
Burrus Financial Services
5767
Burrus Financial Services
Utah
US$2.18億 +US$901萬 +4% 4.27% 31.3% 10 0% 2.8
WealthCollab
5768
WealthCollab
Washington
US$2.18億 +US$3901萬 +22% 15.5% 85.3% 998 7.52% 1.3
Forge First Asset Management
5769
Forge First Asset Management
Canada
US$2.18億 -US$5859萬 -21% 10.1% 112% 57 70.18% 0.5
Core Wealth Partners
5770
Core Wealth Partners
California
US$2.18億 +US$2077萬 +11% 7.56% 75.7% 191 12.04% 1.7
Tribridge Partners Financial
5771
Tribridge Partners Financial
Maryland
US$2.18億 +US$4735萬 +28% 5.36% – 74 22.97% 0.2
NERM
5772
New England Research & Management
Illinois
US$2.18億 +US$719萬 +3% 7.9% 65% 178 35.39% 4.1
BCM
5773
Birmingham Capital Management
Alabama
US$2.18億 -US$853萬 -4% 7.93% 100% 99 8.08% 9.6
Wealthcare Capital Partners
5774
Wealthcare Capital Partners
Pennsylvania
US$2.18億 +US$1868萬 +9% 5.94% – 151 7.28% 0.6
Cobalt Capital Management
5775
Cobalt Capital Management
New Jersey
US$2.18億 +US$450萬 +2% 7.46% 220% 35 62.86% 1