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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)
Family CFO
5801
Family CFO
California
US$1.77億 +US$1485萬 +9% 6.61% 89.6% 74 14.86% 2.1
Grand Wealth Management
5802
Grand Wealth Management
Michigan
US$1.77億 +US$880萬 +5% 6.13% 58.5% 66 12.12% 1.8
CVA
5803
Central Valley Advisors
California
US$1.77億 -US$5702萬 -24% 6.38% 77.8% 173 46.24% 0.5
Concorde Asset Management
5804
Concorde Asset Management
Michigan
US$1.77億 +US$1495萬 +9% 5.71% – 189 21.69% 1.8
Miller Value Partners
5805
Miller Value Partners
Florida
US$1.77億 +US$2057萬 +13% 9.57% 133% 30 6.67% 2.6
CMG Global Holdings
5806
CMG Global Holdings
Texas
US$1.77億 +US$2590萬 +17% 6.19% 80.8% 100 14% 2.7
Delphi Financial Group
5807
Delphi Financial Group
Delaware
US$1.77億 -US$60.4萬 -0.3% 3.79% 66.3% 25 24% 2.2
Ivy Lane Capital Management
5808
Ivy Lane Capital Management
Florida
US$1.77億 +US$487萬 +3% 6.88% 101% 14 28.57% 1.6
FMB Wealth Management
5809
FMB Wealth Management
California
US$1.77億 +US$4543萬 +35% 5.71% 71.1% 76 10.53% 1.3
PFS Partners
5810
PFS Partners
New Jersey
US$1.77億 +US$1628萬 +10% 6.28% 65.2% 463 8.21% 2
LA
5811
Latitude Advisors
Florida
US$1.77億 +US$1300萬 +8% 6.21% 79.6% 199 15.08% 2.1
Granite FO LLC
5812
Granite FO LLC
New Hampshire
US$1.77億 +US$2021萬 +13% 6.42% 112% 187 74.33% 0.4
iSAM Funds (UK)
5813
iSAM Funds (UK)
United Kingdom
US$1.77億 +US$4313萬 +32% 9.95% 53.7% 411 77.37% 0.1
Hardin Capital Partners
5814
Hardin Capital Partners
South Carolina
US$1.77億 +US$2328萬 +15% 14.9% – 121 9.92% 0.2
von Borstel & Associates
5815
von Borstel & Associates
Oregon
US$1.77億 – – 5.92% – 36 – 0
Nierenberg Investment Management Company
5816
Nierenberg Investment Management Company
Washington
US$1.76億 -US$228萬 -1% 8.88% 135% 63 30.16% 1.3
PACK Private Wealth
5817
PACK Private Wealth
Minnesota
US$1.76億 +US$1547萬 +10% 8.19% 52.8% 43 4.65% 2.3
Brendel Financial Advisors
5818
Brendel Financial Advisors
New Hampshire
US$1.76億 +US$1912萬 +12% 13% 139% 100 18% 1.3
Dover Advisors
5819
Dover Advisors
Virginia
US$1.76億 +US$1447萬 +9% 7.13% 65% 137 10.95% 1.1
Western Financial Corp
5820
Western Financial Corp
California
US$1.76億 +US$1068萬 +6% 6.74% 275% 132 21.21% 1.5
NVP Associates
5821
NVP Associates
California
US$1.76億 +US$8488萬 +93% 2.61% 953% 8 25% 1.3
Whitford Management
5822
Whitford Management
New York
US$1.76億 +US$413萬 +2% 4.63% 76.2% 18 22.22% 0.9
Orleans Capital Management
5823
Orleans Capital Management
Louisiana
US$1.76億 +US$1869萬 +12% 7.22% 94.6% 100 30% 2.7
AllSquare Wealth Management
5824
AllSquare Wealth Management
New York
US$1.76億 +US$939萬 +6% 5.51% 62.4% 550 3.82% 5.3
Mittelman Wealth Management
5825
Mittelman Wealth Management
Massachusetts
US$1.76億 +US$2168萬 +14% 7.43% – 74 64.86% 0.4