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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)
Widmann Financial Services
6026
Widmann Financial Services
Maryland
US$9664萬 -US$1622萬 -14% 10.4% 75.2% 91 15.38% 0.5
HPM
6027
Hudson Portfolio Management
New York
US$9663萬 -US$1686萬 -15% 9.83% – 111 12.61% 1
Perkins Capital Management
6028
Perkins Capital Management
Minnesota
US$9661萬 -US$2538萬 -21% 15.1% 389% 115 12.17% 3.7
CMG Global Holdings
6029
CMG Global Holdings
Texas
US$9660萬 -US$2591萬 -21% 14% 80.8% 84 11.9% 1.2
Cadence Wealth Management
6030
Cadence Wealth Management
Massachusetts
US$9648萬 -US$3379萬 -26% 14.2% 77.7% 39 17.95% 0.9
Jess S. Morgan & Co
6031
Jess S. Morgan & Co
California
US$9644萬 -US$4102萬 -30% 14.5% 69.3% 47 29.79% 1.7
Marlowe Partners
6032
Marlowe Partners
New York
US$9635萬 -US$3764萬 -28% 21.9% 16.3% 8 12.5% 1.9
Von Berge Wealth Management Group
6033
Von Berge Wealth Management Group
California
US$9624萬 -US$1348萬 -12% 15.6% 60.5% 65 9.23% 0.5
Saber Capital Management
6034
Saber Capital Management
North Carolina
US$9618萬 -US$1249萬 -11% 19.2% – 19 31.58% 0.3
Anabranch Capital Management
6035
Anabranch Capital Management
Connecticut
US$9617萬 -US$4939萬 -34% 26.9% 139% 7 0% 1.3
Capital CS Group
6036
Capital CS Group
California
US$9615萬 -US$1867萬 -16% 20.4% 27.8% 83 74.7% 0.5
Hofer & Associates
6037
Hofer & Associates
California
US$9608萬 -US$1753萬 -15% 14.3% 61.7% 52 5.77% 0.5
Moulton Wealth Management
6038
Moulton Wealth Management
Washington
US$9605萬 US$0 0% 8.44% 47.8% 17 0% 1.4
Tenret Company
6039
Tenret Company
Florida
US$9601萬 -US$1488萬 -13% 12.4% – 32 18.75% 0.9
Islay Capital Management
6040
Islay Capital Management
Texas
US$9598萬 -US$2418萬 -20% 11.7% 72% 342 33.04% 1.5
Robbins Farley
6041
Robbins Farley
New Hampshire
US$9596萬 -US$3695萬 -28% 12.7% 106% 175 41.71% 0.8
LifeSteps Financial
6042
LifeSteps Financial
California
US$9593萬 -US$3929萬 -29% 15.9% 98.4% 83 10.84% 2.1
SPAS
6043
Spectrum Planning & Advisory Services
California
US$9592萬 -US$1348萬 -12% 8.51% – 49 26.53% 1.1
Benchmark Investment Advisors
6044
Benchmark Investment Advisors
Illinois
US$9591萬 -US$3712萬 -28% 16.3% – 155 45.16% 0.4
Basepoint Wealth
6045
Basepoint Wealth
Iowa
US$9578萬 -US$1265萬 -12% 13% 118% 90 18.89% 0.4
Denver Wealth Management
6046
Denver Wealth Management
Colorado
US$9575萬 – – 14.3% 70.3% 53 – 0.9
LP
6047
Lloyd Park
Illinois
US$9562萬 +US$494萬 +5% 16.4% – 92 53.26% 0.3
AH Equity Partners LSV II
6048
AH Equity Partners LSV II
California
US$9557萬 -US$4333萬 -31% 26.1% – 4 0% 0.5
Broadcrest Asset Management
6049
Broadcrest Asset Management
Florida
US$9556萬 -US$2474萬 -21% 22.3% 54.1% 9 33.33% 0.4
Norwest Venture Partners XII
6050
Norwest Venture Partners XII
California
US$9556萬 -US$6094萬 -39% 18.2% – 2 0% 0.5