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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)
Aspen Wealth Strategies
6176
Aspen Wealth Strategies
Colorado
US$1.44億 -US$99.1萬 -0.7% 0.74% 65.8% 78 8.97% 1.2
Defined Wealth Management
6177
Defined Wealth Management
Oregon
US$1.44億 +US$456萬 +3% 2.06% 78.1% 109 7.34% 2.5
Keyes Stange & Wooten Wealth Management
6178
Keyes Stange & Wooten Wealth Management
Florida
US$1.44億 +US$3017萬 +27% 0.4% 61.3% 68 8.82% 0.4
Laurel Wealth Planning
6179
Laurel Wealth Planning
Minnesota
US$1.44億 -US$684萬 -5% 0.92% 59.5% 54 7.41% 2.8
Udine Wealth Management
6180
Udine Wealth Management
Florida
US$1.44億 -US$147萬 -1% 6.33% 141% 30 30% 1.1
Robinson Value Management
6181
Robinson Value Management
Texas
US$1.44億 -US$546萬 -4% 0.54% 79.3% 73 5.48% 3.1
Teca Partners
6182
Teca Partners
Texas
US$1.44億 -US$1397萬 -9% 1.41% 66% 13 15.38% 1.5
FFG Retirement Advisors
6183
FFG Retirement Advisors
Colorado
US$1.43億 +US$149萬 +1% 0.83% 43.4% 48 10.42% 1
Lakewood Asset Management
6184
Lakewood Asset Management
Illinois
US$1.43億 -US$366萬 -2% 1.02% 69.3% 121 9.09% 1.3
Prentiss Smith & Co
6185
Prentiss Smith & Co
Vermont
US$1.43億 +US$116萬 +0.8% 0.84% 67.4% 71 8.45% 5.7
AFG Fiduciary Services
6186
AFG Fiduciary Services
Massachusetts
US$1.43億 +US$819萬 +6% 1.78% 72.4% 89 23.6% 1.6
DHK Financial Advisors
6187
DHK Financial Advisors
New Hampshire
US$1.43億 +US$206萬 +1% 0.55% 46.1% 103 57.28% 0.7
McClarren Financial Advisors
6188
McClarren Financial Advisors
Pennsylvania
US$1.43億 +US$399萬 +3% 1.88% 63% 385 15.06% 1.6
BFS
6189
Burr Financial Services
California
US$1.43億 +US$1506萬 +12% 20.9% 478% 34 17.65% 0.5
Pring Turner Capital Group
6190
Pring Turner Capital Group
California
US$1.43億 +US$607萬 +4% 1.27% 70.8% 72 13.89% 4
Spotlight Asset Group
6191
Spotlight Asset Group
Illinois
US$1.43億 +US$342萬 +2% 4.62% – 267 6.37% 1.7
Successful Portfolios
6192
Successful Portfolios
Florida
US$1.43億 -US$344萬 -2% 4.77% 110% 172 8.72% 4.5
OM
6193
OV Management
Minnesota
US$1.43億 +US$521萬 +4% 6.04% – 65 12.31% 0.5
Andrews Lucia Wealth Management
6194
Andrews Lucia Wealth Management
California
US$1.43億 +US$268萬 +2% 0.57% 64% 27 0% 2
Melfa Wealth Management
6195
Melfa Wealth Management
Massachusetts
US$1.43億 +US$455萬 +3% 2.27% 49.9% 202 4.95% 1.1
Cadence Wealth Management
6196
Cadence Wealth Management
Massachusetts
US$1.43億 +US$4583萬 +47% 4.32% 56.4% 50 22% 1.4
DIS
6197
Diversified Investment Strategies
Louisiana
US$1.43億 -US$554萬 -4% 0.13% 93.8% 51 7.84% 4.4
Presidio Capital Management
6198
Presidio Capital Management
California
US$1.43億 +US$590萬 +4% 0.37% 56.1% 68 39.71% 1
Northland Capital Management
6199
Northland Capital Management
Minnesota
US$1.43億 -US$1.08萬 -0% 0.33% 37.5% 32 9.38% 1.5
Lakehouse Capital
6200
Lakehouse Capital
Australia
US$1.43億 +US$1418萬 +11% 7.72% 87.4% 15 6.67% 3.1