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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)
GWMI
6201
Guardian Wealth Management (Illinois)
Illinois
US$1.02億 +US$1324萬 +15% 14.2% 98.1% 272 17.65% 0.8
Sterling Group Wealth Management
6202
Sterling Group Wealth Management
California
US$1.02億 – – 10.9% 75.9% 48 – 0
Darrow Company
6203
Darrow Company
Massachusetts
US$1.02億 +US$613萬 +6% 5.79% 44.5% 33 21.21% 0.7
Signature Wealth Management Partners
6204
Signature Wealth Management Partners
New Jersey
US$1.02億 +US$1070萬 +12% 10.3% 97.9% 105 7.62% 1.7
KA
6205
Kooman & Associates
Pennsylvania
US$1.01億 – – 6.03% 66% 40 – 0
AMAL
6206
Asset Management Advisors LLC
Oklahoma
US$1.01億 +US$444萬 +5% 8.72% 125% 17 17.65% 4.2
AlphaCentric Advisors
6207
AlphaCentric Advisors
Puerto Rico
US$1.01億 +US$377萬 +4% 10.1% – 226 45.58% 0.7
Kaizen Financial Strategies
6208
Kaizen Financial Strategies
California
US$1.01億 +US$251萬 +3% 5.52% 126% 140 30% 1.3
Allen Capital Group
6209
Allen Capital Group
Nebraska
US$1.01億 -US$3.35億 -77% 4.93% 62.8% 185 92.43% 1.4
Archvest Wealth Advisors
6210
Archvest Wealth Advisors
California
US$1.01億 +US$356萬 +4% 4.93% 53.1% 44 13.64% 0.8
Generali Powszechne Towarzystwo Emerytalne
6211
Generali Powszechne Towarzystwo Emerytalne
Poland
US$1.01億 +US$1311萬 +15% 17.7% 175% 29 10.34% 1
Applied Capital LLC
6212
Applied Capital LLC
Florida
US$1.01億 – – 13.6% 78.3% 79 – 0
Montz Harcus Wealth Management
6213
Montz Harcus Wealth Management
Louisiana
US$1.01億 +US$1008萬 +11% 8.74% 84.1% 56 16.07% 0.9
SRN Advisors
6214
SRN Advisors
Pennsylvania
US$1.01億 -US$1880萬 -16% 4.63% 146% 127 48.82% 1.3
Lakehouse Capital
6215
Lakehouse Capital
Australia
US$1.01億 +US$954萬 +10% 3.14% 87.4% 14 0% 2
BWM
6216
Bullock Wealth Management
Indiana
US$1.01億 +US$579萬 +6% 8.87% 101% 613 11.42% 1.1
STAR Financial Bank
6217
STAR Financial Bank
Indiana
US$1.01億 – – 9.78% 58.6% 91 – 0
Financial Alternatives
6218
Financial Alternatives
California
US$1.01億 – – 7.79% 55% 78 – 0
Ridgemont Partners Management
6219
Ridgemont Partners Management
North Carolina
US$1.01億 -US$465萬 -4% 4.41% 45.6% 1 0% 1
Continuum Wealth Advisors
6220
Continuum Wealth Advisors
New York
US$1.01億 – – 8.2% 69% 46 – 0
CPR Investments
6221
CPR Investments
Michigan
US$1.01億 +US$2290萬 +29% 1.8% 84% 49 59.18% 0.4
5th Street Advisors
6222
5th Street Advisors
Connecticut
US$1.01億 +US$596萬 +6% 9.84% 52.2% 18 16.67% 0.8
Objective Capital Management
6223
Objective Capital Management
Ohio
US$1.01億 +US$685萬 +7% 7.92% – 96 13.54% 0.9
Dominguez Wealth Management Solutions
6224
Dominguez Wealth Management Solutions
Virginia
US$1.01億 – – 6.91% 59.7% 57 – 0
ASA
6225
Armstrong Shaw Associates
Connecticut
US$1.01億 +US$733萬 +8% 10.3% 51.2% 44 11.36% 5.8