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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)
Passumpsic Savings Bank
6276
Passumpsic Savings Bank
Vermont
US$1.39億 -US$1702萬 -11% 1.82% – 103 33.01% 0.2
WG
6277
Wealth Group
North Carolina
US$1.39億 +US$690萬 +5% 5.17% – 154 8.44% 0.2
Barnett & Company
6278
Barnett & Company
Tennessee
US$1.39億 -US$679萬 -5% 2.59% 65.9% 84 8.33% 4.1
Lake Hills Wealth Management
6279
Lake Hills Wealth Management
Texas
US$1.39億 +US$2817萬 +25% 0.9% 83.7% 52 25% 0.7
Advantage Trust Company
6280
Advantage Trust Company
Kansas
US$1.39億 +US$365萬 +3% 2.36% 77.6% 177 7.34% 0.5
Cove Street Capital
6281
Cove Street Capital
California
US$1.39億 -US$1.77億 -56% 11.9% 84.2% 92 32.61% 3
HAM
6282
Hedges Asset Management
Nevada
US$1.39億 -US$344萬 -2% 2.01% – 118 10.17% 1.9
Mosaic Financial Group
6283
Mosaic Financial Group
Illinois
US$1.39億 +US$1442萬 +12% 2.84% – 132 6.82% 0.2
WealthCollab
6284
WealthCollab
Washington
US$1.39億 +US$371萬 +3% 1.57% – 917 13.3% 0.4
McAlister Sweet & Associates
6285
McAlister Sweet & Associates
Texas
US$1.39億 +US$1193萬 +9% 5.32% 83.6% 36 16.67% 1.5
Blantyre Capital
6286
Blantyre Capital
United Kingdom
US$1.39億 -US$4425萬 -24% 12.4% – 4 50% 0.4
OEP Capital Advisors
6287
OEP Capital Advisors
New York
US$1.39億 -US$1.36億 -49% 13% 23.2% 2 0% 3.5
Conscious Wealth Investments
6288
Conscious Wealth Investments
Florida
US$1.39億 +US$760萬 +6% 1.98% – 48 2.08% 0.5
Islay Capital Management
6289
Islay Capital Management
Texas
US$1.39億 +US$474萬 +4% 1.93% 72% 216 17.59% 3.1
Petra Financial Advisors
6290
Petra Financial Advisors
Colorado
US$1.39億 +US$282萬 +2% 3.76% 129% 133 12.78% 1
BM
6291
Bislett Management
California
US$1.39億 -US$2061萬 -13% 9.65% 19.8% 16 6.25% 6.2
Stegner Investment Associates
6292
Stegner Investment Associates
Kentucky
US$1.39億 +US$247萬 +2% 4.28% 84.8% 24 8.33% 2.7
Caitlin John
6293
Caitlin John
Michigan
US$1.39億 +US$506萬 +4% 1.25% – 963 18.17% 0.4
Beacon Financial Strategies
6294
Beacon Financial Strategies
North Carolina
US$1.39億 +US$18.2萬 +0.1% 0.44% 54.2% 36 13.89% 2.6
Fort Henry Capital
6295
Fort Henry Capital
West Virginia
US$1.39億 +US$335萬 +2% 0.49% 39.3% 15 0% 3
Wallace Advisory Group
6296
Wallace Advisory Group
California
US$1.39億 +US$580萬 +4% 0.81% 50.9% 204 28.92% 1.1
Charles Schwab Trust Bank
6297
Charles Schwab Trust Bank
Nevada
US$1.39億 -US$789萬 -5% 3.57% – 1 0% 0.3
Richardson Financial Services
6298
Richardson Financial Services
Massachusetts
US$1.39億 -US$303萬 -2% 2.57% 77.4% 655 15.88% 0.4
LifePlan Investment Advisors
6299
LifePlan Investment Advisors
North Carolina
US$1.39億 +US$1326萬 +11% 1.54% 60.9% 86 8.14% 0.7
Values Added Financial
6300
Values Added Financial
District of Columbia
US$1.39億 +US$1052萬 +8% 2.52% 65.9% 92 9.78% 0.8