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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)
Orser Capital Management
6301
Orser Capital Management
Texas
US$1.01億 +US$89.4萬 +0.9% 1.75% 128% 55 10.91% 3.3
SVG
6302
Sun Valley Gold
Idaho
US$1.01億 -US$5539萬 -35% 10.5% 160% 11 9.09% 3.3
Envision Financial Planning
6303
Envision Financial Planning
Tennessee
US$1.01億 – – 3.5% 32.1% 24 – 0
Morling Financial Advisors
6304
Morling Financial Advisors
California
US$1.01億 -US$315萬 -3% 3.59% 97.6% 75 2.67% 1.4
SRN Advisors
6305
SRN Advisors
Pennsylvania
US$1.01億 -US$1150萬 -10% 4.4% 146% 86 0% 1.9
Perkins Capital Management
6306
Perkins Capital Management
Minnesota
US$1.01億 -US$1388萬 -12% 6.56% 389% 102 8.82% 4.4
Kennon-Green & Company
6307
Kennon-Green & Company
Ohio
US$1.01億 -US$674萬 -6% 5.16% 58.4% 45 4.44% 0.7
Clay Northam Wealth Management
6308
Clay Northam Wealth Management
California
US$1.01億 -US$438萬 -4% 2.71% 125% 81 7.41% 1.4
Kolinsky Wealth Management
6309
Kolinsky Wealth Management
New Jersey
US$1.01億 -US$468萬 -4% 2.56% 44.6% 144 13.19% 1.3
Applied Capital LLC
6310
Applied Capital LLC
Florida
US$1.01億 -US$518萬 -5% 2.71% 78.3% 78 1.28% 0.7
MY Wealth Management
6311
MY Wealth Management
Maryland
US$1.01億 -US$898萬 -8% 4.58% 41.2% 29 0% 1.3
4J Wealth Management
6312
4J Wealth Management
Virginia
US$1億 -US$260萬 -3% 1.88% 74.7% 88 6.82% 1.8
Widmann Financial Services
6313
Widmann Financial Services
Maryland
US$1億 -US$417萬 -4% 4.55% 75.2% 88 5.68% 1.6
CMS
6314
Capital Market Strategies
Florida
US$1億 -US$777萬 -7% 2.24% 120% 150 9.33% 0.7
Oppenheimer & Close
6315
Oppenheimer & Close
New York
US$1億 +US$394萬 +4% 1.52% 148% 56 8.93% 4.3
Center For Asset Management
6316
Center For Asset Management
Florida
US$1億 -US$571萬 -5% 3.13% 66.6% 106 16.98% 1.5
Clearfield Capital Management
6317
Clearfield Capital Management
New York
US$1億 -US$2309萬 -19% 6.91% 421% 10 80% 0.8
Foundation Wealth Management (Missouri)
6318
Foundation Wealth Management (Missouri)
Missouri
US$1億 -US$244萬 -2% 3.4% 74.9% 40 5% 0.7
Silvia McColl Wealth Management
6319
Silvia McColl Wealth Management
California
US$10000萬 -US$775萬 -7% 1.94% 82.7% 108 10.19% 0.7
Rip Road Capital Partners
6320
Rip Road Capital Partners
Massachusetts
US$9994萬 +US$1625萬 +19% 2.79% 121% 15 40% 1.5
Brewster Financial Planning
6321
Brewster Financial Planning
New York
US$9989萬 -US$364萬 -4% 4.21% 44.3% 15 0% 1.5
Fortune 45 LLC
6322
Fortune 45 LLC
Louisiana
US$9989萬 +US$176萬 +2% 2.62% 85.2% 32 21.88% 1.3
Oaktree Fund Advisors
6323
Oaktree Fund Advisors
California
US$9973萬 -US$1827萬 -15% 6.28% 132% 47 4.26% 0.9
Indie Asset Partners
6324
Indie Asset Partners
Indiana
US$9921萬 +US$728萬 +8% 4.61% 115% 85 10.59% 2.5
Evergreen Wealth Solutions
6325
Evergreen Wealth Solutions
Pennsylvania
US$9907萬 -US$7.05萬 -0.1% 2.71% 70.9% 109 9.17% 1.3