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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)
MF
6351
Meridian Financial
Massachusetts
US$1.78億 +US$2299萬 +15% 6.22% 58.5% 141 10.64% 2.5
Keystone Financial Group (Georgia)
6352
Keystone Financial Group (Georgia)
Georgia
US$1.77億 +US$2040萬 +13% 4.77% – 153 18.3% 0.7
Kestrel Investment Management
6353
Kestrel Investment Management
California
US$1.77億 +US$1040萬 +6% 8.21% 99.8% 44 15.91% 1.8
Eight 31 Financial
6354
Eight 31 Financial
Texas
US$1.77億 +US$2594萬 +17% 2.62% 31.6% 79 24.05% 1.1
General Motors Holdings
6355
General Motors Holdings
Michigan
US$1.77億 +US$8397萬 +90% 72.2% 21.4% 6 33.33% 1.9
Evergreen Wealth Solutions
6356
Evergreen Wealth Solutions
Pennsylvania
US$1.77億 +US$1129萬 +7% 8.31% 70.9% 132 12.88% 1.9
1248 Management
6357
1248 Management
Missouri
US$1.77億 -US$9351萬 -35% 6.61% – 175 14.86% 0.5
SPAS
6358
Spectrum Planning & Advisory Services
California
US$1.77億 +US$2254萬 +15% 6.33% – 106 11.32% 1.3
Prentiss Smith & Co
6359
Prentiss Smith & Co
Vermont
US$1.77億 +US$906萬 +5% 7.71% 67.4% 69 5.8% 6.2
Next Level Wealth Planning
6360
Next Level Wealth Planning
Idaho
US$1.77億 +US$2098萬 +13% 7.61% – 62 14.52% 0.6
Allodium Investment Consultants
6361
Allodium Investment Consultants
Minnesota
US$1.77億 +US$1911萬 +12% 5.98% – 51 3.92% 0.7
Andina Capital Management
6362
Andina Capital Management
Utah
US$1.77億 +US$3418萬 +24% 4.5% 38.9% 158 12.66% 0.8
GSI Capital Advisors
6363
GSI Capital Advisors
California
US$1.77億 -US$973萬 -5% 3.87% 41.1% 35 31.43% 1.9
Custos Family Office
6364
Custos Family Office
Texas
US$1.77億 -US$1.37億 -44% 7.3% 66.2% 81 29.63% 1.7
ECP
6365
Elemental Capital Partners
California
US$1.77億 – – 157% – 6 – 2.7
Lagoda Investment Management
6366
Lagoda Investment Management
New York
US$1.77億 +US$23.5萬 +0.1% 5.37% 250% 24 4.17% 7.5
SWP
6367
Semus Wealth Partners
Florida
US$1.77億 +US$2242萬 +15% 12.8% 107% 124 17.74% 2
WPEP
6368
Walnut Private Equity Partners
Nebraska
US$1.77億 +US$536萬 +3% 3.23% 48% 13 0% 4.7
Riverchase Wealth Management
6369
Riverchase Wealth Management
Texas
US$1.77億 +US$1892萬 +12% 4.54% – 77 16.88% 0.6
Wolff Wiese Magana
6370
Wolff Wiese Magana
California
US$1.77億 +US$1504萬 +9% 8.63% 149% 1,043 13.61% 2.6
Starwood Capital Group Management
6371
Starwood Capital Group Management
Florida
US$1.76億 +US$2522萬 +17% 1.37% 16.2% 8 12.5% 1.5
Guardian Wealth Advisors (Minnesota)
6372
Guardian Wealth Advisors (Minnesota)
Minnesota
US$1.76億 +US$748萬 +4% 7.35% 62.6% 79 12.66% 3.5
venBio Partners
6373
venBio Partners
California
US$1.76億 +US$6165萬 +54% 69.5% 564% 6 0% 2.9
Valley Financial Group
6374
Valley Financial Group
Pennsylvania
US$1.76億 +US$1131萬 +7% 4.69% – 67 11.94% 1.4
Everstar Asset Management
6375
Everstar Asset Management
North Carolina
US$1.76億 +US$1240萬 +8% 7.38% – 217 23.96% 0.8