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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)
Martin Capital Advisors
6426
Martin Capital Advisors
Texas
US$1.55億 +US$1481萬 +11% 5.52% 140% 70 5.71% 2.5
Union Square Park Capital Management
6427
Union Square Park Capital Management
New York
US$1.55億 +US$1731萬 +13% 0.88% 75.8% 45 51.11% 0.8
Laurel Wealth Planning
6428
Laurel Wealth Planning
Minnesota
US$1.55億 +US$192萬 +1% 1.97% 59.5% 55 3.64% 3
EIM
6429
Ervin Investment Management
Washington
US$1.55億 -US$83.8萬 -0.5% 3.39% 92.9% 39 5.13% 2.5
Strategic Value Bank Partners
6430
Strategic Value Bank Partners
Ohio
US$1.55億 -US$789萬 -5% 5.73% 80.8% 18 22.22% 2.7
Ledgewood Wealth Advisors
6431
Ledgewood Wealth Advisors
New Hampshire
US$1.55億 +US$645萬 +4% 1.41% 42.8% 73 6.85% 0.9
Godshalk Welsh Capital Management
6432
Godshalk Welsh Capital Management
Pennsylvania
US$1.55億 -US$329萬 -2% 0.17% 61.1% 126 6.35% 6.6
Clay Northam Wealth Management
6433
Clay Northam Wealth Management
California
US$1.55億 +US$958萬 +7% 6.43% 125% 98 12.24% 2
Nipun Capital
6434
Nipun Capital
California
US$1.55億 -US$343萬 -2% 8.9% 30.2% 9 33.33% 0.7
Fee-Only Financial Planning
6435
Fee-Only Financial Planning
South Carolina
US$1.55億 -US$128萬 -0.8% 1.31% 72.6% 40 0% 1.8
KA
6436
Kearns & Associates
California
US$1.55億 +US$307萬 +2% 1.28% 78.7% 44 4.55% 2.1
Oxford Wealth Group
6437
Oxford Wealth Group
Florida
US$1.55億 +US$3183萬 +26% 3.17% – 62 14.52% 0.7
WG
6438
Wealth Group
North Carolina
US$1.55億 +US$558萬 +4% 1.28% – 164 9.76% 0.6
Center For Asset Management
6439
Center For Asset Management
Florida
US$1.54億 -US$1294萬 -8% 0.27% 66.6% 132 18.94% 1.9
Tenon Financial
6440
Tenon Financial
New Jersey
US$1.54億 +US$345萬 +2% 0.68% – 49 16.33% 0.6
Disciplined Equity Management
6441
Disciplined Equity Management
Florida
US$1.54億 -US$412萬 -3% 0.34% 72.3% 63 7.94% 2.1
Renasant Bank
6442
Renasant Bank
Mississippi
US$1.54億 +US$231萬 +2% 0.6% 72.3% 184 16.85% 2.3
Mendota Financial Group
6443
Mendota Financial Group
Wisconsin
US$1.54億 -US$5509萬 -26% 0.75% 50.1% 1,212 71.62% 1
HFG Wealth Management
6444
HFG Wealth Management
Texas
US$1.54億 -US$267萬 -2% 1.26% 45.9% 42 7.14% 1.3
Bain Capital Public Equity
6445
Bain Capital Public Equity
Massachusetts
US$1.54億 +US$1013萬 +7% 7.89% 169% 45 57.78% 0.6
Omega Fund Management
6446
Omega Fund Management
Massachusetts
US$1.54億 -US$582萬 -4% 11.6% 106% 12 8.33% 2.6
Apricus Wealth
6447
Apricus Wealth
South Carolina
US$1.54億 +US$239萬 +2% 2.12% 80.6% 104 14.42% 2
Cook & Bynum Capital Management
6448
Cook & Bynum Capital Management
Alabama
US$1.54億 +US$1544萬 +11% 13.3% 46.8% 7 28.57% 5.3
Lantern Wealth Advisors
6449
Lantern Wealth Advisors
New York
US$1.54億 +US$975萬 +7% 2.43% – 144 18.75% 0.8
GEN Financial Management
6450
GEN Financial Management
Minnesota
US$1.54億 – – 1.85% – 56 – 0