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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)
LIC
6601
Laurus Investment Counsel
Canada
US$1.53億 +US$327萬 +2% 7.46% 14.1% 47 4.26% 3.2
Draper Asset Management
6602
Draper Asset Management
New York
US$1.53億 +US$2472萬 +19% 18.3% 187% 43 39.53% 1.2
Brooktree Capital Management
6603
Brooktree Capital Management
Michigan
US$1.53億 +US$1965萬 +15% 9.78% 82.9% 43 48.84% 2.3
Carter Financial Group
6604
Carter Financial Group
Illinois
US$1.53億 – – 12.4% – 115 – 1.2
ACA
6605
Acorn Capital Advisors
New York
US$1.53億 +US$295萬 +2% 3.01% – 22 4.55% 0.5
Gallo Partners
6606
Gallo Partners
New Jersey
US$1.53億 +US$254萬 +2% 18.3% – 87 80.46% 0.1
Lummis Asset Management
6607
Lummis Asset Management
Texas
US$1.53億 +US$886萬 +6% 7.24% – 165 5.45% 1.3
Boyar Asset Management
6608
Boyar Asset Management
New York
US$1.53億 +US$1494萬 +11% 12.2% 75.5% 82 9.76% 7.2
SummerHaven Investment Management
6609
SummerHaven Investment Management
Connecticut
US$1.53億 +US$952萬 +7% 11.7% 150% 195 2.05% 1.8
Paradigm Strategies in Wealth Management
6610
Paradigm Strategies in Wealth Management
Minnesota
US$1.53億 +US$439萬 +3% 4.06% 41.2% 54 3.7% 2.5
MKW
6611
Mullaney, Keating & Wright
Connecticut
US$1.53億 +US$429萬 +3% 2.05% – 61 6.56% 0.9
Prodigy Asset Management
6612
Prodigy Asset Management
Nebraska
US$1.53億 +US$2893萬 +23% 5.64% – 24 8.33% 0.4
Richmond Brothers
6613
Richmond Brothers
Michigan
US$1.53億 -US$551萬 -3% 7.51% 77.2% 33 15.15% 1.6
Two West Capital Advisors
6614
Two West Capital Advisors
Kansas
US$1.53億 +US$3294萬 +28% 7.33% – 95 21.05% 0.7
MA
6615
Minerva Advisors
Pennsylvania
US$1.53億 +US$1189萬 +8% 12.2% 166% 57 5.26% 7.8
HMV Wealth Advisors
6616
HMV Wealth Advisors
Louisiana
US$1.53億 +US$2649萬 +21% 8.65% – 90 23.33% 0.4
Pacific Wealth Strategies Group
6617
Pacific Wealth Strategies Group
California
US$1.52億 +US$1790萬 +13% 10.9% 85.3% 64 25% 3.6
Lloyd Harbor Capital Management
6618
Lloyd Harbor Capital Management
New York
US$1.52億 +US$1599萬 +12% 36.4% 144% 25 56% 0.6
RiverGlades Family Offices
6619
RiverGlades Family Offices
Florida
US$1.52億 +US$1347萬 +10% 7.55% – 90 13.33% 4.1
Axis Wealth Partners
6620
Axis Wealth Partners
Rhode Island
US$1.52億 +US$1690萬 +12% 6.56% – 152 11.18% 0.4
Leigh Baldwin & Co
6621
Leigh Baldwin & Co
New York
US$1.52億 +US$2781萬 +22% 11.9% – 192 17.19% 0.4
Financially Speaking
6622
Financially Speaking
Colorado
US$1.52億 +US$1640萬 +12% 7.54% – 180 65.56% 0.2
SA
6623
Stonebridge Advisors
Connecticut
US$1.52億 +US$596萬 +4% 1.59% 0.03% 4 25% 2.6
Define Financial
6624
Define Financial
California
US$1.52億 +US$2052萬 +16% 7.58% – 37 10.81% 0.4
Guerra Pan Advisors
6625
Guerra Pan Advisors
New Jersey
US$1.52億 +US$2420萬 +19% 19.2% 149% 117 14.53% 2.5