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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)
Rubicon Founders
6626
Rubicon Founders
Tennessee
US$1.96億 +US$5883萬 +43% 114% – 3 0% 1.7
GWM
6627
Global Wealth Management
New Jersey
US$1.96億 +US$1294萬 +7% 8.59% – 49 14.29% 1.1
VCM
6628
Viewpoint Capital Management
Washington
US$1.96億 -US$1769萬 -8% 18.2% 127% 140 17.86% 3.8
Bridge Generations Wealth Management
6629
Bridge Generations Wealth Management
Florida
US$1.96億 +US$2177萬 +12% 7.31% – 35 11.43% 1.3
Crystal Rock Capital Management
6630
Crystal Rock Capital Management
Illinois
US$1.96億 +US$2774萬 +16% 26.3% 164% 34 5.88% 5
LFWA
6631
LBJ Family Wealth Advisors
Texas
US$1.96億 +US$2551萬 +15% 13.6% 64.9% 28 0% 8
CF
6632
Carlson Financial
Oregon
US$1.96億 +US$2643萬 +16% 19.1% – 205 16.59% 0.4
Lunate Capital
6633
Lunate Capital
United Arab Emirates
US$1.96億 +US$7564萬 +63% 13.8% – 12 66.67% 0.4
Echo Wealth Management
6634
Echo Wealth Management
Minnesota
US$1.96億 +US$2226萬 +13% 7.36% 42.9% 49 8.16% 3.1
MG
6635
McHugh Group
Ohio
US$1.96億 +US$2670萬 +16% 21.8% – 88 9.09% 1.2
Quantum Financial Partners
6636
Quantum Financial Partners
Kansas
US$1.96億 – – 13.4% – 153 – 0
Octahedron Capital Management
6637
Octahedron Capital Management
California
US$1.95億 +US$5782萬 +42% 61.1% 234% 22 50% 1
BAM
6638
Bosun Asset Management
Illinois
US$1.95億 +US$920萬 +5% 14.5% 278% 77 5.19% 2.9
Momentous Wealth Management
6639
Momentous Wealth Management
Washington
US$1.95億 +US$2013萬 +12% 9.6% – 50 22% 1.1
WestCap Management
6640
WestCap Management
California
US$1.95億 +US$18.7萬 +0.1% 102% – 2 0% 0.5
SFM LLC
6641
SFM LLC
New Hampshire
US$1.95億 +US$2959萬 +18% 10.9% 67.5% 73 19.18% 1.8
Delos Wealth Advisors
6642
Delos Wealth Advisors
Texas
US$1.95億 +US$2031萬 +12% 9.77% 58% 355 39.44% 1
Trust Company of Kansas
6643
Trust Company of Kansas
Kansas
US$1.95億 +US$1381萬 +8% 13.7% 100% 63 17.46% 3.3
Finivi Inc
6644
Finivi Inc
Massachusetts
US$1.95億 +US$1183萬 +6% 15.6% 144% 119 20.17% 2.3
Secured Retirement Advisors
6645
Secured Retirement Advisors
Minnesota
US$1.95億 +US$1819萬 +10% 15.4% 89% 157 31.85% 1.2
Constitution Capital
6646
Constitution Capital
Connecticut
US$1.95億 -US$529萬 -3% 10.7% 91.1% 66 13.64% 3.9
Cosner Financial Group
6647
Cosner Financial Group
Colorado
US$1.95億 +US$1266萬 +7% 12.2% 56.1% 37 8.11% 2.2
Conscious Wealth Investments
6648
Conscious Wealth Investments
Florida
US$1.95億 +US$1500萬 +8% 31.3% – 68 16.18% 1.5
Peoples Bank (Ohio)
6649
Peoples Bank (Ohio)
Ohio
US$1.95億 +US$3160萬 +19% 16.4% 78.9% 109 15.6% 6.1
Birch Financial Group
6650
Birch Financial Group
New Hampshire
US$1.95億 +US$2332萬 +14% 13.2% – 153 22.88% 1