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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)
Soapstone Management
6651
Soapstone Management
Maryland
US$1.51億 +US$2268萬 +18% 6.45% 30.3% 18 38.89% 2.5
Beckerman Institutional
6652
Beckerman Institutional
New Jersey
US$1.51億 +US$1249萬 +9% 5.21% – 109 7.34% 0.7
Dougherty Wealth Advisers
6653
Dougherty Wealth Advisers
Minnesota
US$1.51億 +US$1532萬 +11% 9.12% 76.1% 111 1.8% 5.3
Legend Financial Advisors
6654
Legend Financial Advisors
Pennsylvania
US$1.51億 +US$1439萬 +11% 9.43% 117% 172 79.07% 0.6
Sky-Mountain Capital Management
6655
Sky-Mountain Capital Management
Idaho
US$1.51億 +US$3239萬 +27% 11.7% – 36 11.11% 0.2
Lee-Kelleher Wealth Management
6656
Lee-Kelleher Wealth Management
Maryland
US$1.51億 +US$1458萬 +11% 8.01% – 39 7.69% 0.5
Sarver Vrooman Wealth Advisors
6657
Sarver Vrooman Wealth Advisors
Missouri
US$1.5億 +US$16.2萬 +0.1% 0.67% – 139 14.39% 0.2
OIM
6658
Opus Investment Management
Massachusetts
US$1.5億 +US$1017萬 +7% 2.9% 58.2% 30 3.33% 9.7
AWM
6659
Aberdeen Wealth Management
Illinois
US$1.5億 +US$546萬 +4% 6.13% 73.1% 172 11.63% 4
Golden Road Advisors
6660
Golden Road Advisors
Florida
US$1.5億 +US$2231萬 +17% 11.4% – 42 11.9% 1.3
RCWM
6661
Royal Capital Wealth Management
Indiana
US$1.5億 +US$766萬 +5% 8.92% 83.8% 90 6.67% 2.8
GWMI
6662
Guardian Wealth Management (Illinois)
Illinois
US$1.5億 +US$42.3萬 +0.3% 10.5% 98.1% 226 73.45% 2.9
RHDIC
6663
R.H. Dinel Investment Counsel
California
US$1.5億 +US$347萬 +2% 8.7% 55.9% 42 0% 9.4
Millennium Capital Advisors
6664
Millennium Capital Advisors
Arkansas
US$1.5億 +US$1454萬 +11% 13.7% 134% 123 8.94% 2.6
Envision Financial
6665
Envision Financial
Wisconsin
US$1.5億 +US$1727萬 +13% 6.28% – 45 11.11% 0.4
Sterling Manor Financial
6666
Sterling Manor Financial
New York
US$1.5億 +US$996萬 +7% 7.6% – 31 12.9% 1.7
HWMC
6667
Heritage Wealth Management (California)
California
US$1.5億 +US$1698萬 +13% 11.7% 78.5% 89 8.99% 1.3
Upper Left Wealth Management
6668
Upper Left Wealth Management
Florida
US$1.5億 +US$1045萬 +7% 7.91% 52.7% 66 7.58% 2.4
Klein Pavlis & Peasley Financial
6669
Klein Pavlis & Peasley Financial
California
US$1.5億 +US$1098萬 +8% 9.75% 97.4% 84 22.62% 1.1
AIM
6670
AHL Investment Management
Florida
US$1.5億 +US$472萬 +3% 4.55% 57.7% 72 8.33% 2.7
Renasant Bank
6671
Renasant Bank
Mississippi
US$1.5億 -US$116萬 -0.8% 7.98% 72.3% 164 14.63% 2.7
AC
6672
ASB Consultores
Florida
US$1.5億 -US$407萬 -3% 12.7% 91% 163 36.2% 1.3
Sapience Investments
6673
Sapience Investments
California
US$1.5億 +US$976萬 +7% 11.3% 54.9% 93 9.68% 3.2
Lakewood Asset Management
6674
Lakewood Asset Management
Illinois
US$1.5億 +US$152萬 +1% 4.18% 69.3% 104 5.77% 2.2
Barnes Pettey Financial Advisors
6675
Barnes Pettey Financial Advisors
Mississippi
US$1.5億 +US$2115萬 +16% 11.1% 86.9% 114 16.67% 2.3