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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)
Instrumental Wealth
7026
Instrumental Wealth
Florida
US$1.43億 +US$1680萬 +13% 6.99% 38.2% 74 24.32% 1.3
1858 Wealth Management
7027
1858 Wealth Management
Ohio
US$1.42億 +US$685萬 +5% 8.51% – 132 25.76% 1.2
S.R. Schill & Associates
7028
S.R. Schill & Associates
Washington
US$1.42億 +US$664萬 +5% 5.53% 42.7% 27 11.11% 4.1
HC Advisors
7029
HC Advisors
Georgia
US$1.42億 +US$74.1萬 +0.5% 6.84% 63.5% 63 7.94% 3.1
Coastwise Capital Group
7030
Coastwise Capital Group
California
US$1.42億 +US$1655萬 +13% 9.16% 88.8% 133 8.27% 2.5
Collar Capital Management
7031
Collar Capital Management
Wisconsin
US$1.42億 +US$2326萬 +20% 12.2% – 74 13.51% 0.6
Avant Capital
7032
Avant Capital
Louisiana
US$1.42億 +US$1322萬 +10% 7.14% – 81 14.81% 2.6
Nova Wealth Management
7033
Nova Wealth Management
Florida
US$1.42億 +US$583萬 +4% 7.96% – 770 28.18% 0.6
Genesis Wealth Advisors
7034
Genesis Wealth Advisors
Massachusetts
US$1.42億 +US$855萬 +6% 6.19% – 64 4.69% 5.9
Bank of Marin
7035
Bank of Marin
California
US$1.42億 +US$921萬 +7% 7.26% 80.3% 134 8.96% 2.5
Chancellor Financial Group WB
7036
Chancellor Financial Group WB
Pennsylvania
US$1.42億 +US$1225萬 +9% 10.6% – 140 9.29% 0.7
DQRIM
7037
Dale Q Rice Investment Management
Washington
US$1.42億 +US$2113萬 +18% 19.1% – 69 5.8% 0.7
Safir Wealth Advisors
7038
Safir Wealth Advisors
New Hampshire
US$1.42億 +US$527萬 +4% 5.81% 52.1% 16 18.75% 3.3
Daventry Group
7039
Daventry Group
New York
US$1.41億 -US$1.03億 -42% 10.9% 26.2% 9 44.44% 1.3
Comprehensive Money Management Services
7040
Comprehensive Money Management Services
Florida
US$1.41億 +US$949萬 +7% 7.09% – 191 6.28% 0.7
Value Base
7041
Value Base
Israel
US$1.41億 -US$3377萬 -19% 14.1% – 7 0% 0.7
Basepoint Wealth
7042
Basepoint Wealth
Iowa
US$1.41億 +US$1173萬 +9% 13.8% 113% 108 7.41% 2.7
Comprehensive Wealth Management
7043
Comprehensive Wealth Management
Washington
US$1.41億 +US$1687萬 +14% 5.22% 40.6% 39 0% 1.5
JDH Wealth Management
7044
JDH Wealth Management
California
US$1.41億 +US$1030萬 +8% 7.9% – 51 3.92% 0.7
Campion Asset Management
7045
Campion Asset Management
Virginia
US$1.41億 +US$760萬 +6% 7.41% 70.2% 84 5.95% 3.7
Flavin Financial Services
7046
Flavin Financial Services
Florida
US$1.41億 +US$3772萬 +37% 6.61% – 73 15.07% 0.6
Gibson Wealth Advisors
7047
Gibson Wealth Advisors
Texas
US$1.41億 +US$617萬 +5% 6.64% – 41 24.39% 3.2
Strategic Value Bank Partners
7048
Strategic Value Bank Partners
Ohio
US$1.41億 -US$3426萬 -20% 8.61% 80.8% 16 18.75% 2.6
Chapman Investment Management
7049
Chapman Investment Management
California
US$1.41億 -US$270萬 -2% 0.74% 57.3% 32 18.75% 3.7
Mosaic Financial Group
7050
Mosaic Financial Group
Illinois
US$1.41億 +US$984萬 +8% 6.36% – 124 12.9% 1.2