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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)
Merkkuri Wealth Advisors
7101
Merkkuri Wealth Advisors
New York
US$1.38億 +US$608萬 +5% 6.07% – 85 9.41% 1.1
Corepath Wealth Partners
7102
Corepath Wealth Partners
Arizona
US$1.38億 +US$1918萬 +16% 7.3% 62.1% 41 21.95% 2.6
Seneschal Advisors
7103
Seneschal Advisors
Washington
US$1.38億 +US$1098萬 +9% 5.1% – 589 93.38% 0
BAWM
7104
Bennett Associates Wealth Management
Pennsylvania
US$1.38億 +US$770萬 +6% 4.86% 51% 54 24.07% 1.1
Dean Jacobson Financial Services
7105
Dean Jacobson Financial Services
Texas
US$1.38億 +US$831萬 +6% 6.15% 59.6% 19 36.84% 1.3
Elevate Wealth Advisory
7106
Elevate Wealth Advisory
Georgia
US$1.38億 -US$291萬 -2% 5.39% 49.5% 136 12.5% 1.5
Asset Value Investors
7107
Asset Value Investors
United Kingdom
US$1.38億 +US$144萬 +1% 1.31% – 3 0% 0.8
Audent Global Asset Management
7108
Audent Global Asset Management
California
US$1.38億 -US$259萬 -2% 8.21% 129% 57 19.3% 2.7
Moulton Wealth Management
7109
Moulton Wealth Management
Washington
US$1.37億 +US$523萬 +4% 7.97% 47.8% 45 17.78% 1.2
TL
7110
TowerView LLC
New York
US$1.37億 -US$285萬 -2% 0.51% 16.3% 21 23.81% 5
Perissos Private Wealth Management
7111
Perissos Private Wealth Management
Oklahoma
US$1.37億 +US$1084萬 +9% 5.72% – 85 18.82% 1
HFAS
7112
Hummer Financial Advisory Services
Illinois
US$1.37億 +US$419萬 +3% 4.28% 71.8% 119 8.4% 3.9
Cottonwood Capital Advisors
7113
Cottonwood Capital Advisors
Utah
US$1.37億 -US$1162萬 -8% 6.5% 79% 132 34.85% 3.2
LI
7114
Latash Investments
Alaska
US$1.37億 +US$777萬 +6% 6.74% 111% 18 5.56% 4.8
Littlejohn Financial Services
7115
Littlejohn Financial Services
Oregon
US$1.37億 +US$776萬 +6% 4.6% – 77 40.26% 0.5
MSK
7116
Melissa S. Kampmann
US$1.37億 +US$398萬 +3% 5.87% 82.1% 40 0% 1.8
Sound Financial Strategies Group
7117
Sound Financial Strategies Group
Mississippi
US$1.37億 +US$1872萬 +16% 3.47% 27.1% 112 18.75% 1.4
Life Planning Partners
7118
Life Planning Partners
Florida
US$1.37億 +US$1129萬 +9% 6.06% 50.3% 71 9.86% 2.7
Clayton Financial Group
7119
Clayton Financial Group
Missouri
US$1.37億 +US$5278萬 +63% 6.81% 69.8% 278 89.57% 0.2
Aspire Growth Partners
7120
Aspire Growth Partners
Florida
US$1.37億 +US$1475萬 +12% 8.55% – 120 6.67% 0.7
Balanced Rock Investment Advisors
7121
Balanced Rock Investment Advisors
Massachusetts
US$1.37億 +US$934萬 +7% 4.51% – 97 2.06% 1.4
Alpha Wealth Funds
7122
Alpha Wealth Funds
Utah
US$1.37億 +US$1776萬 +15% 3.04% – 63 49.21% 0.4
Rik Saylor Financial
7123
Rik Saylor Financial
Ohio
US$1.37億 +US$687萬 +5% 6.39% – 84 2.38% 0.7
BluePath Capital Management
7124
BluePath Capital Management
Georgia
US$1.37億 +US$2297萬 +20% 11.8% 106% 88 7.95% 1.4
Stage Harbor Financial
7125
Stage Harbor Financial
Massachusetts
US$1.37億 +US$1359萬 +11% 6.62% 56.4% 60 13.33% 1.2