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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)
LWM
7251
Lighthouse Wealth Management
Ohio
US$1.61億 +US$1388萬 +9% 10.3% – 49 16.33% 1.2
Savoir Faire Capital Management
7252
Savoir Faire Capital Management
Connecticut
US$1.61億 -US$458萬 -3% 5.98% 0.01% 45 6.67% 1.4
SR
7253
Summer Road
Florida
US$1.61億 +US$1898萬 +13% 11.8% 214% 26 26.92% 1.8
Mascagni Wealth Management
7254
Mascagni Wealth Management
Mississippi
US$1.61億 +US$2061萬 +15% 17.6% – 145 14.48% 1.1
MidAtlantic Capital Management
7255
MidAtlantic Capital Management
Virginia
US$1.61億 +US$1596萬 +11% 12.1% 61.2% 91 13.19% 2.1
Arlington Capital Management
7256
Arlington Capital Management
Illinois
US$1.61億 -US$1650萬 -9% 13.5% 146% 159 59.75% 0.9
Steinberg Asset Management
7257
Steinberg Asset Management
New York
US$1.61億 +US$630萬 +4% 7.85% 108% 46 17.39% 4
Exchange Bank
7258
Exchange Bank
California
US$1.61億 +US$1634萬 +11% 12% 75.2% 133 14.29% 2.2
Mountain Lake Investment Management
7259
Mountain Lake Investment Management
Florida
US$1.61億 +US$577萬 +4% 0.65% 64% 33 18.18% 1.5
Philadelphia Investment Partners
7260
Philadelphia Investment Partners
New Jersey
US$1.61億 +US$1355萬 +9% 11.1% – 204 15.69% 0.2
Arthedge Capital Management
7261
Arthedge Capital Management
New York
US$1.61億 +US$4506萬 +39% 23.9% 80.7% 14 28.57% 3.3
Avant Financial Advisors
7262
Avant Financial Advisors
Texas
US$1.61億 +US$1831萬 +13% 9.83% – 70 8.57% 1.3
Future Financial Wealth Management
7263
Future Financial Wealth Management
Ohio
US$1.6億 +US$527萬 +3% 15.1% 65.2% 140 14.29% 3.1
Palouse Capital Management
7264
Palouse Capital Management
Washington
US$1.6億 +US$914萬 +6% 22.5% 67.8% 144 20.14% 2.8
Corepath Wealth Partners
7265
Corepath Wealth Partners
Arizona
US$1.6億 +US$1204萬 +8% 13.1% 62.1% 47 14.89% 2.8
Planning Strategies
7266
Planning Strategies
Pennsylvania
US$1.6億 – – 10.4% – 1,068 – 0
Balanced Rock Investment Advisors
7267
Balanced Rock Investment Advisors
Massachusetts
US$1.6億 +US$1777萬 +12% 10.2% – 105 11.43% 1.9
Gibson Wealth Advisors
7268
Gibson Wealth Advisors
Texas
US$1.6億 +US$1110萬 +7% 11% – 38 23.68% 4
HFG Advisors
7269
HFG Advisors
Ohio
US$1.6億 +US$1818萬 +13% 16.3% 69.7% 130 20% 2.5
Stolz & Associates
7270
Stolz & Associates
Washington
US$1.6億 +US$1690萬 +12% 7.5% – 33 12.12% 0.4
Chartist Inc
7271
Chartist Inc
California
US$1.6億 +US$2097萬 +15% 14.6% – 21 4.76% 6.8
Emory University
7272
Emory University
Georgia
US$1.6億 -US$1.07億 -40% 4.88% 60.2% 7 14.29% 2.7
Wallace Hart
7273
Wallace Hart
Kentucky
US$1.6億 +US$8746萬 +121% 34.7% – 47 31.91% 0.9
Cogent Private Wealth
7274
Cogent Private Wealth
Florida
US$1.6億 +US$2151萬 +16% 12.1% – 119 19.33% 0.4
Nvest Wealth Strategies
7275
Nvest Wealth Strategies
Ohio
US$1.6億 +US$1714萬 +12% 10.4% – 435 28.05% 0.4