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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)
Accordant Advisory Group
7301
Accordant Advisory Group
Maryland
US$1.45億 -US$208萬 -1% 8.7% – 198 30.3% 1
Tide Cove Capital Partners
7302
Tide Cove Capital Partners
California
US$1.45億 +US$1494萬 +11% 0.96% – 13 23.08% 0.8
Bank of Marin
7303
Bank of Marin
California
US$1.45億 +US$305萬 +2% 3.35% 80.3% 135 7.41% 2.7
Exchange Bank
7304
Exchange Bank
California
US$1.45億 +US$49.9萬 +0.3% 3.47% 75.2% 126 5.56% 2.1
HC Advisors
7305
HC Advisors
Georgia
US$1.45億 +US$221萬 +2% 2.66% 63.5% 62 4.84% 3.4
Amara Financial
7306
Amara Financial
California
US$1.44億 +US$862萬 +6% 2.66% – 48 6.25% 1.1
Compass Planning Associates
7307
Compass Planning Associates
Massachusetts
US$1.44億 +US$3534萬 +32% 1.25% – 31 9.68% 0.9
BAWM
7308
Bennett Associates Wealth Management
Pennsylvania
US$1.44億 +US$652萬 +5% 1.4% 51% 62 32.26% 1
Ridgeline Wealth
7309
Ridgeline Wealth
Arizona
US$1.44億 +US$872萬 +6% 2.96% – 54 9.26% 0.8
Impact Investors
7310
Impact Investors
California
US$1.44億 -US$768萬 -5% 1.06% – 103 9.71% 0.9
Cornerstone Select Advisors
7311
Cornerstone Select Advisors
Missouri
US$1.44億 +US$812萬 +6% 5.56% – 124 16.94% 0.8
Teton Advisors
7312
Teton Advisors
New York
US$1.44億 -US$1801萬 -11% 2.2% 139% 164 8.54% 9.3
Cornerstone Wealth Partners
7313
Cornerstone Wealth Partners
Michigan
US$1.44億 – – 2.38% – 17 – 0
Cathy Pareto & Associates
7314
Cathy Pareto & Associates
Florida
US$1.44億 +US$1151萬 +9% 3.22% – 94 6.38% 0.9
Campion Asset Management
7315
Campion Asset Management
Virginia
US$1.44億 +US$318萬 +2% 2.37% 70.2% 83 3.61% 4.1
Occam Crest Management
7316
Occam Crest Management
Connecticut
US$1.44億 -US$2044萬 -12% 11.4% – 34 26.47% 0.2
FSA Advisors
7317
FSA Advisors
Michigan
US$1.44億 +US$1758萬 +14% 1.31% 67.2% 245 55.51% 0.7
Shepherd Wealth Management
7318
Shepherd Wealth Management
Ohio
US$1.44億 -US$664萬 -4% 0.82% – 49 24.49% 0.6
Dahring Cusmano
7319
Dahring Cusmano
Michigan
US$1.44億 +US$536萬 +4% 1.59% – 53 7.55% 0.9
Brickwood Asset Management
7320
Brickwood Asset Management
United Kingdom
US$1.44億 +US$94萬 +0.7% 5.37% – 11 45.45% 0.4
Stoneridge Investment Partners
7321
Stoneridge Investment Partners
Pennsylvania
US$1.44億 -US$212萬 -1% 0.06% 44.2% 167 51.5% 1.4
Aspire Growth Partners
7322
Aspire Growth Partners
Florida
US$1.44億 +US$679萬 +5% 3.68% – 126 8.73% 0.9
SWM
7323
SpringVest Wealth Management
Texas
US$1.44億 +US$751萬 +6% 1.23% – 73 10.96% 0.8
Masterton Capital Management
7324
Masterton Capital Management
New York
US$1.43億 -US$3896萬 -21% 2.88% 1.94% 25 28% 1
Opinicus Capital
7325
Opinicus Capital
Florida
US$1.43億 -US$93.1萬 -0.6% 3.94% 129% 115 16.52% 1.5