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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)
FWM
7351
FMA Wealth Management
Massachusetts
US$1.56億 +US$583萬 +4% 8.04% 40.8% 43 13.95% 1.9
Polaris Investment Advisors
7352
Polaris Investment Advisors
Massachusetts
US$1.56億 +US$1897萬 +14% 15.9% – 79 12.66% 0.4
Cyrus Capital Partners
7353
Cyrus Capital Partners
New York
US$1.56億 -US$4010萬 -20% 4.91% 163% 7 57.14% 0.9
WLTH Capital Management
7354
WLTH Capital Management
Arizona
US$1.56億 +US$2842萬 +22% 7.01% – 30 16.67% 0.4
APW
7355
Allied Private Wealth
Florida
US$1.56億 – – 12.9% – 906 – 0
Michels Family Financial
7356
Michels Family Financial
Texas
US$1.56億 +US$1731萬 +12% 12.4% – 156 16.03% 1.2
Harpswell Capital Advisors
7357
Harpswell Capital Advisors
Maine
US$1.56億 +US$2152萬 +16% 10.1% – 47 25.53% 0.5
AlpenGlobal Capital
7358
AlpenGlobal Capital
California
US$1.56億 -US$130萬 -0.8% 7.74% – 36 2.78% 1.3
Joel Adams & Associates
7359
Joel Adams & Associates
North Carolina
US$1.56億 +US$2105萬 +16% 9.51% – 68 5.88% 1.3
APEIRON Capital Ltd
7360
APEIRON Capital Ltd
Hong Kong
US$1.56億 +US$4875萬 +46% 202% 362% 22 77.27% 0.5
Rare Wolf Capital
7361
Rare Wolf Capital
Washington
US$1.56億 +US$130萬 +0.8% 14.4% – 137 19.71% 0.4
SC
7362
Settian Capital
New York
US$1.56億 +US$1284萬 +9% 13.7% 69% 27 18.52% 2.3
Bonfire Financial
7363
Bonfire Financial
Colorado
US$1.56億 +US$2274萬 +17% 13.8% – 62 11.29% 1.3
Financial Life Planners
7364
Financial Life Planners
Arizona
US$1.56億 +US$2518萬 +19% 18.1% – 372 10.48% 0.4
Renasant Bank
7365
Renasant Bank
Mississippi
US$1.56億 +US$1431萬 +10% 12.3% 72.3% 156 21.79% 3
Clarendon Private
7366
Clarendon Private
Massachusetts
US$1.56億 +US$2542萬 +20% 22.5% – 130 13.08% 1.1
Clearview Wealth Management
7367
Clearview Wealth Management
California
US$1.56億 +US$1421萬 +10% 13.7% – 63 6.35% 0.2
GraniteShares Advisors
7368
GraniteShares Advisors
New York
US$1.56億 +US$1668萬 +12% 5.93% 88.4% 103 25.24% 1.7
Ipsen Advisor Group
7369
Ipsen Advisor Group
Arkansas
US$1.55億 +US$1257萬 +9% 9.26% – 112 11.61% 2.4
Morey & Quinn Wealth Partners
7370
Morey & Quinn Wealth Partners
Nebraska
US$1.55億 +US$1487萬 +11% 15.6% – 143 4.9% 1.3
Spahn Wealth & Retirement
7371
Spahn Wealth & Retirement
Arizona
US$1.55億 +US$7685萬 +98% 10.3% – 40 42.5% 0.7
Expect Equity LLC
7372
Expect Equity LLC
Maryland
US$1.55億 +US$2681萬 +21% 22.4% – 67 10.45% 1
Cultivar Capital
7373
Cultivar Capital
Texas
US$1.55億 -US$119萬 -0.8% 0.01% 38.3% 47 17.02% 1.6
Visa Foundation
7374
Visa Foundation
California
US$1.55億 +US$2358萬 +18% 17.9% 58.1% 2 50% 2.3
Rockbridge Capital Management
7375
Rockbridge Capital Management
Virginia
US$1.55億 +US$624萬 +4% 2.74% – 31 12.9% 1.1