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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)
Diker Management
7526
Diker Management
New York
US$1.06億 +US$2289萬 +27% 18.7% 210% 40 40% 2.5
Sincerus Advisory
7527
Sincerus Advisory
New York
US$1.06億 +US$1160萬 +12% 7.51% – 67 7.46% 0.5
Semitam Bonam
7528
Semitam Bonam
New York
US$1.06億 – – 6.02% – 45 – 0
Golden Bell Financial Planning
7529
Golden Bell Financial Planning
Georgia
US$1.06億 +US$322萬 +3% 4.49% – 35 5.71% 0.5
Fiduciary Wealth Partners
7530
Fiduciary Wealth Partners
Massachusetts
US$1.06億 -US$956萬 -8% 9.62% – 81 33.33% 1
BLVD Private Wealth
7531
BLVD Private Wealth
Kentucky
US$1.06億 – – 16.1% – 73 – 0
Vision Financial Markets
7532
Vision Financial Markets
Connecticut
US$1.06億 +US$1422萬 +15% 11.6% – 458 10.04% 0.4
NI
7533
NCP Inc
California
US$1.06億 +US$3196萬 +43% 26.2% – 133 62.41% 1.2
swisspartners Advisors
7534
swisspartners Advisors
Switzerland
US$1.06億 +US$1113萬 +12% 1.38% 75.9% 26 15.38% 2.9
Stonebridge Wealth Management
7535
Stonebridge Wealth Management
Illinois
US$1.06億 – – 3.82% – 33 – 0
Kraematon Investment Advisors
7536
Kraematon Investment Advisors
Massachusetts
US$1.06億 +US$772萬 +8% 11% 89.8% 94 5.32% 2.4
Svenska Handelsbanken
7537
Svenska Handelsbanken
Sweden
US$1.06億 +US$552萬 +5% 12.7% – 11 63.64% 0.2
CPC
7538
CFC Planning Company
Indiana
US$1.06億 +US$1252萬 +13% 8.03% – 108 43.52% 0.3
Empower Harvest Management Services
7539
Empower Harvest Management Services
Cayman Islands
US$1.06億 -US$861萬 -8% 7.52% – 1 0% 0.5
APEIRON Capital Ltd
7540
APEIRON Capital Ltd
Hong Kong
US$1.06億 -US$1.12億 -51% 17.1% 362% 13 76.92% 0.8
Equitec Proprietary Markets
7541
Equitec Proprietary Markets
Illinois
US$1.06億 -US$3474萬 -25% 23.9% 352% 85 45.88% 1.1
OneAscent Family Office
7542
OneAscent Family Office
Alabama
US$1.06億 -US$172萬 -2% 9.37% – 145 21.38% 0.3
Mendota Financial Group
7543
Mendota Financial Group
Wisconsin
US$1.06億 +US$1357萬 +15% 6% 50.1% 119 21.01% 1.8
Oregon Pacific Wealth Management
7544
Oregon Pacific Wealth Management
Oregon
US$1.06億 +US$558萬 +6% 8.71% – 133 9.02% 0.4
Minot DeBlois Advisors
7545
Minot DeBlois Advisors
Massachusetts
US$1.06億 +US$523萬 +5% 7.48% – 259 4.63% 0.5
Santa Clara Valley Transportation Authority
7546
Santa Clara Valley Transportation Authority
California
US$1.05億 +US$435萬 +4% 4.53% – 4 0% 0.8
LifeGoal Wealth Advisors
7547
LifeGoal Wealth Advisors
New York
US$1.05億 +US$1263萬 +14% 8.02% – 74 27.03% 0.4
Platt Investment Counsel
7548
Platt Investment Counsel
Florida
US$1.05億 +US$388萬 +4% 9.45% 62.9% 10 10% 2.9
WA
7549
Wilmar Advisors
Florida
US$1.05億 +US$852萬 +9% 13.1% – 22 31.82% 0.4
10Elms LLP
7550
10Elms LLP
Oklahoma
US$1.05億 +US$557萬 +6% 5.74% – 528 5.87% 0.5