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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)
Baker Avenue Asset Management
1526
Baker Avenue Asset Management
California
US$6.58億 -US$3834萬 -6% 0.27% 104% 209 31.1% 1.2
SMA
1527
Simply Money Advisors
Ohio
US$6.56億 -US$896萬 -1% 1.04% 11.5% 26 11.54% 1.6
SG
1528
Swarthmore Group
Pennsylvania
US$6.55億 -US$2.78億 -30% 1.9% 44.2% 58 25.86% 1.4
Geneos Wealth Management
1529
Geneos Wealth Management
Colorado
US$6.54億 – – 3.54% 73.3% 1,783 – 0
Crestline Management
1530
Crestline Management
Texas
US$6.54億 -US$4.79億 -42% 13.4% 80.2% 1 0% 1.3
First National Trust
1531
First National Trust
Pennsylvania
US$6.53億 +US$2116萬 +3% 1.62% 92.7% 317 14.51% 2
Carnegie Investment Counsel
1532
Carnegie Investment Counsel
Ohio
US$6.53億 +US$7656萬 +13% 1.76% 112% 305 7.54% 1.9
Foundation Capital
1533
Foundation Capital
California
US$6.53億 -US$1.68億 -20% 15.7% – 9 0% 1.4
EP Wealth Advisors
1534
EP Wealth Advisors
California
US$6.52億 +US$5718萬 +10% 2.27% – 171 35.09% 1.6
Tiedemann Trust
1535
Tiedemann Trust
Delaware
US$6.51億 -US$3732萬 -5% 1.83% 18.9% 82 23.17% 1.4
P2 Capital Partners
1536
P2 Capital Partners
New York
US$6.49億 +US$5608萬 +9% 4.96% 7.96% 15 13.33% 1.8
Makaira Partners
1537
Makaira Partners
California
US$6.47億 +US$4123萬 +7% 9.57% 22% 13 23.08% 2.1
Glazer Capital LLC
1538
Glazer Capital LLC
New York
US$6.47億 -US$2821萬 -4% 7.55% 323% 121 59.5% 0.4
Ardsley Advisory Partners
1539
Ardsley Advisory Partners
Connecticut
US$6.47億 -US$1.21億 -16% 2.14% 555% 218 72.02% 0.4
SouthState Corp
1540
SouthState Corp
Florida
US$6.43億 +US$556萬 +0.9% 1.89% 90.3% 222 13.51% 2.2
Berkshire Asset Management
1541
Berkshire Asset Management
Pennsylvania
US$6.43億 +US$3843萬 +6% 1.58% 83.7% 171 18.13% 2
Edgemoor Investment Advisors
1542
Edgemoor Investment Advisors
Maryland
US$6.42億 -US$2445萬 -4% 1.86% 117% 141 17.73% 2.1
TM
1543
Thrax Management
New York
US$6.41億 +US$1.56億 +32% 1.17% – 156 73.72% 0.1
Martin Investment Management
1544
Martin Investment Management
Florida
US$6.41億 +US$1087萬 +2% 2.35% 50% 49 30.61% 1.9
Webster Bank
1545
Webster Bank
Connecticut
US$6.41億 +US$1740萬 +3% 2.21% 77.5% 221 10.41% 2
Polaris Wealth Advisory Group
1546
Polaris Wealth Advisory Group
California
US$6.4億 +US$2013萬 +3% 4% 64% 163 49.69% 0.6
WA
1547
Westport Advisers
Connecticut
US$6.4億 -US$5162萬 -7% 3.02% 39.2% 44 6.82% 2.5
EAM Investors
1548
EAM Investors
California
US$6.39億 -US$1.25億 -16% 11.6% 6,012% 408 53.68% 0.4
Portfolio Solutions
1549
Portfolio Solutions
Michigan
US$6.39億 +US$1231萬 +2% 1.09% 11.6% 27 51.85% 0.7
Murphy Capital Management
1550
Murphy Capital Management
New Jersey
US$6.38億 -US$1760萬 -3% 2.16% 41.6% 336 19.64% 2