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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)
Verdence Capital Advisors
1876
Verdence Capital Advisors
Maryland
US$12.4億 -US$1113萬 -0.9% 1.46% 104% 673 11.14% 3.1
Sage Financial Group
1877
Sage Financial Group
Pennsylvania
US$12.4億 +US$1849萬 +2% 0.98% 67% 105 5.71% 4.3
Sound View Wealth Advisors Group
1878
Sound View Wealth Advisors Group
Georgia
US$12.4億 +US$1659萬 +1% 1.38% 80.8% 425 6.59% 3.3
Campbell Newman Asset Management
1879
Campbell Newman Asset Management
Wisconsin
US$12.4億 -US$8828萬 -7% 0.42% 116% 109 8.26% 6.4
Mount Yale Investment Advisors
1880
Mount Yale Investment Advisors
Colorado
US$12.4億 +US$1.97億 +19% 2.59% 92.1% 625 24.16% 2.6
Lutz Financial Services
1881
Lutz Financial Services
Nebraska
US$12.4億 +US$496萬 +0.4% 1.33% 37.2% 94 9.57% 4.1
Triodos Investment Management
1882
Triodos Investment Management
Netherlands
US$12.4億 -US$3099萬 -2% 4.91% 97.9% 50 4% 3.2
Taiyo Life Insurance Company
1883
Taiyo Life Insurance Company
Japan
US$12.3億 -US$2801萬 -2% 2.71% 90.5% 13 15.38% 3.5
Hemenway Trust Hemenway Trust
1884
Hemenway Trust Hemenway Trust
New Hampshire
US$12.3億 -US$3130萬 -2% 0.45% 101% 136 8.82% 6.4
Proficio Capital Partners
1885
Proficio Capital Partners
Massachusetts
US$12.3億 +US$2.27億 +23% 2.82% 97% 381 29.66% 2.6
Prosperity Capital Advisors
1886
Prosperity Capital Advisors
Ohio
US$12.3億 +US$5611萬 +5% 0.27% 72.2% 372 19.09% 1.2
Creative Financial Designs
1887
Creative Financial Designs
Indiana
US$12.3億 +US$4437萬 +4% 0.36% 58.8% 1,867 13.93% 3
J. Safra Asset Management
1888
J. Safra Asset Management
New York
US$12.3億 +US$1.77億 +17% 1.75% 93.8% 368 26.36% 0.9
Strategy Capital
1889
Strategy Capital
California
US$12.3億 +US$1.9億 +18% 25.6% 371% 10 0% 3
Wealthquest
1890
Wealthquest
Ohio
US$12.3億 +US$9377萬 +8% 0.58% 58.5% 137 10.95% 4.3
American Assets Investment Management
1891
American Assets Investment Management
California
US$12.3億 +US$8528萬 +7% 167% 520% 164 7.93% 6.3
Clearlake Capital Group
1892
Clearlake Capital Group
California
US$12.3億 -US$7954萬 -6% 4.94% 47.3% 6 0% 2.8
Cornerstone Wealth Group
1893
Cornerstone Wealth Group
North Carolina
US$12.3億 +US$1602萬 +1% 2.16% 108% 292 15.75% 2
Stone Point Capital
1894
Stone Point Capital
Connecticut
US$12.2億 +US$199萬 +0.2% 8.64% 20.4% 5 0% 5.3
Main Management
1895
Main Management
California
US$12.2億 +US$750萬 +0.6% 1.68% 64.1% 144 9.72% 3.7
Keywise Capital Management (HK)
1896
Keywise Capital Management (HK)
Hong Kong
US$12.2億 +US$2.1億 +21% 42.9% 684% 18 22.22% 1.4
Cannae Holdings
1897
Cannae Holdings
Nevada
US$12.2億 -US$8221萬 -6% 3.12% 88.5% 5 0% 2.9
McDaniel Terry & Co
1898
McDaniel Terry & Co
Texas
US$12.2億 +US$2560萬 +2% 0.84% 76.6% 104 8.65% 5.5
YHB Investment Advisors
1899
YHB Investment Advisors
Connecticut
US$12.2億 +US$980萬 +0.8% 1.57% 96.2% 289 7.27% 5.7
Strategic Value Partners
1900
Strategic Value Partners
Connecticut
US$12.2億 +US$3903萬 +3% 4.43% – 3 33.33% 0.6