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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)
Philadelphia Trust Company
1876
Philadelphia Trust Company
Pennsylvania
US$14.2億 -US$3359萬 -2% 1.82% 173% 275 9.82% 5.3
Coastal Bridge Advisors
1877
Coastal Bridge Advisors
Connecticut
US$14.1億 +US$7311萬 +5% 0.12% 88.1% 483 12.42% 2.4
Kryger Capital
1878
Kryger Capital
United Kingdom
US$14.1億 +US$1.2億 +9% 11.4% 421% 104 78.85% 0.1
Evergreen Wealth Solutions
1879
Evergreen Wealth Solutions
Pennsylvania
US$14.1億 +US$6.97億 +97% 1.2% 70.9% 418 50.72% 0.8
Premier Fund Managers
1880
Premier Fund Managers
United Kingdom
US$14.1億 -US$3.23億 -19% 2.12% 62.7% 183 25.68% 2.3
Spyglass Capital Management
1881
Spyglass Capital Management
California
US$14.1億 -US$5.86億 -29% 22.9% 131% 27 14.81% 1.7
Wealthquest
1882
Wealthquest
Ohio
US$14.1億 +US$8725萬 +7% 1.62% 58.5% 159 12.58% 1.7
Quent Capital
1883
Quent Capital
New York
US$14.1億 +US$2379萬 +2% 1.01% 86.1% 1,644 11.44% 1.1
Efficient Advisors
1884
Efficient Advisors
Ohio
US$14.1億 -US$3.05億 -18% 0.24% 30.6% 58 0% 7.6
Insigneo Advisory Services
1885
Insigneo Advisory Services
Florida
US$14.1億 +US$1344萬 +1% 1.9% 136% 833 21.37% 1.6
Tradition Wealth Management
1886
Tradition Wealth Management
Minnesota
US$14.1億 +US$1245萬 +0.9% 1.66% 77.2% 547 12.8% 2.9
Fidelis Capital Partners
1887
Fidelis Capital Partners
Florida
US$14億 +US$2704萬 +2% 0.1% 126% 535 14.02% 2
Edgar Lomax Company
1888
Edgar Lomax Company
Virginia
US$14億 +US$8544萬 +6% 8.14% 70.3% 68 23.53% 5.4
Ninepoint Partners
1889
Ninepoint Partners
Ontario, Canada
US$14億 +US$4.96億 +55% 28% 82.6% 196 41.84% 1
Rockwood Wealth Management
1890
Rockwood Wealth Management
Pennsylvania
US$14億 +US$5605萬 +4% 0.35% 52.6% 126 11.9% 2.4
Atom Investors
1891
Atom Investors
Texas
US$14億 +US$1.37億 +11% 4.25% 83.4% 887 65.05% 0.4
Trust Asset Management
1892
Trust Asset Management
Texas
US$14億 -US$6981萬 -5% 3.68% 104% 236 8.9% 4.5
YHB Investment Advisors
1893
YHB Investment Advisors
Connecticut
US$13.9億 -US$5252萬 -4% 2.34% 96.2% 312 9.62% 6.2
Steelhead Partners
1894
Steelhead Partners
Washington
US$13.9億 +US$3746萬 +3% 0.01% 0.58% 24 0% 0.6
Heitman Real Estate Securities
1895
Heitman Real Estate Securities
Illinois
US$13.9億 -US$3057萬 -2% 4.83% 48.3% 62 20.97% 3.9
Scheer Rowlett & Associates Investment Management
1896
Scheer Rowlett & Associates Investment Management
Ontario, Canada
US$13.9億 -US$6726萬 -5% 8.42% 85.4% 34 8.82% 6.9
ProVise Management Group
1897
ProVise Management Group
Florida
US$13.9億 -US$1430萬 -1% 0.52% 74.6% 268 6.72% 7.2
Trans-Canada Capital
1898
Trans-Canada Capital
Quebec, Canada
US$13.9億 -US$3.48億 -20% 4.64% – 8 37.5% 0.9
Sagefield Capital
1899
Sagefield Capital
Texas
US$13.9億 +US$2.09億 +18% 30.7% 115% 137 44.53% 1.1
Blue Chip Partners
1900
Blue Chip Partners
Michigan
US$13.9億 +US$1022萬 +0.7% 1.06% 88.7% 183 14.75% 5.3