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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)
Levin Capital Strategies
2026
Levin Capital Strategies
New York
US$10.5億 +US$8881萬 +9% 8.43% 91.9% 279 36.2% 3.7
Marks Group Wealth Management
2027
Marks Group Wealth Management
Minnesota
US$10.5億 +US$9810萬 +10% 8.67% 71.4% 307 10.75% 2.9
Smith, Moore & Co
2028
Smith, Moore & Co
Missouri
US$10.5億 +US$7756萬 +8% 6.97% 74.5% 477 9.43% 4.5
Diversify Wealth Management
2029
Diversify Wealth Management
Utah
US$10.5億 +US$2.43億 +30% 6.5% – 504 21.23% 0.2
PWMAG
2030
Pinnacle Wealth Management Advisory Group
New Jersey
US$10.5億 +US$7805萬 +8% 6.87% 90.7% 374 6.95% 3.8
Cozad Asset Management
2031
Cozad Asset Management
Illinois
US$10.5億 +US$4468萬 +4% 6.79% 138% 420 8.81% 3.5
Browning West
2032
Browning West
California
US$10.5億 +US$1.67億 +19% 19.2% 96.8% 2 0% 3.8
WDA
2033
Wendell David Associates
New Hampshire
US$10.5億 +US$6421萬 +7% 8.28% 58.7% 163 4.29% 7.7
Godsey & Gibb Inc
2034
Godsey & Gibb Inc
Virginia
US$10.5億 +US$7815萬 +8% 10.3% 87.5% 465 21.51% 1.1
Washington Trust Bank
2035
Washington Trust Bank
Washington
US$10.4億 +US$3347萬 +3% 4.81% 89.9% 224 11.61% 5.6
Globeflex Capital
2036
Globeflex Capital
California
US$10.4億 +US$8707萬 +9% 11.9% 186% 539 27.46% 2.1
Henry H. Armstrong Associates
2037
Henry H. Armstrong Associates
Pennsylvania
US$10.4億 +US$4216萬 +4% 6.71% 70% 63 6.35% 6.7
Tompkins Financial
2038
Tompkins Financial
New York
US$10.4億 +US$8840萬 +9% 7.15% 84.4% 629 14.15% 4.8
J.L. Bainbridge & Co
2039
J.L. Bainbridge & Co
Florida
US$10.4億 +US$3256萬 +3% 4.12% 118% 105 13.33% 2.9
Mount Yale Investment Advisors
2040
Mount Yale Investment Advisors
Colorado
US$10.4億 -US$2.21億 -17% 7.21% 92.1% 618 24.11% 2.6
Strategic Wealth Partners
2041
Strategic Wealth Partners
Ohio
US$10.4億 +US$8260萬 +9% 6.04% – 307 10.1% 2.8
Austin Private Wealth
2042
Austin Private Wealth
Texas
US$10.4億 +US$1.1億 +12% 5.28% 62.4% 300 19.67% 1.9
Woodstock Corp
2043
Woodstock Corp
Massachusetts
US$10.4億 +US$5583萬 +6% 6.66% 115% 169 4.73% 7.5
Rational Advisors
2044
Rational Advisors
New York
US$10.4億 +US$1370萬 +1% 5.59% 39.2% 206 25.73% 1.7
Strategy Capital
2045
Strategy Capital
California
US$10.4億 +US$2077萬 +2% 10.7% 316% 11 18.18% 2.8
U.S. Global Investors (USGI)
2046
U.S. Global Investors (USGI)
Texas
US$10.4億 -US$1589萬 -2% 6.24% 151% 161 38.51% 1.9
Atlas FRM
2047
Atlas FRM
Connecticut
US$10.4億 +US$2.84億 +38% 18% 38.9% 9 33.33% 1.4
Smith Anglin Financial
2048
Smith Anglin Financial
Texas
US$10.4億 +US$4893萬 +5% 5.33% 52.8% 219 14.61% 2.1
Saudi Central Bank
2049
Saudi Central Bank
Saudi Arabia
US$10.4億 +US$4450萬 +4% 5.23% 140% 7 0% 1.7
Quinn Opportunity Partners
2050
Quinn Opportunity Partners
Virginia
US$10.3億 +US$1.55億 +18% 12.2% 83.1% 350 39.14% 1.2