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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)
TA Associates
2101
TA Associates
Massachusetts
US$7.17億 -US$2.89億 -29% 27.3% – 2 0% 1.4
Cardiff Park Advisors
2102
Cardiff Park Advisors
California
US$7.16億 +US$7699萬 +12% 8.31% 99.7% 335 12.84% 0.9
Litman Gregory Wealth Management
2103
Litman Gregory Wealth Management
California
US$7.16億 +US$9054萬 +14% 6.54% 55.5% 82 9.76% 3.3
Estate Counselors
2104
Estate Counselors
Wisconsin
US$7.15億 +US$6873萬 +11% 6.08% 60% 195 40.51% 2.1
James Investment Research
2105
James Investment Research
Ohio
US$7.15億 +US$1411萬 +2% 9.37% 110% 618 19.74% 3.3
Alta Park Capital
2106
Alta Park Capital
California
US$7.14億 +US$2.19億 +44% 3.28% 1,071% 30 40% 0.9
AltraVue Capital
2107
AltraVue Capital
Washington
US$7.14億 +US$4550萬 +7% 8.42% 221% 32 9.38% 2.9
Foster Dykema Cabot & Co
2108
Foster Dykema Cabot & Co
Massachusetts
US$7.14億 -US$8232萬 -10% 6.44% 34% 106 28.3% 5.7
United Bank (Virginia)
2109
United Bank (Virginia)
Virginia
US$7.14億 +US$6388萬 +10% 10.6% 76.1% 170 12.94% 3.8
J.V. Bruni & Co
2110
J.V. Bruni & Co
Colorado
US$7.13億 +US$7600萬 +12% 13.3% 113% 33 6.06% 4.6
Curi Wealth Management
2111
Curi Wealth Management
North Carolina
US$7.13億 +US$1.09億 +18% 7.84% 16.2% 212 25.47% 1.1
KC
2112
KCL Capital
New York
US$7.13億 +US$2.75億 +63% 7.15% 106% 47 61.7% 0.4
L. Roy Papp & Associates
2113
L. Roy Papp & Associates
Arizona
US$7.13億 +US$5127萬 +8% 10.7% 80.1% 170 7.06% 5.9
Cozad Asset Management
2114
Cozad Asset Management
Illinois
US$7.12億 +US$9514萬 +15% 10.1% 132% 386 13.73% 2.5
Hackensack Meridian Health
2115
Hackensack Meridian Health
New Jersey
US$7.11億 -US$2070萬 -3% 9.76% 53.4% 13 53.85% 0.8
Jay A. Fishman Ltd
2116
Jay A. Fishman Ltd
Michigan
US$7.11億 +US$1954萬 +3% 5.77% 119% 97 8.25% 5.3
Traynor Capital Management
2117
Traynor Capital Management
Pennsylvania
US$7.09億 +US$1.49億 +27% 6.74% 244% 232 26.29% 2.6
Tradition Wealth Management
2118
Tradition Wealth Management
Minnesota
US$7.08億 +US$4275萬 +6% 7.05% 69.6% 1,245 12.53% 1.4
DigitalBridge Group
2119
DigitalBridge Group
Florida
US$7.08億 +US$457萬 +0.6% 8.28% 161% 62 27.42% 1.1
Caldwell Trust
2120
Caldwell Trust
Florida
US$7.07億 +US$3381萬 +5% 10% 97.5% 752 7.58% 2.6
AIM
2121
Aigen Investment Management
New York
US$7.07億 +US$1005萬 +1% 8.2% 55.5% 842 73.52% 0.2
Greenwood Gearhart
2122
Greenwood Gearhart
Arkansas
US$7.06億 +US$7578萬 +12% 8.92% 79% 103 14.56% 3.8
AH
2123
Allen Holding
New York
US$7.05億 +US$6858萬 +11% 10.6% 185% 16 6.25% 5
KWMG LLC
2124
KWMG LLC
Kansas
US$7.04億 +US$5387萬 +8% 8.41% 76.2% 144 7.64% 5
Laird Norton Wetherby Trust Company
2125
Laird Norton Wetherby Trust Company
Washington
US$7.04億 +US$2.64億 +60% 6.59% 88.1% 119 43.7% 1