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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)
CapWealth Advisors
2126
CapWealth Advisors
Tennessee
US$7.79億 -US$4058萬 -5% 4.66% 152% 109 10.09% 5.3
Regents of the University of California
2127
Regents of the University of California
California
US$7.79億 -US$1985萬 -2% 2.43% 76.6% 30 10% 5.9
Montag & Caldwell
2128
Montag & Caldwell
Georgia
US$7.79億 -US$4087萬 -5% 4.69% 91.3% 91 9.89% 3.8
Trinity Street Asset Management
2129
Trinity Street Asset Management
United Kingdom
US$7.78億 -US$1.24億 -14% 2.93% 76.9% 24 16.67% 2.3
Laird Norton Wetherby Trust Company
2130
Laird Norton Wetherby Trust Company
Washington
US$7.77億 -US$7226萬 -9% 4.43% 88.1% 123 13.01% 1.6
Soltis Investment Advisors
2131
Soltis Investment Advisors
Utah
US$7.77億 -US$8316萬 -10% 3.82% 95.1% 290 21.03% 2.2
FFT Wealth Management
2132
FFT Wealth Management
Pennsylvania
US$7.77億 -US$2795萬 -3% 3.46% 65.6% 137 20.44% 1.8
Quinn Opportunity Partners
2133
Quinn Opportunity Partners
Virginia
US$7.77億 +US$4003萬 +5% 4.83% 83.1% 253 24.9% 1.5
Tran Capital Management
2134
Tran Capital Management
California
US$7.77億 -US$7059萬 -8% 3.01% 173% 43 11.63% 2.8
Praesidium Investment Management Company
2135
Praesidium Investment Management Company
New York
US$7.76億 -US$3.24億 -29% 1.18% 79% 17 29.41% 3.1
Global Strategic Investment Solutions
2136
Global Strategic Investment Solutions
Arizona
US$7.76億 -US$2522萬 -3% 3.13% 56.8% 151 10.6% 2.6
Rock Creek Group
2137
Rock Creek Group
District of Columbia
US$7.76億 +US$8594萬 +12% 2.03% 38.5% 206 24.76% 1.9
SC
2138
Sasco Capital
Connecticut
US$7.75億 -US$6805萬 -8% 9.35% 15.5% 61 21.31% 3
Aaron Wealth Advisors
2139
Aaron Wealth Advisors
Illinois
US$7.75億 +US$619萬 +0.8% 1.35% 108% 278 16.55% 1.5
First Ascent Asset Management
2140
First Ascent Asset Management
Colorado
US$7.75億 +US$2379萬 +3% 3.59% 4.15% 72 27.78% 2.1
Occudo Quantitative Strategies
2141
Occudo Quantitative Strategies
Florida
US$7.74億 -US$1.9億 -20% 6.78% 94.6% 1,404 64.81% 0.3
United Asset Strategies
2142
United Asset Strategies
New York
US$7.74億 -US$2861萬 -4% 3.15% 111% 248 13.71% 3.2
PDS Planning
2143
PDS Planning
Ohio
US$7.73億 -US$914萬 -1% 3.18% 69.1% 361 12.19% 2.2
Founders Financial Securities
2144
Founders Financial Securities
Maryland
US$7.72億 +US$1457萬 +2% 3.22% 71% 353 15.3% 2.1
PWMAG
2145
Pinnacle Wealth Management Advisory Group
New Jersey
US$7.72億 -US$3248萬 -4% 3.6% 90.7% 343 7.87% 3.5
Vancity Investment Management
2146
Vancity Investment Management
British Columbia, Canada
US$7.71億 -US$628萬 -0.8% 3.15% – 75 12% 1.6
EnCap Energy Capital Fund XI
2147
EnCap Energy Capital Fund XI
Texas
US$7.7億 -US$7258萬 -9% 33.6% 21% 2 0% 0.6
Cozad Asset Management
2148
Cozad Asset Management
Illinois
US$7.7億 -US$3192萬 -4% 2.77% 138% 397 12.09% 3
SeaCrest Wealth Management
2149
SeaCrest Wealth Management
New York
US$7.7億 -US$2230萬 -3% 2.16% 153% 665 12.18% 3.6
J.M. Forbes & Co
2150
J.M. Forbes & Co
Massachusetts
US$7.69億 -US$3428萬 -4% 2.99% 112% 130 7.69% 5.5