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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)
Continuum Advisory
2401
Continuum Advisory
Idaho
US$9.46億 +US$1.15億 +14% 8.59% 77% 460 13.7% 3.4
Summit Wealth Group (Colorado)
2402
Summit Wealth Group (Colorado)
Colorado
US$9.46億 +US$5.47億 +137% 9.32% – 647 88.1% 0
Meteora Capital
2403
Meteora Capital
Florida
US$9.45億 +US$4.06億 +75% 5.77% 56.9% 370 66.76% 0.3
Polymer Capital Management
2404
Polymer Capital Management
New York
US$9.45億 +US$9815萬 +12% 13.4% – 985 63.65% 0.2
Gladius Capital Management
2405
Gladius Capital Management
Illinois
US$9.44億 +US$6.71億 +245% 11.8% 85% 114 47.37% 1.6
Coppell Advisory Solutions
2406
Coppell Advisory Solutions
Texas
US$9.44億 +US$1.01億 +12% 6.42% – 418 16.75% 1.7
Sloy Dahl & Holst
2407
Sloy Dahl & Holst
Washington
US$9.44億 +US$2.24億 +31% 31.4% 132% 121 12.4% 2.6
Heritage Trust
2408
Heritage Trust
Oklahoma
US$9.44億 +US$7755萬 +9% 9.14% – 309 7.44% 4.8
Kora Management
2409
Kora Management
New York
US$9.42億 +US$1.28億 +16% 22.9% 307% 7 14.29% 2.4
Red Door Wealth Management
2410
Red Door Wealth Management
Tennessee
US$9.42億 +US$1.04億 +12% 8.62% 100% 306 14.71% 2.5
AP
2411
Archon Partners
New Jersey
US$9.41億 +US$7428萬 +9% 7.58% 99.5% 41 19.51% 5.9
Proem Advisors
2412
Proem Advisors
Texas
US$9.41億 +US$1.81億 +24% 89.9% – 55 52.73% 0.5
Cheviot Value Management
2413
Cheviot Value Management
California
US$9.4億 +US$6795萬 +8% 11.3% 77.8% 454 7.27% 1.3
Focused Wealth Management
2414
Focused Wealth Management
New York
US$9.39億 +US$1.14億 +14% 7.8% 80.9% 243 31.28% 5.8
SCHF (GPE)
2415
SCHF (GPE)
Wyoming
US$9.38億 +US$9634萬 +11% 7.64% – 10 60% 0.2
Harvey Investment Company
2416
Harvey Investment Company
Kentucky
US$9.37億 +US$2722萬 +3% 7.94% 56.4% 104 4.81% 8.3
FJ Capital Management
2417
FJ Capital Management
Virginia
US$9.37億 -US$638萬 -0.7% 6.59% 97.9% 194 60.82% 1
Center for Financial Planning
2418
Center for Financial Planning
Michigan
US$9.36億 +US$6369萬 +7% 6.51% 64.4% 702 13.82% 3.6
SYM Financial Corp
2419
SYM Financial Corp
Indiana
US$9.35億 +US$4125萬 +5% 6.13% 64.3% 474 25.32% 1.7
Coastline Trust
2420
Coastline Trust
Rhode Island
US$9.32億 +US$5867萬 +7% 8.4% 106% 407 7.13% 4.9
Pinkerton Retirement Specialists
2421
Pinkerton Retirement Specialists
Idaho
US$9.3億 +US$9214萬 +11% 9.38% 98% 162 30.25% 2.9
Rossmore Private Capital
2422
Rossmore Private Capital
Connecticut
US$9.28億 +US$7145萬 +8% 7.87% 87.1% 331 23.26% 3.8
Inscription Capital
2423
Inscription Capital
Texas
US$9.28億 +US$2.34億 +34% 8.07% – 668 32.78% 1.4
Toth Financial Advisory
2424
Toth Financial Advisory
Virginia
US$9.28億 +US$7035萬 +8% 7.67% 90.4% 849 22.85% 3.9
Tairen Capital
2425
Tairen Capital
Hong Kong
US$9.25億 -US$5312萬 -5% 19.8% 462% 101 67.33% 0.3