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進一步了解
全球頂尖投資人與避險基金的最新股票投資組合
即時揭露
2026年第3季的投資組合揭露目前正在進行,並將於11月16日截止。 截至目前,已有6,148檔基金(占~69%)揭露其持股。 基金向監管機關提交申報資料後,下方資料會即時更新。
巨額 AUM
超過2,000億美元
AUM 規模大
100億美元至2,000億美元
中型 AUM
20億美元至100億美元
AUM 較小
2.5億美元至20億美元
微型資產管理規模
低於2.5億美元
低於10%
低於20%
低於40%
低於60%
低於80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2776 |
2776
BridgePort Financial Solutions
Fairfield,
Iowa
| US$4.29億 | +US$3619萬 | +9% | 1.97% | – | 275 | 16.73% | 1.2 |
|
| 2777 |
WA
2777
WealthTrust Axiom
Wayne,
Pennsylvania
| US$4.29億 | -US$1868萬 | -4% | 1.05% | 123% | 309 | 5.5% | 6.3 |
|
| 2778 |
2778
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| US$4.29億 | -US$141萬 | -0.3% | 1.14% | 83.8% | 181 | 7.73% | 3.7 |
|
| 2779 |
2779
Oldfield Partners
London,
United Kingdom
| US$4.28億 | +US$1348萬 | +3% | 1.1% | 98% | 18 | 0% | 4.5 |
|
| 2780 |
2780
BOS Asset Management
Springfield,
Illinois
| US$4.28億 | -US$267萬 | -0.6% | 0.46% | 70.3% | 205 | 6.83% | 2.5 |
|
| 2781 |
2781
SimplyRich
Carlsbad,
California
| US$4.28億 | +US$69.3萬 | +0.2% | 1.89% | 105% | 225 | 27.11% | 3.6 |
|
| 2782 |
2782
Squire Investment Management Company
Orem,
Utah
| US$4.28億 | +US$1235萬 | +3% | 0.34% | 62.4% | 101 | 14.85% | 1.8 |
|
| 2783 |
2783
Colton Groome Financial Advisors
Asheville,
North Carolina
| US$4.27億 | +US$1326萬 | +3% | 0.12% | 65.8% | 174 | 12.64% | 2.7 |
|
| 2784 |
2784
Manske Wealth Management
Houston,
Texas
| US$4.27億 | +US$2418萬 | +6% | 2.16% | – | 238 | 8.82% | 1.4 |
|
| 2785 |
2785
Strata Wealth Advisors
Dallas,
Texas
| US$4.26億 | +US$1625萬 | +4% | 0.88% | 73.6% | 106 | 16.04% | 1.9 |
|
| 2786 |
2786
Westwind Capital
Las Cruces,
New Mexico
| US$4.26億 | +US$414萬 | +1% | 4.06% | 87.6% | 100 | 36% | 1.3 |
|
| 2787 |
2787
Wealth Management Partners
Tucson,
Arizona
| US$4.26億 | +US$68.6萬 | +0.2% | 2.07% | 194% | 165 | 12.73% | 3 |
|
| 2788 |
2788
True Wealth Design
Akron,
Ohio
| US$4.26億 | +US$520萬 | +1% | 0.12% | 57% | 2,829 | 14.74% | 1.8 |
|
| 2789 |
2789
Prudent Man Advisors
Naperville,
Illinois
| US$4.26億 | -US$1196萬 | -3% | 1.86% | 92.5% | 150 | 10.67% | 3.9 |
|
| 2790 |
2790
Canal Insurance Company
Greenville,
South Carolina
| US$4.26億 | -US$3075萬 | -7% | 4.5% | 114% | 77 | 6.49% | 6.4 |
|
| 2791 |
2791
CenterStar Asset Management
Chicago,
Illinois
| US$4.25億 | -US$1.63億 | -28% | 3.11% | 104% | 364 | 76.37% | 0.4 |
|
| 2792 |
2792
BankPlus Trust Department
Jackson,
Mississippi
| US$4.25億 | -US$204萬 | -0.5% | 3.32% | – | 472 | 60.81% | 1.6 |
|
| 2793 |
2793
Delta Financial Advisors
New Orleans,
Louisiana
| US$4.25億 | +US$443萬 | +1% | 2.93% | 107% | 158 | 8.23% | 4.5 |
|
| 2794 |
2794
Siena Capital Partners
Chicago,
Illinois
| US$4.25億 | +US$1190萬 | +3% | 0.37% | 42.5% | 103 | 3.88% | 4.5 |
|
| 2795 |
2795
Carmel Capital Management
Carmel,
California
| US$4.25億 | -US$3106萬 | -7% | 8.32% | 247% | 31 | 9.68% | 3.3 |
|
| 2796 |
2796
KFA Private Wealth Group
Tysons,
Virginia
| US$4.25億 | +US$999萬 | +2% | 0.3% | 62.8% | 162 | 10.49% | 2.7 |
|
| 2797 |
2797
Independence Asset Advisors
Wynnewood,,
Pennsylvania
| US$4.25億 | +US$4132萬 | +11% | 1.22% | 20.3% | 31 | 19.35% | 0.8 |
|
| 2798 |
2798
Fedenia Advisers
Madison,
Wisconsin
| US$4.25億 | +US$391萬 | +0.9% | 10.3% | – | 468 | 76.07% | 1 |
|
| 2799 |
2799
Western Standard LLC
Los Angeles,
California
| US$4.24億 | +US$1.29億 | +44% | 7.29% | 79.1% | 48 | 68.75% | 0.3 |
|
| 2800 |
2800
Pioneer Wealth Management Group
Austin,
Texas
| US$4.24億 | +US$991萬 | +2% | 1.64% | – | 60 | 15% | 2.3 |
|