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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7,143檔基金(占~80%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
2851
Valicenti Advisory Services
Elmira,
New York
| US$5.31億 | +US$81.6萬 | +0.2% | 2.35% | 134% | 86 | 9.3% | 5.8 |
|
| 2852 |
2852
Frontier Asset Management
Sheridan,
Wyoming
| US$5.3億 | -US$2856萬 | -5% | 0.06% | 57.1% | 94 | 18.09% | 2.3 |
|
| 2853 |
TGY2IT
2853
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
| US$5.3億 | +US$1964萬 | +4% | 0.73% | – | 147 | 74.83% | 0.3 |
|
| 2854 |
2854
Vickerman Investment Advisors
Spokane,
Washington
| US$5.3億 | +US$1442萬 | +3% | 1.47% | 53.1% | 103 | 3.88% | 3 |
|
| 2855 |
2855
Kirr Marbach & Co
Columbus,
Indiana
| US$5.3億 | -US$6426萬 | -11% | 6.67% | 121% | 61 | 13.11% | 4.7 |
|
| 2856 |
2856
Morton Community Bank
East Peoria,
Illinois
| US$5.29億 | +US$3830萬 | +8% | 0.19% | 67.7% | 126 | 11.11% | 2.2 |
|
| 2857 |
2857
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| US$5.29億 | -US$509萬 | -1% | 0.41% | 54.3% | 418 | 13.4% | 6.1 |
|
| 2858 |
2858
Trigran Investments
Northbrook,
Illinois
| US$5.29億 | -US$1612萬 | -3% | 1.23% | 44.7% | 19 | 15.79% | 3.5 |
|
| 2859 |
2859
Bright Rock Capital Management
Hanover,
Massachusetts
| US$5.29億 | +US$3004萬 | +6% | 6.08% | 53.1% | 80 | 18.75% | 5.3 |
|
| 2860 |
2860
Beacon Financial Advisory
Cleveland,
Ohio
| US$5.29億 | +US$2049萬 | +4% | 1.37% | 76.8% | 448 | 12.95% | 2.8 |
|
| 2861 |
2861
Waterway Wealth Management
The Woodlands,
Texas
| US$5.28億 | +US$3818萬 | +8% | 0.28% | 52.2% | 113 | 18.58% | 1.2 |
|
| 2862 |
2862
Prudent Investors Network
Lake Forest,
California
| US$5.28億 | +US$1150萬 | +2% | 1.51% | – | 94 | 10.64% | 2.2 |
|
| 2863 |
2863
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| US$5.28億 | +US$378萬 | +0.7% | 2.3% | 82.6% | 182 | 8.24% | 4.4 |
|
| 2864 |
2864
Aspire Capital Advisors
Seattle,
Washington
| US$5.27億 | +US$1390萬 | +3% | 2.04% | 68.6% | 146 | 13.01% | 2 |
|
| 2865 |
2865
MPS Loria Financial Planners
Burr Ridge,
Illinois
| US$5.27億 | +US$9209萬 | +21% | 2.39% | 80% | 93 | 8.6% | 5.4 |
|
| 2866 |
2866
Brown Capital Management
Baltimore,
Maryland
| US$5.27億 | +US$2668萬 | +5% | 10.7% | 107% | 58 | 12.07% | 3.8 |
|
| 2867 |
2867
Adams Wealth Management
Logan,
Utah
| US$5.27億 | +US$453萬 | +0.9% | 0.21% | 112% | 153 | 8.5% | 2.7 |
|
| 2868 |
2868
Highline Wealth Partners
Sherman Oaks,
California
| US$5.27億 | +US$3364萬 | +7% | 3.19% | 93.8% | 1,552 | 15.01% | 1.5 |
|
| 2869 |
2869
Wendel SE
Paris,
| US$5.26億 | +US$756萬 | +1% | 1.46% | – | 1 | 0% | 1.5 |
|
| 2870 |
2870
Continental General Insurance Company
Austin,
Texas
| US$5.26億 | +US$4637萬 | +10% | 2.06% | 117% | 14 | 50% | 1 |
|
| 2871 |
2871
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| US$5.26億 | +US$1259萬 | +2% | 1.52% | 150% | 80 | 26.25% | 2.6 |
|
| 2872 |
2872
Weaver Capital Management
Suwanee,
Georgia
| US$5.25億 | +US$7145萬 | +16% | 1.72% | 79.4% | 196 | 18.88% | 1.9 |
|
| 2873 |
2873
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| US$5.25億 | +US$216萬 | +0.4% | 1.89% | 82.6% | 203 | 14.29% | 6.4 |
|
| 2874 |
2874
Fulcrum Capital
Seattle,
Washington
| US$5.25億 | +US$3199萬 | +6% | 5.88% | 102% | 106 | 7.55% | 4.1 |
|
| 2875 |
2875
Bender Robert & Associates
Pasadena,
California
| US$5.25億 | +US$4339萬 | +9% | 9.61% | 146% | 49 | 26.53% | 1.5 |
|