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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
Sterling Financial Planning
Sparta,
New Jersey
| US$3.65億 | -US$287萬 | -0.8% | 1.31% | 59.3% | 127 | 5.51% | 4.1 |
|
| 3077 |
3077
Impact Capital Partners
Greenwood Village,
Colorado
| US$3.65億 | -US$188萬 | -0.5% | 3.47% | – | 297 | 14.81% | 1.4 |
|
| 3078 |
3078
NFC Investments
Memphis,
Tennessee
| US$3.65億 | -US$2858萬 | -7% | 4.57% | 58% | 45 | 4.44% | 4.8 |
|
| 3079 |
SAMT
3079
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| US$3.65億 | +US$1723萬 | +5% | 2.59% | 80% | 80 | 6.25% | 4.5 |
|
| 3080 |
3080
HT Partners
Centerbrook,
Connecticut
| US$3.64億 | +US$329萬 | +0.9% | 1.14% | 71.1% | 56 | 5.36% | 6 |
|
| 3081 |
3081
Omnia Family Wealth
Aventura,
Florida
| US$3.64億 | -US$915萬 | -2% | 2.33% | 87.5% | 132 | 29.55% | 3.5 |
|
| 3082 |
CCM
3082
Consolidated Capital Management
Burbank,
California
| US$3.64億 | -US$1088萬 | -3% | 0.9% | 166% | 74 | 4.05% | 2.7 |
|
| 3083 |
3083
Firetrail Investments
Sydney, NSW,
Australia
| US$3.64億 | +US$887萬 | +2% | 1.88% | 139% | 34 | 5.88% | 1.5 |
|
| 3084 |
3084
Centerpoint Advisors
Needham,
Massachusetts
| US$3.63億 | +US$1110萬 | +3% | 1.38% | 82.6% | 507 | 34.12% | 3.9 |
|
| 3085 |
3085
Verger Capital Management
Winston-Salem,
North Carolina
| US$3.63億 | +US$2172萬 | +6% | 1.13% | 58.3% | 14 | 21.43% | 8.1 |
|
| 3086 |
3086
Family Legacy Inc
Greenville,
South Carolina
| US$3.63億 | -US$1194萬 | -3% | 2.48% | 89% | 128 | 6.25% | 6.2 |
|
| 3087 |
3087
Wright Investors Service
Shelton,
Connecticut
| US$3.63億 | -US$287萬 | -0.8% | 4.41% | 161% | 167 | 23.95% | 4.6 |
|
| 3088 |
HA
3088
Hamel Associates
Chatham,
New Jersey
| US$3.63億 | -US$4.55萬 | -0% | 2.91% | 59.4% | 94 | 7.45% | 6.4 |
|
| 3089 |
3089
Global Financial Private Client
Sarasota,
Florida
| US$3.62億 | -US$639萬 | -2% | 2.2% | 100% | 253 | 9.49% | 4.3 |
|
| 3090 |
3090
PhiloSmith Capital
Stamford,
Connecticut
| US$3.62億 | -US$663萬 | -2% | 1.14% | 47% | 23 | 4.35% | 7.8 |
|
| 3091 |
3091
Vectors Research Management
New York
| US$3.62億 | -US$2136萬 | -6% | 0.3% | 71.4% | 153 | 8.5% | 4.3 |
|
| 3092 |
3092
Kercheville Advisors
San Antonio,
Texas
| US$3.61億 | +US$3294萬 | +10% | 5.57% | 261% | 125 | 18.4% | 2.6 |
|
| 3093 |
3093
Tilson Financial Group
New Providence,
New Jersey
| US$3.61億 | -US$253萬 | -0.7% | 0.25% | 42.9% | 97 | 17.53% | 1.9 |
|
| 3094 |
3094
Grandview Asset Management
Harrisburg,
Pennsylvania
| US$3.61億 | -US$4154萬 | -10% | 6.77% | 200% | 156 | 21.79% | 2.6 |
|
| 3095 |
3095
Range Financial Group
Tigard,
Oregon
| US$3.61億 | -US$503萬 | -1% | 2.6% | 195% | 240 | 27.92% | 1.9 |
|
| 3096 |
3096
Evexia Wealth
Stevens Point,
Wisconsin
| US$3.6億 | -US$917萬 | -2% | 0.38% | 95% | 80 | 3.75% | 2.1 |
|
| 3097 |
3097
Riverwater Partners
Milwaukee,
Wisconsin
| US$3.6億 | +US$2339萬 | +7% | 0.45% | 112% | 224 | 14.29% | 2.2 |
|
| 3098 |
3098
Lawson Kroeker Investment Management
Omaha,
Nebraska
| US$3.6億 | -US$55萬 | -0.2% | 4.19% | 69.7% | 61 | 6.56% | 6.9 |
|
| 3099 |
3099
Autumn Glory Partners
Dallas,
Texas
| US$3.6億 | +US$706萬 | +2% | 1.14% | 76% | 219 | 15.98% | 2.5 |
|
| 3100 |
3100
Greystone Financial Group
Bloomfield Hills,
Michigan
| US$3.6億 | +US$179萬 | +0.5% | 5.65% | 79.3% | 84 | 25% | 2.3 |
|