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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5,210檔基金(占~58%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
3526
Burrus Financial Services
Salt Lake City,
Utah
| US$2.22億 | -US$863萬 | -4% | 2.16% | 31.3% | 11 | 0% | 2.5 |
|
| 3527 |
3527
Sitrin Capital Management
Century City,
California
| US$2.22億 | -US$400萬 | -2% | 5.06% | 139% | 41 | 7.32% | 4.8 |
|
| 3528 |
3528
Meriwether Wealth & Planning
Minden,
Louisiana
| US$2.22億 | +US$1986萬 | +10% | 0.4% | – | 874 | 86.27% | 0.2 |
|
| 3529 |
CH
3529
Cromwell Holdings
Jackson,
Wyoming
| US$2.22億 | -US$128萬 | -0.6% | 4.49% | – | 1,137 | 3.78% | 1.6 |
|
| 3530 |
3530
Solano Wealth Investment Advisors
Fairfield,
California
| US$2.21億 | +US$165萬 | +0.7% | 0% | – | 38 | 7.89% | 1.5 |
|
| 3531 |
1GI
3531
180 GPS Investments
St Peter Port,
| US$2.21億 | +US$8605萬 | +64% | 0.35% | – | 39 | 48.72% | 0.4 |
|
| 3532 |
SIAIK
3532
Summit Investment Advisors, Inc.\KS
Leawood,
Kansas
| US$2.21億 | +US$254萬 | +1% | 1.02% | – | 106 | 11.32% | 0.7 |
|
| 3533 |
3533
Bull Street Advisors
Savannah,
Georgia
| US$2.21億 | +US$222萬 | +1% | 2.73% | 48.5% | 96 | 5.21% | 6.1 |
|
| 3534 |
3534
Kennicott Capital Management
Corte Madera,
California
| US$2.21億 | +US$535萬 | +2% | 1.21% | 98% | 49 | 6.12% | 3.6 |
|
| 3535 |
3535
Seven Bridges Advisors
New York
| US$2.21億 | +US$1380萬 | +7% | 1.08% | – | 17 | 5.88% | 1.3 |
|
| 3536 |
3536
Summit Place Financial Advisors
Summit,
New Jersey
| US$2.21億 | -US$718萬 | -3% | 2.6% | 111% | 124 | 16.94% | 3.1 |
|
| 3537 |
3537
Wealth Forward LLC
Fargo,
North Dakota
| US$2.21億 | +US$2008萬 | +10% | 1.02% | 48.8% | 55 | 20% | 1.8 |
|
| 3538 |
3538
Comprehensive Wealth Management
Lynnwood,
Washington
| US$2.21億 | +US$198萬 | +0.9% | 1.26% | 40.6% | 44 | 2.27% | 2.1 |
|
| 3539 |
3539
Grove Street Fiduciary
Peterborough,
New Hampshire
| US$2.21億 | -US$1606萬 | -7% | 1.21% | – | 80 | 10% | 1.4 |
|
| 3540 |
3540
Omni 360 Wealth
Plainsboro,
New Jersey
| US$2.21億 | +US$423萬 | +2% | 0.09% | 59.9% | 143 | 7.69% | 2 |
|
| 3541 |
3541
Baugh & Associates
Atlanta,
Georgia
| US$2.21億 | -US$537萬 | -2% | 3.43% | 98.8% | 42 | 2.38% | 6.3 |
|
| 3542 |
3542
Beech Hill Advisors
New York
| US$2.2億 | -US$576萬 | -3% | 1.65% | 117% | 102 | 7.84% | 5.4 |
|
| 3543 |
3543
Charter Capital Management
Brookfield,
Wisconsin
| US$2.2億 | -US$554萬 | -2% | 1.81% | – | 77 | 12.99% | 1 |
|
| 3544 |
3544
Founders Capital Management (Texas)
Houston,
Texas
| US$2.2億 | -US$1083萬 | -5% | 2.72% | 131% | 420 | 84.05% | 7.6 |
|
| 3545 |
3545
FreeGulliver LLC
New Orleans,
Louisiana
| US$2.2億 | -US$6348萬 | -22% | 1% | 94.4% | 133 | 30.08% | 1.3 |
|
| 3546 |
3546
Stephenson & Company
San Clemente,
California
| US$2.2億 | +US$663萬 | +3% | 1.12% | 47% | 63 | 26.98% | 1.6 |
|
| 3547 |
3547
Brendel Financial Advisors
Hanover,
New Hampshire
| US$2.2億 | +US$408萬 | +2% | 5.29% | 139% | 125 | 33.6% | 1.7 |
|
| 3548 |
3548
Riverbend Wealth Management
Myrtle Beach,
South Carolina
| US$2.2億 | +US$2087萬 | +10% | 2.71% | – | 185 | 12.43% | 1.3 |
|
| 3549 |
SCA
3549
Sander Capital Advisors
Seattle,
Washington
| US$2.2億 | +US$3093萬 | +16% | 19.8% | 113% | 13 | 15.38% | 5.9 |
|
| 3550 |
3550
Nipun Capital
Foster City,
California
| US$2.2億 | +US$516萬 | +2% | 0.91% | 30.2% | 10 | 30% | 1.6 |
|