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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
3701
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| US$3.56億 | +US$479萬 | +1% | 2.75% | 35.4% | 49 | 12.24% | 2.9 |
|
| 3702 |
3702
Crestmont Private Wealth
Houston,
Texas
| US$3.56億 | -US$55萬 | -0.2% | 0.53% | 59.3% | 107 | 15.89% | 2.3 |
|
| 3703 |
3703
BCR Wealth Strategies
Vestavia,
Alabama
| US$3.56億 | -US$9.9萬 | -0% | 1.39% | 45.1% | 33 | 6.06% | 3 |
|
| 3704 |
3704
Elevation Wealth Partners
Santa Rosa,
California
| US$3.56億 | +US$2202萬 | +7% | 0.31% | 69.9% | 1,423 | 13.91% | 1.3 |
|
| 3705 |
3705
Sycale Advisors
New York
| US$3.56億 | +US$2970萬 | +9% | 5.98% | 46.1% | 30 | 30% | 0.8 |
|
| 3706 |
RC
3706
Reik & Co
New York
| US$3.56億 | -US$2839萬 | -7% | 1.75% | 47.2% | 60 | 0% | 8.6 |
|
| 3707 |
3707
Hamilton Capital Partners
Atlanta,
Georgia
| US$3.56億 | +US$1125萬 | +3% | 0.31% | – | 34 | 17.65% | 1 |
|
| 3708 |
IAS
3708
Investment Advisory Services
The Woodlands,
Texas
| US$3.55億 | +US$794萬 | +2% | 3.16% | 74.9% | 144 | 9.03% | 4.1 |
|
| 3709 |
3709
Owl Creek Wealth Partners
Denver,
Colorado
| US$3.55億 | +US$1316萬 | +4% | 1.15% | – | 1,376 | 10.54% | 0.4 |
|
| 3710 |
SCH
3710
Shengqi Capital (HK)
Hong Kong
| US$3.55億 | -US$1.29億 | -27% | 5.14% | – | 16 | 87.5% | 0.2 |
|
| 3711 |
3711
Highview Capital Management
Buffalo Grove,
Illinois
| US$3.55億 | +US$753萬 | +2% | 4.4% | 138% | 136 | 23.53% | 2.2 |
|
| 3712 |
BWIA
3712
Bryant Woods Investment Advisors
Getzville,
New York
| US$3.55億 | -US$475萬 | -1% | 0.44% | 74.4% | 90 | 30% | 2.7 |
|
| 3713 |
AFP
3713
Advus Financial Partners
Winter Park,
Florida
| US$3.55億 | +US$382萬 | +1% | 0.34% | 56.5% | 148 | 7.43% | 1.6 |
|
| 3714 |
3714
Rise Advisors
Rochester,
New York
| US$3.55億 | -US$63.7萬 | -0.2% | 0.65% | 62.8% | 112 | 15.18% | 3.6 |
|
| 3715 |
3715
Genesis Private Wealth
Ashburn,
Virginia
| US$3.54億 | -US$177萬 | -0.5% | 0.65% | – | 206 | 19.42% | 1.2 |
|
| 3716 |
3716
Spectrum Wealth Advisory Group
Granite Bay,
California
| US$3.54億 | +US$288萬 | +0.8% | 0.97% | 76.1% | 543 | 86.19% | 2.7 |
|
| 3717 |
3717
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
| US$3.54億 | +US$295萬 | +0.8% | 1.19% | 56.1% | 111 | 9.91% | 2.3 |
|
| 3718 |
3718
Prudent Man Investment Management
Louisville,
Colorado
| US$3.54億 | +US$6085萬 | +21% | 0.27% | – | 268 | 39.18% | 1 |
|
| 3719 |
GBFG
3719
Gerald Baker Financial Group
Arlington,
Texas
| US$3.54億 | +US$254萬 | +0.7% | 0.92% | – | 129 | 6.98% | 0.5 |
|
| 3720 |
3720
Somerset Trust
Somerset,
Pennsylvania
| US$3.54億 | +US$35.3萬 | +0.1% | 2.71% | 80.5% | 192 | 6.25% | 5.4 |
|
| 3721 |
WA
3721
Wealthstar Advisors
Plano,
Texas
| US$3.54億 | +US$1087萬 | +3% | 1.57% | – | 126 | 19.05% | 1.5 |
|
| 3722 |
3722
Ravenswood Partners
Mclean,
Virginia
| US$3.53億 | +US$4078萬 | +13% | 0.41% | – | 37 | 10.81% | 0.8 |
|
| 3723 |
GWMT
3723
Guardian Wealth Management (Tennessee)
Chattanooga,
Tennessee
| US$3.53億 | -US$336萬 | -0.9% | 1.21% | – | 31 | 6.45% | 0.7 |
|
| 3724 |
3724
RIA Advisory Group
Des Moines,
Iowa
| US$3.53億 | -US$1.06億 | -23% | 4.12% | – | 167 | 27.54% | 1.7 |
|
| 3725 |
3725
Equita Financial Network
Fort Washington,
Pennsylvania
| US$3.53億 | -US$702萬 | -2% | 0.51% | 50.5% | 98 | 15.31% | 2.1 |
|