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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6,140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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4176 |
4176
Broadway Wealth Solutions
San Antonio,
Texas
| US$2.23億 | +US$894萬 | +4% | 0.54% | – | 96 | 12.5% | 1.4 |
|
| 4177 |
4177
StoryOne LLC
Overland Park,
Kansas
| US$2.23億 | +US$1135萬 | +5% | 0.68% | – | 87 | 18.39% | 0.6 |
|
| 4178 |
4178
Grant Private Wealth Management
Pleasanton,
California
| US$2.23億 | -US$1425萬 | -6% | 7.19% | – | 190 | 31.58% | 0.9 |
|
| 4179 |
4179
Oak Wealth Advisors
Northbrook,
Illinois
| US$2.23億 | +US$1430萬 | +7% | 0.23% | – | 79 | 18.99% | 1.3 |
|
| 4180 |
4180
Two Point Capital Management
Pittsford,
New York
| US$2.23億 | -US$2552萬 | -10% | 0.32% | – | 32 | 12.5% | 2.9 |
|
| 4181 |
4181
Alchemi Wealth
Essex,
Connecticut
| US$2.23億 | +US$919萬 | +4% | 4.74% | – | 178 | 11.24% | 0.7 |
|
| 4182 |
4182
Holos Integrated Wealth
Kennett Square,
Pennsylvania
| US$2.23億 | +US$839萬 | +4% | 0.64% | – | 399 | 7.27% | 1.4 |
|
| 4183 |
4183
Center For Asset Management
Palm Beach Gardens,
Florida
| US$2.22億 | -US$309萬 | -1% | 0.45% | 66.6% | 189 | 25.93% | 2.1 |
|
| 4184 |
4184
Apricus Wealth
Beaufort,
South Carolina
| US$2.22億 | +US$1259萬 | +6% | 2.86% | 80.6% | 141 | 17.73% | 2.8 |
|
| 4185 |
LF
4185
Lighthouse Financial
Largo,
Florida
| US$2.22億 | +US$2917萬 | +15% | 1.62% | – | 98 | 20.41% | 1.1 |
|
| 4186 |
4186
Burrus Financial Services
Salt Lake City,
Utah
| US$2.22億 | -US$863萬 | -4% | 2.16% | 31.3% | 11 | 0% | 2.5 |
|
| 4187 |
4187
Sitrin Capital Management
Century City,
California
| US$2.22億 | -US$400萬 | -2% | 5.06% | 139% | 41 | 7.32% | 4.8 |
|
| 4188 |
4188
Meriwether Wealth & Planning
Minden,
Louisiana
| US$2.22億 | +US$1986萬 | +10% | 0.4% | – | 874 | 86.27% | 0.2 |
|
| 4189 |
CH
4189
Cromwell Holdings
Jackson,
Wyoming
| US$2.22億 | -US$128萬 | -0.6% | 4.49% | – | 1,137 | 3.78% | 1.6 |
|
| 4190 |
4190
Solano Wealth Investment Advisors
Fairfield,
California
| US$2.21億 | +US$165萬 | +0.7% | 0% | – | 38 | 7.89% | 1.5 |
|
| 4191 |
1GI
4191
180 GPS Investments
St Peter Port,
| US$2.21億 | +US$8605萬 | +64% | 0.35% | – | 39 | 48.72% | 0.4 |
|
| 4192 |
SIAIK
4192
Summit Investment Advisors, Inc.\KS
Leawood,
Kansas
| US$2.21億 | +US$254萬 | +1% | 1.02% | – | 106 | 11.32% | 0.7 |
|
| 4193 |
4193
Bull Street Advisors
Savannah,
Georgia
| US$2.21億 | +US$222萬 | +1% | 2.73% | 48.5% | 96 | 5.21% | 6.1 |
|
| 4194 |
4194
Kennicott Capital Management
Corte Madera,
California
| US$2.21億 | +US$535萬 | +2% | 1.21% | 98% | 49 | 6.12% | 3.6 |
|
| 4195 |
4195
Seven Bridges Advisors
New York
| US$2.21億 | +US$1380萬 | +7% | 1.08% | – | 17 | 5.88% | 1.3 |
|
| 4196 |
4196
Summit Place Financial Advisors
Summit,
New Jersey
| US$2.21億 | -US$718萬 | -3% | 2.6% | 111% | 124 | 16.94% | 3.1 |
|
| 4197 |
4197
Wealth Forward LLC
Fargo,
North Dakota
| US$2.21億 | +US$2008萬 | +10% | 1.02% | 48.8% | 55 | 20% | 1.8 |
|
| 4198 |
4198
Comprehensive Wealth Management
Lynnwood,
Washington
| US$2.21億 | +US$198萬 | +0.9% | 1.26% | 40.6% | 44 | 2.27% | 2.1 |
|
| 4199 |
4199
Grove Street Fiduciary
Peterborough,
New Hampshire
| US$2.21億 | -US$1606萬 | -7% | 1.21% | – | 80 | 10% | 1.4 |
|
| 4200 |
4200
Disciplined Investors
Waco,
Texas
| US$2.21億 | +US$2083萬 | +10% | 0.72% | – | 165 | 15.76% | 1.2 |
|