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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4251 |
4251
Altman Advisors
Chicago,
Illinois
| US$2.84億 | +US$539萬 | +2% | 5.1% | 143% | 96 | 11.46% | 3 |
|
| 4252 |
4252
Kanen Wealth Management
Coconut Creek,
Florida
| US$2.84億 | -US$1.29億 | -31% | 11.8% | 321% | 39 | 20.51% | 1.3 |
|
| 4253 |
4253
MBE Wealth Management
Tomah,
Wisconsin
| US$2.84億 | -US$53.3萬 | -0.2% | 0.65% | 66.5% | 180 | 8.89% | 2.6 |
|
| 4254 |
4254
SGL Investment Advisors
Missoula,
Montana
| US$2.84億 | -US$616萬 | -2% | 2.35% | – | 134 | 2.99% | 1.5 |
|
| 4255 |
4255
Montanaro Asset Management
London,
United Kingdom
| US$2.84億 | -US$3360萬 | -11% | 2.4% | 59.3% | 43 | 9.3% | 2.5 |
|
| 4256 |
4256
NavPoint Financial
Prior Lake,
Minnesota
| US$2.83億 | +US$1344萬 | +5% | 1.39% | 58.5% | 76 | 3.95% | 2 |
|
| 4257 |
4257
GoodHaven Capital Management
Millburn,
New Jersey
| US$2.83億 | -US$3448萬 | -11% | 4.84% | 69.9% | 27 | 3.7% | 6.1 |
|
| 4258 |
4258
Union Heritage Capital
Bloomfield Hills,
Michigan
| US$2.83億 | -US$1195萬 | -4% | 2.68% | 93% | 64 | 3.13% | 4.3 |
|
| 4259 |
4259
Keener Financial Planning
Keller,
Texas
| US$2.83億 | +US$342萬 | +1% | 0.15% | 70.5% | 67 | 13.43% | 2.2 |
|
| 4260 |
VU
4260
Valence8 US
Cambridge,
Massachusetts
| US$2.83億 | -US$1755萬 | -6% | 0.07% | 76.6% | 15 | 6.67% | 2.4 |
|
| 4261 |
4261
Red Spruce Capital
Berwyn,
Pennsylvania
| US$2.83億 | -US$390萬 | -1% | 0.64% | 98.4% | 96 | 4.17% | 4.2 |
|
| 4262 |
CIS
4262
Custom Index Systems
New York
| US$2.83億 | +US$455萬 | +2% | 1.44% | 121% | 587 | 37.82% | 0.7 |
|
| 4263 |
MAS
4263
Madden Advisory Services
Jacksonville,
Florida
| US$2.83億 | +US$374萬 | +1% | 0.18% | 58.4% | 115 | 4.35% | 5.9 |
|
| 4264 |
4264
Cambridge Financial Group
Columbus,
Ohio
| US$2.83億 | -US$482萬 | -2% | 3.17% | – | 34 | 5.88% | 5.4 |
|
| 4265 |
4265
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| US$2.82億 | +US$301萬 | +1% | 1.45% | 58.7% | 57 | 5.26% | 5.3 |
|
| 4266 |
4266
Sentry LLC
Memphis,
Tennessee
| US$2.82億 | -US$7511萬 | -21% | 1.35% | 52.6% | 135 | 5.19% | 2.8 |
|
| 4267 |
4267
Provident Wealth Management
Brentwood,
Tennessee
| US$2.82億 | -US$1.06億 | -27% | 1.02% | 61.1% | 165 | 27.27% | 3 |
|
| 4268 |
4268
Values Added Financial
Washington,
District of Columbia
| US$2.82億 | +US$518萬 | +2% | 0.41% | 65.9% | 151 | 7.95% | 2.2 |
|
| 4269 |
4269
Pacifica Capital Investments
Leander,
Texas
| US$2.82億 | -US$1090萬 | -4% | 5.2% | 69.8% | 16 | 6.25% | 7.4 |
|
| 4270 |
4270
O'Connor Financial Group
Quincy,
Illinois
| US$2.82億 | -US$75.4萬 | -0.3% | 0.94% | 48.4% | 73 | 12.33% | 2.1 |
|
| 4271 |
4271
NVP Associates
Menlo Park,
California
| US$2.82億 | -US$4624萬 | -14% | 5.2% | 930% | 7 | 14.29% | 1.4 |
|
| 4272 |
4272
Tumwater Wealth Management
Boise,
Idaho
| US$2.82億 | +US$520萬 | +2% | 0.02% | – | 35 | 8.57% | 1.5 |
|
| 4273 |
4273
ANB Bank
Denver,
Colorado
| US$2.82億 | +US$1349萬 | +5% | 1.31% | – | 138 | 18.84% | 1.3 |
|
| 4274 |
4274
Spreng Capital Management
Bucyrus,
Ohio
| US$2.81億 | +US$631萬 | +2% | 2.9% | 84.4% | 79 | 7.59% | 4.6 |
|
| 4275 |
4275
SFG Wealth Management
Towson,
Maryland
| US$2.81億 | +US$307萬 | +1% | 0.23% | 86.3% | 118 | 16.95% | 2.1 |
|