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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 426 |
426
Apollon Wealth Management
Mount Pleasant,
South Carolina
| US$87.2億 | +US$4.85億 | +6% | 1.79% | 96.7% | 1,749 | 15.32% | 2.6 |
|
| 427 |
427
Ethic Inc
New York
| US$87億 | +US$6.76億 | +8% | 3.79% | 145% | 1,539 | 17.15% | 2.9 |
|
| 428 |
428
Raiffeisen Bank International
Vienna,
Austria
| US$86.9億 | +US$1.6億 | +2% | 2.78% | – | 854 | 11.12% | 1.2 |
|
| 429 |
429
Two Seas Capital
Rye,
New York
| US$86.8億 | +US$36.3億 | +72% | 5.94% | 344% | 55 | 29.09% | 1.3 |
|
| 430 |
430
Groupe la Francaise
Paris,
France
| US$86.3億 | +US$3.29億 | +4% | 5.46% | – | 549 | 23.86% | 1.1 |
|
| 431 |
431
Principal Securities
Des Moines,
Iowa
| US$85.9億 | +US$2.8億 | +3% | 0.82% | 69.8% | 1,651 | 11.87% | 2.1 |
|
| 432 |
432
Citizens Financial Group
Providence,
Rhode Island
| US$85.8億 | +US$2.78億 | +3% | 2.87% | 95.4% | 1,227 | 21.11% | 2.6 |
|
| 433 |
433
iA Global Asset Management
Quebec,
Quebec, Canada
| US$85.4億 | +US$1.18億 | +1% | 3.91% | 164% | 593 | 39.97% | 1.4 |
|
| 434 |
434
Soros Fund Management
New York
| US$85.1億 | +US$3.65億 | +4% | 0.46% | 86.8% | 357 | 52.66% | 0.6 |
|
| 435 |
435
Kingsview Wealth Management
Grants Pass,
Oregon
| US$84.7億 | +US$2.18億 | +3% | 0.58% | 77.6% | 1,589 | 16.43% | 3.3 |
|
| 436 |
436
Bridges Investment Management
Omaha,
Nebraska
| US$84.6億 | +US$2.38億 | +3% | 2.92% | 86.9% | 425 | 10.12% | 5.1 |
|
| 437 |
437
Everett Harris & Co
Los Angeles,
California
| US$84.6億 | +US$3.15億 | +4% | 5.76% | 66.2% | 296 | 6.08% | 7.3 |
|
| 438 |
438
Elo Mutual Pension Insurance
Espoo,
Finland
| US$84.2億 | +US$6.52億 | +8% | 4.4% | 133% | 731 | 34.2% | 2.3 |
|
| 439 |
439
River Road Asset Management
Louisville,
Kentucky
| US$84.2億 | -US$5.66億 | -6% | 3.08% | 44.6% | 203 | 21.67% | 2.7 |
|
| 440 |
GRQ
440
Gardner Russo & Quinn
Lancaster,
Pennsylvania
| US$84.2億 | -US$5.09億 | -6% | 0.38% | 56.3% | 87 | 4.6% | 8 |
|
| 441 |
441
First Pacific Advisors
El Segundo,
California
| US$83.9億 | +US$3.06億 | +4% | 3.08% | 89.9% | 83 | 16.87% | 3.9 |
|
| 442 |
442
Ferguson Wellman Capital Management
Portland,
Oregon
| US$83.8億 | +US$1.91億 | +2% | 4.02% | 118% | 462 | 11.04% | 5.6 |
|
| 443 |
443
Yacktman Asset Management
Austin,
Texas
| US$83.8億 | +US$2.87億 | +4% | 7.04% | 67% | 75 | 1.33% | 6.3 |
|
| 444 |
444
Longview Asset Management (Illinois)
Chicago,
Illinois
| US$83.7億 | -US$15.2億 | -15% | 6.52% | 50.9% | 4 | 0% | 7.3 |
|
| 445 |
445
Carlyle Group
Washington,
District of Columbia
| US$83.6億 | -US$16.4億 | -16% | 15.7% | 22.9% | 19 | 15.79% | 2.1 |
|
| 446 |
446
Ballentine Partners
Waltham,
Massachusetts
| US$83.5億 | +US$1.7億 | +2% | 1% | 85.6% | 1,220 | 16.97% | 3.6 |
|
| 447 |
447
Welch & Forbes
Boston,
Massachusetts
| US$83.4億 | +US$1.14億 | +1% | 4.06% | 87.5% | 403 | 6.45% | 8 |
|
| 448 |
448
ABN AMRO Bank
Amsterdam,
Netherlands
| US$83.3億 | +US$5.84億 | +8% | 4.84% | 103% | 250 | 14.4% | 1.9 |
|
| 449 |
449
Advisory Services Network
Atlanta,
Georgia
| US$83.2億 | -US$5.08億 | -6% | 1.69% | 114% | 2,341 | 18.88% | 4.3 |
|
| 450 |
450
Canoe Financial
Calgary,
Alberta, Canada
| US$83.1億 | +US$2.36億 | +3% | 2.34% | 85% | 131 | 24.43% | 1.6 |
|