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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5,393檔基金(占~60%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
Renasant Bank
Tupelo,
Mississippi
| US$1.48億 | -US$732萬 | -5% | 1.82% | 72.3% | 155 | 21.29% | 3.2 |
|
| 4502 |
4502
Elevation Wealth Management
Eden Prairie,
Minnesota
| US$1.48億 | +US$1444萬 | +11% | 3.8% | – | 157 | 12.1% | 0.6 |
|
| 4503 |
4503
Washington Capital Management
Seattle,
Washington
| US$1.48億 | -US$342萬 | -2% | 1.01% | 81.8% | 128 | 19.53% | 2.7 |
|
| 4504 |
OIA
4504
Oakmont Investment Advisors
Pittsburgh,
Pennsylvania
| US$1.48億 | +US$393萬 | +3% | 0.98% | – | 133 | 27.82% | 0.5 |
|
| 4505 |
4505
Gilpin Wealth Management
Denver,
Colorado
| US$1.48億 | +US$322萬 | +2% | 1.43% | – | 1,484 | 32.48% | 0.5 |
|
| 4506 |
4506
Essential Investment Partners
Englewood,
Colorado
| US$1.48億 | +US$2323萬 | +19% | 5.49% | – | 463 | 34.13% | 0.5 |
|
| 4507 |
4507
Commons Capital
Needham,
Massachusetts
| US$1.48億 | +US$480萬 | +3% | 8.02% | 166% | 101 | 16.83% | 2.2 |
|
| 4508 |
4508
Lionshead Wealth Management
New York
| US$1.48億 | -US$631萬 | -4% | 2.34% | – | 118 | 12.71% | 1.4 |
|
| 4509 |
4509
Moulton Wealth Management
Spokane,
Washington
| US$1.48億 | -US$448萬 | -3% | 0.8% | 47.8% | 69 | 13.04% | 0.9 |
|
| 4510 |
4510
Green Alpha Advisors
Niwot,
Colorado
| US$1.48億 | -US$144萬 | -1% | 7.35% | 316% | 120 | 14.17% | 3.6 |
|
| 4511 |
4511
IDG China Venture Capital Fund IV Associates
Hong Kong
| US$1.48億 | +US$33.1萬 | +0.2% | 0.44% | 13.3% | 4 | 0% | 4.6 |
|
| 4512 |
4512
Cravens & Co Advisors
Cookeville,
Tennessee
| US$1.47億 | -US$147萬 | -1% | 1.59% | 70.4% | 72 | 22.22% | 2.3 |
|
| 4513 |
4513
Ipsen Advisor Group
Little Rock,
Arkansas
| US$1.47億 | -US$812萬 | -5% | 1.01% | – | 107 | 1.87% | 2.7 |
|
| 4514 |
4514
Tenzing Financial
Williamsburg,
Virginia
| US$1.47億 | +US$171萬 | +1% | 0.22% | – | 87 | 13.79% | 0.7 |
|
| 4515 |
4515
Brown University
Providence,
Rhode Island
| US$1.47億 | +US$3550萬 | +32% | 6.95% | 40.1% | 17 | 64.71% | 1.1 |
|
| 4516 |
4516
Impala Asset Management
Palm Beach,
Florida
| US$1.47億 | -US$2933萬 | -17% | 3.69% | 68.3% | 26 | 38.46% | 1 |
|
| 4517 |
4517
Ball & Co Wealth Management
Franklin,
Tennessee
| US$1.47億 | +US$591萬 | +4% | 1.66% | – | 76 | 67.11% | 1.3 |
|
| 4518 |
4518
Turn8 Private Wealth
Pointe Claire,
| US$1.47億 | -US$297萬 | -2% | 3.25% | – | 63 | 28.57% | 1 |
|
| 4519 |
4519
Midwest Financial Network
Tinley Park,
Illinois
| US$1.47億 | +US$34.6萬 | +0.2% | 0.05% | – | 111 | 10.81% | 1 |
|
| 4520 |
4520
Blodgett Wealth Advisors
Concord,
California
| US$1.47億 | -US$249萬 | -2% | 8.22% | 150% | 74 | 13.51% | 3.2 |
|
| 4521 |
BCG
4521
BRIA Capital Group
Wesley Chapel,
Florida
| US$1.47億 | +US$1121萬 | +8% | 4.31% | – | 74 | 8.11% | 0.5 |
|
| 4522 |
4522
PVG Asset Management
Golden,
Colorado
| US$1.47億 | -US$2653萬 | -15% | 0.49% | – | 150 | 28% | 0.9 |
|
| 4523 |
4523
Arnold Financial Planning
Hiawatha,
Iowa
| US$1.47億 | +US$1258萬 | +9% | 1.29% | – | 46 | 13.04% | 0.5 |
|
| 4524 |
4524
Peak Wealth Management
Nashua,
New Hampshire
| US$1.47億 | +US$412萬 | +3% | 0.25% | – | 69 | 17.39% | 0.6 |
|
| 4525 |
ALAM
4525
Asahi Life Asset Management
Tokyo,
Japan
| US$1.47億 | -US$3035萬 | -17% | 3.06% | 133% | 213 | 54.93% | 2.2 |
|