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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4551 |
4551
Finer Wealth Management
Salem,
Massachusetts
| US$2.53億 | +US$2908萬 | +13% | 8.23% | 175% | 94 | 8.51% | 3.1 |
|
| 4552 |
4552
J. R. Prunier Capital Management LLC
Holden,
Massachusetts
| US$2.53億 | +US$333萬 | +1% | 0.4% | – | 252 | 4.76% | 0.4 |
|
| 4553 |
4553
Steelhead Wealth Management
Glen Allen,
Virginia
| US$2.53億 | +US$431萬 | +2% | 0.53% | – | 97 | 5.15% | 0.5 |
|
| 4554 |
4554
Optima Capital
Beaverton,
Oregon
| US$2.53億 | -US$67.9萬 | -0.3% | 1.65% | – | 182 | 20.88% | 1.3 |
|
| 4555 |
4555
Roubaix Capital
Denver,
Colorado
| US$2.53億 | -US$2629萬 | -9% | 7.05% | 159% | 71 | 54.93% | 0.5 |
|
| 4556 |
I2I
4556
Insight 2811 Inc
Chicago,
Illinois
| US$2.52億 | -US$608萬 | -2% | 1.38% | 31.3% | 116 | 11.21% | 4.6 |
|
| 4557 |
4557
Paul R. Ried Financial Group
Bellevue,
Washington
| US$2.52億 | +US$2340萬 | +10% | 3.22% | – | 50 | 12% | 1.3 |
|
| 4558 |
4558
MW Advisory
Atlanta,
Georgia
| US$2.52億 | +US$174萬 | +0.7% | 3.03% | – | 167 | 25.75% | 0.2 |
|
| 4559 |
4559
TTP Investments
San Jose,
California
| US$2.52億 | +US$542萬 | +2% | 4.7% | 232% | 36 | 47.22% | 2.3 |
|
| 4560 |
4560
Cornerstone Wealth Partners
Okemos,
Michigan
| US$2.52億 | +US$3669萬 | +17% | 2.07% | – | 17 | 23.53% | 0.8 |
|
| 4561 |
4561
Step Capital Management
Singapore,
| US$2.52億 | -US$2.11億 | -46% | 95.3% | – | 27 | 25.93% | 0.7 |
|
| 4562 |
4562
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
| US$2.52億 | -US$5602萬 | -18% | 15.4% | 702% | 15 | 20% | 2 |
|
| 4563 |
4563
Pennsylvania State University
University Park,
Pennsylvania
| US$2.52億 | +US$312萬 | +1% | 1.46% | – | 3 | 0% | 0.6 |
|
| 4564 |
4564
Applied Capital LLC
Hollywood,
Florida
| US$2.52億 | +US$542萬 | +2% | 1.45% | 78.3% | 97 | 8.25% | 2.7 |
|
| 4565 |
4565
Aurelius Family Office
Bedford,
New Hampshire
| US$2.52億 | -US$227萬 | -0.9% | 1.52% | – | 50 | 2% | 1.6 |
|
| 4566 |
4566
Blue Water Life Science Advisors
Larkspur,
California
| US$2.52億 | +US$9282萬 | +58% | 85.9% | 1,355% | 9 | 11.11% | 2.6 |
|
| 4567 |
4567
GEM Asset Management
Plymouth,
Michigan
| US$2.52億 | -US$230萬 | -0.9% | 0.35% | 62.9% | 123 | 13.01% | 2.6 |
|
| 4568 |
4568
Kieckhefer Group
Mequon,
Wisconsin
| US$2.52億 | +US$578萬 | +2% | 10.7% | – | 68 | 13.24% | 1.2 |
|
| 4569 |
ASBI
4569
American State Bank (Iowa)
Sioux Center,
Iowa
| US$2.52億 | +US$501萬 | +2% | 1.66% | 149% | 142 | 5.63% | 4.6 |
|
| 4570 |
4570
Griffith & Werner
Canton,
Georgia
| US$2.52億 | +US$3811萬 | +18% | 4.39% | – | 82 | 17.07% | 1.3 |
|
| 4571 |
4571
Aspect Management
Palo Alto,
California
| US$2.51億 | +US$695萬 | +3% | 30.1% | – | 1 | 0% | 0.8 |
|
| 4572 |
4572
Client First Capital
San Diego,
California
| US$2.51億 | +US$19.2萬 | +0.1% | 0.88% | 54.6% | 35 | 25.71% | 1.6 |
|
| 4573 |
4573
Blue Square Asset Management
New York
| US$2.51億 | +US$430萬 | +2% | 3.99% | 117% | 79 | 8.86% | 2.6 |
|
| 4574 |
4574
Tealwood Asset Management
Minneapolis,
Minnesota
| US$2.51億 | -US$940萬 | -4% | 0.87% | 128% | 126 | 7.14% | 3.9 |
|
| 4575 |
4575
Empower Annuity Insurance Company
Hartford,
Connecticut
| US$2.51億 | -US$1693萬 | -6% | 6.32% | 0.16% | 1 | 0% | 3.8 |
|