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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5,829檔基金(占~65%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
4751
Guild Investment Management
Los Angeles,
California
| US$1.57億 | +US$1035萬 | +7% | 7.38% | 119% | 66 | 22.73% | 2.1 |
|
| 4752 |
4752
Capital Squared Financial
Rockville,
Maryland
| US$1.57億 | +US$381萬 | +2% | 0.03% | – | 91 | 5.49% | 1.1 |
|
| 4753 |
4753
Redwood Park Advisors
Redwood City,
California
| US$1.57億 | +US$449萬 | +3% | 3.24% | – | 466 | 25.97% | 1.1 |
|
| 4754 |
4754
Scratch Capital
Boise,
Idaho
| US$1.57億 | -US$4482萬 | -22% | 1.41% | – | 48 | 20.83% | 1.4 |
|
| 4755 |
4755
Safir Wealth Advisors
Greenland,
New Hampshire
| US$1.57億 | +US$273萬 | +2% | 0.53% | 52.1% | 18 | 5.56% | 3.7 |
|
| 4756 |
4756
Gladwyn Financial Advisors
Chantilly,
Virginia
| US$1.57億 | -US$330萬 | -2% | 1.22% | – | 82 | 1.22% | 1.2 |
|
| 4757 |
4757
Town Capital
Bel Air,
Maryland
| US$1.57億 | -US$116萬 | -0.7% | 0.24% | – | 86 | 23.26% | 0.5 |
|
| 4758 |
4758
Prota Financial
Houston,
Texas
| US$1.57億 | +US$461萬 | +3% | 0.41% | – | 71 | 4.23% | 0.7 |
|
| 4759 |
4759
ATX Financial Planning
Austin,
Texas
| US$1.56億 | +US$540萬 | +4% | 1.56% | – | 94 | 27.66% | 0.6 |
|
| 4760 |
4760
Kopion Asset Management
Mckinney,
Texas
| US$1.56億 | -US$173萬 | -1% | 4.38% | 80.5% | 21 | 4.76% | 4.3 |
|
| 4761 |
4761
Polaris Investment Advisors
Framingham,
Massachusetts
| US$1.56億 | +US$30.8萬 | +0.2% | 0.59% | – | 82 | 13.41% | 0.7 |
|
| 4762 |
4762
46 Peaks LLC
Newtown,
Pennsylvania
| US$1.56億 | -US$267萬 | -2% | 1.6% | – | 31 | 29.03% | 0.7 |
|
| 4763 |
4763
Aspetuck Financial Management
Westport,
Connecticut
| US$1.56億 | -US$1353萬 | -8% | 2.42% | – | 85 | 11.76% | 1.5 |
|
| 4764 |
4764
Mustico Financial Group
Elmira,
New York
| US$1.56億 | +US$221萬 | +1% | 0.09% | – | 51 | 11.76% | 1 |
|
| 4765 |
4765
True Wind Capital Management
San Francisco,
California
| US$1.56億 | -US$6976萬 | -31% | 22.9% | 59.6% | 2 | 50% | 4.8 |
|
| 4766 |
4766
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| US$1.56億 | -US$806萬 | -5% | 0.34% | 41.2% | 62 | 11.29% | 3 |
|
| 4767 |
4767
Madison Park Capital Advisors
Seattle,
Washington
| US$1.56億 | +US$1559萬 | +11% | 2.1% | 62.4% | 76 | 18.42% | 1.9 |
|
| 4768 |
4768
AlpenGlobal Capital
Tahoe City,
California
| US$1.56億 | +US$2.69萬 | +0% | 1.29% | – | 38 | 18.42% | 1.4 |
|
| 4769 |
4769
PlanVest Financial
Gaithersburg,
Maryland
| US$1.56億 | +US$603萬 | +4% | 1.1% | – | 615 | 5.04% | 0.5 |
|
| 4770 |
4770
Winebrenner Capital Management
Louisville,
Kentucky
| US$1.55億 | -US$878萬 | -5% | 0.54% | – | 161 | 13.04% | 1.3 |
|
| 4771 |
4771
Terra Nova Asset Management
New York
| US$1.55億 | -US$791萬 | -5% | 1.29% | 172% | 107 | 24.3% | 3.2 |
|
| 4772 |
4772
Seek First
Campbell,
California
| US$1.55億 | -US$310萬 | -2% | 0.89% | – | 68 | 8.82% | 1.3 |
|
| 4773 |
4773
PeakShares LLC
Tampa,
Florida
| US$1.55億 | +US$2082萬 | +15% | 4.02% | – | 134 | 9.7% | 0.6 |
|
| 4774 |
4774
Lederer & Associates Investment Counsel
Long Beach,
California
| US$1.55億 | +US$318萬 | +2% | 5.63% | 92.7% | 90 | 8.89% | 5.9 |
|
| 4775 |
4775
Sandro Wealth Management
Fairfield,
New Jersey
| US$1.55億 | +US$1667萬 | +12% | 3.16% | – | 133 | 22.56% | 0.5 |
|