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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
TWM
4751
Todd Wealth Management
Venice,
Florida
| US$1.31億 | -US$89.5萬 | -0.7% | 3.85% | – | 116 | 10.34% | 0.7 |
|
| 4752 |
4752
Asempa Wealth Advisors
Baton Rouge,
Louisiana
| US$1.31億 | -US$305萬 | -2% | 1.14% | – | 122 | 9.02% | 0.7 |
|
| 4753 |
SF
4753
Schaeffer Financial
Rockville,
Maryland
| US$1.31億 | +US$170萬 | +1% | 0.89% | 52.2% | 31 | 16.13% | 2.3 |
|
| 4754 |
4754
Legacy Solutions LLC
Kennett Square,
Pennsylvania
| US$1.31億 | +US$736萬 | +6% | 0.69% | – | 94 | 9.57% | 1.4 |
|
| 4755 |
4755
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
| US$1.31億 | +US$316萬 | +2% | 1.17% | – | 84 | 46.43% | 0.9 |
|
| 4756 |
4756
Virtus Family Office
El Paso,
Texas
| US$1.31億 | +US$439萬 | +3% | 4.63% | 60.9% | 63 | 3.17% | 1.5 |
|
| 4757 |
4757
First Financial Group
Raleigh,
North Carolina
| US$1.31億 | -US$748萬 | -5% | 3.13% | – | 92 | 18.48% | 1.3 |
|
| 4758 |
4758
Haven Capital Group
Westlake Village,
California
| US$1.31億 | +US$631萬 | +5% | 4.34% | – | 41 | 14.63% | 1.3 |
|
| 4759 |
4759
City Center Advisors LLC
Troy,
Michigan
| US$1.31億 | +US$728萬 | +6% | 1.43% | – | 208 | 29.33% | 1.2 |
|
| 4760 |
4760
Kennon-Green & Company
New Albany,
Ohio
| US$1.31億 | +US$228萬 | +2% | 4.84% | 58.4% | 43 | 6.98% | 3 |
|
| 4761 |
4761
JHP Wealth Management
Centennial,
Colorado
| US$1.3億 | +US$840萬 | +7% | 0% | – | 43 | 18.6% | 0.6 |
|
| 4762 |
4762
Roxbury Financial
Mount Arlington,
New Jersey
| US$1.3億 | +US$389萬 | +3% | 3.84% | – | 446 | 12.78% | 1.3 |
|
| 4763 |
4763
Paller Financial Services
Centennial,
Colorado
| US$1.3億 | -US$346萬 | -3% | 4.51% | – | 47 | 10.64% | 0.6 |
|
| 4764 |
4764
Troutman Wealth Management
Malvern,
Pennsylvania
| US$1.3億 | +US$30.8萬 | +0.2% | 1.83% | – | 38 | 0% | 0.7 |
|
| 4765 |
4765
Benchmark Financial
Wilmington,
Delaware
| US$1.3億 | +US$748萬 | +6% | 1.25% | – | 61 | 13.11% | 0.6 |
|
| 4766 |
4766
Greenline Wealth Management
Boca Raton,
Florida
| US$1.3億 | +US$846萬 | +7% | 0.2% | – | 158 | 29.75% | 0.5 |
|
| 4767 |
4767
Farley Capital
New York
| US$1.3億 | +US$272萬 | +2% | 9.31% | 116% | 16 | 18.75% | 6.7 |
|
| 4768 |
4768
Walsh & Associates
Sarasota,
Florida
| US$1.3億 | +US$769萬 | +6% | 0.73% | – | 265 | 9.06% | 0.7 |
|
| 4769 |
4769
Freestate Advisors
Overland Park,
Kansas
| US$1.3億 | -US$388萬 | -3% | 0.97% | – | 43 | 2.33% | 1.9 |
|
| 4770 |
4770
Hudson Oak Wealth Advisory
Hoboken,
New Jersey
| US$1.3億 | +US$33.5萬 | +0.3% | 0.1% | – | 55 | 7.27% | 0.7 |
|
| 4771 |
4771
O'Domhnaill Enterprises
Cody,
Wyoming
| US$1.3億 | +US$472萬 | +4% | 3.09% | – | 67 | 16.42% | 0.6 |
|
| 4772 |
4772
Aldebaran Financial
| US$1.3億 | +US$666萬 | +5% | 5.88% | 115% | 90 | 12.22% | 5.7 |
|
| 4773 |
4773
Grand Central Investment Group
Tampa,
Florida
| US$1.3億 | +US$1020萬 | +9% | 6.48% | – | 43 | 9.3% | 3.3 |
|
| 4774 |
4774
M Wealth Management LLC
San Diego,
California
| US$1.3億 | +US$238萬 | +2% | 0.76% | – | 61 | 6.56% | 1.3 |
|
| 4775 |
4775
Ramiah Investment Group
Brookfield,
Wisconsin
| US$1.3億 | -US$132萬 | -1% | 0.38% | 62.2% | 91 | 29.67% | 2.3 |
|