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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6,320檔基金(占~71%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4776 |
4776
Hudson Canyon Capital Management
New York
| US$1.82億 | -US$471萬 | -3% | 5.82% | 182% | 52 | 5.77% | 3.4 |
|
| 4777 |
4777
Pacific Point Advisors
Rancho Santa Fe,
California
| US$1.82億 | -US$3671萬 | -17% | 1.24% | – | 136 | 16.18% | 1.4 |
|
| 4778 |
4778
Ridgepath Capital Management
Knoxville,
Tennessee
| US$1.82億 | -US$4438萬 | -20% | 0.45% | 73.5% | 62 | 17.74% | 1.7 |
|
| 4779 |
GA
4779
Gagnon Advisors
New York
| US$1.82億 | +US$2480萬 | +16% | 22.9% | 214% | 26 | 19.23% | 4.7 |
|
| 4780 |
4780
Innealta Capital
Austin,
Texas
| US$1.82億 | -US$540萬 | -3% | 0.16% | 69.8% | 101 | 34.65% | 2.5 |
|
| 4781 |
4781
TLW Wealth Management
Indian Rocks Beach,
Florida
| US$1.82億 | +US$513萬 | +3% | 3.75% | 98.3% | 23 | 13.04% | 4.3 |
|
| 4782 |
4782
SharpePoint
Phoenix,
Arizona
| US$1.82億 | -US$1794萬 | -9% | 1.35% | – | 95 | 13.68% | 1 |
|
| 4783 |
4783
Andrews Lucia Wealth Management
Danville,
California
| US$1.82億 | -US$946萬 | -5% | 0.33% | 64% | 40 | 17.5% | 3 |
|
| 4784 |
4784
BNB Wealth Management
Silver Spring,
Maryland
| US$1.82億 | -US$131萬 | -0.7% | 0.25% | – | 100 | 12% | 0.7 |
|
| 4785 |
4785
Brewster Financial Planning
Brooklyn,
New York
| US$1.81億 | -US$64.4萬 | -0.4% | 1.83% | 44.3% | 31 | 3.23% | 2.8 |
|
| 4786 |
4786
Addis & Hill
Wayne,
Pennsylvania
| US$1.81億 | US$0 | 0% | 0.58% | 65.1% | 29 | 0% | 2.3 |
|
| 4787 |
4787
Ledgewood Wealth Advisors
Exeter,
New Hampshire
| US$1.81億 | -US$688萬 | -4% | 1.43% | 42.8% | 79 | 10.13% | 2.2 |
|
| 4788 |
4788
TI-Trust
Quincy,
Illinois
| US$1.81億 | -US$464萬 | -2% | 2.03% | 88.8% | 135 | 2.96% | 4.9 |
|
| 4789 |
4789
W.H. Cornerstone Investments
Kingston,
Massachusetts
| US$1.81億 | +US$440萬 | +2% | 1.68% | 58.2% | 144 | 7.64% | 2.1 |
|
| 4790 |
4790
Columbia Advisory Partners
Spokane,
Washington
| US$1.81億 | -US$11.2萬 | -0.1% | 1.06% | 69.7% | 121 | 25.62% | 1.8 |
|
| 4791 |
4791
Dean Jacobson Financial Services
Fort Worth,
Texas
| US$1.81億 | -US$55.6萬 | -0.3% | 1.01% | 59.6% | 23 | 4.35% | 1.6 |
|
| 4792 |
4792
Gaddis Premier Wealth Advisors
Durant,
Oklahoma
| US$1.81億 | +US$1643萬 | +10% | 0.01% | – | 117 | 21.37% | 0.5 |
|
| 4793 |
4793
WealthTrust Asset Management
Destin,
Florida
| US$1.81億 | -US$379萬 | -2% | 1.1% | 102% | 121 | 20.66% | 2 |
|
| 4794 |
4794
Canandaigua National Trust of Florida
Canandaigua,
New York
| US$1.81億 | – | – | 1.65% | – | 143 | – | 1.2 |
|
| 4795 |
4795
Madrid Financial Services
Manhattan Beach,
California
| US$1.81億 | -US$813萬 | -4% | 1.65% | – | 29 | 24.14% | 1 |
|
| 4796 |
4796
Holcombe Financial
Atlanta,
Georgia
| US$1.81億 | +US$370萬 | +2% | 3.3% | – | 53 | 7.55% | 1.3 |
|
| 4797 |
WFG
4797
Wormser Freres Gestion
Paris,
France
| US$1.81億 | +US$374萬 | +2% | 6.05% | 67.4% | 74 | 14.86% | 1.4 |
|
| 4798 |
4798
Innovative Wealth Building
California,
Maryland
| US$1.81億 | +US$856萬 | +5% | 1.06% | – | 92 | 15.22% | 1.1 |
|
| 4799 |
4799
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| US$1.81億 | -US$84.8萬 | -0.5% | 3.02% | 59.7% | 79 | 8.86% | 2.8 |
|
| 4800 |
4800
Nolet Wealth Management
Fort Worth,
Texas
| US$1.81億 | -US$53.7萬 | -0.3% | 2.22% | – | 121 | 15.7% | 0.6 |
|