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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4776 |
4776
EDMP Inc
Lutz,
Florida
| US$1.3億 | +US$531萬 | +4% | 1.73% | 78% | 75 | 8% | 4.3 |
|
| 4777 |
4777
KW Wealth Management
Sacramento,
California
| US$1.3億 | – | – | 4.06% | – | 79 | – | 0.9 |
|
| 4778 |
4778
Tandem Investment Partners
Bordentown,
New Jersey
| US$1.29億 | -US$33.7萬 | -0.3% | 1.56% | – | 77 | 2.6% | 1.5 |
|
| 4779 |
4779
Ativo Capital Management
Chicago,
Illinois
| US$1.29億 | -US$121萬 | -0.9% | 0.18% | 63.2% | 61 | 18.03% | 2.1 |
|
| 4780 |
4780
Corps Capital Advisors
Southlake,
Texas
| US$1.29億 | +US$533萬 | +4% | 8.16% | – | 102 | 8.82% | 1.1 |
|
| 4781 |
4781
Cedrus Wealth Group LLC
Andover,
Minnesota
| US$1.29億 | +US$1478萬 | +13% | 0.1% | – | 55 | 9.09% | 0.5 |
|
| 4782 |
4782
Orca Investment Management
Roseburg,
Oregon
| US$1.29億 | -US$853萬 | -6% | 3.35% | 139% | 62 | 12.9% | 8.4 |
|
| 4783 |
4783
Integrity Wealth Partners
Walnut Creek,
California
| US$1.29億 | – | – | 1.57% | – | 103 | – | 0.5 |
|
| 4784 |
4784
Tribridge Partners Financial
Columbia,
Maryland
| US$1.29億 | -US$1.26億 | -49% | 0.18% | – | 86 | 38.37% | 1.1 |
|
| 4785 |
4785
Blue Line Capital
Chicago,
Illinois
| US$1.29億 | +US$888萬 | +7% | 6.56% | – | 96 | 35.42% | 0.6 |
|
| 4786 |
4786
Pandowealth
Peachtree City,
Georgia
| US$1.29億 | +US$726萬 | +6% | 0.06% | – | 30 | 50% | 0.4 |
|
| 4787 |
4787
Argus Investors Counsel
New York
| US$1.29億 | -US$123萬 | -0.9% | 2.13% | 132% | 115 | 15.65% | 5.5 |
|
| 4788 |
4788
Platt Wealth Management
San Diego,
California
| US$1.29億 | +US$416萬 | +3% | 0.64% | – | 66 | 16.67% | 0.6 |
|
| 4789 |
4789
Frisco Financial Planning
Frisco,
Texas
| US$1.29億 | -US$418萬 | -3% | 3.15% | – | 34 | 14.71% | 1.2 |
|
| 4790 |
4790
C2C Wealth Management
Scottsdale,
Arizona
| US$1.28億 | +US$79萬 | +0.6% | 3.62% | 77.2% | 97 | 9.28% | 3.7 |
|
| 4791 |
MSK
4791
Melissa S. Kampmann
| US$1.28億 | -US$395萬 | -3% | 2.89% | 82.1% | 44 | 9.09% | 2.5 |
|
| 4792 |
RWIA
4792
Roger Wittlin Investment Advisory
San Francisco,
California
| US$1.28億 | +US$98.5萬 | +0.8% | 0.93% | 61.3% | 48 | 14.58% | 2.5 |
|
| 4793 |
4793
Cornerstone Financial Management
Burlington,
Massachusetts
| US$1.28億 | +US$355萬 | +3% | 0.09% | – | 2,126 | 33.02% | 0.4 |
|
| 4794 |
BI
4794
BluePrint Investing
San Francisco,
California
| US$1.28億 | -US$558萬 | -4% | 0.38% | – | 26 | 3.85% | 0.8 |
|
| 4795 |
4795
Purewater Capital
Fort Worth,
Texas
| US$1.28億 | -US$1038萬 | -7% | 7.41% | – | 70 | 30% | 0.4 |
|
| 4796 |
4796
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
| US$1.28億 | -US$119萬 | -0.9% | 3.43% | 50.6% | 66 | 21.21% | 1.7 |
|
| 4797 |
4797
Financial Concepts Unlimited
Centreville,
Maine
| US$1.28億 | +US$37.1萬 | +0.3% | 0.58% | – | 44 | 6.82% | 0.5 |
|
| 4798 |
WWMP
4798
Wagner Wealth Management (Pennsylvania)
Conyngham,
Pennsylvania
| US$1.28億 | +US$396萬 | +3% | 0.76% | – | 117 | 28.21% | 0.6 |
|
| 4799 |
4799
DWM Financial Group
Palatine,
Illinois
| US$1.28億 | +US$1554萬 | +14% | 0.41% | – | 68 | 45.59% | 0.8 |
|
| 4800 |
4800
AK Global Asset Management
Oakland,
California
| US$1.28億 | +US$961萬 | +8% | 11.1% | – | 30 | 20% | 0.6 |
|