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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4801 |
PIA
4801
Prudent Investor Advisors
Folsom,
California
| US$1.28億 | – | – | 0.71% | – | 34 | – | 0 |
|
| 4802 |
4802
Frankly Finances
Winter Park,
Florida
| US$1.28億 | +US$110萬 | +0.9% | 1.08% | – | 91 | 1.1% | 0.6 |
|
| 4803 |
4803
NWM Advisors
San Luis Obispo,
California
| US$1.28億 | +US$63萬 | +0.5% | 2.23% | – | 23 | 8.7% | 0.7 |
|
| 4804 |
4804
Advocate Investing Services
Woodbine,
Maryland
| US$1.28億 | -US$228萬 | -2% | 1.27% | – | 472 | 7.42% | 0.7 |
|
| 4805 |
TLC
4805
True Light Capital
Singapore,
| US$1.27億 | -US$2437萬 | -16% | 1.44% | – | 8 | 0% | 0.8 |
|
| 4806 |
GH
4806
GLP Holdings
Cumming,
Georgia
| US$1.27億 | +US$1593萬 | +14% | 14.4% | – | 4 | 0% | 0.8 |
|
| 4807 |
4807
Putney Financial Group
San Rafael,
California
| US$1.27億 | +US$1596萬 | +14% | 7.72% | – | 299 | 73.91% | 0.4 |
|
| 4808 |
4808
McLaughlin Asset Management
Danville,
Illinois
| US$1.27億 | -US$1820萬 | -13% | 0.29% | – | 100 | 10% | 0.7 |
|
| 4809 |
4809
Investment Management Corporation
Roanoke,
Virginia
| US$1.27億 | +US$718萬 | +6% | 0.77% | – | 60 | 18.33% | 1.2 |
|
| 4810 |
4810
Graetz Wealth
Jenison,
Michigan
| US$1.27億 | +US$144萬 | +1% | 0.53% | – | 90 | 13.33% | 0.6 |
|
| 4811 |
4811
Topor & Co Korea
Seoul,
| US$1.27億 | -US$7.67萬 | -0.1% | 0.43% | – | 19 | 0% | 0.7 |
|
| 4812 |
4812
Garda Capital Partners
Wayzata,
Minnesota
| US$1.27億 | -US$1.59億 | -56% | 31.2% | 34.1% | 15 | 86.67% | 0.1 |
|
| 4813 |
4813
Medicxi Ventures Management
St. Helier,
Jersey
| US$1.27億 | -US$5077萬 | -29% | 27.7% | 369% | 3 | 0% | 5.1 |
|
| 4814 |
4814
Andrew Hill Investment Advisors
Naples,
Florida
| US$1.27億 | -US$817萬 | -6% | 6.39% | 269% | 72 | 40.28% | 1.2 |
|
| 4815 |
4815
Mission Financial Group
Las Vegas,
Nevada
| US$1.27億 | +US$601萬 | +5% | 2.3% | – | 170 | 15.29% | 3.4 |
|
| 4816 |
4816
Kassira Wealth Management
Knoxville,
Tennessee
| US$1.27億 | +US$183萬 | +1% | 0.55% | – | 69 | 13.04% | 0.8 |
|
| 4817 |
4817
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| US$1.26億 | +US$682萬 | +6% | 10.5% | 206% | 223 | 7.17% | 3.9 |
|
| 4818 |
4818
John Boyer Inc
Tampa,
Florida
| US$1.26億 | +US$1110萬 | +10% | 0.38% | – | 227 | 82.82% | 0.2 |
|
| 4819 |
AA
4819
AF Advisors
Sacramento,
California
| US$1.26億 | -US$7717萬 | -38% | 30.3% | 14.8% | 33 | 15.15% | 2.8 |
|
| 4820 |
4820
High Point Wealth Management
Chester,
New Jersey
| US$1.26億 | +US$414萬 | +3% | 1.8% | – | 304 | 18.75% | 0.6 |
|
| 4821 |
4821
MeadowBrook Investment Advisors
Livonia,
Michigan
| US$1.26億 | +US$12.5萬 | +0.1% | 2.25% | 81.5% | 201 | 5.97% | 2.2 |
|
| 4822 |
4822
Chesapeake Capital Corp
Tampa,
Florida
| US$1.26億 | -US$6399萬 | -34% | 4.23% | – | 199 | 94.47% | 0.2 |
|
| 4823 |
4823
Stegent Equity Advisors
Houston,
Texas
| US$1.26億 | -US$1329萬 | -10% | 3.64% | 96.4% | 124 | 34.68% | 2.2 |
|
| 4824 |
4824
JMN Financial
New Albany,
Ohio
| US$1.26億 | -US$239萬 | -2% | 2.69% | – | 262 | 32.44% | 0.5 |
|
| 4825 |
4825
TenCore Partners
New York
| US$1.26億 | -US$223萬 | -2% | 16.5% | 78.4% | 16 | 12.5% | 3.4 |
|