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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5,489檔基金(占~61%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
4826
CDKV Holdings
Denver,
Colorado
| US$1.32億 | +US$399萬 | +3% | 1.02% | – | 278 | 0.72% | 0.7 |
|
| 4827 |
4827
Paragon Capital Management (Utah)
Provo,
Utah
| US$1.32億 | -US$306萬 | -2% | 0.9% | 72.3% | 83 | 19.28% | 1.9 |
|
| 4828 |
MCFP
4828
McCarley & Cook Financial Planners
Cincinnati,
Ohio
| US$1.32億 | +US$300萬 | +2% | 0.17% | – | 282 | 9.57% | 0.7 |
|
| 4829 |
4829
Miller Financial Services
Marshall,
Michigan
| US$1.32億 | +US$763萬 | +6% | 0.94% | – | 163 | 17.79% | 1.1 |
|
| 4830 |
4830
Wulff, Hansen & Co
San Rafael,
California
| US$1.32億 | +US$137萬 | +1% | 1.52% | 94.7% | 115 | 7.83% | 2.9 |
|
| 4831 |
4831
Guardian Capital (Pennsylvania)
Wexford,
Pennsylvania
| US$1.32億 | +US$953萬 | +8% | 1.04% | – | 83 | 20.48% | 0.7 |
|
| 4832 |
4832
Nightview Capital
Austin,
Texas
| US$1.32億 | -US$184萬 | -1% | 7.27% | 170% | 15 | 20% | 1.9 |
|
| 4833 |
4833
Vision Financial Markets
Stamford,
Connecticut
| US$1.31億 | +US$1604萬 | +14% | 0.45% | – | 438 | 17.35% | 1.5 |
|
| 4834 |
HPM
4834
Hudson Portfolio Management
Garrison,
New York
| US$1.31億 | -US$106萬 | -0.8% | 1.27% | – | 125 | 10.4% | 3.5 |
|
| 4835 |
4835
Santa Clara Valley Transportation Authority
San Jose,
California
| US$1.31億 | +US$204萬 | +2% | 2.71% | – | 4 | 0% | 2 |
|
| 4836 |
4836
AFG Fiduciary Services
Hingham,
Massachusetts
| US$1.31億 | +US$266萬 | +2% | 1.29% | 72.4% | 65 | 10.77% | 2.9 |
|
| 4837 |
TWM
4837
Todd Wealth Management
Venice,
Florida
| US$1.31億 | -US$89.5萬 | -0.7% | 3.85% | – | 116 | 10.34% | 0.7 |
|
| 4838 |
4838
Asempa Wealth Advisors
Baton Rouge,
Louisiana
| US$1.31億 | -US$305萬 | -2% | 1.14% | – | 122 | 9.02% | 0.7 |
|
| 4839 |
SF
4839
Schaeffer Financial
Rockville,
Maryland
| US$1.31億 | +US$170萬 | +1% | 0.89% | 52.2% | 31 | 16.13% | 2.3 |
|
| 4840 |
4840
Legacy Solutions LLC
Kennett Square,
Pennsylvania
| US$1.31億 | +US$736萬 | +6% | 0.69% | – | 94 | 9.57% | 1.4 |
|
| 4841 |
4841
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
| US$1.31億 | +US$316萬 | +2% | 1.17% | – | 84 | 46.43% | 0.9 |
|
| 4842 |
4842
Virtus Family Office
El Paso,
Texas
| US$1.31億 | +US$439萬 | +3% | 4.63% | 60.9% | 63 | 3.17% | 1.5 |
|
| 4843 |
4843
First Financial Group
Raleigh,
North Carolina
| US$1.31億 | -US$748萬 | -5% | 3.13% | – | 92 | 18.48% | 1.3 |
|
| 4844 |
4844
Haven Capital Group
Westlake Village,
California
| US$1.31億 | +US$631萬 | +5% | 4.34% | – | 41 | 14.63% | 1.3 |
|
| 4845 |
4845
City Center Advisors LLC
Troy,
Michigan
| US$1.31億 | +US$728萬 | +6% | 1.43% | – | 208 | 29.33% | 1.2 |
|
| 4846 |
4846
Kennon-Green & Company
New Albany,
Ohio
| US$1.31億 | +US$228萬 | +2% | 4.84% | 58.4% | 43 | 6.98% | 3 |
|
| 4847 |
4847
JHP Wealth Management
Centennial,
Colorado
| US$1.3億 | +US$840萬 | +7% | 0% | – | 43 | 18.6% | 0.6 |
|
| 4848 |
4848
Roxbury Financial
Mount Arlington,
New Jersey
| US$1.3億 | +US$389萬 | +3% | 3.84% | – | 446 | 12.78% | 1.3 |
|
| 4849 |
4849
Paller Financial Services
Centennial,
Colorado
| US$1.3億 | -US$346萬 | -3% | 4.51% | – | 47 | 10.64% | 0.6 |
|
| 4850 |
4850
Troutman Wealth Management
Malvern,
Pennsylvania
| US$1.3億 | +US$30.8萬 | +0.2% | 1.83% | – | 38 | 0% | 0.7 |
|