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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4851 |
DAM
4851
Directional Asset Management
Arlington Heights,
Illinois
| US$1.24億 | +US$566萬 | +5% | 1.16% | – | 105 | 24.76% | 0.6 |
|
| 4852 |
4852
Artesa Financial Group
Conroe,
Texas
| US$1.24億 | +US$688萬 | +6% | 0.84% | – | 69 | 17.39% | 0.6 |
|
| 4853 |
PIS
4853
POM Investment Strategies
Raleigh,
North Carolina
| US$1.24億 | +US$3564萬 | +40% | 1.58% | 67.9% | 425 | 22.82% | 0.9 |
|
| 4854 |
4854
Curtis Wealth Management
Henderson,
Nevada
| US$1.24億 | +US$580萬 | +5% | 0.08% | – | 65 | 24.62% | 0.6 |
|
| 4855 |
4855
Waycross Investment Management
Bellingham,
Washington
| US$1.24億 | -US$755萬 | -6% | 0.31% | 49.6% | 61 | 8.2% | 1.9 |
|
| 4856 |
4856
Auctus Advisors
Charlotte,
North Carolina
| US$1.24億 | +US$479萬 | +4% | 4.96% | – | 34 | 11.76% | 0.7 |
|
| 4857 |
4857
Accuvest Global Advisors
Provo,
Utah
| US$1.24億 | +US$730萬 | +6% | 13% | 163% | 91 | 45.05% | 1.3 |
|
| 4858 |
4858
Milestones Private Investment Advisors
Fairport,
New York
| US$1.23億 | -US$223萬 | -2% | 0.06% | – | 78 | 7.69% | 1.2 |
|
| 4859 |
4859
Stephen J. Garry & Associates
Garden City,
New York
| US$1.23億 | -US$1388萬 | -10% | 0.12% | 67.2% | 56 | 12.5% | 2.1 |
|
| 4860 |
4860
Wolfstich Capital
Medfield,
Massachusetts
| US$1.23億 | -US$632萬 | -5% | 1.99% | – | 24 | 33.33% | 0.8 |
|
| 4861 |
4861
Shuttleworth & Co
Powell,
Ohio
| US$1.23億 | -US$208萬 | -2% | 1.16% | – | 51 | 1.96% | 1 |
|
| 4862 |
4862
Financial Management Inc
Little Rock,
Arkansas
| US$1.23億 | +US$93.7萬 | +0.8% | 1.9% | – | 53 | 24.53% | 0.6 |
|
| 4863 |
4863
Smith Asset Management
Chiefland,
Florida
| US$1.23億 | -US$438萬 | -3% | 3.63% | – | 75 | 9.33% | 1.5 |
|
| 4864 |
4864
TandemGrowth Financial Advisors
Alpharetta,
Georgia
| US$1.23億 | +US$21.1萬 | +0.2% | 1.26% | – | 28 | 10.71% | 0.7 |
|
| 4865 |
PC
4865
Payne Capital
Lake Oswego,
Oregon
| US$1.23億 | +US$254萬 | +2% | 2.39% | – | 60 | 10% | 0.8 |
|
| 4866 |
4866
Torrey-Payne Wealth Management
Pasadena,
California
| US$1.23億 | +US$92.2萬 | +0.8% | 0.01% | – | 41 | 7.32% | 0.7 |
|
| 4867 |
4867
Gallacher Capital Management
Lone Tree,
Colorado
| US$1.22億 | -US$5598萬 | -31% | 3.26% | 82.8% | 298 | 43.62% | 2.1 |
|
| 4868 |
4868
Conquis Financial
Milbrae,
California
| US$1.22億 | -US$191萬 | -2% | 0.42% | – | 105 | 50.48% | 0.8 |
|
| 4869 |
4869
Hanseatic Management Services
Albuquerque,
New Mexico
| US$1.22億 | -US$1387萬 | -10% | 1.73% | – | 113 | 46.02% | 0.8 |
|
| 4870 |
4870
Hicks Capital Management
Columbus,
Ohio
| US$1.22億 | US$0 | 0% | 0.94% | – | 39 | 0% | 1 |
|
| 4871 |
4871
Wealth Advisory Team
Bellevue,
Kentucky
| US$1.22億 | -US$106萬 | -0.9% | 0.97% | – | 41 | 9.76% | 1.1 |
|
| 4872 |
4872
Hobbs Wealth Management
Zionsville,
Indiana
| US$1.22億 | +US$358萬 | +3% | 0.35% | – | 23 | 8.7% | 1.3 |
|
| 4873 |
4873
Crescent Sterling
Metairie,
Louisiana
| US$1.22億 | +US$1007萬 | +9% | 5.01% | 68.6% | 96 | 15.63% | 2.5 |
|
| 4874 |
LCS
4874
Luma Capital SA
Luxembourg,
| US$1.22億 | +US$965萬 | +9% | 0.05% | – | 13 | 7.69% | 0.7 |
|
| 4875 |
4875
Portus Wealth Advisors
Charlotte,
North Carolina
| US$1.22億 | +US$11.4萬 | +0.1% | 1.72% | – | 52 | 7.69% | 0.9 |
|