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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7,143檔基金(占~80%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4876 |
4876
Chronos Wealth Management
Clearwater,
Florida
| US$2.25億 | -US$73.1萬 | -0.3% | 1.68% | 92.3% | 38 | 2.63% | 4.8 |
|
| 4877 |
GAA
4877
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
| US$2.24億 | +US$758萬 | +3% | 4.58% | 106% | 131 | 8.4% | 1.9 |
|
| 4878 |
4878
Sylvest Advisors
Dallas,
Texas
| US$2.24億 | +US$256萬 | +1% | 1.87% | – | 81 | 7.41% | 1.3 |
|
| 4879 |
LI
4879
Latigo Investments
Fort Lauderdale,
Florida
| US$2.24億 | -US$13.9萬 | -0.1% | 0.38% | 62.6% | 16 | 12.5% | 3.8 |
|
| 4880 |
4880
Tudor Financial
Dayton,
Ohio
| US$2.24億 | +US$179萬 | +0.8% | 1.5% | – | 171 | 14.62% | 1.4 |
|
| 4881 |
LCM
4881
Lionhunter Capital Management
New York
| US$2.24億 | +US$248萬 | +1% | 3.6% | – | 120 | 19.17% | 0.2 |
|
| 4882 |
4882
Kingsman Wealth Management
Pensacola,
Florida
| US$2.24億 | +US$1045萬 | +5% | 4.67% | – | 91 | 26.37% | 0.9 |
|
| 4883 |
4883
Vestment Financial
Chanhassen,
Minnesota
| US$2.24億 | +US$66.3萬 | +0.3% | 1.18% | – | 47 | 19.15% | 1.4 |
|
| 4884 |
4884
Banque de Luxembourg
Luxembourg
| US$2.24億 | +US$1164萬 | +5% | 8.07% | – | 86 | 10.47% | 1.3 |
|
| 4885 |
C
4885
Croban
Fremont,
Ohio
| US$2.24億 | -US$332萬 | -1% | 0.63% | – | 82 | 6.1% | 2 |
|
| 4886 |
4886
Polaris Financial Partners
Westerville,
Ohio
| US$2.23億 | – | – | 4.08% | – | 372 | – | 0 |
|
| 4887 |
NWMP
4887
Noble Wealth Management PBC
Greenwood Village,
Colorado
| US$2.23億 | +US$496 | +0% | 1.51% | – | 881 | 22.47% | 1 |
|
| 4888 |
4888
Barnes Wealth Management Group
Bakersfield,
California
| US$2.23億 | +US$711萬 | +3% | 1.49% | – | 215 | 14.42% | 1.3 |
|
| 4889 |
4889
KilterHowling LLC
Boulder,
Colorado
| US$2.23億 | +US$3.62萬 | +0% | 0.27% | 55.1% | 53 | 9.43% | 3.4 |
|
| 4890 |
4890
Acasta Partners UK
London,
| US$2.23億 | +US$3368萬 | +18% | 0.73% | – | 23 | 26.09% | 0.5 |
|
| 4891 |
4891
Broadway Wealth Solutions
San Antonio,
Texas
| US$2.23億 | +US$894萬 | +4% | 0.54% | – | 96 | 12.5% | 1.4 |
|
| 4892 |
4892
StoryOne LLC
Overland Park,
Kansas
| US$2.23億 | +US$1135萬 | +5% | 0.68% | – | 87 | 18.39% | 0.6 |
|
| 4893 |
4893
Grant Private Wealth Management
Pleasanton,
California
| US$2.23億 | -US$1425萬 | -6% | 7.19% | – | 190 | 31.58% | 0.9 |
|
| 4894 |
4894
Fortis Advisors
Wayne,
Pennsylvania
| US$2.23億 | +US$928萬 | +4% | 1.32% | 74.4% | 137 | 19.71% | 3 |
|
| 4895 |
4895
Oak Wealth Advisors
Northbrook,
Illinois
| US$2.23億 | +US$1430萬 | +7% | 0.23% | – | 79 | 18.99% | 1.3 |
|
| 4896 |
4896
Two Point Capital Management
Pittsford,
New York
| US$2.23億 | -US$2552萬 | -10% | 0.32% | – | 32 | 12.5% | 2.9 |
|
| 4897 |
4897
Alchemi Wealth
Essex,
Connecticut
| US$2.23億 | +US$919萬 | +4% | 4.74% | – | 178 | 11.24% | 0.7 |
|
| 4898 |
4898
Holos Integrated Wealth
Kennett Square,
Pennsylvania
| US$2.23億 | +US$839萬 | +4% | 0.64% | – | 399 | 7.27% | 1.4 |
|
| 4899 |
4899
Exit Wealth Advisors
Atlanta,
Georgia
| US$2.22億 | +US$286萬 | +1% | 6.69% | – | 186 | 40.32% | 0.6 |
|
| 4900 |
4900
Center For Asset Management
Palm Beach Gardens,
Florida
| US$2.22億 | -US$309萬 | -1% | 0.45% | 66.6% | 189 | 25.93% | 2.1 |
|