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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4876 |
JC
4876
JCSD Capital
Walnut Creek,
California
| US$1.22億 | +US$5292萬 | +77% | 0.36% | – | 28 | 50% | 1.1 |
|
| 4877 |
4877
Lotus Asset Management
Nashville,
Tennessee
| US$1.22億 | +US$852萬 | +8% | 4.89% | – | 49 | 16.33% | 0.2 |
|
| 4878 |
4878
ETF Store
Overland Park,
Kansas
| US$1.22億 | +US$200萬 | +2% | 0.22% | 61% | 117 | 9.4% | 2.9 |
|
| 4879 |
4879
SFI Advisors
Montclair,
New Jersey
| US$1.22億 | +US$562萬 | +5% | 2.07% | 95.9% | 65 | 15.38% | 2.4 |
|
| 4880 |
4880
DB Fitzpatrick & Co
Boise,
Idaho
| US$1.21億 | -US$226萬 | -2% | 0.47% | 42.7% | 107 | 13.08% | 2.8 |
|
| 4881 |
4881
Montgomery Financial Services
Ocean City,
Maryland
| US$1.21億 | +US$638萬 | +6% | 0.78% | – | 383 | 16.19% | 0.2 |
|
| 4882 |
ASCM
4882
Adkins Seale Capital Management
Shreveport,
Louisiana
| US$1.21億 | +US$890萬 | +8% | 1.94% | – | 242 | 4.55% | 0.7 |
|
| 4883 |
4883
Hardworking Capital Advisors
Palm Desert,
California
| US$1.21億 | -US$119萬 | -1% | 3.28% | – | 109 | 45.87% | 0.5 |
|
| 4884 |
4884
Wall Capital Group
Phoenix,
Arizona
| US$1.21億 | -US$99.4萬 | -0.8% | 1.11% | – | 34 | 17.65% | 2.2 |
|
| 4885 |
4885
North Forty Two & Co
Lake Oswego,
Oregon
| US$1.21億 | +US$331萬 | +3% | 1.98% | – | 108 | 5.56% | 1.5 |
|
| 4886 |
4886
Forteris Wealth Management
Armonk,
New York
| US$1.21億 | -US$128萬 | -1% | 2.13% | – | 73 | 10.96% | 0.7 |
|
| 4887 |
4887
Investment Insight Wealth Management
North Massapequa,
New York
| US$1.21億 | +US$551萬 | +5% | 7.46% | – | 45 | 4.44% | 0.6 |
|
| 4888 |
4888
MKD Wealth Coaches
Troy,
Michigan
| US$1.21億 | +US$387萬 | +3% | 0.17% | – | 36 | 19.44% | 3.5 |
|
| 4889 |
4889
3 Factor Indexing
Sacramento,
California
| US$1.21億 | +US$270萬 | +2% | 0.08% | – | 453 | 10.6% | 0.5 |
|
| 4890 |
4890
Portfolio Resources Advisor Group
Coral Gables,
Florida
| US$1.21億 | +US$259萬 | +2% | 0.26% | – | 201 | 28.86% | 0.4 |
|
| 4891 |
4891
Drum Hill Capital
Westport,
Connecticut
| US$1.21億 | +US$2280萬 | +23% | 9.07% | – | 49 | 12.24% | 1.4 |
|
| 4892 |
AIM
4892
Axiom Investment Management
New York
| US$1.21億 | -US$2887萬 | -19% | 1.07% | – | 544 | 50.55% | 1.3 |
|
| 4893 |
IWA
4893
Independent Wealth Advisors
Cary,
North Carolina
| US$1.21億 | +US$1021萬 | +9% | 0.5% | – | 83 | 12.05% | 0.6 |
|
| 4894 |
SA
4894
Stonebridge Advisors
Wilton,
Connecticut
| US$1.21億 | +US$3767萬 | +45% | 6.88% | 0.03% | 4 | 25% | 1.5 |
|
| 4895 |
4895
Twin Cities Retirement Group
Plymouth,
Minnesota
| US$1.21億 | +US$370萬 | +3% | 1.77% | – | 27 | 18.52% | 0.6 |
|
| 4896 |
4896
Blom & Howell Financial Planning
Modesto,
California
| US$1.2億 | +US$17.1萬 | +0.1% | 0.79% | – | 71 | 15.49% | 0.7 |
|
| 4897 |
4897
Red Mountain Financial
Fort Collins,
Colorado
| US$1.2億 | +US$68.4萬 | +0.6% | 0.54% | – | 85 | 8.24% | 2 |
|
| 4898 |
4898
Finhabits Advisors
New York
| US$1.2億 | +US$91.7萬 | +0.8% | 1.88% | – | 15 | 0% | 0.8 |
|
| 4899 |
GC
4899
Gruss & Co
West Palm Beach,
Florida
| US$1.2億 | +US$7903萬 | +194% | 6.57% | 173% | 43 | 23.26% | 2.1 |
|
| 4900 |
4900
BankChampaign National Association
Champaign,
Illinois
| US$1.2億 | -US$1048萬 | -8% | 0.38% | – | 227 | 22.91% | 0.5 |
|