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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4951 |
4951
Draper Asset Management
Smithtown,
New York
| US$2.19億 | +US$2079萬 | +11% | 10.2% | 187% | 21 | 28.57% | 2.7 |
|
| 4952 |
4952
Pinnacle Wealth Management Group
Plymouth,
Michigan
| US$2.18億 | +US$395萬 | +2% | 1.43% | 64.3% | 135 | 12.59% | 2.7 |
|
| 4953 |
SCM
4953
Sunbeam Capital Management
Atlanta,
Georgia
| US$2.18億 | -US$50.8萬 | -0.2% | 3.1% | – | 128 | 9.38% | 1.3 |
|
| 4954 |
CIA
4954
Citadel Investment Advisory
Chesterland,
Ohio
| US$2.18億 | -US$203萬 | -0.9% | 1.1% | 66.1% | 77 | 2.6% | 5.1 |
|
| 4955 |
4955
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| US$2.18億 | -US$1518萬 | -7% | 0.67% | 55.4% | 130 | 8.46% | 3.7 |
|
| 4956 |
4956
CAP Partners LLC
Franklin,
Tennessee
| US$2.18億 | +US$1367萬 | +7% | 4.05% | 97% | 170 | 9.41% | 1.8 |
|
| 4957 |
4957
Canerector Inc
Toronto,
Ontario, Canada
| US$2.18億 | -US$108萬 | -0.5% | 0.83% | – | 9 | 0% | 1.8 |
|
| 4958 |
4958
Wolff Wiese Magana
Carslbad,
California
| US$2.18億 | +US$63萬 | +0.3% | 1.16% | 149% | 1,077 | 8.17% | 3.1 |
|
| 4959 |
4959
Financial Freedom LLC
Cincinnati,
Ohio
| US$2.18億 | +US$12.9萬 | +0.1% | 0.25% | 76.9% | 348 | 69.25% | 1 |
|
| 4960 |
4960
Northland Capital Management
Virginia,
Minnesota
| US$2.18億 | +US$3235萬 | +17% | 1.83% | 37.5% | 35 | 20% | 3 |
|
| 4961 |
PCMK
4961
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| US$2.18億 | +US$173萬 | +0.8% | 3.7% | 95.5% | 68 | 17.65% | 6.3 |
|
| 4962 |
4962
Peterson Wealth Management
Sparks,
Nevada
| US$2.18億 | +US$316萬 | +1% | 1.94% | 88.9% | 199 | 14.57% | 1 |
|
| 4963 |
4963
Lake Hills Wealth Management
Austin,
Texas
| US$2.18億 | -US$236萬 | -1% | 1.86% | 83.7% | 75 | 34.67% | 1.1 |
|
| 4964 |
KA
4964
Kearns & Associates
Palos Verdes Estates,
California
| US$2.18億 | +US$343萬 | +2% | 1.5% | 78.7% | 42 | 9.52% | 3.5 |
|
| 4965 |
4965
David J. Yvars Group
University Park,
Florida
| US$2.18億 | +US$570萬 | +3% | 3.23% | 143% | 115 | 13.04% | 2.7 |
|
| 4966 |
CCP
4966
Cunning Capital Partners
Morrisville,
North Carolina
| US$2.17億 | -US$3036萬 | -12% | 0.1% | 271% | 55 | 1.82% | 2.7 |
|
| 4967 |
LFC
4967
LCC Family Corp
Toronto,
| US$2.17億 | -US$2832萬 | -12% | 19.2% | – | 1 | 0% | 1.3 |
|
| 4968 |
4968
GuidedMoney
Black Earth,
Wisconsin
| US$2.17億 | +US$132萬 | +0.6% | 0.98% | – | 35 | 8.57% | 0.7 |
|
| 4969 |
4969
American Financial & Tax Strategies
New York
| US$2.17億 | -US$411萬 | -2% | 0.84% | 46.9% | 102 | 0.98% | 2.5 |
|
| 4970 |
4970
Addison Advisors
Middlebury,
Vermont
| US$2.17億 | +US$531萬 | +3% | 0.58% | 54.5% | 817 | 19.46% | 3 |
|
| 4971 |
4971
Tilia Fiduciary Partners
Wilmington,
North Carolina
| US$2.17億 | +US$596萬 | +3% | 3.24% | 101% | 133 | 18.8% | 3.2 |
|
| 4972 |
4972
Successful Portfolios
Clearwater,
Florida
| US$2.17億 | +US$270萬 | +1% | 1.57% | 110% | 205 | 6.34% | 5 |
|
| 4973 |
4973
Wernau Asset Management
Gloucester,
Massachusetts
| US$2.17億 | +US$2420萬 | +13% | 6.76% | – | 52 | 3.85% | 1.6 |
|
| 4974 |
4974
Dahring Cusmano
Novi,
Michigan
| US$2.17億 | +US$2690萬 | +14% | 1.66% | – | 75 | 21.33% | 1.1 |
|
| 4975 |
4975
Peoples Bank (Ohio)
Marietta,
Ohio
| US$2.17億 | +US$2201萬 | +11% | 1.22% | 78.9% | 112 | 12.5% | 5.7 |
|