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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4951 |
4951
Generations Wealth LLC
Mason,
Ohio
| US$1.16億 | +US$1037萬 | +10% | 0.01% | – | 44 | 25% | 0.5 |
|
| 4952 |
4952
Strategic Equity Management
Tucson,
Arizona
| US$1.16億 | -US$1.82億 | -61% | 0.87% | 74.9% | 67 | 46.27% | 2.4 |
|
| 4953 |
4953
Arrow Investment Advisors
Laurel,
Maryland
| US$1.16億 | +US$1216萬 | +12% | 1.06% | 38.1% | 84 | 17.86% | 0.9 |
|
| 4954 |
4954
21 West Wealth Management
Tustin,
California
| US$1.15億 | -US$183萬 | -2% | 1.26% | – | 70 | 15.71% | 1.1 |
|
| 4955 |
4955
Aubrey Capital Management
Edinburgh,
United Kingdom
| US$1.15億 | -US$4444萬 | -28% | 11.4% | 319% | 56 | 62.5% | 0.6 |
|
| 4956 |
4956
J. Team Financial
Abilene,
Texas
| US$1.15億 | +US$1217萬 | +12% | 2.85% | – | 114 | 25.44% | 0.7 |
|
| 4957 |
4957
Ebert Capital Management
Eureka,
California
| US$1.15億 | +US$855萬 | +8% | 5.86% | – | 30 | 10% | 0.6 |
|
| 4958 |
4958
Helium Advisors
Everett,
Washington
| US$1.15億 | -US$534萬 | -4% | 3.21% | – | 110 | 10% | 1.3 |
|
| 4959 |
4959
Value Investment Professionals
New York
| US$1.15億 | -US$399萬 | -3% | 0.48% | – | 107 | 14.95% | 0.4 |
|
| 4960 |
4960
Gainline Financial Partners
Louisville,
Colorado
| US$1.15億 | +US$771萬 | +7% | 0.34% | – | 60 | 16.67% | 0.2 |
|
| 4961 |
4961
Members Capital Advisors Inc
Madison,
Wisconsin
| US$1.15億 | -US$165萬 | -1% | 0.54% | – | 7 | 0% | 2.5 |
|
| 4962 |
4962
Vavra Capital Management
Collegeville,
Pennsylvania
| US$1.15億 | +US$45.1萬 | +0.4% | 0.22% | – | 25 | 16% | 0.6 |
|
| 4963 |
4963
MH & Associates Securities Management
Carlsbad,
California
| US$1.15億 | +US$320萬 | +3% | 3.68% | – | 103 | 3.88% | 0.7 |
|
| 4964 |
KAM
4964
Kazazian Asset Management
Fort Lauderdale,
Florida
| US$1.15億 | +US$334萬 | +3% | 0.26% | – | 66 | 34.85% | 1.8 |
|
| 4965 |
FCM
4965
Floyd Capital Management
Texarkana,
Texas
| US$1.15億 | -US$1691萬 | -13% | 2.12% | – | 1 | 0% | 1.8 |
|
| 4966 |
4966
Traub Capital Management
Needham,
Massachusetts
| US$1.14億 | +US$221萬 | +2% | 2.91% | – | 137 | 8.76% | 1.1 |
|
| 4967 |
4967
Lakehouse Capital
Sydney NSW,
Australia
| US$1.14億 | +US$2359萬 | +26% | 23.5% | 87.4% | 12 | 0% | 4.2 |
|
| 4968 |
AIM
4968
Athena Investment Management
Orinda,
California
| US$1.14億 | -US$5465萬 | -32% | 1.41% | 88.5% | 137 | 18.98% | 3.9 |
|
| 4969 |
4969
Valued Retirements
Houston,
Texas
| US$1.14億 | +US$262萬 | +2% | 2.43% | 84.6% | 110 | 19.09% | 1.8 |
|
| 4970 |
4970
Unified Investment Management
Atlanta,
Georgia
| US$1.14億 | +US$535萬 | +5% | 4.22% | – | 157 | 14.65% | 1.4 |
|
| 4971 |
4971
Arrow Capital
Sydney,
Australia
| US$1.13億 | -US$403萬 | -3% | 4.85% | – | 34 | 73.53% | 0.3 |
|
| 4972 |
4972
Briggs Wealth Management
Glastonbury,
Connecticut
| US$1.13億 | +US$391萬 | +4% | 0.63% | – | 65 | 10.77% | 0.6 |
|
| 4973 |
4973
Opus Financial Solutions
Downers Grove,
Illinois
| US$1.13億 | -US$1082萬 | -9% | 1.16% | – | 125 | 24.8% | 0.6 |
|
| 4974 |
4974
Eleva Capital
Paris,
France
| US$1.13億 | -US$2.3億 | -67% | 11.2% | – | 43 | 83.72% | 0.2 |
|
| 4975 |
IMT
4975
Investment Management Trust
Fitchburg,
Massachusetts
| US$1.13億 | +US$157萬 | +1% | 3.31% | – | 82 | 10.98% | 0.5 |
|