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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
5026
Zinnia Wealth Advisory
Ocala,
Florida
| US$1.09億 | +US$1058萬 | +11% | 2.56% | – | 115 | 22.61% | 0.6 |
|
| 5027 |
5027
PMG Family Office
Plano,
Texas
| US$1.08億 | -US$39.4萬 | -0.4% | 1.58% | – | 117 | 6.84% | 0.9 |
|
| 5028 |
5028
Oregon Pacific Wealth Management
Medford,
Oregon
| US$1.08億 | +US$128萬 | +1% | 0.15% | – | 128 | 21.09% | 1.1 |
|
| 5029 |
RFL
5029
RD Finance Ltd
Limassol,
Cyprus
| US$1.08億 | +US$634萬 | +6% | 1.74% | – | 37 | 56.76% | 0.3 |
|
| 5030 |
5030
Mirabaud Asset Management
London,
United Kingdom
| US$1.08億 | -US$1262萬 | -10% | 1.71% | 136% | 49 | 100% | – |
|
| 5031 |
5031
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| US$1.08億 | -US$6698萬 | -38% | 0.22% | – | 104 | 50.96% | 1.4 |
|
| 5032 |
5032
Shelter Rock Management
Jericho,
New York
| US$1.07億 | +US$429萬 | +4% | 1.45% | – | 42 | 19.05% | 0.6 |
|
| 5033 |
5033
Lubar & Co
Milwaukee,
Wisconsin
| US$1.07億 | -US$1923萬 | -15% | 14.3% | – | 3 | 0% | 9.1 |
|
| 5034 |
5034
Fullerton Advisors
Danville,
California
| US$1.07億 | +US$27.3萬 | +0.3% | 0.18% | – | 56 | 7.14% | 0.7 |
|
| 5035 |
5035
Good Harbor Advisors
Gloucester,
Massachusetts
| US$1.07億 | +US$496萬 | +5% | 1.51% | – | 92 | 9.78% | 0.7 |
|
| 5036 |
5036
Heronetta Management
New York
| US$1.07億 | -US$181萬 | -2% | 1.44% | 55.4% | 15 | 0% | 8.8 |
|
| 5037 |
5037
Grange Capital
Beaverton,
Oregon
| US$1.07億 | -US$165萬 | -2% | 2.34% | – | 55 | 12.73% | 1.3 |
|
| 5038 |
SG
5038
Sherry Group
Mountain Home,
Arkansas
| US$1.07億 | +US$411萬 | +4% | 2.01% | – | 57 | 19.3% | 0.6 |
|
| 5039 |
5039
Ballast Financial Advisors
West Chester,
Pennsylvania
| US$1.06億 | -US$433萬 | -4% | 0.49% | – | 74 | 8.11% | 0.7 |
|
| 5040 |
5040
Burkett Asset Management
Victoria,
| US$1.06億 | -US$91.1萬 | -0.9% | 0.18% | – | 66 | 21.21% | 0.6 |
|
| 5041 |
SCCL
5041
Split Creek Capital LLC
Charlottesville,
Virginia
| US$1.06億 | -US$225萬 | -2% | 0.96% | – | 149 | 20.13% | 0.6 |
|
| 5042 |
5042
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
| US$1.06億 | -US$1221萬 | -10% | 0.54% | – | 129 | 23.26% | 1.9 |
|
| 5043 |
PWM
5043
Puff Wealth Management
Haddonfield,
New Jersey
| US$1.06億 | +US$785萬 | +8% | 0.94% | – | 83 | 10.84% | 1.2 |
|
| 5044 |
5044
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
| US$1.05億 | -US$1944萬 | -16% | 0.68% | – | 102 | 27.45% | 1.1 |
|
| 5045 |
5045
Prism Planning Partners
Libertyville,
Illinois
| US$1.05億 | +US$1084萬 | +11% | 0.82% | – | 53 | 33.96% | 0.5 |
|
| 5046 |
MI
5046
Moneywise Inc
Forest,
Virginia
| US$1.05億 | -US$1.63億 | -61% | 1.23% | 60.8% | 95 | 43.16% | 3.3 |
|
| 5047 |
5047
Cogent Strategic Wealth
Chicago,
Illinois
| US$1.05億 | +US$19.9萬 | +0.2% | 0.88% | – | 61 | 9.84% | 0.6 |
|
| 5048 |
5048
Corecam AG
Zurich,
| US$1.05億 | -US$1212萬 | -10% | 5.32% | – | 53 | 16.98% | 0.5 |
|
| 5049 |
5049
Geremia Financial Services
Edison,
New Jersey
| US$1.05億 | +US$1053萬 | +11% | 0.88% | – | 9 | 0% | 0.7 |
|
| 5050 |
5050
Amitell Capital
Singapore
| US$1.05億 | -US$456萬 | -4% | 0.58% | 188% | 33 | 45.45% | 0.6 |
|