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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
5051
Xena Financial Planning
Portland,
Oregon
| US$1.05億 | +US$55.2萬 | +0.5% | 1.08% | – | 40 | 10% | 0.7 |
|
| 5052 |
5052
Hyposwiss Advisors
Geneva,
| US$1.05億 | -US$80.6萬 | -0.8% | 0.21% | – | 104 | 1.92% | 0.7 |
|
| 5053 |
5053
Reality Financial Planning Services
Sarasota,
Florida
| US$1.05億 | +US$112萬 | +1% | 0.65% | – | 20 | 10% | 0.7 |
|
| 5054 |
5054
Freemont Management
Vaud,
Switzerland
| US$1.05億 | +US$135萬 | +1% | 6.64% | 102% | 17 | 23.53% | 2.5 |
|
| 5055 |
5055
Trailhead Planners
Edina,
Minnesota
| US$1.05億 | +US$121萬 | +1% | 0.29% | – | 57 | 3.51% | 0.6 |
|
| 5056 |
CF
5056
Calder Financial
Downingtown,
Pennsylvania
| US$1.05億 | -US$156萬 | -1% | 0.67% | – | 43 | 2.33% | 0.7 |
|
| 5057 |
5057
Bluebird Wealth Management
Medfield,
Massachusetts
| US$1.04億 | -US$1117萬 | -10% | 4.65% | – | 99 | 21.21% | 0.5 |
|
| 5058 |
5058
Surience Private Wealth
Yakima,
Washington
| US$1.04億 | -US$952萬 | -8% | 0.47% | 169% | 64 | 62.5% | 0.4 |
|
| 5059 |
5059
Crosspoint Capital Strategies
Orinda,
California
| US$1.04億 | – | – | 1.81% | – | 139 | – | 0.3 |
|
| 5060 |
5060
Q Fund Management (Hong Kong)
Hong Kong,
| US$1.04億 | -US$552萬 | -5% | 9.72% | – | 42 | 47.62% | 0.4 |
|
| 5061 |
5061
Montchanin Asset Management
Montchanin,
Delaware
| US$1.04億 | +US$589萬 | +6% | 7.66% | 120% | 66 | 12.12% | 2.4 |
|
| 5062 |
5062
Succession Financial
Mckinney,
Texas
| US$1.04億 | -US$123萬 | -1% | 2.69% | – | 55 | 21.82% | 0.2 |
|
| 5063 |
5063
Willow Creek Capital Management
Missoula,
Montana
| US$1.04億 | +US$72.8萬 | +0.7% | 3.78% | – | 106 | 12.26% | 0.2 |
|
| 5064 |
5064
T3 Companies
New York
| US$1.03億 | +US$970萬 | +10% | 1.69% | – | 292 | 72.26% | 0.2 |
|
| 5065 |
UPWM
5065
UMB Private Wealth Management
Kansas City,
Missouri
| US$1.03億 | – | – | 1.91% | – | 1,409 | – | 0 |
|
| 5066 |
5066
Strategic Financial Group
Grand Haven,
Michigan
| US$1.03億 | -US$112萬 | -1% | 2.08% | – | 20 | 5% | 0.5 |
|
| 5067 |
5067
Gritstone Asset Management
Bethesda,
Maryland
| US$1.03億 | -US$84.6萬 | -0.8% | 0.36% | – | 226 | 36.73% | 0.6 |
|
| 5068 |
5068
Provident Living Financial Services
Lehi,
Utah
| US$1.03億 | +US$143萬 | +1% | 2.03% | – | 54 | 9.26% | 0.7 |
|
| 5069 |
5069
Parrish Capital
Kennesaw,
Georgia
| US$1.03億 | -US$109萬 | -1% | 2.12% | – | 88 | 5.68% | 0.7 |
|
| 5070 |
PBK
5070
Peoples Bank (Kansas)
Pratt,
Kansas
| US$1.03億 | -US$33.9萬 | -0.3% | 3.28% | 74.5% | 101 | 6.93% | 2.6 |
|
| 5071 |
RCDBASW
5071
Rudd Co d/b/a Styre Wealth
Fort Worth,
Texas
| US$1.03億 | – | – | 2.29% | – | 75 | – | 0 |
|
| 5072 |
5072
Langley Wealth Management
Corinth,
Mississippi
| US$1.02億 | -US$20.9萬 | -0.2% | 1.68% | – | 139 | 23.02% | 0.2 |
|
| 5073 |
5073
Palladiem
Bryn Mawr,
Pennsylvania
| US$1.02億 | -US$88.4萬 | -0.9% | 0.24% | – | 142 | 9.86% | 1.6 |
|
| 5074 |
5074
Guilbault Capital
Metairie,
Louisiana
| US$1.02億 | +US$244萬 | +2% | 1.75% | – | 81 | 19.75% | 0.6 |
|
| 5075 |
5075
Schuylkill Financial
Wyomissing,
Pennsylvania
| US$1.02億 | -US$623萬 | -6% | 2.19% | – | 72 | 16.67% | 0.2 |
|