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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
IWMO
5076
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
| US$1.02億 | +US$690萬 | +7% | 1.93% | – | 104 | 17.31% | 0.5 |
|
| 5077 |
5077
Financial Network Wealth Advisors
Murray,
Utah
| US$1.01億 | +US$273萬 | +3% | 1.88% | 57.7% | 973 | 18.5% | 1.4 |
|
| 5078 |
5078
Englebert Financial Advisers
Allentown,
Pennsylvania
| US$1.01億 | -US$47.8萬 | -0.5% | 0.58% | – | 80 | 41.25% | 0.5 |
|
| 5079 |
5079
Katamaran Capital
London,
United Kingdom
| US$1.01億 | -US$2447萬 | -19% | 0.1% | – | 49 | 57.14% | 0.6 |
|
| 5080 |
5080
Aspen Private Advisors
Sioux Falls,
South Dakota
| US$1.01億 | +US$121萬 | +1% | 0.33% | – | 17 | 58.82% | 0.1 |
|
| 5081 |
KFP
5081
Kroeger Financial Partners
Grass Valley,
California
| US$1.01億 | -US$260萬 | -3% | 1.07% | – | 143 | 11.19% | 0.2 |
|
| 5082 |
5082
Chiron Capital Management
Tallahassee,
Florida
| US$1.01億 | -US$1090萬 | -10% | 4.32% | – | 144 | 18.75% | 2.2 |
|
| 5083 |
5083
Sulzberger Capital Advisors
Miami,
Florida
| US$1.01億 | -US$191萬 | -2% | 2.6% | – | 59 | 15.25% | 1.3 |
|
| 5084 |
5084
Transce3nd
Kyle,
Texas
| US$1億 | +US$8901萬 | +785% | 1.64% | – | 533 | 69.61% | 0.5 |
|
| 5085 |
AIP
5085
Alapocas Investment Partners
Beverly,
Massachusetts
| US$1億 | -US$222萬 | -2% | 4.65% | 58.3% | 25 | 4% | 3.4 |
|
| 5086 |
5086
Sage Investment Counsel
Franklin,
Tennessee
| US$1億 | +US$33.8萬 | +0.3% | 0.9% | – | 138 | 18.12% | 1.4 |
|
| 5087 |
5087
Villanova Investment Management
Wayne,
Pennsylvania
| US$1億 | -US$523萬 | -5% | 2.15% | – | 62 | 20.97% | 1.6 |
|
| 5088 |
5088
Ulrich Consultants & Investment Group
Albuquerque,
New Mexico
| US$1億 | – | – | 1.07% | – | 47 | – | 1.6 |
|
| 5089 |
5089
Luminist Capital
Grand Rapids,
Michigan
| US$9973萬 | +US$1076萬 | +12% | 1.59% | – | 469 | 30.28% | 0.4 |
|
| 5090 |
5090
CSP Financial Group
Scottsdale,
Arizona
| US$9926萬 | -US$1808萬 | -15% | 0.36% | – | 25 | 12% | 0.4 |
|
| 5091 |
AM
5091
Account Management
Boxford,
Massachusetts
| US$9920萬 | +US$20.3萬 | +0.2% | 0.82% | 88.3% | 25 | 12% | 5 |
|
| 5092 |
5092
Lane Brothers & Co
Prescott,
Arizona
| US$9908萬 | -US$5378萬 | -35% | 0.81% | – | 95 | 41.05% | 0.7 |
|
| 5093 |
5093
HFG Wealth Management
The Woodlands,
Texas
| US$9901萬 | -US$43萬 | -0.4% | 3.16% | 45.9% | 42 | 2.38% | 2.3 |
|
| 5094 |
5094
October Effect
Virginia Beach,
Virginia
| US$9831萬 | -US$804萬 | -8% | 4% | – | 68 | 14.71% | 0.9 |
|
| 5095 |
5095
Professional Financial Management
Appleton,
Wisconsin
| US$9823萬 | -US$37.4萬 | -0.4% | 3.75% | – | 28 | 35.71% | 0.5 |
|
| 5096 |
5096
August Group Capital
Toronto,
| US$9803萬 | +US$702萬 | +8% | 3.5% | – | 107 | 16.82% | 0.6 |
|
| 5097 |
5097
Vima LLC
Troy,
Michigan
| US$9792萬 | -US$467萬 | -5% | 1.4% | – | 381 | 10.24% | 0.6 |
|
| 5098 |
5098
Piper Sandler & Co
Minneapolis,
Minnesota
| US$9765萬 | -US$3724萬 | -28% | 0.01% | 0.05% | 16 | 12.5% | 0.4 |
|
| 5099 |
5099
Wedgewood Investors
Erie,
Pennsylvania
| US$9764萬 | +US$27.7萬 | +0.3% | 3.82% | – | 113 | 8.85% | 7.7 |
|
| 5100 |
HIIL
5100
HS Investments IV Ltd
St Peter Port,
| US$9746萬 | -US$1468萬 | -13% | 4.56% | – | 2 | 0% | 0.6 |
|