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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6,530檔基金(占~73%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
5101
Del-Sette Capital Management
Schenectady,
New York
| US$1.72億 | +US$50.6萬 | +0.3% | 0.41% | 112% | 57 | 26.32% | 2.3 |
|
| 5102 |
5102
Waypoint Wealth Counsel
Atlanta,
Georgia
| US$1.72億 | +US$1177萬 | +7% | 4.56% | 111% | 181 | 27.62% | 1.8 |
|
| 5103 |
5103
Kastel Capital Advisors
Wellesley,
Massachusetts
| US$1.72億 | +US$1342萬 | +8% | 1.18% | – | 65 | 18.46% | 0.6 |
|
| 5104 |
5104
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| US$1.71億 | +US$532萬 | +3% | 1.56% | 51.3% | 296 | 26.01% | 2.4 |
|
| 5105 |
5105
Sentry Investment Management
Stevens Point,
Wisconsin
| US$1.71億 | +US$344萬 | +2% | 2.05% | 113% | 1 | 0% | 0.8 |
|
| 5106 |
5106
MontVue Capital Management
Lynchburg,
Virginia
| US$1.71億 | -US$250萬 | -1% | 0.56% | 76% | 78 | 6.41% | 2.2 |
|
| 5107 |
5107
Lakeside Advisors
Seattle,
Washington
| US$1.71億 | +US$1245萬 | +8% | 9.32% | 83.7% | 70 | 12.86% | 3.7 |
|
| 5108 |
AAM
5108
Ackerman Asset Management
Rockville,
Maryland
| US$1.71億 | +US$460萬 | +3% | 2.92% | – | 38 | 2.63% | 1.2 |
|
| 5109 |
CE
5109
Cornerstone Enterprises
Appleton,
Wisconsin
| US$1.71億 | -US$5090萬 | -23% | 0.87% | 85.7% | 56 | 33.93% | 1.1 |
|
| 5110 |
5110
TopTier Wealth Management
Muskego,
Wisconsin
| US$1.71億 | +US$556萬 | +3% | 0.77% | – | 138 | 7.25% | 0.7 |
|
| 5111 |
5111
Evansbrook
Bolingbrook,
Illinois
| US$1.71億 | +US$345萬 | +2% | 2.38% | – | 130 | 5.38% | 0.7 |
|
| 5112 |
5112
SLT Holdings
Scottsdale,
Arizona
| US$1.71億 | +US$826萬 | +5% | 11.7% | – | 196 | 44.39% | 0.8 |
|
| 5113 |
5113
Northland Securities
Minneapolis,
Minnesota
| US$1.71億 | -US$73.6萬 | -0.4% | 0.91% | – | 121 | 12.4% | 0.7 |
|
| 5114 |
5114
MQS Management
New York
| US$1.71億 | +US$8905萬 | +109% | 5.77% | 4.55% | 545 | 81.83% | 0.1 |
|
| 5115 |
5115
Fairscale Capital
Nashua,
New Hampshire
| US$1.71億 | +US$347萬 | +2% | 4.82% | – | 553 | 20.61% | 1.5 |
|
| 5116 |
5116
Petros Family Wealth
Bloomington,
Minnesota
| US$1.71億 | +US$735萬 | +4% | 1.77% | – | 146 | 17.81% | 1.2 |
|
| 5117 |
BCM
5117
Beartown Capital Management
Huntington Woods,
Michigan
| US$1.71億 | -US$5656萬 | -25% | 19.6% | – | 56 | 66.07% | 0.4 |
|
| 5118 |
5118
Hahn Capital Management
Walnut Creek,
California
| US$1.71億 | +US$576萬 | +3% | 6.91% | 71.7% | 33 | 21.21% | 7.3 |
|
| 5119 |
5119
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
| US$1.71億 | -US$645萬 | -4% | 3.56% | 110% | 53 | 11.32% | 1.8 |
|
| 5120 |
5120
Stolz & Associates
Tacoma,
Washington
| US$1.71億 | +US$1040萬 | +6% | 0.59% | – | 42 | 26.19% | 0.5 |
|
| 5121 |
5121
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
| US$1.71億 | +US$1775萬 | +12% | 2.33% | 4.78% | 7 | 14.29% | 3 |
|
| 5122 |
5122
Granite Islands Private Wealth
Guilford,
Connecticut
| US$1.7億 | +US$3524萬 | +26% | 5.24% | – | 94 | 25.53% | 0.6 |
|
| 5123 |
5123
Coastwise Capital Group
La Jolla,
California
| US$1.7億 | -US$162萬 | -0.9% | 4.43% | 105% | 149 | 8.05% | 2.8 |
|
| 5124 |
5124
Genesis Wealth Advisors
Braintree,
Massachusetts
| US$1.7億 | +US$300萬 | +2% | 0.67% | – | 76 | 10.53% | 5.5 |
|
| 5125 |
5125
Basepoint Wealth
Cedar Rapids,
Iowa
| US$1.7億 | -US$464萬 | -3% | 0.8% | 118% | 631 | 81.46% | 3 |
|