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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
5101
Atlas Wealth Partners
Wyomissing,
Pennsylvania
| US$9710萬 | +US$554萬 | +6% | 11.3% | 136% | 67 | 10.45% | 1.9 |
|
| 5102 |
ACIM
5102
Ask Capital Investment Managers
Amarillo,
Texas
| US$9708萬 | – | – | 5.39% | – | 28 | – | 0 |
|
| 5103 |
5103
Independent Order of Foresters
Toronto,
Ontario, Canada
| US$9699萬 | -US$569萬 | -6% | 1.17% | 75.1% | 2 | 0% | 6.5 |
|
| 5104 |
5104
Florin Court Capital
London,
United Kingdom
| US$9695萬 | +US$3575萬 | +58% | 9.36% | 129% | 29 | 37.93% | 1.5 |
|
| 5105 |
5105
University of Cambridge Investment Management
Cambridge,
| US$9640萬 | +US$250萬 | +3% | 2.66% | – | 1 | 0% | 0.8 |
|
| 5106 |
5106
Turner Financial Group
Pace,
Florida
| US$9639萬 | -US$415萬 | -4% | 2.38% | – | 125 | 30.4% | 0.2 |
|
| 5107 |
5107
DB&C Advisors
Holland,
Michigan
| US$9627萬 | +US$392萬 | +4% | 5.12% | – | 79 | 7.59% | 0.7 |
|
| 5108 |
5108
Closed-End Fund Advisors
Richmond,
Virginia
| US$9624萬 | -US$614萬 | -6% | 5.11% | – | 175 | 10.86% | 0.7 |
|
| 5109 |
FF
5109
Formulate Financial
Boca Raton,
Florida
| US$9619萬 | +US$118萬 | +1% | 2.81% | – | 29 | 20.69% | 0.8 |
|
| 5110 |
5110
IDG China Capital Fund GP III Associates
Central Hong Kong,
China
| US$9574萬 | +US$2226萬 | +30% | 31.1% | – | 2 | 0% | 0.8 |
|
| 5111 |
5111
Holland Advisory Services
Ormond Beach,
Florida
| US$9561萬 | +US$507萬 | +6% | 0.6% | 63% | 51 | 5.88% | 3.1 |
|
| 5112 |
5112
Delphi Management
Brookline,
Massachusetts
| US$9546萬 | -US$682萬 | -7% | 2.03% | 107% | 85 | 8.24% | 3.8 |
|
| 5113 |
5113
Meadowbrook Wealth Management
Garden City,
New York
| US$9543萬 | +US$257萬 | +3% | 6.7% | – | 91 | 31.87% | 0.7 |
|
| 5114 |
5114
York GP
Grand Cayman,
Cayman Islands
| US$9516萬 | -US$3119萬 | -25% | 24.2% | – | 3 | 0% | 1.7 |
|
| 5115 |
5115
WealthSpring Partners
Long Beach,
California
| US$9442萬 | -US$2195萬 | -19% | 0.94% | – | 82 | 23.17% | 2.6 |
|
| 5116 |
5116
OneAscent Investment Solutions
Birmingham,
Alabama
| US$9397萬 | -US$1164萬 | -11% | 0.31% | – | 158 | 24.68% | 0.9 |
|
| 5117 |
5117
Measured Risk Portfolios
San Diego,
California
| US$9378萬 | -US$1863萬 | -17% | 0.02% | – | 66 | 7.58% | 1.5 |
|
| 5118 |
5118
Deuterium Capital Management
Clearwater,
Florida
| US$9333萬 | +US$93.7萬 | +1% | 10.3% | 262% | 25 | 4% | 2 |
|
| 5119 |
5119
Steel Partners Holdings
New York
| US$9304萬 | +US$1504萬 | +19% | 11.6% | – | 12 | 25% | 0.8 |
|
| 5120 |
5120
FSR Wealth Management
Elmhurst,
Illinois
| US$9294萬 | +US$519萬 | +6% | 2.92% | – | 42 | 19.05% | 0.8 |
|
| 5121 |
5121
Capitol Family Office
Beaverton,
Oregon
| US$9290萬 | -US$179萬 | -2% | 1.9% | 72% | 47 | 23.4% | 2.2 |
|
| 5122 |
MIL
5122
MFG Investments, LLC
Medford,
New Jersey
| US$9284萬 | – | – | 0.65% | – | 79 | – | 0 |
|
| 5123 |
5123
Demming Financial Services
Aurora,
Ohio
| US$9210萬 | -US$6521萬 | -41% | 0.02% | – | 43 | 11.63% | 0.6 |
|
| 5124 |
5124
CPWA LLC
Hood River,
Oregon
| US$9198萬 | +US$589萬 | +7% | 2.8% | – | 101 | 13.86% | 0.5 |
|
| 5125 |
HCM
5125
Helios Capital Management
Singapore
| US$9190萬 | -US$1046萬 | -10% | 3.55% | 124% | 27 | 11.11% | 1.8 |
|