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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
5176
Virginia Estate & Retirement Planning Advisors
Glen Allen,
Virginia
| US$7908萬 | -US$397萬 | -5% | 2.18% | – | 262 | 42.75% | 0.3 |
|
| 5177 |
5177
Avory & Company
Miami,
Florida
| US$7891萬 | -US$112萬 | -1% | 5.29% | 74.9% | 34 | 5.88% | 2.3 |
|
| 5178 |
5178
Alken Asset Management
London,
United Kingdom
| US$7849萬 | -US$1109萬 | -12% | 1.61% | 2.19% | 31 | 3.23% | 0.9 |
|
| 5179 |
5179
Norwood Investment Partners
Mill Valley,
California
| US$7734萬 | +US$493萬 | +7% | 5.1% | 24.4% | 17 | 29.41% | 1.4 |
|
| 5180 |
JAWA
5180
John A. Wolfe & Associates
Portage,
Michigan
| US$7733萬 | +US$473萬 | +7% | 1.23% | – | 47 | 10.64% | 0.6 |
|
| 5181 |
5181
Stapp Wealth Management
Olympia,
Washington
| US$7723萬 | +US$70.6萬 | +0.9% | 1.88% | 54.4% | 34 | 14.71% | 1.7 |
|
| 5182 |
OR
5182
Olympiad Research
Stamford,
Connecticut
| US$7703萬 | +US$2898萬 | +60% | 3.3% | 187% | 335 | 82.69% | 0.1 |
|
| 5183 |
5183
Wellington Shields & Co
New York
| US$7597萬 | -US$3.7億 | -83% | 2.19% | 127% | 333 | 87.69% | 4.8 |
|
| 5184 |
CMANY
5184
Capital Management Associates (New York)
New York
| US$7597萬 | -US$175萬 | -2% | 2.19% | 215% | 50 | 22% | 3.1 |
|
| 5185 |
5185
Wellington Shields Capital Management
New York
| US$7597萬 | -US$7.12億 | -90% | 2.19% | 157% | 337 | 87.54% | 6.3 |
|
| 5186 |
5186
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| US$7591萬 | +US$628萬 | +9% | 5.59% | 2.88% | 5 | 40% | 3.9 |
|
| 5187 |
5187
Triad Investment Management
Newport Beach,
California
| US$7544萬 | -US$1525萬 | -17% | 1.69% | – | 37 | 21.62% | 3.5 |
|
| 5188 |
5188
Optimas Capital
Central,
Hong Kong
| US$7525萬 | -US$2165萬 | -22% | 3.5% | 358% | 27 | 81.48% | 0.1 |
|
| 5189 |
BWM
5189
Blossom Wealth Management
San Ramon, Ca,
California
| US$7452萬 | +US$355萬 | +5% | 3.37% | 104% | 77 | 6.49% | 3.2 |
|
| 5190 |
FCI
5190
Financial Counselors Inc
Overland Park,
Kansas
| US$7398萬 | +US$132萬 | +2% | 1.39% | 84.8% | 13 | 0% | 9.1 |
|
| 5191 |
5191
APEIRON Capital Ltd
Hong Kong
| US$7365萬 | -US$8202萬 | -53% | 23.8% | 362% | 14 | 50% | 1 |
|
| 5192 |
5192
Harrison Street Private Wealth
Denver,
Colorado
| US$7304萬 | +US$206萬 | +3% | 8.26% | – | 21 | 0% | 0.5 |
|
| 5193 |
5193
Empower Harvest Management Services
Grand Cayman,
Cayman Islands
| US$7253萬 | -US$31.1萬 | -0.4% | 1.85% | – | 1 | 0% | 1.8 |
|
| 5194 |
5194
Stronghold Wealth Management
Tampa,
Florida
| US$7237萬 | -US$234萬 | -3% | 1.27% | – | 143 | 20.98% | 0.6 |
|
| 5195 |
5195
XXEC Inc
Tulsa,
Oklahoma
| US$7181萬 | -US$6.98億 | -91% | 5.93% | 30.1% | 26 | 26.92% | 2.7 |
|
| 5196 |
5196
Fourier Capital Management
Hong Kong,
| US$7073萬 | +US$673萬 | +11% | 16.5% | – | 20 | 80% | 0.1 |
|
| 5197 |
5197
University of Maryland Foundation
Adelphi,
Maryland
| US$7037萬 | +US$1430萬 | +25% | 1.22% | 54.9% | 5 | 20% | 2.8 |
|
| 5198 |
5198
Lockerman Financial Group
Newport Beach,
California
| US$6973萬 | +US$430萬 | +7% | 0.25% | 70.4% | 97 | 15.46% | 2 |
|
| 5199 |
5199
Sapphire Ventures
Austin,
Texas
| US$6952萬 | -US$3428萬 | -33% | 24.2% | 7.75% | 4 | 25% | 3.3 |
|
| 5200 |
5200
Andina Capital Management
Lehi,
Utah
| US$6939萬 | +US$743萬 | +12% | 0.87% | 38.9% | 86 | 33.72% | 1.2 |
|