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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5,513檔基金(占~62%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5251 |
5251
John W. Brooker & Co
Oakland,
California
| US$8796萬 | +US$519萬 | +6% | 0.06% | 43.4% | 78 | 14.1% | 2.4 |
|
| 5252 |
5252
Alan B. Lancz & Associates
Toledo,
Ohio
| US$8774萬 | -US$2725萬 | -24% | 4.97% | – | 143 | 33.57% | 3.3 |
|
| 5253 |
5253
Aflac Inc
Columbus,
Georgia
| US$8751萬 | -US$512萬 | -6% | 5.37% | 13.4% | 4 | 0% | 3.2 |
|
| 5254 |
AIS
5254
Altium Investment Strategies
Wesley Chapel,
Florida
| US$8742萬 | +US$1798萬 | +26% | 3.06% | – | 26 | 26.92% | 0.3 |
|
| 5255 |
5255
Vermillion Wealth Management
Rosemount,
Minnesota
| US$8738萬 | -US$3.39億 | -80% | 0.77% | – | 1,604 | 64.84% | 0.7 |
|
| 5256 |
5256
Courant Investment Management
Franklin,
Tennessee
| US$8724萬 | -US$1579萬 | -15% | 0.14% | 35.2% | 7 | 0% | 4.6 |
|
| 5257 |
5257
Elite Life Management
Sarasota,
Florida
| US$8675萬 | +US$133萬 | +2% | 2.28% | 91.6% | 64 | 15.63% | 1.5 |
|
| 5258 |
5258
Pictet Bank & Trust
Nassau,
Bahamas
| US$8546萬 | -US$781萬 | -8% | 5.72% | 82.7% | 42 | 28.57% | 4.5 |
|
| 5259 |
OWM
5259
Omnitrust Wealth Management
Jacksonville,
Florida
| US$8542萬 | – | – | 1.66% | – | 64 | – | 0.9 |
|
| 5260 |
5260
Broyhill Asset Management
Charlotte,
North Carolina
| US$8522萬 | -US$2724萬 | -24% | 2.53% | – | 77 | 25.97% | 1.4 |
|
| 5261 |
5261
Teachers Insurance & Annuity Association of America
New York
| US$8517萬 | -US$545萬 | -6% | 3.25% | – | 83 | 14.46% | 1.7 |
|
| 5262 |
YIM
5262
Yoffe Investment Management
Lemoyne,
Pennsylvania
| US$8489萬 | -US$247萬 | -3% | 1.6% | – | 116 | 4.31% | 1.6 |
|
| 5263 |
5263
Divco West Real Estate Services
San Francisco,
California
| US$8461萬 | -US$943萬 | -10% | 9.93% | 2.32% | 4 | 0% | 3.8 |
|
| 5264 |
ACM
5264
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| US$8427萬 | -US$1.5億 | -64% | 20.2% | 2,106% | 25 | 96% | 0 |
|
| 5265 |
5265
WMS Group
Folsom,
Louisiana
| US$8425萬 | +US$671萬 | +9% | 1.97% | – | 61 | 8.2% | 0.6 |
|
| 5266 |
5266
Fiscal Wisdom Wealth Management
Canton,
Connecticut
| US$8407萬 | -US$3384萬 | -29% | 1.66% | – | 118 | 23.73% | 0.7 |
|
| 5267 |
5267
Centennial Advisors
Austin,
Texas
| US$8369萬 | -US$13.9萬 | -0.2% | 0.45% | – | 89 | 30.34% | 0.5 |
|
| 5268 |
5268
FinDec Wealth Services
Stockton,
California
| US$8355萬 | -US$110萬 | -1% | 0.19% | 52.7% | 33 | 12.12% | 3.1 |
|
| 5269 |
HCVG
5269
H Capital V GP
Grand Cayman,
Cayman Islands
| US$8338萬 | +US$1148萬 | +16% | 16% | – | 1 | 0% | 4.8 |
|
| 5270 |
BCM
5270
Beaumont Capital Management
Boston,
Massachusetts
| US$8335萬 | -US$304萬 | -4% | 0.02% | 49.6% | 45 | 48.89% | 1.1 |
|
| 5271 |
5271
Solutions 4 Wealth
Southlake,
Texas
| US$8325萬 | +US$578萬 | +7% | 0.03% | 54.9% | 63 | 14.29% | 1.9 |
|
| 5272 |
5272
Financially Speaking
Greenwood Village,
Colorado
| US$8323萬 | +US$6264萬 | +304% | 3.24% | – | 130 | 30% | 1 |
|
| 5273 |
5273
Pensionfund Sabic
Sittard,
Netherlands
| US$8290萬 | -US$1061萬 | -11% | 6.97% | 63.6% | 76 | 3.95% | 7.9 |
|
| 5274 |
5274
AlpInvest Partners
Amsterdam,
Netherlands
| US$8275萬 | +US$2283萬 | +38% | 10.8% | 178% | 18 | 27.78% | 1.4 |
|
| 5275 |
5275
Security Benefit Life Insurance Company
Topeka,
Kansas
| US$8233萬 | -US$9919萬 | -55% | 9.91% | 61.7% | 22 | 18.18% | 3.2 |
|