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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6,148檔基金(占~69%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5351 |
5351
Farnam Financial
Phoenix,
Arizona
| US$1.35億 | -US$166萬 | -1% | 0.11% | – | 62 | 20.97% | 1.3 |
|
| 5352 |
5352
Broussard Financial Group
Kaplan,
Louisiana
| US$1.35億 | +US$1056萬 | +8% | 2.95% | – | 45 | 37.78% | 0.5 |
|
| 5353 |
5353
Approach Retirement Advisors
Vestavia,
Alabama
| US$1.35億 | -US$231萬 | -2% | 0.81% | – | 85 | 9.41% | 0.7 |
|
| 5354 |
5354
Capital CS Group
Irvine,
California
| US$1.35億 | +US$846萬 | +7% | 3.77% | 27.8% | 113 | 58.41% | 1 |
|
| 5355 |
SR
5355
Summer Road
West Palm Beach,
Florida
| US$1.35億 | -US$2584萬 | -16% | 16.7% | 214% | 26 | 30.77% | 1.7 |
|
| 5356 |
5356
Littlejohn Financial Services
Roseburg,
Oregon
| US$1.35億 | -US$249萬 | -2% | 1.91% | – | 82 | 28.05% | 0.9 |
|
| 5357 |
LI
5357
Latash Investments
Anchorage,
Alaska
| US$1.35億 | -US$138萬 | -1% | 3.31% | 111% | 21 | 9.52% | 5 |
|
| 5358 |
5358
Dala Group
Hoffman Estates,
Illinois
| US$1.35億 | +US$1365萬 | +11% | 1.7% | – | 72 | 6.94% | 0.7 |
|
| 5359 |
5359
Golden Bell Financial Planning
Alpharetta,
Georgia
| US$1.35億 | -US$101萬 | -0.7% | 1.92% | – | 41 | 2.44% | 1.5 |
|
| 5360 |
5360
Core Wealth Advisors (Indiana)
Indianapolis,
Indiana
| US$1.35億 | -US$84.9萬 | -0.6% | 0.91% | – | 36 | 13.89% | 0.6 |
|
| 5361 |
5361
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| US$1.35億 | +US$606萬 | +5% | 1.14% | – | 817 | 6.61% | 1.4 |
|
| 5362 |
5362
Severin Investments
St. Louis,
Missouri
| US$1.35億 | +US$197萬 | +1% | 1.53% | – | 189 | 18.52% | 1.1 |
|
| 5363 |
5363
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
| US$1.35億 | -US$1326萬 | -9% | 2.29% | – | 238 | 26.05% | 1.2 |
|
| 5364 |
5364
BLVD Private Wealth
Prospect,
Kentucky
| US$1.34億 | -US$11.9萬 | -0.1% | 1.96% | – | 76 | 11.84% | 0.9 |
|
| 5365 |
5365
CPR Investments
Rochester,
Michigan
| US$1.34億 | +US$446萬 | +3% | 2.3% | 84% | 74 | 39.19% | 0.8 |
|
| 5366 |
5366
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| US$1.34億 | +US$481萬 | +4% | 3.82% | 0.74% | 3 | 0% | 3.3 |
|
| 5367 |
5367
Elevated Private Wealth
Brookfield,
Wisconsin
| US$1.34億 | +US$2860萬 | +27% | 12.4% | – | 91 | 28.57% | 0.6 |
|
| 5368 |
5368
Sherman Asset Management
Ventura,
California
| US$1.34億 | +US$537萬 | +4% | 1.48% | – | 140 | 25% | 1.5 |
|
| 5369 |
5369
Birchwood Financial Partners
Bloomington,
Minnesota
| US$1.34億 | +US$1195萬 | +10% | 0.9% | – | 704 | 51.42% | 0.4 |
|
| 5370 |
5370
Trace Wealth Advisors
Los Angeles,
California
| US$1.34億 | -US$1872萬 | -12% | 0.35% | – | 75 | 28% | 1.4 |
|
| 5371 |
B
5371
Bayban
Bayport,
Minnesota
| US$1.34億 | +US$376萬 | +3% | 0.13% | – | 618 | 18.77% | 0.7 |
|
| 5372 |
5372
Peapod Lane Capital
Bedford Hills,
New York
| US$1.34億 | -US$1412萬 | -10% | 1.66% | – | 63 | 9.52% | 1.2 |
|
| 5373 |
5373
Hingham Institution for Savings
Hingham,
Massachusetts
| US$1.34億 | -US$25.4萬 | -0.2% | 0.15% | – | 15 | 0% | 0.7 |
|
| 5374 |
5374
Hershey Financial Advisers
Lancaster,
Pennsylvania
| US$1.34億 | -US$525萬 | -4% | 5.58% | – | 118 | 54.24% | 0.8 |
|
| 5375 |
5375
McCartney Wealth Management
Clayton,
Missouri
| US$1.34億 | +US$209萬 | +2% | 1.02% | – | 68 | 7.35% | 0.7 |
|