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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5376 |
5376
Strategic Wealth Advisors
Scottsdale,
Arizona
| US$1.34億 | +US$1693萬 | +14% | 0.65% | – | 260 | 80.38% | 0.8 |
|
| 5377 |
5377
Kraematon Investment Advisors
Braintree,
Massachusetts
| US$1.34億 | -US$42.2萬 | -0.3% | 0.58% | 89.8% | 109 | 6.42% | 2.8 |
|
| 5378 |
5378
Waystone Advisors
Redmond,
Washington
| US$1.34億 | -US$45.1萬 | -0.3% | 2.91% | – | 110 | 0% | 0.6 |
|
| 5379 |
5379
RD Lewis Holdings
Maitland,
Florida
| US$1.34億 | -US$164萬 | -1% | 1.07% | – | 90 | 4.44% | 1.5 |
|
| 5380 |
5380
Epacria Capital Partners
Boulder,
Colorado
| US$1.34億 | +US$398萬 | +3% | 0.86% | 86.1% | 25 | 4% | 3.1 |
|
| 5381 |
5381
Harbor Asset Planning
Belmont,
Massachusetts
| US$1.33億 | +US$29.5萬 | +0.2% | 0.18% | – | 423 | 3.55% | 1.2 |
|
| 5382 |
5382
Clearview Wealth Management
Irvine,
California
| US$1.33億 | -US$2221萬 | -14% | 1.42% | – | 66 | 13.64% | 0.5 |
|
| 5383 |
5383
Eagle Harbor Asset Management
Seattle,
Washington
| US$1.33億 | +US$598萬 | +5% | 1.02% | 76.2% | 158 | 25.32% | 2.7 |
|
| 5384 |
5384
Point Break Capital Management
Miami,
Florida
| US$1.33億 | +US$4141萬 | +45% | 8.88% | – | 27 | 40.74% | 0.8 |
|
| 5385 |
5385
Yorkville Advisors Global
Mountainside,
New Jersey
| US$1.33億 | +US$4682萬 | +54% | 5.16% | – | 53 | 50.94% | 0.3 |
|
| 5386 |
5386
Axos Invest
Las Vegas,
Nevada
| US$1.33億 | -US$368萬 | -3% | 0.19% | – | 22 | 13.64% | 1.5 |
|
| 5387 |
5387
Barnett & Company
Chattanooga,
Tennessee
| US$1.33億 | -US$239萬 | -2% | 6.07% | 77% | 92 | 23.91% | 4.1 |
|
| 5388 |
SIM
5388
Summitas Investment Management
Mckinney,
Texas
| US$1.33億 | -US$189萬 | -1% | 1.83% | – | 10 | 0% | 0.8 |
|
| 5389 |
5389
SBI Holdings USA
Santa Clara,
California
| US$1.33億 | +US$3154萬 | +31% | 31.2% | – | 1 | 0% | 0.8 |
|
| 5390 |
5390
Ruggiero Investments
West Palm Beach,
Florida
| US$1.33億 | +US$1384萬 | +12% | 4.99% | – | 101 | 22.77% | 0.5 |
|
| 5391 |
5391
Poinciana Advisors Group
Palm Beach Gardens,
Florida
| US$1.32億 | -US$227萬 | -2% | 1.01% | – | 125 | 16% | 1.2 |
|
| 5392 |
5392
RM Financial Services
Falmouth,
Maine
| US$1.32億 | -US$209萬 | -2% | 0.91% | – | 81 | 6.17% | 0.7 |
|
| 5393 |
5393
LWM Advisors
El Dorado Hills,
California
| US$1.32億 | -US$163萬 | -1% | 0.87% | – | 40 | 20% | 1.2 |
|
| 5394 |
5394
Pacific Capital Partners
London,
| US$1.32億 | +US$1691萬 | +15% | 1.98% | 61.4% | 45 | 20% | 0.4 |
|
| 5395 |
5395
Tannin Capital
Charlotte,
North Carolina
| US$1.32億 | -US$1971萬 | -13% | 1.65% | – | 182 | 21.43% | 0.6 |
|
| 5396 |
5396
E6 Portfolios
Midvale,
Utah
| US$1.32億 | +US$724萬 | +6% | 1.68% | – | 102 | 17.65% | 0.6 |
|
| 5397 |
5397
James Reed Financial Services
Cleveland,
Ohio
| US$1.32億 | +US$136萬 | +1% | 0.24% | – | 19 | 5.26% | 2.7 |
|
| 5398 |
5398
Summerhill Capital Management
Toronto,
Ontario, Canada
| US$1.32億 | +US$705萬 | +6% | 1.07% | – | 18 | 5.56% | 2 |
|
| 5399 |
5399
Kitching Partners
Conshohocken,
Pennsylvania
| US$1.32億 | +US$1587萬 | +14% | 1.16% | 45.8% | 43 | 16.28% | 1.7 |
|
| 5400 |
5400
Global Strategic Management
San Juan,
Puerto Rico
| US$1.32億 | +US$260萬 | +2% | 17.1% | – | 33 | 33.33% | 3.8 |
|