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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5426 |
5426
Virtus Family Office
El Paso,
Texas
| US$1.31億 | +US$439萬 | +3% | 4.63% | 60.9% | 63 | 3.17% | 1.5 |
|
| 5427 |
5427
First Financial Group
Raleigh,
North Carolina
| US$1.31億 | -US$748萬 | -5% | 3.13% | – | 92 | 18.48% | 1.3 |
|
| 5428 |
5428
Haven Capital Group
Westlake Village,
California
| US$1.31億 | +US$631萬 | +5% | 4.34% | – | 41 | 14.63% | 1.3 |
|
| 5429 |
5429
Index Technologies Group
New York
| US$1.31億 | +US$574萬 | +5% | 0.63% | – | 339 | 30.68% | 0.4 |
|
| 5430 |
5430
City Center Advisors LLC
Troy,
Michigan
| US$1.31億 | +US$728萬 | +6% | 1.43% | – | 208 | 29.33% | 1.2 |
|
| 5431 |
5431
Kennon-Green & Company
New Albany,
Ohio
| US$1.31億 | +US$228萬 | +2% | 4.84% | 58.4% | 43 | 6.98% | 3 |
|
| 5432 |
5432
JHP Wealth Management
Centennial,
Colorado
| US$1.3億 | +US$840萬 | +7% | 0% | – | 43 | 18.6% | 0.6 |
|
| 5433 |
5433
Roxbury Financial
Mount Arlington,
New Jersey
| US$1.3億 | +US$389萬 | +3% | 3.84% | – | 446 | 12.78% | 1.3 |
|
| 5434 |
5434
Paller Financial Services
Centennial,
Colorado
| US$1.3億 | -US$346萬 | -3% | 4.51% | – | 47 | 10.64% | 0.6 |
|
| 5435 |
5435
Troutman Wealth Management
Malvern,
Pennsylvania
| US$1.3億 | +US$30.8萬 | +0.2% | 1.83% | – | 38 | 0% | 0.7 |
|
| 5436 |
5436
Benchmark Financial
Wilmington,
Delaware
| US$1.3億 | +US$748萬 | +6% | 1.25% | – | 61 | 13.11% | 0.6 |
|
| 5437 |
5437
Greenline Wealth Management
Boca Raton,
Florida
| US$1.3億 | +US$846萬 | +7% | 0.2% | – | 158 | 29.75% | 0.5 |
|
| 5438 |
5438
Farley Capital
New York
| US$1.3億 | +US$272萬 | +2% | 9.31% | 116% | 16 | 18.75% | 6.7 |
|
| 5439 |
5439
Walsh & Associates
Sarasota,
Florida
| US$1.3億 | +US$769萬 | +6% | 0.73% | – | 265 | 9.06% | 0.7 |
|
| 5440 |
5440
Freestate Advisors
Overland Park,
Kansas
| US$1.3億 | -US$388萬 | -3% | 0.97% | – | 43 | 2.33% | 1.9 |
|
| 5441 |
5441
Hudson Oak Wealth Advisory
Hoboken,
New Jersey
| US$1.3億 | +US$33.5萬 | +0.3% | 0.1% | – | 55 | 7.27% | 0.7 |
|
| 5442 |
5442
O'Domhnaill Enterprises
Cody,
Wyoming
| US$1.3億 | +US$472萬 | +4% | 3.09% | – | 67 | 16.42% | 0.6 |
|
| 5443 |
5443
Aldebaran Financial
| US$1.3億 | +US$666萬 | +5% | 5.88% | 115% | 90 | 12.22% | 5.7 |
|
| 5444 |
5444
Grand Central Investment Group
Tampa,
Florida
| US$1.3億 | +US$1020萬 | +9% | 6.48% | – | 43 | 9.3% | 3.3 |
|
| 5445 |
5445
M Wealth Management LLC
San Diego,
California
| US$1.3億 | +US$238萬 | +2% | 0.76% | – | 61 | 6.56% | 1.3 |
|
| 5446 |
5446
Ramiah Investment Group
Brookfield,
Wisconsin
| US$1.3億 | -US$132萬 | -1% | 0.38% | 62.2% | 91 | 29.67% | 2.3 |
|
| 5447 |
5447
EDMP Inc
Lutz,
Florida
| US$1.3億 | +US$531萬 | +4% | 1.73% | 78% | 75 | 8% | 4.3 |
|
| 5448 |
5448
KW Wealth Management
Sacramento,
California
| US$1.3億 | – | – | 4.06% | – | 79 | – | 0.9 |
|
| 5449 |
5449
Tandem Investment Partners
Bordentown,
New Jersey
| US$1.29億 | -US$33.7萬 | -0.3% | 1.56% | – | 77 | 2.6% | 1.5 |
|
| 5450 |
5450
Ativo Capital Management
Chicago,
Illinois
| US$1.29億 | -US$121萬 | -0.9% | 0.18% | 63.2% | 61 | 18.03% | 2.1 |
|