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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5526 |
WW
5526
Wavvest Wealth
Chicago,
Illinois
| US$1.24億 | – | – | 0.52% | – | 97 | – | 0 |
|
| 5527 |
5527
Miller Global Investments
Dallas,
Texas
| US$1.24億 | +US$328萬 | +3% | 3.44% | – | 338 | 15.98% | 0.6 |
|
| 5528 |
DAM
5528
Directional Asset Management
Arlington Heights,
Illinois
| US$1.24億 | +US$566萬 | +5% | 1.16% | – | 105 | 24.76% | 0.6 |
|
| 5529 |
5529
Artesa Financial Group
Conroe,
Texas
| US$1.24億 | +US$688萬 | +6% | 0.84% | – | 69 | 17.39% | 0.6 |
|
| 5530 |
PIS
5530
POM Investment Strategies
Raleigh,
North Carolina
| US$1.24億 | +US$3564萬 | +40% | 1.58% | 67.9% | 425 | 22.82% | 0.9 |
|
| 5531 |
5531
Vines Capital Management
Monroe,
Louisiana
| US$1.24億 | +US$191萬 | +2% | 4.16% | – | 93 | 11.83% | 0.6 |
|
| 5532 |
5532
Curtis Wealth Management
Henderson,
Nevada
| US$1.24億 | +US$580萬 | +5% | 0.08% | – | 65 | 24.62% | 0.6 |
|
| 5533 |
5533
Waycross Investment Management
Bellingham,
Washington
| US$1.24億 | -US$755萬 | -6% | 0.31% | 49.6% | 61 | 8.2% | 1.9 |
|
| 5534 |
5534
Auctus Advisors
Charlotte,
North Carolina
| US$1.24億 | +US$479萬 | +4% | 4.96% | – | 34 | 11.76% | 0.7 |
|
| 5535 |
5535
Accuvest Global Advisors
Provo,
Utah
| US$1.24億 | +US$730萬 | +6% | 13% | 163% | 91 | 45.05% | 1.3 |
|
| 5536 |
5536
Milestones Private Investment Advisors
Fairport,
New York
| US$1.23億 | -US$223萬 | -2% | 0.06% | – | 78 | 7.69% | 1.2 |
|
| 5537 |
5537
Risk Paradigm Group
Austin,
Texas
| US$1.23億 | -US$418萬 | -3% | 3.37% | – | 59 | 5.08% | 4.5 |
|
| 5538 |
5538
Stephen J. Garry & Associates
Garden City,
New York
| US$1.23億 | -US$1388萬 | -10% | 0.12% | 67.2% | 56 | 12.5% | 2.1 |
|
| 5539 |
5539
Wolfstich Capital
Medfield,
Massachusetts
| US$1.23億 | -US$632萬 | -5% | 1.99% | – | 24 | 33.33% | 0.8 |
|
| 5540 |
5540
Shuttleworth & Co
Powell,
Ohio
| US$1.23億 | -US$208萬 | -2% | 1.16% | – | 51 | 1.96% | 1 |
|
| 5541 |
5541
Financial Management Inc
Little Rock,
Arkansas
| US$1.23億 | +US$93.7萬 | +0.8% | 1.9% | – | 53 | 24.53% | 0.6 |
|
| 5542 |
5542
Explore Capital Management
Wilmington,
Delaware
| US$1.23億 | +US$887萬 | +8% | 6.05% | – | 12 | 8.33% | 0.9 |
|
| 5543 |
5543
Smith Asset Management
Chiefland,
Florida
| US$1.23億 | -US$438萬 | -3% | 3.63% | – | 75 | 9.33% | 1.5 |
|
| 5544 |
5544
TandemGrowth Financial Advisors
Alpharetta,
Georgia
| US$1.23億 | +US$21.1萬 | +0.2% | 1.26% | – | 28 | 10.71% | 0.7 |
|
| 5545 |
PC
5545
Payne Capital
Lake Oswego,
Oregon
| US$1.23億 | +US$254萬 | +2% | 2.39% | – | 60 | 10% | 0.8 |
|
| 5546 |
5546
Torrey-Payne Wealth Management
Pasadena,
California
| US$1.23億 | +US$92.2萬 | +0.8% | 0.01% | – | 41 | 7.32% | 0.7 |
|
| 5547 |
5547
Gallacher Capital Management
Lone Tree,
Colorado
| US$1.22億 | -US$5598萬 | -31% | 3.26% | 82.8% | 298 | 43.62% | 2.1 |
|
| 5548 |
5548
Conquis Financial
Milbrae,
California
| US$1.22億 | -US$191萬 | -2% | 0.42% | – | 105 | 50.48% | 0.8 |
|
| 5549 |
5549
Hanseatic Management Services
Albuquerque,
New Mexico
| US$1.22億 | -US$1387萬 | -10% | 1.73% | – | 113 | 46.02% | 0.8 |
|
| 5550 |
5550
Hicks Capital Management
Columbus,
Ohio
| US$1.22億 | US$0 | 0% | 0.94% | – | 39 | 0% | 1 |
|