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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5576 |
SA
5576
Stonebridge Advisors
Wilton,
Connecticut
| US$1.21億 | +US$3767萬 | +45% | 6.88% | 0.03% | 4 | 25% | 1.5 |
|
| 5577 |
5577
Twin Cities Retirement Group
Plymouth,
Minnesota
| US$1.21億 | +US$370萬 | +3% | 1.77% | – | 27 | 18.52% | 0.6 |
|
| 5578 |
5578
Blom & Howell Financial Planning
Modesto,
California
| US$1.2億 | +US$17.1萬 | +0.1% | 0.79% | – | 71 | 15.49% | 0.7 |
|
| 5579 |
5579
Red Mountain Financial
Fort Collins,
Colorado
| US$1.2億 | +US$68.4萬 | +0.6% | 0.54% | – | 85 | 8.24% | 2 |
|
| 5580 |
5580
Finhabits Advisors
New York
| US$1.2億 | +US$91.7萬 | +0.8% | 1.88% | – | 15 | 0% | 0.8 |
|
| 5581 |
GC
5581
Gruss & Co
West Palm Beach,
Florida
| US$1.2億 | +US$7903萬 | +194% | 6.57% | 173% | 43 | 23.26% | 2.1 |
|
| 5582 |
5582
BankChampaign National Association
Champaign,
Illinois
| US$1.2億 | -US$1048萬 | -8% | 0.38% | – | 227 | 22.91% | 0.5 |
|
| 5583 |
5583
HighRoad Wealth Advisors
Coos Bay,
Oregon
| US$1.2億 | +US$106萬 | +0.9% | 0.17% | – | 46 | 32.61% | 0.6 |
|
| 5584 |
5584
Cooke Wealth Management
Irvine,
California
| US$1.2億 | -US$250萬 | -2% | 1.43% | – | 40 | 7.5% | 0.7 |
|
| 5585 |
5585
Morangie Management
Vero Beach,
Florida
| US$1.19億 | -US$102萬 | -0.8% | 4.11% | – | 37 | 10.81% | 1.4 |
|
| 5586 |
5586
Bedminster
Bluffton,
South Carolina
| US$1.19億 | +US$227萬 | +2% | 0.55% | – | 52 | 5.77% | 0.7 |
|
| 5587 |
5587
River's Edge Wealth Management
Beaver,
Pennsylvania
| US$1.19億 | +US$561萬 | +5% | 1.83% | – | 50 | 14% | 0.7 |
|
| 5588 |
5588
Clio Asset Management
Charlottesville,
Virginia
| US$1.19億 | -US$675萬 | -5% | 4.87% | 60.6% | 16 | 12.5% | 1.8 |
|
| 5589 |
5589
CDM Financial Counseling Services
Norwich,
Connecticut
| US$1.19億 | +US$289萬 | +2% | 1.98% | – | 77 | 0% | 0.7 |
|
| 5590 |
D
5590
Drystone
Ivy,
Virginia
| US$1.19億 | -US$268萬 | -2% | 1.77% | – | 18 | 0% | 4.2 |
|
| 5591 |
5591
Wisconsin Wealth Advisors
Sun Prairie,
Wisconsin
| US$1.19億 | +US$223萬 | +2% | 3.02% | – | 92 | 10.87% | 1.4 |
|
| 5592 |
5592
Prospect Financial Group
Arlington,
Virginia
| US$1.19億 | -US$523萬 | -4% | 0.64% | – | 74 | 21.62% | 1.5 |
|
| 5593 |
5593
Fund Advisors of America Inc
Orland,
Florida
| US$1.19億 | +US$866萬 | +8% | 3.05% | – | 141 | 19.86% | 0.6 |
|
| 5594 |
5594
Bretton Capital Management
San Francisco,
California
| US$1.19億 | -US$652萬 | -5% | 0.03% | – | 22 | 18.18% | 1.8 |
|
| 5595 |
5595
Western Pacific Wealth Management
Lake Forest,
Illinois
| US$1.19億 | +US$813萬 | +7% | 5.85% | 91.4% | 186 | 5.91% | 3 |
|
| 5596 |
5596
Belleair Asset Management
Belleair Bluffs,
Florida
| US$1.19億 | -US$12.4萬 | -0.1% | 0.74% | – | 87 | 10.34% | 0.7 |
|
| 5597 |
5597
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
| US$1.19億 | -US$635萬 | -5% | 0.74% | – | 412 | 23.3% | 1 |
|
| 5598 |
JMNC
5598
J. Mark Nickell & Co
Brentwood,
Tennessee
| US$1.19億 | -US$676萬 | -5% | 0.43% | – | 36 | 36.11% | 0.6 |
|
| 5599 |
5599
Provident Company of the Employees of the Hebrew University
Jerusalem,
Israel
| US$1.18億 | -US$1238萬 | -9% | 0.12% | – | 37 | 8.11% | 1.1 |
|
| 5600 |
5600
OakTrust Wealth Advisors
Wilton,
Connecticut
| US$1.18億 | +US$232萬 | +2% | 0.24% | – | 74 | 13.51% | 0.6 |
|