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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
5601
Worthington Financial Partners
Worthington,
Ohio
| US$1.18億 | -US$256萬 | -2% | 0.7% | – | 100 | 3% | 0.7 |
|
| 5602 |
5602
Anchor Capital Management Group
Aliso Viejo,
California
| US$1.18億 | -US$2686萬 | -19% | 0.81% | – | 16 | 25% | 1.4 |
|
| 5603 |
5603
Peck Wealth Management
White Plains,
New York
| US$1.18億 | -US$52.9萬 | -0.4% | 1.84% | – | 139 | 11.51% | 0.9 |
|
| 5604 |
5604
Tsai Capital
New York
| US$1.18億 | -US$1717萬 | -13% | 3.4% | 29.8% | 19 | 26.32% | 2.8 |
|
| 5605 |
5605
Midway Capital Research & Management
Chicago,
Illinois
| US$1.18億 | -US$772萬 | -6% | 2.88% | – | 116 | 58.62% | 0.7 |
|
| 5606 |
5606
Wheels Up Wealth
Benicia,
California
| US$1.18億 | +US$14萬 | +0.1% | 1.54% | – | 25 | 8% | 0.7 |
|
| 5607 |
WG
5607
Wealth Group
Raleigh,
North Carolina
| US$1.18億 | -US$2.83億 | -71% | 2.66% | – | 122 | 38.52% | 1.8 |
|
| 5608 |
5608
Savoir Faire Capital Management
Norwalk,
Connecticut
| US$1.18億 | -US$4301萬 | -27% | 10.3% | 0.01% | 47 | 19.15% | 1.6 |
|
| 5609 |
5609
Fortress Financial Solutions
Tucson,
Arizona
| US$1.18億 | – | – | 1% | – | 66 | – | 1.2 |
|
| 5610 |
5610
Brandywine Financial Group
Thompsons Station,
Tennessee
| US$1.18億 | +US$1.09億 | +1,305% | 0.12% | – | 71 | 74.65% | 0.2 |
|
| 5611 |
5611
TrustWell Financial Advisors
Jacksonville,
Florida
| US$1.18億 | -US$13.5萬 | -0.1% | 0.31% | – | 79 | 7.59% | 0.6 |
|
| 5612 |
5612
Turner Capital Investments
Austin,
Texas
| US$1.18億 | – | – | 0.63% | – | 6 | – | 0 |
|
| 5613 |
5613
Minot DeBlois Advisors
Boston,
Massachusetts
| US$1.18億 | +US$106萬 | +0.9% | 3.03% | – | 246 | 6.5% | 1.4 |
|
| 5614 |
5614
Larry Mathis Financial Planning
Phoenix,
Arizona
| US$1.18億 | -US$1376萬 | -10% | 0.54% | – | 157 | 30.57% | 0.6 |
|
| 5615 |
CG
5615
Curat Global
Springfield,
New Hampshire
| US$1.17億 | -US$491萬 | -4% | 3.14% | – | 260 | 5% | 1.4 |
|
| 5616 |
5616
Indie Asset Partners
Carmel,
Indiana
| US$1.17億 | +US$1282萬 | +12% | 2.72% | 115% | 104 | 25% | 2.3 |
|
| 5617 |
5617
Invested Advisors
State College,
Pennsylvania
| US$1.17億 | +US$417萬 | +4% | 1.36% | – | 169 | 14.2% | 0.7 |
|
| 5618 |
5618
ORBA Wealth Advisors
Chicago,
Illinois
| US$1.17億 | +US$18.8萬 | +0.2% | 2.58% | 70.5% | 86 | 6.98% | 1.6 |
|
| 5619 |
FCP
5619
Fosse Capital Partners
London,
United Kingdom
| US$1.17億 | -US$6485萬 | -36% | 9.45% | 61.1% | 3 | 0% | 3.9 |
|
| 5620 |
MS
5620
Monetary Solutions
Dayton,
Ohio
| US$1.17億 | +US$97.7萬 | +0.8% | 0.1% | – | 644 | 39.6% | 0.4 |
|
| 5621 |
5621
Linden Rose Investment
Sugar Land,
Texas
| US$1.17億 | -US$1172萬 | -9% | 4.1% | – | 9 | 22.22% | 0.4 |
|
| 5622 |
5622
IFC & Insurance Marketing
Auburn,
California
| US$1.17億 | +US$339萬 | +3% | 0.56% | – | 90 | 16.67% | 0.6 |
|
| 5623 |
5623
Figure 8 Investment Strategies
Boise,
Idaho
| US$1.17億 | -US$156萬 | -1% | 1.71% | – | 59 | 6.78% | 1.4 |
|
| 5624 |
5624
Red Tree Management
Redwood City,
California
| US$1.17億 | -US$3057萬 | -21% | 7% | – | 3 | 0% | 1.8 |
|
| 5625 |
5625
E&R Wealth Management
Mount Pleasant,
South Carolina
| US$1.17億 | -US$128萬 | -1% | 1.95% | – | 12 | 0% | 0.8 |
|