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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5626 |
5626
One River Asset Management
Stamford,
Connecticut
| US$1.17億 | -US$1.93億 | -62% | 2.18% | 27% | 269 | 40.52% | 0.8 |
|
| 5627 |
5627
OFC Financial Planning
Short Hills,
New Jersey
| US$1.16億 | +US$382萬 | +3% | 4.6% | – | 57 | 5.26% | 1.6 |
|
| 5628 |
5628
WealthCare Asset Management
Springfield,
Missouri
| US$1.16億 | -US$1.24億 | -52% | 5.79% | – | 90 | 47.78% | 0.4 |
|
| 5629 |
FCM
5629
Fell Capital Management
Newport Beach,
California
| US$1.16億 | -US$239萬 | -2% | 0.74% | – | 99 | 8.08% | 0.7 |
|
| 5630 |
5630
Shepherd Street Advisors
Larkspur,
California
| US$1.16億 | +US$232萬 | +2% | 3.1% | – | 88 | 5.68% | 0.7 |
|
| 5631 |
5631
truNorth Financial Services
Chambersburg,
Pennsylvania
| US$1.16億 | +US$455萬 | +4% | 1.21% | – | 63 | 11.11% | 0.6 |
|
| 5632 |
5632
Catherine Avery Investment Management
Longboat Key,
Florida
| US$1.16億 | -US$1.13億 | -49% | 4.72% | – | 174 | 5.75% | 1.1 |
|
| 5633 |
5633
Retireful LLC
Haslett,
Michigan
| US$1.16億 | +US$864萬 | +8% | 13.2% | 437% | 125 | 66.4% | 0.4 |
|
| 5634 |
5634
Cannae Holdings
Las Vegas,
Nevada
| US$1.16億 | -US$1760萬 | -13% | 13.1% | 88.5% | 2 | 0% | 2.6 |
|
| 5635 |
ACA
5635
Alpha Capital Advisors
Bangor,
Maine
| US$1.16億 | +US$1.99萬 | +0% | 0.65% | – | 34 | 0% | 0.7 |
|
| 5636 |
PCC
5636
Park Circle Company
Baltimore,
Maryland
| US$1.16億 | -US$134萬 | -1% | 1.12% | 75.7% | 54 | 3.7% | 5.4 |
|
| 5637 |
5637
MLP3 LLC
Linwood,
New Jersey
| US$1.16億 | +US$1306萬 | +13% | 0.05% | – | 110 | 18.18% | 0.6 |
|
| 5638 |
5638
Advisory Advocates
Grand Rapids,
Michigan
| US$1.16億 | -US$83.7萬 | -0.7% | 0.32% | – | 200 | 13% | 0.6 |
|
| 5639 |
RBDF
5639
Robert B. Daugherty Foundation
Omaha,
Nebraska
| US$1.16億 | -US$2866萬 | -20% | 19.8% | – | 1 | 0% | 0.8 |
|
| 5640 |
5640
Generations Wealth LLC
Mason,
Ohio
| US$1.16億 | +US$1037萬 | +10% | 0.01% | – | 44 | 25% | 0.5 |
|
| 5641 |
5641
Strategic Equity Management
Tucson,
Arizona
| US$1.16億 | -US$1.82億 | -61% | 0.87% | 74.9% | 67 | 46.27% | 2.4 |
|
| 5642 |
5642
Arrow Investment Advisors
Laurel,
Maryland
| US$1.16億 | +US$1216萬 | +12% | 1.06% | 38.1% | 84 | 17.86% | 0.9 |
|
| 5643 |
5643
21 West Wealth Management
Tustin,
California
| US$1.15億 | -US$183萬 | -2% | 1.26% | – | 70 | 15.71% | 1.1 |
|
| 5644 |
5644
Aubrey Capital Management
Edinburgh,
United Kingdom
| US$1.15億 | -US$4444萬 | -28% | 11.4% | 319% | 56 | 62.5% | 0.6 |
|
| 5645 |
5645
J. Team Financial
Abilene,
Texas
| US$1.15億 | +US$1217萬 | +12% | 2.85% | – | 114 | 25.44% | 0.7 |
|
| 5646 |
5646
Ebert Capital Management
Eureka,
California
| US$1.15億 | +US$855萬 | +8% | 5.86% | – | 30 | 10% | 0.6 |
|
| 5647 |
5647
Helium Advisors
Everett,
Washington
| US$1.15億 | -US$534萬 | -4% | 3.21% | – | 110 | 10% | 1.3 |
|
| 5648 |
5648
Value Investment Professionals
New York
| US$1.15億 | -US$399萬 | -3% | 0.48% | – | 107 | 14.95% | 0.4 |
|
| 5649 |
5649
Gainline Financial Partners
Louisville,
Colorado
| US$1.15億 | +US$771萬 | +7% | 0.34% | – | 60 | 16.67% | 0.2 |
|
| 5650 |
5650
Members Capital Advisors Inc
Madison,
Wisconsin
| US$1.15億 | -US$165萬 | -1% | 0.54% | – | 7 | 0% | 2.5 |
|