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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7,143檔基金(占~80%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 551 |
551
Annex Advisory Services
Brookfield,
Wisconsin
| US$61.1億 | +US$2.5億 | +4% | 0.61% | 85.8% | 397 | 15.37% | 3.5 |
|
| 552 |
552
Atlantic Union Bankshares
Glen Allen,
Virginia
| US$61.1億 | +US$1.21億 | +2% | 2.48% | 85.7% | 1,980 | 18.03% | 1.7 |
|
| 553 |
553
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| US$60.9億 | +US$9955萬 | +2% | 0.43% | 68.2% | 443 | 5.87% | 5.9 |
|
| 554 |
554
MGO One Seven
Beachwood,
Ohio
| US$60.8億 | +US$2065萬 | +0.3% | 1.73% | 98.8% | 1,668 | 14.15% | 2.7 |
|
| 555 |
555
Savvy Advisors Inc
New York
| US$60.3億 | +US$13.2億 | +28% | 1.47% | 86.1% | 1,506 | 21.45% | 1 |
|
| 556 |
556
Confluence Investment Management
St. Louis,
Missouri
| US$59.7億 | -US$4.33億 | -7% | 1.67% | 37.7% | 310 | 11.61% | 4.7 |
|
| 557 |
557
Mount Yale Investment Advisors
Denver,
Colorado
| US$59.6億 | +US$5.57億 | +10% | 1.49% | 92.1% | 1,369 | 24.11% | 1.5 |
|
| 558 |
558
Lazard Frères Gestion
Paris,
France
| US$59.5億 | +US$1.83億 | +3% | 7.15% | 97.9% | 117 | 2.56% | 2.9 |
|
| 559 |
559
J.W. Cole Advisors
Tampa,
Florida
| US$59.3億 | +US$1.08億 | +2% | 2.09% | 95.5% | 1,712 | 13.26% | 1.4 |
|
| 560 |
560
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| US$59億 | +US$6.24億 | +12% | 0.03% | 65.6% | 1,188 | 15.24% | 3.4 |
|
| 561 |
561
IFP Advisors
Tampa,
Florida
| US$58.6億 | +US$3.22億 | +6% | 1.54% | 80.6% | 5,445 | 9.75% | 3.9 |
|
| 562 |
562
Barings
Charlotte,
North Carolina
| US$58.4億 | +US$2.04億 | +4% | 0.62% | 61.5% | 205 | 20% | 3.6 |
|
| 563 |
MA
563
Mutual Advisors
Omaha,
Nebraska
| US$58.2億 | +US$5.07億 | +10% | 0.79% | 74.8% | 1,517 | 14.7% | 3.6 |
|
| 564 |
564
Badgley Phelps Wealth Managers
Seattle,
Washington
| US$58億 | +US$9326萬 | +2% | 3.08% | 100% | 356 | 9.83% | 3.1 |
|
| 565 |
565
HUB Investment Partners
Austin,
Texas
| US$58億 | +US$2.33億 | +4% | 3.85% | 109% | 1,738 | 27.22% | 1.1 |
|
| 566 |
566
Choate Investment Advisors
Boston,
Massachusetts
| US$58億 | +US$1.06億 | +2% | 2.6% | 80.5% | 485 | 6.39% | 5.1 |
|
| 567 |
567
Douglass Winthrop Advisors
New York
| US$57.9億 | -US$940萬 | -0.2% | 2.57% | 73.2% | 319 | 8.15% | 6.1 |
|
| 568 |
568
Country Trust Bank
Bloomington,
Illinois
| US$57.8億 | +US$6712萬 | +1% | 2.18% | 85.8% | 739 | 23.55% | 3.2 |
|
| 569 |
569
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| US$57.7億 | -US$6.85億 | -11% | 5.39% | 101% | 91 | 18.68% | 3.4 |
|
| 570 |
570
Lingotto Investment Management
London,
United Kingdom
| US$57.4億 | +US$10.8億 | +23% | 10.8% | 362% | 41 | 26.83% | 2.3 |
|
| 571 |
571
South Dakota Investment Council
Sioux Falls,
South Dakota
| US$57.3億 | -US$1.04億 | -2% | 1.56% | 83% | 644 | 8.07% | 5.6 |
|
| 572 |
572
Generali Asset Management
Trieste,
Italy
| US$57.3億 | +US$2.02億 | +4% | 4.65% | – | 540 | 9.26% | 1.5 |
|
| 573 |
573
Brighton Jones LLC
Seattle,
Washington
| US$57.3億 | +US$3.48億 | +6% | 5.16% | 114% | 1,551 | 18.7% | 0.7 |
|
| 574 |
574
Wedge Capital Management
Charlotte,
North Carolina
| US$57.2億 | -US$3.38億 | -6% | 3.09% | 150% | 519 | 14.26% | 3.8 |
|
| 575 |
575
Folketrygdfondet
Oslo Norway,
Norway
| US$57.1億 | +US$10.8億 | +23% | 22.9% | 43.6% | 13 | 23.08% | 5 |
|