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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5801 |
ACIM
5801
Ask Capital Investment Managers
Amarillo,
Texas
| US$9708萬 | – | – | 5.39% | – | 28 | – | 0 |
|
| 5802 |
5802
Independent Order of Foresters
Toronto,
Ontario, Canada
| US$9699萬 | -US$569萬 | -6% | 1.17% | 75.1% | 2 | 0% | 6.5 |
|
| 5803 |
5803
Florin Court Capital
London,
United Kingdom
| US$9695萬 | +US$3575萬 | +58% | 9.36% | 129% | 29 | 37.93% | 1.5 |
|
| 5804 |
5804
University of Cambridge Investment Management
Cambridge,
| US$9640萬 | +US$250萬 | +3% | 2.66% | – | 1 | 0% | 0.8 |
|
| 5805 |
5805
Turner Financial Group
Pace,
Florida
| US$9639萬 | -US$415萬 | -4% | 2.38% | – | 125 | 30.4% | 0.2 |
|
| 5806 |
5806
DB&C Advisors
Holland,
Michigan
| US$9627萬 | +US$392萬 | +4% | 5.12% | – | 79 | 7.59% | 0.7 |
|
| 5807 |
5807
Closed-End Fund Advisors
Richmond,
Virginia
| US$9624萬 | -US$614萬 | -6% | 5.11% | – | 175 | 10.86% | 0.7 |
|
| 5808 |
FF
5808
Formulate Financial
Boca Raton,
Florida
| US$9619萬 | +US$118萬 | +1% | 2.81% | – | 29 | 20.69% | 0.8 |
|
| 5809 |
5809
IDG China Capital Fund GP III Associates
Central Hong Kong,
China
| US$9574萬 | +US$2226萬 | +30% | 31.1% | – | 2 | 0% | 0.8 |
|
| 5810 |
5810
Holland Advisory Services
Ormond Beach,
Florida
| US$9561萬 | +US$507萬 | +6% | 0.6% | 63% | 51 | 5.88% | 3.1 |
|
| 5811 |
5811
Delphi Management
Brookline,
Massachusetts
| US$9546萬 | -US$682萬 | -7% | 2.03% | 107% | 85 | 8.24% | 3.8 |
|
| 5812 |
5812
Meadowbrook Wealth Management
Garden City,
New York
| US$9543萬 | +US$257萬 | +3% | 6.7% | – | 91 | 31.87% | 0.7 |
|
| 5813 |
5813
York GP
Grand Cayman,
Cayman Islands
| US$9516萬 | -US$3119萬 | -25% | 24.2% | – | 3 | 0% | 1.7 |
|
| 5814 |
5814
Significant Wealth Partners
Cary,
Illinois
| US$9462萬 | +US$226萬 | +2% | 1.1% | 21.7% | 125 | 10.4% | 1.2 |
|
| 5815 |
5815
SummitPoint Capital Management
Littleton,
Colorado
| US$9450萬 | +US$175萬 | +2% | 0.83% | – | 40 | 5% | 0.5 |
|
| 5816 |
5816
WealthSpring Partners
Long Beach,
California
| US$9442萬 | -US$2195萬 | -19% | 0.94% | – | 82 | 23.17% | 2.6 |
|
| 5817 |
5817
Peak XV Partners Operations
Trianon,
Mauritius
| US$9438萬 | -US$8193萬 | -46% | 46.5% | 32.4% | 1 | 0% | 0.3 |
|
| 5818 |
5818
OneAscent Investment Solutions
Birmingham,
Alabama
| US$9397萬 | -US$1164萬 | -11% | 0.31% | – | 158 | 24.68% | 0.9 |
|
| 5819 |
5819
Measured Risk Portfolios
San Diego,
California
| US$9378萬 | -US$1863萬 | -17% | 0.02% | – | 66 | 7.58% | 1.5 |
|
| 5820 |
5820
Deuterium Capital Management
Clearwater,
Florida
| US$9333萬 | +US$93.7萬 | +1% | 10.3% | 262% | 25 | 4% | 2 |
|
| 5821 |
RL
5821
RPO LLC
Stamford,
Connecticut
| US$9322萬 | +US$6284萬 | +207% | 8.84% | 87.3% | 35 | 37.14% | 0.8 |
|
| 5822 |
5822
Steel Partners Holdings
New York
| US$9304萬 | +US$1504萬 | +19% | 11.6% | – | 12 | 25% | 0.8 |
|
| 5823 |
5823
Aozora Bank
Tokyo,
Japan
| US$9298萬 | -US$1.06億 | -53% | 6.32% | 2.32% | 1 | 0% | 4 |
|
| 5824 |
5824
FSR Wealth Management
Elmhurst,
Illinois
| US$9294萬 | +US$519萬 | +6% | 2.92% | – | 42 | 19.05% | 0.8 |
|
| 5825 |
5825
Capitol Family Office
Beaverton,
Oregon
| US$9290萬 | -US$179萬 | -2% | 1.9% | 72% | 47 | 23.4% | 2.2 |
|