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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5851 |
AIS
5851
Altium Investment Strategies
Wesley Chapel,
Florida
| US$8742萬 | +US$1798萬 | +26% | 3.06% | – | 26 | 26.92% | 0.3 |
|
| 5852 |
5852
Vermillion Wealth Management
Rosemount,
Minnesota
| US$8738萬 | -US$3.39億 | -80% | 0.77% | – | 1,604 | 64.84% | 0.7 |
|
| 5853 |
5853
Courant Investment Management
Franklin,
Tennessee
| US$8724萬 | -US$1579萬 | -15% | 0.14% | 35.2% | 7 | 0% | 4.6 |
|
| 5854 |
5854
Elite Life Management
Sarasota,
Florida
| US$8675萬 | +US$133萬 | +2% | 2.28% | 91.6% | 64 | 15.63% | 1.5 |
|
| 5855 |
5855
Pictet Bank & Trust
Nassau,
Bahamas
| US$8546萬 | -US$781萬 | -8% | 5.72% | 82.7% | 42 | 28.57% | 4.5 |
|
| 5856 |
OWM
5856
Omnitrust Wealth Management
Jacksonville,
Florida
| US$8542萬 | – | – | 1.66% | – | 64 | – | 0.9 |
|
| 5857 |
5857
Broyhill Asset Management
Charlotte,
North Carolina
| US$8522萬 | -US$2724萬 | -24% | 2.53% | – | 77 | 25.97% | 1.4 |
|
| 5858 |
5858
Teachers Insurance & Annuity Association of America
New York
| US$8517萬 | -US$545萬 | -6% | 3.25% | – | 83 | 14.46% | 1.7 |
|
| 5859 |
YIM
5859
Yoffe Investment Management
Lemoyne,
Pennsylvania
| US$8489萬 | -US$247萬 | -3% | 1.6% | – | 116 | 4.31% | 1.6 |
|
| 5860 |
5860
Divco West Real Estate Services
San Francisco,
California
| US$8461萬 | -US$943萬 | -10% | 9.93% | 2.32% | 4 | 0% | 3.8 |
|
| 5861 |
ACM
5861
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| US$8427萬 | -US$1.5億 | -64% | 20.2% | 2,106% | 25 | 96% | 0 |
|
| 5862 |
5862
WMS Group
Folsom,
Louisiana
| US$8425萬 | +US$671萬 | +9% | 1.97% | – | 61 | 8.2% | 0.6 |
|
| 5863 |
5863
Fiscal Wisdom Wealth Management
Canton,
Connecticut
| US$8407萬 | -US$3384萬 | -29% | 1.66% | – | 118 | 23.73% | 0.7 |
|
| 5864 |
5864
Centennial Advisors
Austin,
Texas
| US$8369萬 | -US$13.9萬 | -0.2% | 0.45% | – | 89 | 30.34% | 0.5 |
|
| 5865 |
5865
FinDec Wealth Services
Stockton,
California
| US$8355萬 | -US$110萬 | -1% | 0.19% | 52.7% | 33 | 12.12% | 3.1 |
|
| 5866 |
HCVG
5866
H Capital V GP
Grand Cayman,
Cayman Islands
| US$8338萬 | +US$1148萬 | +16% | 16% | – | 1 | 0% | 4.8 |
|
| 5867 |
BCM
5867
Beaumont Capital Management
Boston,
Massachusetts
| US$8335萬 | -US$304萬 | -4% | 0.02% | 49.6% | 45 | 48.89% | 1.1 |
|
| 5868 |
5868
Solutions 4 Wealth
Southlake,
Texas
| US$8325萬 | +US$578萬 | +7% | 0.03% | 54.9% | 63 | 14.29% | 1.9 |
|
| 5869 |
5869
Financially Speaking
Greenwood Village,
Colorado
| US$8323萬 | +US$6264萬 | +304% | 3.24% | – | 130 | 30% | 1 |
|
| 5870 |
5870
Pensionfund Sabic
Sittard,
Netherlands
| US$8290萬 | -US$1061萬 | -11% | 6.97% | 63.6% | 76 | 3.95% | 7.9 |
|
| 5871 |
5871
AlpInvest Partners
Amsterdam,
Netherlands
| US$8275萬 | +US$2283萬 | +38% | 10.8% | 178% | 18 | 27.78% | 1.4 |
|
| 5872 |
5872
Security Benefit Life Insurance Company
Topeka,
Kansas
| US$8233萬 | -US$9919萬 | -55% | 9.91% | 61.7% | 22 | 18.18% | 3.2 |
|
| 5873 |
5873
H&F Corporate Investors VIII
San Francisco,
California
| US$8231萬 | -US$5031萬 | -38% | 37.9% | 48.3% | 1 | 0% | 5.8 |
|
| 5874 |
WPA
5874
WIT Partners Advisory
Singapore
| US$8227萬 | -US$1.31億 | -61% | 2.64% | 22.7% | 16 | 62.5% | 1.2 |
|
| 5875 |
5875
ProCore Advisors
Newport Beach,
California
| US$8215萬 | +US$144萬 | +2% | 1.47% | – | 99 | 23.23% | 0.6 |
|