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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5876 |
AC
5876
ASB Consultores
Aventura,
Florida
| US$8190萬 | +US$1579萬 | +24% | 0.82% | 91% | 50 | 20% | 1.2 |
|
| 5877 |
5877
Nordflint Capital Partners Fondsmaeglerselskab
Copenhagen O,
Denmark
| US$8120萬 | -US$1.06億 | -57% | 27% | – | 1 | 0% | 1.8 |
|
| 5878 |
5878
LDR Capital Management
New York
| US$8098萬 | -US$569萬 | -7% | 6.1% | 28.4% | 49 | 18.37% | 1.3 |
|
| 5879 |
5879
Charis Legacy Partners
Bryan,
Texas
| US$8091萬 | -US$42萬 | -0.5% | 2.02% | – | 29 | 3.45% | 1.4 |
|
| 5880 |
5880
Regents Gate Capital
London,
United Kingdom
| US$8024萬 | +US$509萬 | +7% | 5.23% | – | 49 | 55.1% | 0.3 |
|
| 5881 |
5881
PMV Capital Advisers
Dallas,
Texas
| US$7997萬 | +US$1340萬 | +20% | 3.13% | – | 69 | 17.39% | 1.3 |
|
| 5882 |
5882
Myriad Asset Management US
West Palm Beach,
Florida
| US$7987萬 | +US$747萬 | +10% | 4.69% | – | 78 | 51.28% | 0.4 |
|
| 5883 |
5883
Trium Capital
London,
United Kingdom
| US$7945萬 | -US$8313萬 | -51% | 8.97% | 215% | 73 | 54.79% | 0.7 |
|
| 5884 |
WTCUG
5884
WD Thunder CV Ultimate GP
Houston,
Texas
| US$7933萬 | -US$1420萬 | -15% | 15.2% | – | 1 | 0% | 0.8 |
|
| 5885 |
5885
Pursuit Wealth Strategies
Raleigh,
North Carolina
| US$7933萬 | +US$243萬 | +3% | 2.15% | – | 124 | 12.9% | 0.6 |
|
| 5886 |
5886
Virginia Estate & Retirement Planning Advisors
Glen Allen,
Virginia
| US$7908萬 | -US$397萬 | -5% | 2.18% | – | 262 | 42.75% | 0.3 |
|
| 5887 |
5887
Avory & Company
Miami,
Florida
| US$7891萬 | -US$112萬 | -1% | 5.29% | 74.9% | 34 | 5.88% | 2.3 |
|
| 5888 |
5888
New Paradigm Capital Management
Great Falls,
Virginia
| US$7883萬 | +US$3204萬 | +68% | 1.23% | – | 32 | 71.88% | 0.2 |
|
| 5889 |
5889
Mayar Capital
London,
United Kingdom
| US$7876萬 | -US$1038萬 | -12% | 4.4% | 16% | 17 | 11.76% | 3.2 |
|
| 5890 |
5890
Alken Asset Management
London,
United Kingdom
| US$7849萬 | -US$1109萬 | -12% | 1.61% | 2.19% | 31 | 3.23% | 0.9 |
|
| 5891 |
5891
Norwood Investment Partners
Mill Valley,
California
| US$7734萬 | +US$493萬 | +7% | 5.1% | 24.4% | 17 | 29.41% | 1.4 |
|
| 5892 |
JAWA
5892
John A. Wolfe & Associates
Portage,
Michigan
| US$7733萬 | +US$473萬 | +7% | 1.23% | – | 47 | 10.64% | 0.6 |
|
| 5893 |
5893
Stapp Wealth Management
Olympia,
Washington
| US$7723萬 | +US$70.6萬 | +0.9% | 1.88% | 54.4% | 34 | 14.71% | 1.7 |
|
| 5894 |
OR
5894
Olympiad Research
Stamford,
Connecticut
| US$7703萬 | +US$2898萬 | +60% | 3.3% | 187% | 335 | 82.69% | 0.1 |
|
| 5895 |
5895
Wellington Shields & Co
New York
| US$7597萬 | -US$3.7億 | -83% | 2.19% | 127% | 333 | 87.69% | 4.8 |
|
| 5896 |
5896
Wellington Shields Capital Management
New York
| US$7597萬 | -US$7.12億 | -90% | 2.19% | 157% | 337 | 87.54% | 6.3 |
|
| 5897 |
CMANY
5897
Capital Management Associates (New York)
New York
| US$7597萬 | -US$175萬 | -2% | 2.19% | 215% | 50 | 22% | 3.1 |
|
| 5898 |
5898
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| US$7591萬 | +US$628萬 | +9% | 5.59% | 2.88% | 5 | 40% | 3.9 |
|
| 5899 |
5899
Triad Investment Management
Newport Beach,
California
| US$7544萬 | -US$1525萬 | -17% | 1.69% | – | 37 | 21.62% | 3.5 |
|
| 5900 |
5900
Optimas Capital
Central,
Hong Kong
| US$7525萬 | -US$2165萬 | -22% | 3.5% | 358% | 27 | 81.48% | 0.1 |
|