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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5926 |
AP
5926
Arlington Partners
Birmingham,
Alabama
| US$6539萬 | +US$1002萬 | +18% | 1.31% | 46.4% | 64 | 95.31% | 1.3 |
|
| 5927 |
5927
Sullivan Wood Capital Management
Washington,
District of Columbia
| US$6523萬 | -US$780萬 | -11% | 9.12% | – | 24 | 16.67% | 1 |
|
| 5928 |
5928
Fidelis Wealth Advisors
Castle Rock,
Colorado
| US$6477萬 | -US$200萬 | -3% | 1.71% | – | 29 | 34.48% | 0.4 |
|
| 5929 |
5929
Clear Investment Research
Alpharetta,
Georgia
| US$6475萬 | +US$51.3萬 | +0.8% | 0.93% | 53.7% | 61 | 6.56% | 5.9 |
|
| 5930 |
5930
Breachway Investments
Charlestown,
Rhode Island
| US$6471萬 | -US$170萬 | -3% | 0.07% | – | 77 | 12.99% | 0.7 |
|
| 5931 |
5931
Northwestern University
Evanston,
Illinois
| US$6448萬 | +US$115萬 | +2% | 0.34% | 28.2% | 5 | 20% | 2.9 |
|
| 5932 |
5932
Mercato Management Legacy
Cottonwood Heights,
Utah
| US$6273萬 | +US$598萬 | +11% | 10.5% | – | 1 | 0% | 0.5 |
|
| 5933 |
5933
Stone Ridge Holdings Group
New York
| US$6119萬 | +US$4257萬 | +229% | 28.7% | – | 13 | 7.69% | 1.4 |
|
| 5934 |
5934
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| US$6112萬 | -US$2.14億 | -78% | 0.9% | – | 1,261 | 52.02% | 1.7 |
|
| 5935 |
5935
Groesbeck Investment Management
Paramus,
New Jersey
| US$6038萬 | -US$241萬 | -4% | 1.1% | 155% | 100 | 6% | 4.6 |
|
| 5936 |
5936
Green Court Capital Management
Hong Kong
| US$6033萬 | -US$5666萬 | -48% | 2.32% | 30% | 3 | 33.33% | 0.9 |
|
| 5937 |
5937
Impact Investors
San Francisco,
California
| US$6032萬 | -US$7644萬 | -56% | 1.09% | – | 94 | 56.38% | 1.3 |
|
| 5938 |
5938
TSG Consumer Partners
Larkspur,
California
| US$6027萬 | -US$5371萬 | -47% | 46.3% | 12.3% | 1 | 0% | 4.8 |
|
| 5939 |
5939
Charles Schwab Trust Bank
Henderson,
Nevada
| US$6016萬 | -US$209萬 | -3% | 2.59% | – | 1 | 0% | 2.5 |
|
| 5940 |
5940
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| US$5991萬 | -US$224萬 | -4% | 3.54% | 38.4% | 4 | 0% | 1.1 |
|
| 5941 |
5941
Versor Investments
New York
| US$5981萬 | +US$1228萬 | +26% | 11.9% | 240% | 46 | 65.22% | 0.2 |
|
| 5942 |
HB
5942
Hauser Brothers
Freiburg Im Breisgau,
Germany
| US$5969萬 | -US$2335萬 | -28% | 11.9% | 169% | 5 | 40% | 2 |
|
| 5943 |
5943
Medici Capital
Newport Beach,
California
| US$5959萬 | +US$858萬 | +17% | 14.6% | 155% | 7 | 14.29% | 1.9 |
|
| 5944 |
5944
Landesbank Baden-Wuerttemberg
Stuttgart Baden-Wuerttemberg,
Germany
| US$5929萬 | -US$2.1億 | -78% | 4.39% | – | 6 | 50% | 0.8 |
|
| 5945 |
DT
5945
DBA Trading
Fort Lauderdale,
Florida
| US$5926萬 | -US$1.4億 | -70% | 2.48% | – | 51 | 66.67% | 0.4 |
|
| 5946 |
SWGLO
5946
Summit Wealth Group, LLC/OK
Tulsa,
Oklahoma
| US$5902萬 | -US$1803萬 | -23% | 3% | – | 63 | 17.46% | 0.7 |
|
| 5947 |
5947
Lexington Partners
New York
| US$5888萬 | -US$7495萬 | -56% | 27.6% | 24.5% | 3 | 33.33% | 2 |
|
| 5948 |
5948
Praxis Capital Management
Chicago,
Illinois
| US$5886萬 | -US$424萬 | -7% | 1.82% | – | 36 | 36.11% | 0.5 |
|
| 5949 |
5949
QVIDTVM Management
The Woodlands,
Texas
| US$5778萬 | -US$1882萬 | -25% | 1.91% | 27.1% | 16 | 25% | 1.1 |
|
| 5950 |
PFA
5950
Portland Financial Advisors
Port Washington,
New York
| US$5752萬 | +US$272萬 | +5% | 0.08% | – | 95 | 9.47% | 1.3 |
|