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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6276 |
MCFP
6276
McCarley & Cook Financial Planners
Cincinnati,
Ohio
| US$1.32億 | +US$300萬 | +2% | 0.17% | – | 282 | 9.57% | 0.7 |
|
| 6277 |
6277
Miller Financial Services
Marshall,
Michigan
| US$1.32億 | +US$763萬 | +6% | 0.94% | – | 163 | 17.79% | 1.1 |
|
| 6278 |
6278
Wulff, Hansen & Co
San Rafael,
California
| US$1.32億 | +US$137萬 | +1% | 1.52% | 94.7% | 115 | 7.83% | 2.9 |
|
| 6279 |
6279
Guardian Capital (Pennsylvania)
Wexford,
Pennsylvania
| US$1.32億 | +US$953萬 | +8% | 1.04% | – | 83 | 20.48% | 0.7 |
|
| 6280 |
6280
Nightview Capital
Austin,
Texas
| US$1.32億 | -US$184萬 | -1% | 7.27% | 170% | 15 | 20% | 1.9 |
|
| 6281 |
6281
Professional Financial Solutions
Falls Chruch,
Virginia
| US$1.31億 | +US$262萬 | +2% | 0.59% | – | 41 | 4.88% | 0.7 |
|
| 6282 |
6282
Vision Financial Markets
Stamford,
Connecticut
| US$1.31億 | +US$1604萬 | +14% | 0.45% | – | 438 | 17.35% | 1.5 |
|
| 6283 |
YAVAPFMC
6283
Yahav Achim Ve Achayot - Provident Funds Management Company
Tel-Aviv,
Israel
| US$1.31億 | -US$1261萬 | -9% | 1.12% | 215% | 42 | 14.29% | 1 |
|
| 6284 |
HPM
6284
Hudson Portfolio Management
Garrison,
New York
| US$1.31億 | -US$106萬 | -0.8% | 1.27% | – | 125 | 10.4% | 3.5 |
|
| 6285 |
6285
Santa Clara Valley Transportation Authority
San Jose,
California
| US$1.31億 | +US$204萬 | +2% | 2.71% | – | 4 | 0% | 2 |
|
| 6286 |
6286
AFG Fiduciary Services
Hingham,
Massachusetts
| US$1.31億 | +US$266萬 | +2% | 1.29% | 72.4% | 65 | 10.77% | 2.9 |
|
| 6287 |
CFL
6287
Cornermen Financial, LLC
San Antonio,
Texas
| US$1.31億 | – | – | 2.41% | – | 161 | – | 0 |
|
| 6288 |
TWM
6288
Todd Wealth Management
Venice,
Florida
| US$1.31億 | -US$89.5萬 | -0.7% | 3.85% | – | 116 | 10.34% | 0.7 |
|
| 6289 |
6289
Asempa Wealth Advisors
Baton Rouge,
Louisiana
| US$1.31億 | -US$305萬 | -2% | 1.14% | – | 122 | 9.02% | 0.7 |
|
| 6290 |
SF
6290
Schaeffer Financial
Rockville,
Maryland
| US$1.31億 | +US$170萬 | +1% | 0.89% | 52.2% | 31 | 16.13% | 2.3 |
|
| 6291 |
6291
Legacy Solutions LLC
Kennett Square,
Pennsylvania
| US$1.31億 | +US$736萬 | +6% | 0.69% | – | 94 | 9.57% | 1.4 |
|
| 6292 |
6292
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
| US$1.31億 | +US$316萬 | +2% | 1.17% | – | 84 | 46.43% | 0.9 |
|
| 6293 |
6293
Virtus Family Office
El Paso,
Texas
| US$1.31億 | +US$439萬 | +3% | 4.63% | 60.9% | 63 | 3.17% | 1.5 |
|
| 6294 |
6294
First Financial Group
Raleigh,
North Carolina
| US$1.31億 | -US$748萬 | -5% | 3.13% | – | 92 | 18.48% | 1.3 |
|
| 6295 |
6295
Haven Capital Group
Westlake Village,
California
| US$1.31億 | +US$631萬 | +5% | 4.34% | – | 41 | 14.63% | 1.3 |
|
| 6296 |
6296
Index Technologies Group
New York
| US$1.31億 | +US$574萬 | +5% | 0.63% | – | 339 | 30.68% | 0.4 |
|
| 6297 |
6297
City Center Advisors LLC
Troy,
Michigan
| US$1.31億 | +US$728萬 | +6% | 1.43% | – | 208 | 29.33% | 1.2 |
|
| 6298 |
6298
Kennon-Green & Company
New Albany,
Ohio
| US$1.31億 | +US$228萬 | +2% | 4.84% | 58.4% | 43 | 6.98% | 3 |
|
| 6299 |
6299
JHP Wealth Management
Centennial,
Colorado
| US$1.3億 | +US$840萬 | +7% | 0% | – | 43 | 18.6% | 0.6 |
|
| 6300 |
6300
Roxbury Financial
Mount Arlington,
New Jersey
| US$1.3億 | +US$389萬 | +3% | 3.84% | – | 446 | 12.78% | 1.3 |
|