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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7,051檔基金(占~79%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6451 |
6451
Aubrey Capital Management
Edinburgh,
United Kingdom
| US$1.15億 | -US$4444萬 | -28% | 11.4% | 319% | 56 | 62.5% | 0.6 |
|
| 6452 |
6452
J. Team Financial
Abilene,
Texas
| US$1.15億 | +US$1217萬 | +12% | 2.85% | – | 114 | 25.44% | 0.7 |
|
| 6453 |
6453
Premier Private Wealth Management
Palm Harbor,
Florida
| US$1.15億 | +US$80.6萬 | +0.7% | 0.71% | – | 62 | 11.29% | 0.6 |
|
| 6454 |
6454
Ebert Capital Management
Eureka,
California
| US$1.15億 | +US$855萬 | +8% | 5.86% | – | 30 | 10% | 0.6 |
|
| 6455 |
6455
Helium Advisors
Everett,
Washington
| US$1.15億 | -US$534萬 | -4% | 3.21% | – | 110 | 10% | 1.3 |
|
| 6456 |
6456
Value Investment Professionals
New York
| US$1.15億 | -US$399萬 | -3% | 0.48% | – | 107 | 14.95% | 0.4 |
|
| 6457 |
EP
6457
Elkhorn Partners
Omaha,
Nebraska
| US$1.15億 | -US$185萬 | -2% | 0.84% | 33.1% | 53 | 13.21% | 4.3 |
|
| 6458 |
6458
Gainline Financial Partners
Louisville,
Colorado
| US$1.15億 | +US$771萬 | +7% | 0.34% | – | 60 | 16.67% | 0.2 |
|
| 6459 |
6459
Members Capital Advisors Inc
Madison,
Wisconsin
| US$1.15億 | -US$165萬 | -1% | 0.54% | – | 7 | 0% | 2.5 |
|
| 6460 |
6460
Vavra Capital Management
Collegeville,
Pennsylvania
| US$1.15億 | +US$45.1萬 | +0.4% | 0.22% | – | 25 | 16% | 0.6 |
|
| 6461 |
6461
MH & Associates Securities Management
Carlsbad,
California
| US$1.15億 | +US$320萬 | +3% | 3.68% | – | 103 | 3.88% | 0.7 |
|
| 6462 |
KAM
6462
Kazazian Asset Management
Fort Lauderdale,
Florida
| US$1.15億 | +US$334萬 | +3% | 0.26% | – | 66 | 34.85% | 1.8 |
|
| 6463 |
FCM
6463
Floyd Capital Management
Texarkana,
Texas
| US$1.15億 | -US$1691萬 | -13% | 2.12% | – | 1 | 0% | 1.8 |
|
| 6464 |
6464
Traub Capital Management
Needham,
Massachusetts
| US$1.14億 | +US$221萬 | +2% | 2.91% | – | 137 | 8.76% | 1.1 |
|
| 6465 |
6465
Lakehouse Capital
Sydney NSW,
Australia
| US$1.14億 | +US$2359萬 | +26% | 23.5% | 87.4% | 12 | 0% | 4.2 |
|
| 6466 |
AIM
6466
Athena Investment Management
Orinda,
California
| US$1.14億 | -US$5465萬 | -32% | 1.41% | 88.5% | 137 | 18.98% | 3.9 |
|
| 6467 |
6467
Valued Retirements
Houston,
Texas
| US$1.14億 | +US$262萬 | +2% | 2.43% | 84.6% | 110 | 19.09% | 1.8 |
|
| 6468 |
6468
Unified Investment Management
Atlanta,
Georgia
| US$1.14億 | +US$535萬 | +5% | 4.22% | – | 157 | 14.65% | 1.4 |
|
| 6469 |
6469
Arrow Capital
Sydney,
Australia
| US$1.13億 | -US$403萬 | -3% | 4.85% | – | 34 | 73.53% | 0.3 |
|
| 6470 |
6470
Briggs Wealth Management
Glastonbury,
Connecticut
| US$1.13億 | +US$391萬 | +4% | 0.63% | – | 65 | 10.77% | 0.6 |
|
| 6471 |
6471
Vitruvian Partners
London,
United Kingdom
| US$1.13億 | -US$418萬 | -4% | 8.69% | 122% | 8 | 0% | 3 |
|
| 6472 |
6472
Opus Financial Solutions
Downers Grove,
Illinois
| US$1.13億 | -US$1082萬 | -9% | 1.16% | – | 125 | 24.8% | 0.6 |
|
| 6473 |
6473
Eleva Capital
Paris,
France
| US$1.13億 | -US$2.3億 | -67% | 11.2% | – | 43 | 83.72% | 0.2 |
|
| 6474 |
IMT
6474
Investment Management Trust
Fitchburg,
Massachusetts
| US$1.13億 | +US$157萬 | +1% | 3.31% | – | 82 | 10.98% | 0.5 |
|
| 6475 |
6475
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
| US$1.13億 | +US$150萬 | +1% | 1.98% | – | 316 | 4.11% | 0.7 |
|