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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6601 |
6601
Karras Company
Roy,
Utah
| US$1.09億 | -US$120萬 | -1% | 0.13% | – | 66 | 9.09% | 0.7 |
|
| 6602 |
6602
Versant Venture Management
San Francisco,
California
| US$1.09億 | -US$5352萬 | -33% | 34.2% | 256% | 8 | 0% | 2.4 |
|
| 6603 |
6603
Yanni & Associates Investment Advisors
Wexford,
Pennsylvania
| US$1.09億 | +US$65.7萬 | +0.6% | 1.41% | – | 38 | 13.16% | 0.7 |
|
| 6604 |
6604
Unify Financial Advisors
Clearwater,
Florida
| US$1.09億 | +US$72.5萬 | +0.7% | 1.7% | – | 95 | 14.74% | 0.7 |
|
| 6605 |
MFC
6605
Miramar Fiduciary Corp
Reno,
Nevada
| US$1.09億 | +US$785萬 | +8% | 0.92% | 67.7% | 5 | 0% | 4.8 |
|
| 6606 |
6606
CFG Wealth Management Services
Indianapolis,
Indiana
| US$1.09億 | +US$243萬 | +2% | 2.54% | – | 173 | 64.16% | 0.3 |
|
| 6607 |
6607
Ramsey Quantitative Systems
Louisville,
Kentucky
| US$1.09億 | -US$263萬 | -2% | 1.3% | 51.1% | 83 | 49.4% | 0.3 |
|
| 6608 |
6608
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| US$1.09億 | -US$545萬 | -5% | 5.47% | 80.2% | 51 | 9.8% | 3.7 |
|
| 6609 |
6609
Zinnia Wealth Advisory
Ocala,
Florida
| US$1.09億 | +US$1058萬 | +11% | 2.56% | – | 115 | 22.61% | 0.6 |
|
| 6610 |
6610
PMG Family Office
Plano,
Texas
| US$1.08億 | -US$39.4萬 | -0.4% | 1.58% | – | 117 | 6.84% | 0.9 |
|
| 6611 |
6611
Oregon Pacific Wealth Management
Medford,
Oregon
| US$1.08億 | +US$128萬 | +1% | 0.15% | – | 128 | 21.09% | 1.1 |
|
| 6612 |
RFL
6612
RD Finance Ltd
Limassol,
Cyprus
| US$1.08億 | +US$634萬 | +6% | 1.74% | – | 37 | 56.76% | 0.3 |
|
| 6613 |
6613
Mirabaud Asset Management
London,
United Kingdom
| US$1.08億 | -US$1262萬 | -10% | 1.71% | 136% | 49 | 100% | – |
|
| 6614 |
6614
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| US$1.08億 | -US$6698萬 | -38% | 0.22% | – | 104 | 50.96% | 1.4 |
|
| 6615 |
6615
Shelter Rock Management
Jericho,
New York
| US$1.07億 | +US$429萬 | +4% | 1.45% | – | 42 | 19.05% | 0.6 |
|
| 6616 |
6616
Lubar & Co
Milwaukee,
Wisconsin
| US$1.07億 | -US$1923萬 | -15% | 14.3% | – | 3 | 0% | 9.1 |
|
| 6617 |
6617
Fullerton Advisors
Danville,
California
| US$1.07億 | +US$27.3萬 | +0.3% | 0.18% | – | 56 | 7.14% | 0.7 |
|
| 6618 |
6618
Good Harbor Advisors
Gloucester,
Massachusetts
| US$1.07億 | +US$496萬 | +5% | 1.51% | – | 92 | 9.78% | 0.7 |
|
| 6619 |
6619
Heronetta Management
New York
| US$1.07億 | -US$181萬 | -2% | 1.44% | 55.4% | 15 | 0% | 8.8 |
|
| 6620 |
6620
American Wealth Advisors
Johns Creek,
Georgia
| US$1.07億 | +US$44.9萬 | +0.4% | 0.51% | – | 43 | 4.65% | 1 |
|
| 6621 |
6621
Grange Capital
Beaverton,
Oregon
| US$1.07億 | -US$165萬 | -2% | 2.34% | – | 55 | 12.73% | 1.3 |
|
| 6622 |
SG
6622
Sherry Group
Mountain Home,
Arkansas
| US$1.07億 | +US$411萬 | +4% | 2.01% | – | 57 | 19.3% | 0.6 |
|
| 6623 |
6623
Ballast Financial Advisors
West Chester,
Pennsylvania
| US$1.06億 | -US$433萬 | -4% | 0.49% | – | 74 | 8.11% | 0.7 |
|
| 6624 |
6624
Burkett Asset Management
Victoria,
| US$1.06億 | -US$91.1萬 | -0.9% | 0.18% | – | 66 | 21.21% | 0.6 |
|
| 6625 |
SCCL
6625
Split Creek Capital LLC
Charlottesville,
Virginia
| US$1.06億 | -US$225萬 | -2% | 0.96% | – | 149 | 20.13% | 0.6 |
|