我們已在上線!
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5,393檔基金(占~60%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 676 |
676
Quintet Private Bank (Europe)
Luxembourg
| US$22.8億 | +US$6.72億 | +42% | 9.2% | 111% | 206 | 12.14% | 3 |
|
| 677 |
677
Angeles Wealth Management
Santa Monica,
California
| US$22.7億 | +US$8143萬 | +4% | 2.65% | 80.6% | 669 | 15.99% | 1.9 |
|
| 678 |
678
Signal Advisors Wealth
Detroit,
Michigan
| US$22.7億 | +US$2.92億 | +15% | 2.29% | 70.5% | 745 | 21.34% | 1.1 |
|
| 679 |
679
Strategic Financial Services
Utica,
New York
| US$22.7億 | -US$1209萬 | -0.5% | 1.68% | 61.5% | 166 | 14.46% | 6.4 |
|
| 680 |
680
1ST Source Bank
South Bend,
Indiana
| US$22.7億 | +US$6422萬 | +3% | 1.41% | 88.7% | 304 | 8.22% | 7.6 |
|
| 681 |
681
Alerus Financial
Grand Forks,
North Dakota
| US$22.7億 | -US$1806萬 | -0.8% | 1.77% | 107% | 556 | 13.49% | 2.3 |
|
| 682 |
682
Maj Invest Holding A/S
Copenhagen K,
Denmark
| US$22.6億 | +US$6478萬 | +3% | 5.7% | 106% | 40 | 5% | 4.1 |
|
| 683 |
683
Investment House LLC
Redondo Beach,
California
| US$22.5億 | +US$4117萬 | +2% | 3.39% | 137% | 237 | 21.52% | 6.8 |
|
| 684 |
684
BNDES Participacoes SA
Rio De Janeiro,
Brazil
| US$22.5億 | -US$1.12億 | -5% | 4.73% | – | 1 | 0% | 0.8 |
|
| 685 |
685
Sound Income Strategies
Ft Lauderdale,
Florida
| US$22.4億 | +US$1421萬 | +0.6% | 0.66% | 31.4% | 534 | 20.04% | 4.4 |
|
| 686 |
686
Old Republic International (ORI)
Chicago,
Illinois
| US$22.4億 | -US$4.27億 | -16% | 0.63% | 53.8% | 70 | 22.86% | 7.4 |
|
| 687 |
687
GDS Wealth Management
Flower Mound,
Texas
| US$22.4億 | +US$1.36億 | +6% | 3.3% | 95.1% | 275 | 23.27% | 2.1 |
|
| 688 |
688
ARS Investment Partners
New York
| US$22.3億 | -US$6377萬 | -3% | 0.09% | 266% | 195 | 11.28% | 3.9 |
|
| 689 |
689
Greenspring Advisors
Towson,
Maryland
| US$22.2億 | +US$4.17億 | +23% | 0.22% | – | 392 | 14.54% | 1.3 |
|
| 690 |
690
Creative Financial Designs
Kokomo,
Indiana
| US$22.2億 | +US$1.16億 | +6% | 0.94% | 58.8% | 2,454 | 11.41% | 3.3 |
|
| 691 |
691
Dymon Asia Capital (Singapore)
Singapore
| US$22.1億 | -US$1.78億 | -7% | 1.96% | 291% | 312 | 68.59% | 0.3 |
|
| 692 |
692
Oak Grove Capital
North Hampton,
New Hampshire
| US$22.1億 | +US$1.08億 | +5% | 2.11% | 470% | 120 | 15% | 1.9 |
|
| 693 |
693
Advisornet Financial
Minnetonka,
Minnesota
| US$22.1億 | +US$2071萬 | +0.9% | 0.76% | 71.2% | 2,285 | 71.03% | 6 |
|
| 694 |
694
Cyndeo Wealth Partners
St. Petersburg,
Florida
| US$22.1億 | +US$8635萬 | +4% | 2.5% | 93% | 592 | 17.74% | 2.1 |
|
| 695 |
695
Greenwood Gearhart
Fayetteville,
Arkansas
| US$22.1億 | +US$5867萬 | +3% | 0.56% | 79% | 180 | 15.56% | 3.5 |
|
| 696 |
696
Marathon Asset Management (UK)
London,
United Kingdom
| US$22億 | -US$2.62億 | -11% | 4.22% | 94.3% | 79 | 10.13% | 4.8 |
|
| 697 |
697
Plante Moran Financial Advisors
Southfield,
Michigan
| US$22億 | +US$4628萬 | +2% | 0.69% | 69.2% | 1,661 | 59.48% | 5.7 |
|
| 698 |
698
Aprio Wealth Management
Atlanta,
Georgia
| US$22億 | +US$1.71億 | +8% | 0.06% | 66.1% | 680 | 12.65% | 1.8 |
|
| 699 |
699
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| US$21.9億 | +US$1922萬 | +0.9% | 4.54% | 160% | 498 | 34.14% | 5 |
|
| 700 |
700
Soltis Investment Advisors
St. George,
Utah
| US$21.9億 | +US$3.93億 | +22% | 3.8% | 95.1% | 800 | 22.75% | 2 |
|