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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5,460檔基金(占~61%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 776 |
776
JFS Wealth Advisors
Hermitage,
Pennsylvania
| US$19.8億 | -US$2527萬 | -1% | 0.54% | 60% | 2,340 | 10.38% | 4.3 |
|
| 777 |
777
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| US$19.8億 | -US$9629萬 | -5% | 0.06% | 70.2% | 139 | 9.35% | 4.5 |
|
| 778 |
778
Leeward Investments
Boston,
Massachusetts
| US$19.8億 | -US$2.22億 | -10% | 4.09% | 88% | 143 | 4.9% | 3.4 |
|
| 779 |
779
Ruffer LLP
London,
United Kingdom
| US$19.8億 | -US$8.53億 | -30% | 6.65% | 123% | 224 | 35.71% | 1.3 |
|
| 780 |
780
Willis Investment Counsel
Gainesville,
Georgia
| US$19.7億 | -US$1.29億 | -6% | 5.09% | 65.3% | 132 | 8.33% | 5.5 |
|
| 781 |
781
PFG Advisors
Phoenix,
Arizona
| US$19.6億 | -US$1911萬 | -1% | 0.16% | 82.7% | 848 | 16.98% | 2.7 |
|
| 782 |
782
McKinley Carter Wealth Services
Wheeling,
West Virginia
| US$19.6億 | +US$2421萬 | +1% | 0.05% | 63.2% | 333 | 5.71% | 5.2 |
|
| 783 |
783
Symmetry Partners
Glastonbury,
Connecticut
| US$19.6億 | -US$379萬 | -0.2% | 0.64% | 61.4% | 405 | 38.77% | 1.6 |
|
| 784 |
784
Roffman Miller Associates
Philadelphia,
Pennsylvania
| US$19.5億 | +US$3801萬 | +2% | 3.24% | 83.5% | 92 | 5.43% | 7.8 |
|
| 785 |
785
Atwood & Palmer
Kansas City,
Missouri
| US$19.5億 | +US$7255萬 | +4% | 2.52% | 90% | 522 | 9.77% | 5.5 |
|
| 786 |
786
Triglav Skladi
Ljubljana,
Slovenia
| US$19.4億 | +US$4453萬 | +2% | 5.4% | – | 210 | 20% | 1 |
|
| 787 |
787
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| US$19.4億 | +US$7481萬 | +4% | 4.02% | 94.9% | 375 | 10.93% | 2.2 |
|
| 788 |
788
Rebalance
Palo Alto,
California
| US$19.4億 | +US$3389萬 | +2% | 1.09% | 47.6% | 105 | 6.67% | 2.8 |
|
| 789 |
789
Segment Wealth Management
Houston,
Texas
| US$19.4億 | +US$1286萬 | +0.7% | 1.75% | 108% | 328 | 8.84% | 4.7 |
|
| 790 |
790
Moody Lynn & Lieberson
Boston,
Massachusetts
| US$19.3億 | +US$3165萬 | +2% | 3.94% | 142% | 278 | 9.71% | 5.5 |
|
| 791 |
791
China Universal Asset Management Company
Shanghai,
China
| US$19.2億 | +US$2.46億 | +15% | 6.16% | 292% | 549 | 11.84% | 2.4 |
|
| 792 |
792
Patten & Patten
Chattanooga,
Tennessee
| US$19.1億 | +US$2482萬 | +1% | 2.94% | 85.7% | 365 | 7.4% | 6.9 |
|
| 793 |
793
Evensky & Katz
Coral Gables,
Florida
| US$19.1億 | -US$2231萬 | -1% | 0.49% | 61.1% | 72 | 4.17% | 8 |
|
| 794 |
794
Verus Capital Partners
Scottsdale,
Arizona
| US$19.1億 | +US$6634萬 | +4% | 3.23% | 158% | 555 | 17.12% | 2.8 |
|
| 795 |
795
Koshinski Asset Management
Decatur,
Illinois
| US$19.1億 | +US$3352萬 | +2% | 0.57% | 82.9% | 812 | 9.48% | 3.4 |
|
| 796 |
796
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| US$19.1億 | -US$2553萬 | -1% | 3.19% | 99.5% | 286 | 9.09% | 6.7 |
|
| 797 |
797
Plato Investment Management
Sydney, NSW,
Australia
| US$19億 | +US$1.5億 | +9% | 5.2% | 156% | 537 | 19.55% | 2 |
|
| 798 |
798
Everence Capital Management
Goshen,
Indiana
| US$19億 | +US$132萬 | +0.1% | 3.59% | 121% | 909 | 15.73% | 4.1 |
|
| 799 |
799
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
| US$19億 | +US$1.77億 | +10% | 2.68% | 81.1% | 354 | 9.04% | 2.1 |
|
| 800 |
800
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| US$19億 | -US$1302萬 | -0.7% | 1.48% | 50.4% | 34 | 11.76% | 5.4 |
|