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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5,393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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 801 |
801
Algebris (UK)
London,
United Kingdom
| US$18.2億 | +US$3.05億 | +20% | 6.1% | 17% | 93 | 44.09% | 0.7 |
|
| 802 |
802
Heck Capital Advisors
Rhinelander,
Wisconsin
| US$18.2億 | +US$1.49億 | +9% | 0.09% | 67% | 261 | 26.44% | 3.1 |
|
| 803 |
803
Bar Harbor Wealth Management
Concord,
New Hampshire
| US$18.2億 | -US$3948萬 | -2% | 1.19% | 85% | 293 | 11.6% | 6.9 |
|
| 804 |
804
Willis Johnson & Associates
Houston,
Texas
| US$18.2億 | +US$2431萬 | +1% | 0.31% | 55.9% | 112 | 11.61% | 3.6 |
|
| 805 |
805
Franklin Street Advisors
Chapel Hill,
North Carolina
| US$18.2億 | +US$2698萬 | +2% | 5.94% | 130% | 190 | 20.53% | 6.7 |
|
| 806 |
806
Saratoga Research & Investment Management
Saratoga,
California
| US$18.2億 | -US$1178萬 | -0.6% | 2.08% | 65.1% | 46 | 4.35% | 7 |
|
| 807 |
807
First American Bank
Dundee,
Illinois
| US$18.1億 | +US$2239萬 | +1% | 4.48% | 114% | 216 | 7.41% | 5.5 |
|
| 808 |
808
Frank Rimerman Advisors
Palo Alto,
California
| US$18.1億 | +US$4450萬 | +3% | 3.4% | 149% | 642 | 10.12% | 2.2 |
|
| 809 |
809
Cantor Fitzgerald Investment Advisors
New York
| US$18.1億 | +US$3.28億 | +22% | 5.22% | 73.4% | 237 | 25.74% | 3.4 |
|
| 810 |
810
Sage Financial Group
W. Conshohocken,
Pennsylvania
| US$18.1億 | +US$3290萬 | +2% | 0.93% | 67% | 120 | 11.67% | 4.9 |
|
| 811 |
811
Triad Wealth Partners
Lawrence,
Kansas
| US$18.1億 | +US$1.12億 | +7% | 1.43% | – | 611 | 17.35% | 1 |
|
| 812 |
812
Garde Capital
Seattle,
Washington
| US$18億 | -US$4.3億 | -19% | 2.33% | 67.6% | 262 | 22.52% | 5.4 |
|
| 813 |
813
Cardinal Point Capital Management
Toronto,
Ontario, Canada
| US$18億 | +US$3502萬 | +2% | 1.58% | 65.8% | 309 | 13.27% | 1.5 |
|
| 814 |
814
Roundview Capital
Princeton,
New Jersey
| US$18億 | -US$3021萬 | -2% | 2.25% | 86.4% | 367 | 12.53% | 6 |
|
| 815 |
815
Black Creek Investment Management
Toronto,
Ontario, Canada
| US$18億 | +US$1378萬 | +0.8% | 3.3% | 15% | 28 | 10.71% | 4.3 |
|
| 816 |
AHT
816
Amanah Holdings Trust
London,
| US$17.9億 | +US$8465萬 | +5% | 34.2% | – | 30 | 63.33% | 0.4 |
|
| 817 |
SFG
817
Sather Financial Group
Victoria,
Texas
| US$17.8億 | +US$3880萬 | +2% | 6.37% | 82.3% | 132 | 15.15% | 3.5 |
|
| 818 |
818
Hamilton Capital
Columbus,
Ohio
| US$17.8億 | -US$2.39億 | -12% | 1.63% | – | 169 | 14.2% | 3 |
|
| 819 |
819
Albion Financial Group
Salt Lake City,
Utah
| US$17.7億 | +US$4371萬 | +3% | 2.43% | 79.6% | 832 | 27.16% | 3.4 |
|
| 820 |
SCI
820
S&CO Inc
Boston,
Massachusetts
| US$17.7億 | +US$3772萬 | +2% | 5.06% | 80% | 230 | 7.39% | 7.1 |
|
| 821 |
821
Cornerstone Wealth Group
Huntersville,
North Carolina
| US$17.7億 | +US$7834萬 | +5% | 2.98% | 108% | 570 | 18.95% | 2 |
|
| 822 |
822
PDS Planning
Dublin,
Ohio
| US$17.7億 | +US$3862萬 | +2% | 0.61% | 69.1% | 653 | 10.41% | 3.1 |
|
| 823 |
823
Portman Square Capital
London,
United Kingdom
| US$17.7億 | -US$3.44億 | -16% | 0.49% | 25.4% | 113 | 39.82% | 0.9 |
|
| 824 |
824
Beese Fulmer Investment Management
Canton,
Ohio
| US$17.6億 | +US$3215萬 | +2% | 2.75% | 124% | 435 | 25.98% | 5 |
|
| 825 |
825
Valley Wealth Managers
Paramus,
New Jersey
| US$17.6億 | +US$2852萬 | +2% | 3.01% | 118% | 365 | 11.51% | 4.1 |
|