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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6,148檔基金(占~69%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 826 |
826
NS Partners
London,
United Kingdom
| US$23.5億 | +US$1459萬 | +0.6% | 3.89% | 127% | 157 | 53.5% | 2.4 |
|
| 827 |
827
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| US$23.4億 | +US$4542萬 | +2% | 3.14% | 81.3% | 475 | 7.79% | 3.3 |
|
| 828 |
828
Accredited Investors
Edina,
Minnesota
| US$23.3億 | +US$1490萬 | +0.6% | 1.48% | 81.5% | 316 | 10.13% | 4.7 |
|
| 829 |
829
Montag & Associates
Atlanta,
Georgia
| US$23.3億 | -US$4091萬 | -2% | 1.01% | 90.1% | 1,110 | 19.01% | 4.6 |
|
| 830 |
830
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| US$23.2億 | -US$1.12億 | -5% | 0.94% | 86% | 82 | 18.29% | 2.8 |
|
| 831 |
831
Lowe Brockenbrough & Co
Richmond,
Virginia
| US$23.2億 | +US$7600萬 | +3% | 2.48% | 87.3% | 371 | 9.97% | 6.4 |
|
| 832 |
832
Nationwide Fund Advisors
Columbus,
Ohio
| US$23.1億 | -US$1.08億 | -4% | 1.31% | 34.1% | 8 | 0% | 4 |
|
| 833 |
833
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| US$23.1億 | -US$8592萬 | -4% | 0.14% | 135% | 185 | 14.05% | 5.1 |
|
| 834 |
834
Linscomb Wealth
Houston,
Texas
| US$23.1億 | +US$77.7萬 | +0% | 1.06% | 82.7% | 320 | 5% | 7.2 |
|
| 835 |
835
Arrowpoint Investment Partners
Singapore
| US$23.1億 | +US$18.5億 | +403% | 8.05% | – | 199 | 82.91% | 0.1 |
|
| 836 |
836
Reynders McVeigh Capital Management
Boston,
Massachusetts
| US$23.1億 | +US$4648萬 | +2% | 1.96% | 119% | 204 | 7.84% | 7.5 |
|
| 837 |
837
Renaissance Group
Covington,
Kentucky
| US$23.1億 | -US$1.58億 | -6% | 1.31% | 122% | 255 | 17.25% | 3.4 |
|
| 838 |
838
Seizert Capital Partners
Birmingham,
Michigan
| US$23億 | -US$1.19億 | -5% | 1.54% | 75.2% | 187 | 9.63% | 3.3 |
|
| 839 |
839
GW Henssler & Associates
Kennesaw,
Georgia
| US$23億 | +US$5288萬 | +2% | 3.84% | 71.7% | 286 | 27.97% | 4.1 |
|
| 840 |
840
J. Safra Asset Management
New York
| US$23億 | +US$1.29億 | +6% | 1.94% | 93.8% | 673 | 13.82% | 1.4 |
|
| 841 |
841
Parsons Capital Management
Providence,
Rhode Island
| US$22.9億 | +US$8337萬 | +4% | 4.01% | 97.4% | 541 | 6.47% | 6.5 |
|
| 842 |
842
Halbert Hargrove Global Advisors
Long Beach,
California
| US$22.9億 | -US$2291萬 | -1% | 0.26% | 68.2% | 723 | 51.45% | 2.1 |
|
| 843 |
843
Norris Perne & French
Grand Rapids,
Michigan
| US$22.9億 | -US$5600萬 | -2% | 2.73% | 91.1% | 170 | 16.47% | 5.5 |
|
| 844 |
844
Elser Financial Planning
Indianapolis,
Indiana
| US$22.8億 | -US$2147萬 | -0.9% | 1.84% | – | 137 | 13.14% | 1.1 |
|
| 845 |
845
Goelzer Investment Management
Carmel,
Indiana
| US$22.8億 | -US$1276萬 | -0.6% | 0.04% | 97.2% | 325 | 12.92% | 6 |
|
| 846 |
846
Quintet Private Bank (Europe)
Luxembourg
| US$22.8億 | +US$6.72億 | +42% | 9.2% | 111% | 206 | 12.14% | 3 |
|
| 847 |
847
Angeles Wealth Management
Santa Monica,
California
| US$22.7億 | +US$8143萬 | +4% | 2.65% | 80.6% | 669 | 15.99% | 1.9 |
|
| 848 |
848
Signal Advisors Wealth
Detroit,
Michigan
| US$22.7億 | +US$2.92億 | +15% | 2.29% | 70.5% | 745 | 21.34% | 1.1 |
|
| 849 |
849
Strategic Financial Services
Utica,
New York
| US$22.7億 | -US$1209萬 | -0.5% | 1.68% | 61.5% | 166 | 14.46% | 6.4 |
|
| 850 |
850
1ST Source Bank
South Bend,
Indiana
| US$22.7億 | +US$6422萬 | +3% | 1.41% | 88.7% | 304 | 8.22% | 7.6 |
|