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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 901 |
901
Capital Asset Advisory Services
Williamston,
Michigan
| US$29.4億 | +US$1.74億 | +6% | 0.45% | 56.8% | 409 | 21.03% | 3.7 |
|
| 902 |
902
Welch Group
Birmingham,
Alabama
| US$29.3億 | +US$467萬 | +0.2% | 0.52% | 79.5% | 349 | 12.89% | 4.9 |
|
| 903 |
903
JB Capital
Wethersfield,
Connecticut
| US$29.3億 | +US$4018萬 | +1% | 0.41% | 83.8% | 292 | 11.99% | 2.7 |
|
| 904 |
904
Giverny Capital
Montreal,
Quebec, Canada
| US$29.2億 | -US$5647萬 | -2% | 3.89% | 84% | 54 | 11.11% | 5.2 |
|
| 905 |
905
GLOBALT Investments
Atlanta,
Georgia
| US$29億 | -US$6056萬 | -2% | 0.32% | 76.3% | 219 | 5.94% | 2.2 |
|
| 906 |
906
First Foundation Advisors
Irvine,
California
| US$29億 | +US$1.18億 | +4% | 7.24% | 89.2% | 375 | 8.27% | 5.5 |
|
| 907 |
907
Champlain Investment Partners
Burlington,
Vermont
| US$29億 | -US$9.9億 | -26% | 6.78% | 66.2% | 137 | 11.68% | 3.3 |
|
| 908 |
908
BIT Capital
Berlin,
Germany
| US$28.9億 | -US$4.88億 | -14% | 2.9% | 1,240% | 139 | 58.27% | 0.9 |
|
| 909 |
909
First National Trust
Hermitage,
Pennsylvania
| US$28.8億 | -US$6112萬 | -2% | 2.21% | 92.7% | 414 | 11.11% | 6.8 |
|
| 910 |
910
Waldron Private Wealth
Bridgeville,
Pennsylvania
| US$28.8億 | -US$682萬 | -0.2% | 1.06% | 76.6% | 367 | 10.08% | 5.5 |
|
| 911 |
911
Stonehage Fleming Financial Services
St. Helier,
Jersey
| US$28.8億 | -US$5294萬 | -2% | 1.1% | 81.5% | 238 | 18.91% | 2.8 |
|
| 912 |
WBG
912
Wharton Business Group
Malvern,
Pennsylvania
| US$28.7億 | -US$1.18億 | -4% | 0.98% | 75.8% | 147 | 7.48% | 5.3 |
|
| 913 |
913
Schwartz Investment Counsel
Plymouth,
Michigan
| US$28.7億 | -US$1.43億 | -5% | 1.44% | 85.6% | 151 | 14.57% | 5 |
|
| 914 |
914
James Hambro & Partners
London,
United Kingdom
| US$28.7億 | +US$1.04億 | +4% | 7.36% | 97% | 76 | 21.05% | 3.6 |
|
| 915 |
915
Meiji Yasuda Life Insurance
Tokyo,
Japan
| US$28.7億 | -US$1.45億 | -5% | 3.81% | 28.6% | 260 | 21.54% | 4.7 |
|
| 916 |
916
Canada Post Corporation Pension Plan
Toronto,
Canada
| US$28.6億 | -US$361萬 | -0.1% | 5.45% | – | 496 | 2.22% | 1.3 |
|
| 917 |
917
CBIZ Investment Advisory Services
Independence,
Ohio
| US$28.6億 | +US$1.27億 | +5% | 1.04% | 53.1% | 496 | 52.82% | 1.6 |
|
| 918 |
918
Leavell Investment Management
Mobile,
Alabama
| US$28.6億 | +US$1.26億 | +5% | 1.68% | 92% | 671 | 9.09% | 5.7 |
|
| 919 |
919
HighPoint Advisor Group
Downers Grove,
Illinois
| US$28.6億 | +US$2278萬 | +0.8% | 0.63% | 110% | 738 | 11.65% | 3 |
|
| 920 |
920
Howland Capital Management
Boston,
Massachusetts
| US$28.6億 | +US$8603萬 | +3% | 4.38% | 84.1% | 294 | 8.16% | 6.3 |
|
| 921 |
921
Trajan Wealth
Scottsdale,
Arizona
| US$28.5億 | +US$1.97億 | +7% | 3.99% | – | 174 | 19.54% | 1.8 |
|
| 922 |
922
Klingenstein Fields & Co
New York
| US$28.4億 | -US$2163萬 | -0.8% | 2.79% | 107% | 203 | 8.37% | 7.1 |
|
| 923 |
923
Glenorchy Capital
Boorolite,
Australia
| US$28.2億 | +US$1.03億 | +4% | 10.5% | 176% | 67 | 7.46% | 2.1 |
|
| 924 |
924
Hosking Partners
London,
United Kingdom
| US$28.1億 | -US$1.95億 | -6% | 1.96% | 195% | 105 | 9.52% | 6.7 |
|
| 925 |
925
MCF Advisors
Covington,
Kentucky
| US$28.1億 | +US$1052萬 | +0.4% | 0.08% | 55.2% | 1,408 | 70.31% | 3.4 |
|