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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 976 |
976
Whitney & Co
Rochester,
New York
| US$14億 | +US$3528萬 | +3% | 5.2% | 110% | 187 | 7.49% | 4.8 |
|
| 977 |
977
Tensor Edge Capital
Weston,
Massachusetts
| US$14億 | -US$1.05億 | -7% | 11.3% | – | 19 | 31.58% | 0.6 |
|
| 978 |
978
Washington Trust Advisors
Wellesley,
Massachusetts
| US$14億 | +US$5250萬 | +4% | 6.04% | 106% | 768 | 14.71% | 3 |
|
| 979 |
AL
979
Arnhold LLC
New York
| US$14億 | -US$3047萬 | -2% | 0.08% | 164% | 121 | 13.22% | 5.2 |
|
| 980 |
TAM
980
Telemark Asset Management
Boston,
Massachusetts
| US$13.9億 | +US$1027萬 | +0.7% | 18.8% | 406% | 70 | 35.71% | 2.2 |
|
| 981 |
981
Proem Advisors
Dallas,
Texas
| US$13.9億 | -US$4.78億 | -26% | 7.04% | – | 73 | 61.64% | 0.8 |
|
| 982 |
982
XML Financial
Bethesda,
Maryland
| US$13.9億 | +US$1761萬 | +1% | 0.92% | 77.9% | 494 | 15.79% | 3.3 |
|
| 983 |
983
Tandem Investment Advisors
Charleston,
South Carolina
| US$13.9億 | -US$1.01億 | -7% | 2.94% | 18.7% | 74 | 20.27% | 4.6 |
|
| 984 |
984
Talbot Financial
Bellevue,
Washington
| US$13.9億 | +US$3085萬 | +2% | 6.53% | 118% | 72 | 8.33% | 2.8 |
|
| 985 |
985
Central Securities
New York
| US$13.9億 | +US$4768萬 | +4% | 2.28% | 101% | 30 | 3.33% | 7.6 |
|
| 986 |
986
KWMG LLC
Overland Park,
Kansas
| US$13.9億 | +US$392萬 | +0.3% | 0.93% | 76.2% | 156 | 2.56% | 6.4 |
|
| 987 |
987
German American Bancorp
Jasper,
Indiana
| US$13.9億 | +US$5674萬 | +4% | 2.31% | 102% | 184 | 17.39% | 3.7 |
|
| 988 |
988
First Financial Bank - Trust Division
Hamilton,
Ohio
| US$13.9億 | -US$1573萬 | -1% | 0.34% | 68.6% | 215 | 7.91% | 7.6 |
|
| 989 |
989
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| US$13.9億 | +US$2071萬 | +2% | 0.01% | 49.7% | 205 | 12.2% | 5 |
|
| 990 |
990
NewSquare Capital
Newtown Square,
Pennsylvania
| US$13.8億 | +US$3070萬 | +2% | 0.49% | 82.5% | 258 | 13.57% | 4.6 |
|
| 991 |
991
Bank of Finland
Helsinki,
Finland
| US$13.8億 | -US$1.62億 | -11% | 2.75% | 66.7% | 4 | 0% | 4.3 |
|
| 992 |
992
Means Investment Company
Bangor,
Maine
| US$13.8億 | +US$5430萬 | +4% | 5.23% | 106% | 219 | 15.07% | 5 |
|
| 993 |
993
ARS Wealth Advisors Group
St. Petersburg,
Florida
| US$13.7億 | +US$9700萬 | +8% | 3.16% | 89.5% | 232 | 11.21% | 2.6 |
|
| 994 |
994
Penn Capital Management
Philadelphia,
Pennsylvania
| US$13.7億 | -US$2.02億 | -13% | 7.6% | 170% | 215 | 33.49% | 1.6 |
|
| 995 |
995
Koss-Olinger Consulting
Gainesville,
Florida
| US$13.7億 | +US$7361萬 | +6% | 1.87% | 61.3% | 178 | 31.46% | 1.7 |
|
| 996 |
996
DT Investment Partners
Chadds Ford,
Pennsylvania
| US$13.7億 | +US$2956萬 | +2% | 0.85% | 64.3% | 532 | 8.46% | 3.8 |
|
| 997 |
997
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
| US$13.7億 | -US$2277萬 | -2% | 0.84% | 85.4% | 32 | 18.75% | 7 |
|
| 998 |
998
Clark Asset Management
Stratham,
New Hampshire
| US$13.6億 | +US$8886萬 | +7% | 0.11% | 51.8% | 319 | 14.11% | 1.6 |
|
| 999 |
999
QV Investors
Calgary,
Alberta, Canada
| US$13.6億 | +US$6308萬 | +5% | 1.27% | 68.3% | 72 | 6.94% | 4.4 |
|
| 1000 |
1000
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| US$13.6億 | +US$6984萬 | +5% | 0.03% | 61.1% | 213 | 11.74% | 3.4 |
|