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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1076 |
1076
Baskin Financial Services
Toronto,
Ontario, Canada
| US$12.4億 | -US$2966萬 | -2% | 1.76% | 69.1% | 58 | 6.9% | 5.8 |
|
| 1077 |
1077
Jay A. Fishman Ltd
Troy,
Michigan
| US$12.4億 | -US$1622萬 | -1% | 4.79% | 119% | 83 | 8.43% | 7.8 |
|
| 1078 |
1078
E-L Financial Corp
Toronto,
Ontario, Canada
| US$12.4億 | +US$2376萬 | +2% | 2.05% | 78.5% | 1 | 0% | 9.8 |
|
| 1079 |
1079
TD Capital Management
Memphis,
Tennessee
| US$12.3億 | +US$710萬 | +0.6% | 0.22% | 44.1% | 808 | 1.86% | 2.8 |
|
| 1080 |
1080
Tweedy, Browne Co
Stamford,
Connecticut
| US$12.3億 | -US$9153萬 | -7% | 0.85% | 68% | 103 | 16.5% | 3.9 |
|
| 1081 |
1081
Nemes Rush Group
Novi,
Michigan
| US$12.2億 | +US$1056萬 | +0.9% | 3.62% | 126% | 992 | 9.38% | 2 |
|
| 1082 |
1082
Financial Synergies Wealth Advisors
Houston,
Texas
| US$12.2億 | +US$3947萬 | +3% | 0.07% | 79% | 126 | 12.7% | 3.3 |
|
| 1083 |
MCI
1083
McDonald Capital Investors
Orinda,
California
| US$12.2億 | -US$1.51億 | -11% | 0.21% | 60.1% | 20 | 0% | 7.7 |
|
| 1084 |
M
1084
MOTCO
San Antonio,
Texas
| US$12.2億 | +US$4705萬 | +4% | 3.26% | 71.9% | 932 | 14.59% | 3.9 |
|
| 1085 |
1085
First Nebraska Trust
Lincoln,
Nebraska
| US$12.2億 | -US$2220萬 | -2% | 1.74% | 76.9% | 242 | 7.44% | 6.3 |
|
| 1086 |
1086
Curated Wealth Partners
El Segundo,
California
| US$12.2億 | +US$3.52億 | +41% | 1.84% | 39.9% | 574 | 59.23% | 0.5 |
|
| 1087 |
1087
Matrix Asset Advisors
White Plains,
New York
| US$12.1億 | -US$1630萬 | -1% | 1.58% | 84.9% | 107 | 7.48% | 5.7 |
|
| 1088 |
1088
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| US$12.1億 | +US$715萬 | +0.6% | 1.9% | 74.2% | 192 | 15.1% | 5.1 |
|
| 1089 |
1089
Godsey & Gibb Inc
Richmond,
Virginia
| US$12.1億 | -US$655萬 | -0.5% | 0.43% | 87.5% | 642 | 45.02% | 1.6 |
|
| 1090 |
1090
Petersen Hastings Wealth Advisors
Kennewick,
Washington
| US$12.1億 | +US$2084萬 | +2% | 1.33% | – | 89 | 4.49% | 0.7 |
|
| 1091 |
1091
Moody National Bank Trust Division
Galveston,
Texas
| US$12.1億 | +US$237萬 | +0.2% | 1.22% | 115% | 533 | 12.76% | 4.9 |
|
| 1092 |
1092
Amica Mutual Insurance
Providence,
Rhode Island
| US$12.1億 | +US$843萬 | +0.7% | 3.23% | 92.1% | 146 | 6.85% | 4.7 |
|
| 1093 |
1093
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| US$12.1億 | +US$887萬 | +0.7% | 2.53% | 95.9% | 318 | 11.95% | 3.4 |
|
| 1094 |
1094
Formuepleje A/S
Aarhus C,
Denmark
| US$12.1億 | -US$7290萬 | -6% | 3.42% | 92.1% | 135 | 32.59% | 1.2 |
|
| 1095 |
1095
Salomon & Ludwin
Richmond,
Virginia
| US$12.1億 | -US$948萬 | -0.8% | 0.17% | 58.7% | 2,169 | 23.51% | 1.9 |
|
| 1096 |
1096
Tanglewood Wealth Management
Houston,
Texas
| US$12億 | +US$2875萬 | +2% | 0.39% | 64.6% | 51 | 19.61% | 3.3 |
|
| 1097 |
1097
Ayalon Insurance Company
Ramat Gan,
Israel
| US$12億 | +US$3.89億 | +48% | 1.99% | 99.6% | 70 | 5.71% | 5.2 |
|
| 1098 |
1098
GAM Holding
Zurich,
Switzerland
| US$12億 | -US$1.02億 | -8% | 2.68% | 138% | 297 | 14.81% | 2.4 |
|
| 1099 |
1099
Certified Advisory Corp
Altamonte Springs,
Florida
| US$12億 | -US$3796萬 | -3% | 0.33% | 62.9% | 343 | 9.33% | 4.3 |
|
| 1100 |
1100
Tanager Wealth Management
Goring On Thames,
United Kingdom
| US$12億 | +US$5175萬 | +5% | 0.37% | 53.4% | 188 | 19.15% | 1.9 |
|