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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5,013檔基金(占~56%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1101 |
1101
Caitong International Asset Management
Hong Kong
| US$10.4億 | +US$3.12億 | +43% | 7.93% | – | 3,861 | 36.75% | 0.5 |
|
| 1102 |
1102
Harbour Trust & Investment Management
Michigan City,
Indiana
| US$10.4億 | +US$160萬 | +0.2% | 4.5% | 116% | 165 | 9.09% | 2.4 |
|
| 1103 |
1103
Rock Creek Group
Washington,
District of Columbia
| US$10.4億 | +US$4491萬 | +5% | 1.07% | 38.5% | 66 | 22.73% | 1.8 |
|
| 1104 |
1104
Red Cedar Investment Management
Grand Rapids,
Michigan
| US$10.4億 | -US$1756萬 | -2% | 1.26% | 88.8% | 98 | 12.24% | 3 |
|
| 1105 |
1105
Tetrad Corporation
Omaha,
Nebraska
| US$10.4億 | -US$783萬 | -0.7% | 0.74% | 45.6% | 3 | 0% | 13.3 |
|
| 1106 |
1106
Quantum Financial Advisors
El Segundo,
California
| US$10.4億 | +US$2593萬 | +3% | 0.48% | 68% | 281 | 16.73% | 2 |
|
| 1107 |
1107
CKW Financial Group
Honolulu,
Hawaii
| US$10.3億 | +US$1612萬 | +2% | 0.54% | 70.3% | 346 | 42.2% | 5.3 |
|
| 1108 |
1108
Hohimer Wealth Management
Seattle,
Washington
| US$10.3億 | +US$3123萬 | +3% | 3.58% | 111% | 431 | 18.79% | 2 |
|
| 1109 |
1109
Pine Grove Financial Group
Woodbury,
Minnesota
| US$10.3億 | +US$4263萬 | +4% | 0.25% | – | 242 | 17.36% | 0.6 |
|
| 1110 |
1110
Compass Rose Asset Management
New York
| US$10.3億 | -US$25.2億 | -71% | 10.9% | 43.7% | 46 | 76.09% | 0.2 |
|
| 1111 |
1111
Eagle Strategies
New York
| US$10.3億 | +US$2455萬 | +2% | 0.96% | 77.7% | 284 | 9.86% | 2.4 |
|
| 1112 |
BDWCC
1112
B&D White Capital Company
Lakeway,
Texas
| US$10.3億 | +US$2581萬 | +3% | 3.01% | 44.2% | 102 | 31.37% | 1.6 |
|
| 1113 |
1113
Cheviot Value Management
Beverly Hills,
California
| US$10.3億 | +US$4600萬 | +5% | 5.58% | 87% | 541 | 20.7% | 1.8 |
|
| 1114 |
1114
Souders Financial Advisors
Cincinnati,
Ohio
| US$10.3億 | +US$3440萬 | +3% | 0.02% | 59.8% | 234 | 9.83% | 3.1 |
|
| 1115 |
1115
Columbus Macro
New Castle,
Pennsylvania
| US$10.3億 | +US$14.8萬 | +0% | 1.8% | 48.7% | 222 | 13.06% | 3.6 |
|
| 1116 |
1116
AXS Investments
Port Chester,
New York
| US$10.3億 | +US$6.76億 | +192% | 0.25% | 107% | 220 | 21.82% | 2.1 |
|
| 1117 |
1117
Disciplina Capital Management
Nashville,
Tennessee
| US$10.3億 | +US$5938萬 | +6% | 1.87% | 33% | 70 | 2.86% | 3.6 |
|
| 1118 |
1118
Greenwood Capital Associates
Greenwood,
South Carolina
| US$10.3億 | +US$817萬 | +0.8% | 1.63% | 87.7% | 300 | 16.33% | 2.7 |
|
| 1119 |
TIM
1119
Total Investment Management
Scottsdale,
Arizona
| US$10.3億 | +US$7853萬 | +8% | 0.71% | 44.4% | 99 | 12.12% | 3 |
|
| 1120 |
1120
Claro Advisors
Boston,
Massachusetts
| US$10.3億 | +US$7379萬 | +8% | 3.17% | 98.8% | 594 | 22.56% | 2.8 |
|
| 1121 |
1121
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| US$10.3億 | -US$2361萬 | -2% | 0.38% | 84.5% | 2,944 | 9.92% | 1.2 |
|
| 1122 |
1122
Lincluden Management
Mississauga,
Ontario, Canada
| US$10.2億 | +US$477萬 | +0.5% | 0.02% | 67.7% | 70 | 7.14% | 6.9 |
|
| 1123 |
1123
KMG Fiduciary Partners
Toledo,
Ohio
| US$10.2億 | -US$5276萬 | -5% | 4.87% | 114% | 211 | 21.8% | 5 |
|
| 1124 |
1124
Embree Financial Group
Chicago,
Illinois
| US$10.2億 | +US$2429萬 | +2% | 2.99% | 87.6% | 309 | 16.83% | 1.8 |
|
| 1125 |
1125
Opus Capital Group
Cincinnati,
Ohio
| US$10.2億 | -US$968萬 | -0.9% | 0.34% | 53.7% | 152 | 4.61% | 4.9 |
|