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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1176 |
1176
Regal Investment Advisors
Kentwood,
Michigan
| US$20億 | +US$7072萬 | +4% | 1.2% | 71.6% | 692 | 12.57% | 3.1 |
|
| 1177 |
1177
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| US$20億 | +US$1.39億 | +7% | 1.61% | 66.9% | 289 | 53.98% | 1.8 |
|
| 1178 |
1178
Jordan Park Group
San Francisco,
California
| US$20億 | +US$2322萬 | +1% | 0.18% | 47.8% | 70 | 8.57% | 2.9 |
|
| 1179 |
1179
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| US$19.9億 | +US$1.13億 | +6% | 1.24% | 73.7% | 402 | 16.67% | 3.6 |
|
| 1180 |
1180
Wesleyan Assurance Society
Birmingham,
United Kingdom
| US$19.9億 | +US$701萬 | +0.4% | 3.3% | 114% | 110 | 1.82% | 5.8 |
|
| 1181 |
1181
Fifth Third Securities
Cincinnati,
Ohio
| US$19.8億 | +US$2.31億 | +13% | 0.82% | 62.7% | 448 | 25.89% | 2.2 |
|
| 1182 |
1182
Turtle Creek Wealth Advisors
Dallas,
Texas
| US$19.8億 | +US$8735萬 | +5% | 3.77% | 112% | 555 | 16.22% | 1.1 |
|
| 1183 |
1183
JFS Wealth Advisors
Hermitage,
Pennsylvania
| US$19.8億 | -US$2527萬 | -1% | 0.54% | 60% | 2,340 | 10.38% | 4.3 |
|
| 1184 |
1184
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| US$19.8億 | -US$9629萬 | -5% | 0.06% | 70.2% | 139 | 9.35% | 4.5 |
|
| 1185 |
1185
Leeward Investments
Boston,
Massachusetts
| US$19.8億 | -US$2.22億 | -10% | 4.09% | 88% | 143 | 4.9% | 3.4 |
|
| 1186 |
1186
Ruffer LLP
London,
United Kingdom
| US$19.8億 | -US$8.53億 | -30% | 6.65% | 123% | 224 | 35.71% | 1.3 |
|
| 1187 |
1187
Willis Investment Counsel
Gainesville,
Georgia
| US$19.7億 | -US$1.29億 | -6% | 5.09% | 65.3% | 132 | 8.33% | 5.5 |
|
| 1188 |
1188
PFG Advisors
Phoenix,
Arizona
| US$19.6億 | -US$1911萬 | -1% | 0.16% | 82.7% | 848 | 16.98% | 2.7 |
|
| 1189 |
1189
McKinley Carter Wealth Services
Wheeling,
West Virginia
| US$19.6億 | +US$2421萬 | +1% | 0.05% | 63.2% | 333 | 5.71% | 5.2 |
|
| 1190 |
1190
Symmetry Partners
Glastonbury,
Connecticut
| US$19.6億 | -US$379萬 | -0.2% | 0.64% | 61.4% | 405 | 38.77% | 1.6 |
|
| 1191 |
1191
Roffman Miller Associates
Philadelphia,
Pennsylvania
| US$19.5億 | +US$3801萬 | +2% | 3.24% | 83.5% | 92 | 5.43% | 7.8 |
|
| 1192 |
1192
Atwood & Palmer
Kansas City,
Missouri
| US$19.5億 | +US$7255萬 | +4% | 2.52% | 90% | 522 | 9.77% | 5.5 |
|
| 1193 |
1193
Triglav Skladi
Ljubljana,
Slovenia
| US$19.4億 | +US$4453萬 | +2% | 5.4% | – | 210 | 20% | 1 |
|
| 1194 |
1194
Aquamarine Financial
George Town,
| US$19.4億 | +US$1.32億 | +7% | 1.01% | – | 21 | 42.86% | 0.6 |
|
| 1195 |
1195
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| US$19.4億 | +US$7481萬 | +4% | 4.02% | 94.9% | 375 | 10.93% | 2.2 |
|
| 1196 |
1196
Rebalance
Palo Alto,
California
| US$19.4億 | +US$3389萬 | +2% | 1.09% | 47.6% | 105 | 6.67% | 2.8 |
|
| 1197 |
1197
Segment Wealth Management
Houston,
Texas
| US$19.4億 | +US$1286萬 | +0.7% | 1.75% | 108% | 328 | 8.84% | 4.7 |
|
| 1198 |
1198
Moody Lynn & Lieberson
Boston,
Massachusetts
| US$19.3億 | +US$3165萬 | +2% | 3.94% | 142% | 278 | 9.71% | 5.5 |
|
| 1199 |
1199
China Universal Asset Management Company
Shanghai,
China
| US$19.2億 | +US$2.46億 | +15% | 6.16% | 292% | 549 | 11.84% | 2.4 |
|
| 1200 |
1200
Easterly Investment Partners
Beverly,
Massachusetts
| US$19.2億 | -US$4991萬 | -3% | 2.65% | 64.1% | 265 | 25.66% | 2 |
|