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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1276 |
1276
Van Cleef Asset Management
Beachwood,
Ohio
| US$10.1億 | +US$2625萬 | +3% | 7.15% | 104% | 122 | 4.1% | 8.1 |
|
| 1277 |
1277
TritonPoint Wealth
Chevy Chase,
Maryland
| US$10.1億 | -US$1051萬 | -1% | 2.59% | 92.7% | 299 | 8.03% | 2.1 |
|
| 1278 |
1278
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| US$10.1億 | -US$469萬 | -0.5% | 1.5% | 42.7% | 1,395 | 5.38% | 2.4 |
|
| 1279 |
1279
Grove Bank & Trust
Miami,
Florida
| US$10.1億 | -US$263萬 | -0.3% | 1.52% | 80.5% | 959 | 10.43% | 3.4 |
|
| 1280 |
1280
U.S. Global Investors (USGI)
San Antonio,
Texas
| US$10億 | -US$3490萬 | -3% | 7.27% | 151% | 148 | 21.62% | 2.7 |
|
| 1281 |
1281
Genus Capital Management
Vancouver,
British Columbia, Canada
| US$10億 | -US$1381萬 | -1% | 7.49% | – | 252 | 32.94% | 0.8 |
|
| 1282 |
1282
Sendero Wealth Management
San Antonio,
Texas
| US$10億 | -US$257萬 | -0.3% | 5.71% | 99.2% | 226 | 15.49% | 2.3 |
|
| 1283 |
1283
Toth Financial Advisory
Leesburg,
Virginia
| US$10億 | -US$2319萬 | -2% | 0.03% | 90.4% | 1,123 | 30.19% | 3.3 |
|
| 1284 |
1284
Cabot Wealth Management
Salem,
Massachusetts
| US$10億 | +US$1653萬 | +2% | 0.76% | 75.9% | 164 | 20.73% | 5.3 |
|
| 1285 |
1285
Provident Investment Management
Novi,
Michigan
| US$10億 | -US$3050萬 | -3% | 6.11% | 90.8% | 93 | 10.75% | 4.1 |
|
| 1286 |
JWBC
1286
J.W. Burns & Co
Dewitt,
New York
| US$10億 | +US$3830萬 | +4% | 5.09% | 95.4% | 197 | 7.61% | 7.9 |
|
| 1287 |
1287
Allegheny Financial Group
Pittsburgh,
Pennsylvania
| US$10億 | +US$5520萬 | +6% | 1.18% | 72.7% | 325 | 10.77% | 2.8 |
|
| 1288 |
1288
Evermay Wealth Management
Arlington,
Virginia
| US$10億 | +US$2483萬 | +3% | 0.24% | 61.1% | 682 | 13.34% | 4.4 |
|
| 1289 |
1289
Moisand Fitzgerald Tamayo
Orlando,
Florida
| US$10億 | -US$2862萬 | -3% | 1.4% | 51.1% | 699 | 25.75% | 3.9 |
|
| 1290 |
1290
Patton Albertson Miller Group
Chattanooga,
Tennessee
| US$9.9億 | -US$1054萬 | -1% | 0.99% | 117% | 224 | 7.14% | 6 |
|
| 1291 |
1291
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| US$9.9億 | -US$6142萬 | -6% | 4.93% | 138% | 36 | 11.11% | 5 |
|
| 1292 |
1292
SJS Investment Consulting
Sylvania,
Ohio
| US$9.9億 | +US$7451萬 | +8% | 0.37% | 69.4% | 3,366 | 18.3% | 1.9 |
|
| 1293 |
ACM
1293
AIGH Capital Management
Baltimore,
Maryland
| US$9.9億 | -US$5.95億 | -37% | 9.01% | 3,026% | 53 | 32.08% | 0.9 |
|
| 1294 |
1294
Oarsman Capital
Milwaukee,
Wisconsin
| US$9.9億 | +US$4522萬 | +5% | 0.14% | 74.9% | 273 | 14.65% | 4.4 |
|
| 1295 |
1295
Periscope Capital
Toronto,
Ontario, Canada
| US$9.9億 | -US$1.5億 | -13% | 0.17% | 26.5% | 587 | 30.32% | 0.7 |
|
| 1296 |
1296
Elyxium Wealth
San Mateo,
California
| US$9.9億 | +US$3697萬 | +4% | 2.91% | – | 1,479 | 79.78% | 0.2 |
|
| 1297 |
1297
Jamison Private Wealth Management
Milton,
Georgia
| US$9.9億 | -US$284萬 | -0.3% | 0.8% | 130% | 234 | 5.98% | 2.3 |
|
| 1298 |
1298
Capital Advisors Ltd
Shaker Heights,
Ohio
| US$9.9億 | -US$376萬 | -0.4% | 0.67% | 61.1% | 1,687 | 12.8% | 4.2 |
|
| 1299 |
1299
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| US$9.9億 | -US$2835萬 | -3% | 1% | 116% | 452 | 19.47% | 2 |
|
| 1300 |
1300
Foguth Wealth Management
Brighton,
Michigan
| US$9.9億 | +US$1.07億 | +12% | 0.3% | – | 239 | 15.9% | 1.4 |
|