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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1301 |
1301
Romano Brothers & Co
Evanston,
Illinois
| US$9.8億 | -US$950萬 | -1% | 1.37% | 110% | 345 | 8.12% | 3.2 |
|
| 1302 |
AAA
1302
Adams Asset Advisors
Dallas,
Texas
| US$9.8億 | +US$1.03億 | +12% | 9.2% | 66.8% | 94 | 6.38% | 5.4 |
|
| 1303 |
1303
Hanson & Doremus Investment Management
Burlington,
Vermont
| US$9.8億 | -US$94.9萬 | -0.1% | 0.2% | 86.3% | 513 | 9.55% | 6.7 |
|
| 1304 |
1304
Eclipse Ventures
Palo Alto,
California
| US$9.8億 | -US$15.9億 | -62% | 19.2% | – | 3 | 33.33% | 1.7 |
|
| 1305 |
1305
L. Roy Papp & Associates
Phoenix,
Arizona
| US$9.8億 | +US$2959萬 | +3% | 5.58% | 80.1% | 200 | 7% | 7.4 |
|
| 1306 |
1306
Aviance Capital Partners
Naples,
Florida
| US$9.8億 | +US$1580萬 | +2% | 3.23% | 109% | 402 | 7.21% | 5 |
|
| 1307 |
1307
Premier Fund Managers
Guildford,
United Kingdom
| US$9.8億 | -US$1.26億 | -11% | 1.37% | 62.7% | 203 | 31.53% | 2.2 |
|
| 1308 |
1308
First Pacific Financial
Vancouver,
Washington
| US$9.8億 | +US$1.38億 | +16% | 0.85% | 53.6% | 559 | 12.52% | 2.2 |
|
| 1309 |
1309
Destiny Wealth Partners
Tavares,
Florida
| US$9.8億 | +US$2.69億 | +38% | 1.17% | 70.4% | 282 | 42.91% | 1.9 |
|
| 1310 |
1310
LVZ Inc
Holland,
Michigan
| US$9.7億 | -US$931萬 | -0.9% | 0.41% | 52.9% | 183 | 12.02% | 3.4 |
|
| 1311 |
1311
Nelson Capital Management
Menlo Park,
California
| US$9.7億 | +US$6248萬 | +7% | 7.18% | 141% | 124 | 8.87% | 6 |
|
| 1312 |
1312
FSM Wealth Advisors
Cleveland,
Ohio
| US$9.7億 | +US$3341萬 | +4% | 0.25% | 68.4% | 375 | 14.13% | 2 |
|
| 1313 |
1313
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| US$9.7億 | -US$2.78億 | -22% | 21% | 96.7% | 2 | 0% | 4.6 |
|
| 1314 |
1314
Barlow Wealth Partners
Louisville,
Kentucky
| US$9.7億 | +US$4457萬 | +5% | 4.71% | 101% | 158 | 9.49% | 2 |
|
| 1315 |
1315
Hartline Investment Corp
Winnetka,
Illinois
| US$9.7億 | -US$1.79億 | -16% | 3.79% | 222% | 123 | 24.39% | 3.6 |
|
| 1316 |
AO
1316
Allen Operations
New York
| US$9.7億 | +US$2.47億 | +34% | 9.91% | 248% | 34 | 5.88% | 5.9 |
|
| 1317 |
AP
1317
Archon Partners
Princeton Junction,
New Jersey
| US$9.7億 | +US$3080萬 | +3% | 4.95% | 99.5% | 39 | 10.26% | 5.7 |
|
| 1318 |
1318
Parthenon LLC
Louisville,
Kentucky
| US$9.7億 | +US$536萬 | +0.6% | 4.36% | 93.3% | 135 | 5.93% | 8.7 |
|
| 1319 |
1319
RMG Wealth Management
Platteville,
Wisconsin
| US$9.7億 | -US$260萬 | -0.3% | 0.33% | – | 676 | 35.95% | 0.7 |
|
| 1320 |
KWMG
1320
King Wealth Management Group
Naples,
Florida
| US$9.7億 | +US$5235萬 | +6% | 5.87% | 103% | 183 | 7.65% | 6.1 |
|
| 1321 |
1321
Bath Savings Trust
Bath,
Maine
| US$9.7億 | +US$71.1萬 | +0.1% | 3.36% | 57.8% | 185 | 8.11% | 7 |
|
| 1322 |
1322
ICICI Prudential Asset Management
Mumbai,
India
| US$9.6億 | +US$5163萬 | +6% | 6.35% | 79.3% | 165 | 9.09% | 3.3 |
|
| 1323 |
1323
Strategic Planning Group
Bountiful,
Utah
| US$9.6億 | +US$4682萬 | +5% | 3.73% | 162% | 88 | 25% | 1.4 |
|
| 1324 |
1324
Financial Partners Group (Kansas)
Overland Park,
Kansas
| US$9.6億 | -US$2146萬 | -2% | 0.68% | 76.7% | 266 | 11.65% | 3.2 |
|
| 1325 |
1325
Partners Wealth Management
Carmel By The Sea,
California
| US$9.6億 | +US$8.59億 | +842% | 7.07% | – | 484 | 78.72% | 0.3 |
|