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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1351 |
1351
Wealthquest
Cincinnati,
Ohio
| US$16.1億 | +US$2408萬 | +2% | 0.94% | 58.5% | 188 | 13.3% | 1.9 |
|
| 1352 |
1352
M Holdings Securities
Portland,
Oregon
| US$16億 | +US$8.74億 | +120% | 2.01% | 94.1% | 631 | 78.29% | 0.2 |
|
| 1353 |
1353
Perennial Investment Advisors
Los Angeles,
California
| US$16億 | +US$9841萬 | +7% | 1.6% | 93.6% | 643 | 15.09% | 2.5 |
|
| 1354 |
1354
Texas Permanent School Fund
Austin,
Texas
| US$16億 | -US$6.54億 | -29% | 1.83% | 45.6% | 19 | 78.95% | 0.8 |
|
| 1355 |
1355
Stonebridge Capital Advisors
St Paul,
Minnesota
| US$16億 | +US$3741萬 | +2% | 4.9% | 96.6% | 226 | 11.5% | 7.3 |
|
| 1356 |
1356
Avity Investment Management
Greenwich,
Connecticut
| US$16億 | +US$2826萬 | +2% | 4.64% | 119% | 123 | 6.5% | 5.8 |
|
| 1357 |
1357
Heartland Bank & Trust
Bloomington,
Illinois
| US$16億 | +US$11.1億 | +230% | 4.43% | 118% | 240 | 13.33% | 1.8 |
|
| 1358 |
1358
Avalon Trust
Santa Fe,
New Mexico
| US$15.9億 | -US$3060萬 | -2% | 3.43% | 136% | 473 | 7.4% | 2.2 |
|
| 1359 |
1359
Bouchey Financial Group
Troy,
New York
| US$15.9億 | +US$4659萬 | +3% | 2.54% | 77.6% | 219 | 17.81% | 3.4 |
|
| 1360 |
1360
Forest Avenue Capital Management
Miami,
Florida
| US$15.9億 | -US$7.87億 | -33% | 20.1% | 282% | 27 | 25.93% | 0.9 |
|
| 1361 |
1361
Beaumont Financial Advisors
Needham,
Massachusetts
| US$15.9億 | +US$2018萬 | +1% | 3.31% | 93.3% | 404 | 10.4% | 4.8 |
|
| 1362 |
1362
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| US$15.9億 | -US$6257萬 | -4% | 0.32% | 46.4% | 154 | 24.68% | 2.4 |
|
| 1363 |
1363
JANA Partners Management
New York
| US$15.9億 | -US$3.13億 | -16% | 13.5% | 24.4% | 12 | 33.33% | 1.4 |
|
| 1364 |
1364
Naples Global Advisors
Naples,
Florida
| US$15.9億 | -US$3382萬 | -2% | 0.3% | 111% | 476 | 5.04% | 6.3 |
|
| 1365 |
1365
Callodine Capital Management
Boston,
Massachusetts
| US$15.9億 | +US$5446萬 | +4% | 1.6% | 48.1% | 66 | 10.61% | 1.6 |
|
| 1366 |
1366
YHB Investment Advisors
West Hartford,
Connecticut
| US$15.9億 | +US$2404萬 | +2% | 2.81% | 96.2% | 330 | 9.7% | 6 |
|
| 1367 |
1367
Hardy Reed
Tupelo,
Mississippi
| US$15.8億 | +US$2410萬 | +2% | 0.72% | 77.5% | 281 | 18.15% | 2.7 |
|
| 1368 |
1368
Arete Wealth Advisors
Chicago,
Illinois
| US$15.8億 | +US$6810萬 | +5% | 2.26% | 94.6% | 390 | 21.79% | 2.9 |
|
| 1369 |
1369
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
| US$15.8億 | +US$3.72億 | +31% | 0.19% | – | 465 | 20.43% | 0.6 |
|
| 1370 |
1370
SSI Investment Management
Los Angeles,
California
| US$15.8億 | -US$1.42億 | -8% | 0.02% | 16.4% | 262 | 4.96% | 1.8 |
|
| 1371 |
1371
Vicus Capital
State College,
Pennsylvania
| US$15.8億 | +US$2948萬 | +2% | 0.78% | 67% | 290 | 13.45% | 4.1 |
|
| 1372 |
1372
Blue Chip Partners
Farmington Hills,
Michigan
| US$15.8億 | -US$709萬 | -0.4% | 0.36% | 88.7% | 202 | 14.36% | 4.9 |
|
| 1373 |
1373
Cryder Capital Partners
London,
United Kingdom
| US$15.7億 | -US$1592萬 | -1% | 10.8% | 67.8% | 10 | 10% | 8.2 |
|
| 1374 |
1374
Next Century Growth Investors
Plymouth,
Minnesota
| US$15.7億 | -US$3.16億 | -17% | 2.18% | 475% | 138 | 32.61% | 1.9 |
|
| 1375 |
1375
Great Hill Capital
New York
| US$15.6億 | -US$27.3億 | -64% | 4.65% | – | 46 | 2.17% | 0.9 |
|