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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1426 |
1426
Harbor Investment Advisory
Lutherville,
Maryland
| US$14.7億 | +US$3703萬 | +3% | 2.29% | 97.5% | 1,470 | 12.79% | 3.7 |
|
| 1427 |
OHIF
1427
Oriental Harbor Investment Fund
Hong Kong
| US$14.7億 | -US$1.81億 | -11% | 2.04% | – | 15 | 26.67% | 0.8 |
|
| 1428 |
1428
NBC Securities
Birmingham,
Alabama
| US$14.7億 | -US$838萬 | -0.6% | 0.35% | 93.1% | 2,588 | 10.66% | 1.8 |
|
| 1429 |
1429
NBT Bank
Norwich,
New York
| US$14.7億 | -US$4359萬 | -3% | 2.36% | 77% | 1,078 | 47.87% | 4.9 |
|
| 1430 |
1430
GuardCap Asset Management
London,
United Kingdom
| US$14.7億 | +US$5866萬 | +4% | 15.3% | 39.2% | 20 | 15% | 6 |
|
| 1431 |
1431
BOK Financial Private Wealth
Denver,
Colorado
| US$14.6億 | -US$4.85億 | -25% | 0.59% | 68.8% | 796 | 47.74% | 4.2 |
|
| 1432 |
1432
Gilead Sciences
Foster City,
California
| US$14.6億 | -US$1.85億 | -11% | 11% | – | 5 | 0% | 1.8 |
|
| 1433 |
1433
UNICOM Systems
Las Vegas,
Nevada
| US$14.6億 | -US$6884萬 | -4% | 0.89% | – | 40 | 5% | 0.9 |
|
| 1434 |
1434
Shapiro Capital Management
Atlanta,
Georgia
| US$14.6億 | -US$1.87億 | -11% | 4.75% | 45.3% | 53 | 9.43% | 3.1 |
|
| 1435 |
1435
ProVise Management Group
Clearwater,
Florida
| US$14.6億 | -US$3092萬 | -2% | 1.73% | 74.6% | 290 | 19.66% | 7.8 |
|
| 1436 |
1436
Weitz Investment Management
Omaha,
Nebraska
| US$14.6億 | +US$1624萬 | +1% | 4.53% | 44.8% | 52 | 11.54% | 6.1 |
|
| 1437 |
1437
PKO Investment Management Joint-Stock
Warsaw,
Poland
| US$14.6億 | +US$8386萬 | +6% | 4.93% | 145% | 240 | 9.58% | 3.6 |
|
| 1438 |
1438
Traphagen Investment Advisors
Oradell,
New Jersey
| US$14.6億 | +US$6052萬 | +4% | 2.48% | 65.8% | 236 | 10.59% | 3.5 |
|
| 1439 |
1439
Passaic Partners
Newark,
New Jersey
| US$14.6億 | +US$1.02億 | +8% | 0.03% | 60.1% | 18 | 5.56% | 1.8 |
|
| 1440 |
1440
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| US$14.6億 | +US$7903萬 | +6% | 1.54% | 40.2% | 219 | 11.42% | 3.6 |
|
| 1441 |
1441
United Asset Strategies
Garden City,
New York
| US$14.6億 | +US$4274萬 | +3% | 4.98% | 111% | 278 | 10.79% | 4.4 |
|
| 1442 |
1442
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| US$14.6億 | +US$9248萬 | +7% | 0.16% | 58% | 237 | 16.46% | 2.6 |
|
| 1443 |
1443
Blue Grotto Capital
Atlanta,
Georgia
| US$14.6億 | +US$2.57億 | +21% | 1.4% | 296% | 36 | 41.67% | 0.7 |
|
| 1444 |
1444
SVB Wealth
Boston,
Massachusetts
| US$14.5億 | -US$1.33億 | -8% | 3.26% | 177% | 396 | 12.37% | 1.4 |
|
| 1445 |
1445
One Day In July LLC
Burlington,
Vermont
| US$14.5億 | +US$1454萬 | +1% | 1.34% | 48.2% | 172 | 9.3% | 3.4 |
|
| 1446 |
1446
Sovran Advisors
San Diego,
California
| US$14.5億 | +US$1.1億 | +8% | 1.53% | – | 678 | 15.93% | 1.2 |
|
| 1447 |
1447
North of South Capital
London,
United Kingdom
| US$14.5億 | +US$9270萬 | +7% | 1.68% | – | 31 | 22.58% | 1.2 |
|
| 1448 |
1448
Colonial Trust Advisors
Spartanburg,
South Carolina
| US$14.5億 | +US$1368萬 | +1% | 2.88% | 90.7% | 900 | 15.33% | 3.4 |
|
| 1449 |
1449
Emerald Investment Advisers
Leola,
Pennsylvania
| US$14.5億 | -US$5350萬 | -4% | 1.45% | – | 300 | 19.67% | 0.4 |
|
| 1450 |
1450
Cardiff Park Advisors
Carlsbad,
California
| US$14.5億 | +US$1.56億 | +12% | 3.48% | 99.7% | 411 | 17.03% | 3.2 |
|