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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5,536檔基金(占~62%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1576 |
1576
Lee Financial
Dallas,
Texas
| US$8.01億 | +US$1776萬 | +2% | 0.61% | 75% | 166 | 9.64% | 5.2 |
|
| 1577 |
1577
Sentinel Pension Advisors
Wakefield,
Massachusetts
| US$8.01億 | +US$3857萬 | +5% | 0.47% | 52.1% | 161 | 11.18% | 2.9 |
|
| 1578 |
1578
Eagle Rock Investment Company
Atlanta,
Georgia
| US$7.99億 | -US$925萬 | -1% | 0.73% | 121% | 165 | 10.91% | 3.2 |
|
| 1579 |
1579
Mechanics Bank - Trust Department
Walnut Creek,
California
| US$7.98億 | -US$1009萬 | -1% | 2.06% | 76.8% | 217 | 8.29% | 6.9 |
|
| 1580 |
1580
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| US$7.98億 | -US$6498萬 | -8% | 1.54% | 94.2% | 453 | 20.31% | 0.9 |
|
| 1581 |
1581
Acorn Financial Advisory Services
Reston,
Virginia
| US$7.98億 | +US$4460萬 | +6% | 3.18% | 108% | 249 | 14.86% | 3.4 |
|
| 1582 |
1582
Arlington Financial Advisors
Santa Barbara,
California
| US$7.96億 | +US$880萬 | +1% | 0.46% | 67.6% | 123 | 21.95% | 3.3 |
|
| 1583 |
1583
AdvisorShares Investments
Bethesda,
Maryland
| US$7.96億 | -US$3220萬 | -4% | 1.37% | 108% | 286 | 24.13% | 1.6 |
|
| 1584 |
1584
Horizon Wealth Management
La Grange,
Illinois
| US$7.94億 | +US$908萬 | +1% | 1.71% | 109% | 173 | 23.7% | 2.1 |
|
| 1585 |
1585
Enclave Advisors
Austin,
Texas
| US$7.93億 | +US$308萬 | +0.4% | 1.18% | – | 152 | 21.05% | 1.4 |
|
| 1586 |
1586
Perryman Financial Advisory
Dallas,
Texas
| US$7.91億 | +US$4005萬 | +5% | 5.57% | – | 193 | 2.59% | 0.7 |
|
| 1587 |
1587
Regatta Capital Group
El Segundo,
California
| US$7.91億 | +US$4698萬 | +6% | 2.19% | 78.1% | 247 | 15.38% | 2.8 |
|
| 1588 |
1588
Clearstead Trust
Portland,
Maine
| US$7.9億 | +US$2544萬 | +3% | 2.48% | 124% | 1,064 | 12.69% | 2.3 |
|
| 1589 |
1589
Hudock Inc
Williamsport,
Pennsylvania
| US$7.9億 | +US$842萬 | +1% | 0.5% | 69.7% | 233 | 10.3% | 5.9 |
|
| 1590 |
1590
NetEase Inc
Hangzhou,
China
| US$7.9億 | +US$2414萬 | +3% | 3.34% | 289% | 2 | 0% | 2.8 |
|
| 1591 |
1591
Financial Solutions Advisory Group
Chicago,
Illinois
| US$7.88億 | -US$288萬 | -0.4% | 0.84% | – | 195 | 11.79% | 0.4 |
|
| 1592 |
1592
Independent Solutions Wealth Management
Williamsville,
New York
| US$7.88億 | +US$1709萬 | +2% | 3.73% | 125% | 201 | 6.97% | 3.7 |
|
| 1593 |
1593
Human Investing
Lake Oswego,
Oregon
| US$7.87億 | +US$1601萬 | +2% | 0.16% | 56.9% | 113 | 12.39% | 3.8 |
|
| 1594 |
1594
Colonial Trust
Spartanburg,
South Carolina
| US$7.86億 | -US$336萬 | -0.4% | 2.19% | 83.6% | 1,203 | 11.06% | 2.7 |
|
| 1595 |
1595
Hughes Financial Services
Herndon,
Virginia
| US$7.86億 | +US$3173萬 | +4% | 0.74% | – | 2,152 | 21.61% | 0.9 |
|
| 1596 |
1596
Westside Investment Management
Santa Monica,
California
| US$7.85億 | +US$2358萬 | +3% | 2.93% | 126% | 1,478 | 5.55% | 3.8 |
|
| 1597 |
NG
1597
Northstar Group
New York
| US$7.84億 | +US$738萬 | +0.9% | 1.64% | 68.4% | 178 | 7.87% | 6.1 |
|
| 1598 |
1598
Financial Advisory Corporation
Grand Rapids,
Michigan
| US$7.84億 | +US$2981萬 | +4% | 0.76% | – | 58 | 6.9% | 1.5 |
|
| 1599 |
1599
Gratus Wealth Advisors
Virginia Beach,
Virginia
| US$7.83億 | -US$232萬 | -0.3% | 0.76% | 65.2% | 145 | 11.03% | 2.1 |
|
| 1600 |
1600
Once Capital Management
New York
| US$7.83億 | -US$4.36億 | -36% | 3.55% | 627% | 25 | 16% | 2.7 |
|