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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6,011檔基金(占~67%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1651 |
HCP
1651
Holt Capital Partners
Fort Worth,
Texas
| US$8.66億 | +US$1646萬 | +2% | 0.73% | 75.1% | 169 | 4.73% | 7.5 |
|
| 1652 |
1652
Security National Bank
Omaha,
Nebraska
| US$8.65億 | +US$2707萬 | +3% | 2.33% | 125% | 488 | 22.75% | 2.2 |
|
| 1653 |
1653
BlueSky Wealth Advisors
New Bern,
North Carolina
| US$8.65億 | +US$119萬 | +0.1% | 1.25% | 45.9% | 118 | 12.71% | 2.7 |
|
| 1654 |
1654
Rice Partnership
Honolulu,
Hawaii
| US$8.64億 | +US$3998萬 | +5% | 2.51% | 135% | 192 | 16.15% | 3.7 |
|
| 1655 |
1655
Oslo Pensjonsforsikring
Oslo,
| US$8.63億 | -US$596萬 | -0.7% | 5.46% | 79% | 481 | 13.51% | 1.9 |
|
| 1656 |
PA
1656
Prairie Advisory
Leawood,
Kansas
| US$8.63億 | +US$4.37億 | +102% | 0.34% | – | 183 | 12.57% | 0.2 |
|
| 1657 |
1657
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| US$8.63億 | -US$796萬 | -0.9% | 3.44% | 195% | 66 | 4.55% | 7.5 |
|
| 1658 |
1658
Lineweaver Wealth Advisors
Valley View,
Ohio
| US$8.63億 | +US$1769萬 | +2% | 0.83% | 68.4% | 194 | 12.37% | 2.9 |
|
| 1659 |
1659
Peterson Wealth Advisors
Orem,
Utah
| US$8.62億 | +US$1573萬 | +2% | 0.68% | 50.9% | 123 | 8.13% | 3.8 |
|
| 1660 |
1660
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| US$8.62億 | +US$2009萬 | +2% | 1.79% | 49% | 127 | 11.81% | 4.1 |
|
| 1661 |
1661
Berman McAleer
Timonium,
Maryland
| US$8.62億 | -US$188萬 | -0.2% | 0.35% | – | 189 | 13.76% | 0.8 |
|
| 1662 |
CANC
1662
Culbertson A N & Co
Charlottesville,
Virginia
| US$8.61億 | +US$252萬 | +0.3% | 0.85% | 87.5% | 142 | 5.63% | 7.9 |
|
| 1663 |
1663
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| US$8.61億 | +US$3485萬 | +4% | 3.25% | 86.4% | 141 | 2.84% | 8.8 |
|
| 1664 |
1664
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| US$8.61億 | +US$861萬 | +1% | 0.03% | 61.6% | 210 | 11.43% | 2.6 |
|
| 1665 |
1665
Fagan Associates
Troy,
New York
| US$8.61億 | +US$4792萬 | +6% | 6.16% | 127% | 142 | 5.63% | 5.1 |
|
| 1666 |
1666
Concord Wealth Partners
Abingdon,
Virginia
| US$8.6億 | -US$1325萬 | -2% | 0.74% | 71.1% | 910 | 13.19% | 1.2 |
|
| 1667 |
1667
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| US$8.6億 | -US$847萬 | -1% | 0.04% | 81.7% | 310 | 7.1% | 4.7 |
|
| 1668 |
1668
Kavar Capital Partners Group
Leawood,
Kansas
| US$8.6億 | +US$4818萬 | +6% | 2.85% | 86.8% | 216 | 7.87% | 5 |
|
| 1669 |
1669
Ellevest Inc
New York
| US$8.6億 | +US$1149萬 | +1% | 1.11% | 82.6% | 510 | 18.82% | 3.4 |
|
| 1670 |
1670
Mirador Capital Partners
Pleasanton,
California
| US$8.59億 | +US$4243萬 | +5% | 8.95% | 120% | 240 | 15.83% | 4.1 |
|
| 1671 |
1671
Castellan Group
Louisville,
Kentucky
| US$8.59億 | -US$5337萬 | -6% | 6.58% | 184% | 50 | 22% | 1.4 |
|
| 1672 |
1672
Adams Natural Resources Fund
Baltimore,
Maryland
| US$8.57億 | +US$9451萬 | +12% | 15.7% | 50.6% | 52 | 5.77% | 8 |
|
| 1673 |
1673
Cullen Investment Group
Lafayette,
Louisiana
| US$8.57億 | +US$3087萬 | +4% | 4.06% | 102% | 185 | 5.41% | 2.3 |
|
| 1674 |
1674
Fiduciary Financial Group
San Rafael,
California
| US$8.57億 | -US$2581萬 | -3% | 1.8% | – | 414 | 14.73% | 1.4 |
|
| 1675 |
1675
Premier Path Wealth Partners
Madison,
New Jersey
| US$8.56億 | -US$1323萬 | -2% | 2.68% | 98.8% | 412 | 11.65% | 2.2 |
|