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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4,403檔基金(占~49%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 151 |
151
iA Global Asset Management
Quebec,
Quebec, Canada
| US$85.4億 | +US$1.18億 | +1% | 3.91% | 164% | 593 | 39.97% | 1.4 |
|
| 152 |
152
Everett Harris & Co
Los Angeles,
California
| US$84.6億 | +US$3.15億 | +4% | 5.76% | 66.2% | 296 | 6.08% | 7.3 |
|
| 153 |
153
Ferguson Wellman Capital Management
Portland,
Oregon
| US$83.8億 | +US$1.91億 | +2% | 4.02% | 118% | 462 | 11.04% | 5.6 |
|
| 154 |
154
Yacktman Asset Management
Austin,
Texas
| US$83.8億 | +US$2.87億 | +4% | 7.04% | 67% | 75 | 1.33% | 6.3 |
|
| 155 |
155
Welch & Forbes
Boston,
Massachusetts
| US$83.4億 | +US$1.14億 | +1% | 4.06% | 87.5% | 403 | 6.45% | 8 |
|
| 156 |
156
Canoe Financial
Calgary,
Alberta, Canada
| US$83.1億 | +US$2.36億 | +3% | 2.34% | 84.1% | 131 | 24.43% | 1.6 |
|
| 157 |
157
Howard Capital Management
Roswell,
Georgia
| US$82.6億 | -US$1.35億 | -2% | 1.23% | 144% | 457 | 17.72% | 1.7 |
|
| 158 |
158
AIA Group
Hong Kong
| US$81.1億 | +US$1.63億 | +2% | 3.34% | 97.8% | 360 | 21.11% | 2.2 |
|
| 159 |
GA
159
Greenhaven Associates
Purchase,
New York
| US$79.6億 | -US$6.99億 | -8% | 0.53% | 62.5% | 29 | 10.34% | 4.8 |
|
| 160 |
160
Facet Wealth Inc
Baltimore,
Maryland
| US$79.5億 | +US$9.7億 | +14% | 0.55% | 52.9% | 499 | 24.45% | 1.4 |
|
| 161 |
161
Apella Capital
West Hartford,
Connecticut
| US$78.8億 | +US$8.04億 | +11% | 0.17% | 48.6% | 824 | 15.29% | 2.1 |
|
| 162 |
162
SignatureFD
Atlanta,
Georgia
| US$77.6億 | +US$2.75億 | +4% | 1.11% | 81.3% | 3,702 | 9.08% | 5 |
|
| 163 |
163
Capital Investment Advisors
Atlanta,
Georgia
| US$77.4億 | +US$1.46億 | +2% | 0.24% | 62.2% | 830 | 9.4% | 5.3 |
|
| 164 |
164
Prospera Financial Services
Dallas,
Texas
| US$77.3億 | +US$8.45億 | +12% | 2.86% | 109% | 1,651 | 19.56% | 3.3 |
|
| 165 |
165
GF Fund Management
Guangzhou,
China
| US$77.2億 | -US$6.17億 | -7% | 1.55% | – | 640 | 12.03% | 1.5 |
|
| 166 |
166
Forum Financial Management
Lombard,
Illinois
| US$77億 | -US$8899萬 | -1% | 1.33% | 56.7% | 368 | 11.41% | 3 |
|
| 167 |
167
Crossmark Global Holdings
Houston,
Texas
| US$76.9億 | -US$2138萬 | -0.3% | 4.62% | 128% | 1,322 | 9% | 6.6 |
|
| 168 |
168
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| US$76.6億 | +US$4940萬 | +0.6% | 1.54% | 45.9% | 262 | 11.45% | 3.1 |
|
| 169 |
169
Aware Super
Sydney,
Australia
| US$75.1億 | +US$4.51億 | +6% | 5.53% | – | 262 | 26.34% | 1.7 |
|
| 170 |
170
Douglas Lane & Associates
New York
| US$74.6億 | +US$9182萬 | +1% | 8.93% | 91.9% | 256 | 6.25% | 6.6 |
|
| 171 |
171
Sapient Capital
Indianapolis,
Indiana
| US$74.4億 | -US$2.04億 | -3% | 0.57% | 212% | 418 | 11.48% | 2 |
|
| 172 |
172
Glenview Trust
Louisville,
Kentucky
| US$74.2億 | +US$1.92億 | +3% | 2.6% | 110% | 549 | 11.48% | 6.4 |
|
| 173 |
173
Parallel Advisors
San Francisco,
California
| US$74.2億 | +US$8.55億 | +13% | 4.94% | 122% | 4,186 | 9.77% | 4.9 |
|
| 174 |
174
Empirical Wealth Management
Seattle,
Washington
| US$73.8億 | +US$5.31億 | +8% | 1.8% | 87.1% | 1,249 | 21.22% | 2.8 |
|
| 175 |
175
ACR Alpine Capital Research
St. Louis,
Missouri
| US$73.5億 | +US$3.11億 | +4% | 4.19% | 69.5% | 41 | 9.76% | 5.3 |
|