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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5,270檔基金(占~59%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1776 |
1776
Key Financial Inc
West Chester,
Pennsylvania
| US$6.14億 | +US$316萬 | +0.5% | 1.25% | 64.1% | 1,396 | 8.88% | 4.1 |
|
| 1777 |
1777
Grant Street Asset Management
Canonsburg,
Pennsylvania
| US$6.14億 | +US$322萬 | +0.5% | 1.1% | 47.2% | 95 | 7.37% | 3.1 |
|
| 1778 |
EFL
1778
ERn Financial LLC
Middleton,
Wisconsin
| US$6.13億 | +US$891萬 | +1% | 0.7% | 61.2% | 170 | 9.41% | 4.1 |
|
| 1779 |
CBTWT
1779
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| US$6.12億 | +US$5782萬 | +10% | 5.07% | 124% | 181 | 11.6% | 6.1 |
|
| 1780 |
1780
Stelac Advisory Services
New York
| US$6.12億 | +US$7518萬 | +14% | 1.46% | 97.5% | 186 | 17.2% | 3.2 |
|
| 1781 |
CRB
1781
Chad R. Baker
| US$6.12億 | -US$815萬 | -1% | 2.21% | 123% | 54 | 9.26% | 6.4 |
|
| 1782 |
1782
Hutchinson Capital Management
San Rafael,
California
| US$6.12億 | +US$2783萬 | +5% | 5.06% | 60.9% | 118 | 14.41% | 4.8 |
|
| 1783 |
1783
REAP Financial Group
Austin,
Texas
| US$6.11億 | +US$2522萬 | +4% | 1.06% | 63% | 566 | 11.31% | 2 |
|
| 1784 |
1784
Altiora Financial Group
Lebanon,
Ohio
| US$6.11億 | -US$2367萬 | -4% | 0.39% | 41.1% | 119 | 16.81% | 2.4 |
|
| 1785 |
FFA
1785
Florida Financial Advisors
Tampa,
Florida
| US$6.11億 | +US$1890萬 | +3% | 2.01% | 159% | 406 | 21.92% | 1.3 |
|
| 1786 |
GWI
1786
Grace & White Inc
Ny,
New York
| US$6.1億 | -US$2166萬 | -3% | 0.92% | 59.6% | 137 | 4.38% | 7.8 |
|
| 1787 |
1787
Shenkman Capital Management
New York
| US$6.1億 | -US$1.11億 | -15% | 0.71% | 2.21% | 71 | 12.68% | 0.8 |
|
| 1788 |
1788
Steginsky Capital
Port Washington,
New York
| US$6.1億 | -US$5647萬 | -8% | 4.79% | 99.4% | 8 | 0% | 8.6 |
|
| 1789 |
1789
Mountain Pacific Investment Advisers
Boise,
Idaho
| US$6.1億 | -US$2579萬 | -4% | 0.31% | 82.7% | 152 | 7.24% | 8 |
|
| 1790 |
1790
High Note Wealth
Deephaven,
Minnesota
| US$6.1億 | +US$2340萬 | +4% | 2.79% | 82.8% | 1,022 | 10.96% | 1.5 |
|
| 1791 |
1791
New York Life Insurance Company
New York
| US$6.08億 | +US$8118萬 | +15% | 2.04% | 71% | 4 | 50% | 6.3 |
|
| 1792 |
1792
VeraBank
Henderson,
Texas
| US$6.07億 | +US$234萬 | +0.4% | 2.63% | 69.5% | 171 | 6.43% | 4.9 |
|
| 1793 |
1793
ORG Wealth Partners
Dallas,
Texas
| US$6.07億 | -US$6081萬 | -9% | 7.89% | – | 2,584 | 73.26% | 0.4 |
|
| 1794 |
1794
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| US$6.06億 | +US$771萬 | +1% | 3.51% | 111% | 235 | 6.81% | 4.2 |
|
| 1795 |
1795
Landaas & Company
Milwaukee,
Wisconsin
| US$6.06億 | +US$5661萬 | +10% | 1.6% | 68.3% | 166 | 13.86% | 2.9 |
|
| 1796 |
1796
Family Investment Center
Saint Joseph,
Missouri
| US$6.06億 | +US$398萬 | +0.7% | 1.64% | 53.1% | 133 | 25.56% | 2 |
|
| 1797 |
1797
Running Oak Capital
Edina,
Minnesota
| US$6.06億 | +US$1933萬 | +3% | 2.56% | 40.8% | 59 | 1.69% | 3.7 |
|
| 1798 |
1798
Pettinga Financial Advisors
Evansville,
Indiana
| US$6.06億 | -US$1827萬 | -3% | 1.39% | 78.1% | 172 | 17.44% | 3.3 |
|
| 1799 |
1799
Shah Capital Management
Raleigh,
North Carolina
| US$6.05億 | +US$7912萬 | +15% | 23.3% | 287% | 11 | 18.18% | 4.7 |
|
| 1800 |
1800
Kendall Capital Management
Rockville,
Maryland
| US$6.05億 | +US$479萬 | +0.8% | 2.27% | 130% | 244 | 7.79% | 3.9 |
|