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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5,393檔基金(占~60%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1826 |
1826
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| US$6.14億 | +US$1523萬 | +3% | 0.03% | 75.2% | 134 | 23.88% | 2 |
|
| 1827 |
1827
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 |
|
| 1828 |
1828
Grant Street Asset Management
Canonsburg,
Pennsylvania
| US$6.14億 | +US$322萬 | +0.5% | 1.1% | 47.2% | 95 | 7.37% | 3.1 |
|
| 1829 |
EFL
1829
ERn Financial LLC
Middleton,
Wisconsin
| US$6.13億 | +US$891萬 | +1% | 0.7% | 61.2% | 170 | 9.41% | 4.1 |
|
| 1830 |
CBTWT
1830
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| US$6.12億 | +US$5782萬 | +10% | 5.07% | 124% | 181 | 11.6% | 6.1 |
|
| 1831 |
1831
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| US$6.12億 | -US$4,767 | -0% | 3.22% | 64.8% | 81 | 0% | 3.1 |
|
| 1832 |
1832
Stelac Advisory Services
New York
| US$6.12億 | +US$7518萬 | +14% | 1.46% | 97.5% | 186 | 17.2% | 3.2 |
|
| 1833 |
CRB
1833
Chad R. Baker
| US$6.12億 | -US$815萬 | -1% | 2.21% | 123% | 54 | 9.26% | 6.4 |
|
| 1834 |
1834
Hutchinson Capital Management
San Rafael,
California
| US$6.12億 | +US$2783萬 | +5% | 5.06% | 60.9% | 118 | 14.41% | 4.8 |
|
| 1835 |
1835
REAP Financial Group
Austin,
Texas
| US$6.11億 | +US$2522萬 | +4% | 1.06% | 63% | 566 | 11.31% | 2 |
|
| 1836 |
1836
Altiora Financial Group
Lebanon,
Ohio
| US$6.11億 | -US$2367萬 | -4% | 0.39% | 41.1% | 119 | 16.81% | 2.4 |
|
| 1837 |
FFA
1837
Florida Financial Advisors
Tampa,
Florida
| US$6.11億 | +US$1890萬 | +3% | 2.01% | 159% | 406 | 21.92% | 1.3 |
|
| 1838 |
GWI
1838
Grace & White Inc
Ny,
New York
| US$6.1億 | -US$2166萬 | -3% | 0.92% | 59.6% | 137 | 4.38% | 7.8 |
|
| 1839 |
1839
Shenkman Capital Management
New York
| US$6.1億 | -US$1.11億 | -15% | 0.71% | 2.21% | 71 | 12.68% | 0.8 |
|
| 1840 |
1840
Steginsky Capital
Port Washington,
New York
| US$6.1億 | -US$5647萬 | -8% | 4.79% | 99.4% | 8 | 0% | 8.6 |
|
| 1841 |
1841
Mountain Pacific Investment Advisers
Boise,
Idaho
| US$6.1億 | -US$2579萬 | -4% | 0.31% | 82.7% | 152 | 7.24% | 8 |
|
| 1842 |
1842
High Note Wealth
Deephaven,
Minnesota
| US$6.1億 | +US$2340萬 | +4% | 2.79% | 82.8% | 1,022 | 10.96% | 1.5 |
|
| 1843 |
1843
New York Life Insurance Company
New York
| US$6.08億 | +US$8118萬 | +15% | 2.04% | 71% | 4 | 50% | 6.3 |
|
| 1844 |
1844
VeraBank
Henderson,
Texas
| US$6.07億 | +US$234萬 | +0.4% | 2.63% | 69.5% | 171 | 6.43% | 4.9 |
|
| 1845 |
1845
ORG Wealth Partners
Dallas,
Texas
| US$6.07億 | -US$6081萬 | -9% | 7.89% | – | 2,584 | 73.26% | 0.4 |
|
| 1846 |
1846
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| US$6.06億 | +US$771萬 | +1% | 3.51% | 111% | 235 | 6.81% | 4.2 |
|
| 1847 |
1847
Landaas & Company
Milwaukee,
Wisconsin
| US$6.06億 | +US$5661萬 | +10% | 1.6% | 68.3% | 166 | 13.86% | 2.9 |
|
| 1848 |
1848
Family Investment Center
Saint Joseph,
Missouri
| US$6.06億 | +US$398萬 | +0.7% | 1.64% | 53.1% | 133 | 25.56% | 2 |
|
| 1849 |
1849
Running Oak Capital
Edina,
Minnesota
| US$6.06億 | +US$1933萬 | +3% | 2.56% | 40.8% | 59 | 1.69% | 3.7 |
|
| 1850 |
1850
Pettinga Financial Advisors
Evansville,
Indiana
| US$6.06億 | -US$1827萬 | -3% | 1.39% | 78.1% | 172 | 17.44% | 3.3 |
|