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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4,734檔基金(占~53%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
1876
Opal Wealth Advisors
Jericho,
New York
| US$4.79億 | +US$1649萬 | +4% | 1.52% | 62.3% | 250 | 20.4% | 2.4 |
|
| 1877 |
1877
Lightrock Netherlands
Utrecht,
Netherlands
| US$4.78億 | -US$2825萬 | -6% | 2.43% | – | 37 | 8.11% | 1.5 |
|
| 1878 |
AA
1878
Ashford Advisors
Pittsford,
New York
| US$4.78億 | -US$725萬 | -1% | 1.61% | 75.4% | 23 | 0% | 3.8 |
|
| 1879 |
1879
Guidance Point Advisors
Wellesley,
Massachusetts
| US$4.77億 | +US$387萬 | +0.8% | 0.46% | 71.8% | 104 | 3.85% | 4.2 |
|
| 1880 |
1880
Vaquero Private Wealth
Dallas,
Texas
| US$4.77億 | -US$892萬 | -2% | 0.71% | – | 209 | 10.53% | 0.2 |
|
| 1881 |
1881
Anchyra Partners
Atlanta,
Georgia
| US$4.77億 | +US$6045萬 | +15% | 4.07% | – | 483 | 37.89% | 0.4 |
|
| 1882 |
1882
Austin Wealth Management
Austin,
Texas
| US$4.77億 | +US$333萬 | +0.7% | 0.27% | 52.4% | 129 | 6.98% | 2.4 |
|
| 1883 |
1883
Cornerstone Wealth Advisors
Edina,
Minnesota
| US$4.77億 | -US$54.6萬 | -0.1% | 0.36% | 46.1% | 57 | 10.53% | 3.9 |
|
| 1884 |
1884
Pacific Center for Financial Services
San Ramon,
California
| US$4.77億 | +US$2839萬 | +6% | 0.09% | 60.1% | 512 | 3.32% | 5.8 |
|
| 1885 |
1885
High Net Worth Advisory Group
Naples,
Florida
| US$4.76億 | +US$491萬 | +1% | 1.7% | 75.7% | 262 | 8.02% | 3.2 |
|
| 1886 |
SSI
1886
Scott & Selber Inc
Houston,
Texas
| US$4.76億 | +US$232萬 | +0.5% | 1.23% | 202% | 95 | 7.37% | 5.6 |
|
| 1887 |
1887
Jessup Wealth Management
Dayton,
Ohio
| US$4.76億 | +US$1.4億 | +42% | 8.27% | 181% | 93 | 20.43% | 1.9 |
|
| 1888 |
SA
1888
Strategic Advisors
New York
| US$4.75億 | +US$1208萬 | +3% | 6.41% | 106% | 169 | 7.69% | 5.7 |
|
| 1889 |
1889
Peterson Wealth Services
South Ogden,
Utah
| US$4.74億 | +US$1552萬 | +3% | 3.5% | 160% | 251 | 13.55% | 2.3 |
|
| 1890 |
1890
Park Edge Advisors
Cleveland,
Ohio
| US$4.74億 | -US$68萬 | -0.1% | 0.6% | 61.1% | 171 | 18.13% | 2.1 |
|
| 1891 |
1891
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| US$4.74億 | -US$1252萬 | -3% | 0.08% | 83.4% | 78 | 15.38% | 3.8 |
|
| 1892 |
KDA
1892
Kraft Davis & Associates
St. Louis,
Missouri
| US$4.74億 | -US$509萬 | -1% | 0.48% | 81.8% | 164 | 15.24% | 2.3 |
|
| 1893 |
1893
GSG Advisors
Mount Laurel,
New Jersey
| US$4.73億 | +US$1826萬 | +4% | 2.14% | 99.3% | 170 | 17.06% | 1.9 |
|
| 1894 |
GIL
1894
Go Invest LLC
West Jordan,
Utah
| US$4.73億 | +US$4700萬 | +11% | 0.53% | – | 137 | 28.47% | 0.6 |
|
| 1895 |
1895
Uniting Wealth Partners
Mission,
Kansas
| US$4.72億 | -US$2045萬 | -4% | 0.41% | – | 237 | 17.72% | 0.9 |
|
| 1896 |
ASG
1896
Advisory Solutions Group
Plymouth,
Minnesota
| US$4.72億 | +US$1.77億 | +60% | 0.85% | – | 304 | 35.86% | 0.2 |
|
| 1897 |
1897
General Electric
Evendale,
Ohio
| US$4.72億 | +US$1.03億 | +28% | 29.4% | 23.2% | 2 | 0% | 2.4 |
|
| 1898 |
1898
Leo Wealth LLC
Hurst,
Texas
| US$4.71億 | – | – | 0.91% | – | 269 | – | 1.8 |
|
| 1899 |
1899
Natural Investments
Windsor,
California
| US$4.71億 | +US$1601萬 | +4% | 2.88% | – | 327 | 13.15% | 1.1 |
|
| 1900 |
1900
Outlook Wealth Advisors
Shenandoah,
Texas
| US$4.7億 | +US$757萬 | +2% | 1.35% | 76% | 329 | 12.16% | 2.5 |
|