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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1951 |
AW
1951
Avion Wealth
The Woodlands,
Texas
| US$5.61億 | +US$2380萬 | +4% | 0.06% | 48.8% | 1,793 | 25.1% | 2.8 |
|
| 1952 |
1952
Altrius Capital Management
New Bern,
North Carolina
| US$5.61億 | +US$3447萬 | +7% | 0.21% | 43.1% | 93 | 6.45% | 2.9 |
|
| 1953 |
1953
Serenus Wealth Advisors
Santa Monica,
California
| US$5.61億 | -US$1200萬 | -2% | 0.54% | – | 78 | 7.69% | 1.3 |
|
| 1954 |
1954
Auxano Advisors
Bellevue,
Washington
| US$5.6億 | +US$3272萬 | +6% | 6.88% | 103% | 229 | 16.59% | 2.8 |
|
| 1955 |
1955
Keystone Wealth Services
Palm Desert,
California
| US$5.6億 | +US$2123萬 | +4% | 3.51% | 91.1% | 343 | 8.75% | 2.1 |
|
| 1956 |
1956
Commonwealth Financial Services
Vienna,
West Virginia
| US$5.59億 | -US$1.85億 | -25% | 0.67% | 64.2% | 367 | 34.88% | 3 |
|
| 1957 |
AAM
1957
AR Asset Management
West Hollywood,
California
| US$5.59億 | +US$1253萬 | +2% | 3.73% | 78.2% | 126 | 5.56% | 8.1 |
|
| 1958 |
MHR
1958
Matthew Hamilton Rosenberg
| US$5.58億 | +US$2172萬 | +4% | 0.27% | 52% | 833 | 6.84% | 4.4 |
|
| 1959 |
1959
3Chopt Investment Partners
Richmond,
Virginia
| US$5.58億 | +US$2570萬 | +5% | 2.59% | 128% | 312 | 17.95% | 1.4 |
|
| 1960 |
1960
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| US$5.57億 | +US$2698萬 | +5% | 0.69% | 65.3% | 188 | 13.83% | 1.5 |
|
| 1961 |
1961
Milestones Administradora de Recursos
Jaragua Do Sul,
Brazil
| US$5.57億 | +US$3923萬 | +8% | 3.52% | 116% | 22 | 22.73% | 2.9 |
|
| 1962 |
1962
Noble Family Wealth
Clearwater,
Florida
| US$5.56億 | -US$277萬 | -0.5% | 1.5% | 60% | 75 | 1.33% | 2.9 |
|
| 1963 |
1963
Abel Hall LLC
Baton Rouge,
Louisiana
| US$5.56億 | -US$2312萬 | -4% | 1.98% | 133% | 1,068 | 27.25% | 0.8 |
|
| 1964 |
1964
J. Derek Lewis & Associates
Newport Beach,
California
| US$5.55億 | +US$2550萬 | +5% | 0.23% | – | 248 | 18.55% | 0.6 |
|
| 1965 |
ACM
1965
Aljian Capital Management
Carson City,
Nevada
| US$5.54億 | +US$1421萬 | +3% | 5.27% | 162% | 138 | 8.7% | 2.8 |
|
| 1966 |
1966
Q3 Asset Management
Birmingham,
Michigan
| US$5.53億 | +US$728萬 | +1% | 2.4% | 105% | 98 | 66.33% | 0.5 |
|
| 1967 |
1967
WESPAC Advisors SoCal
Pasadena,
California
| US$5.53億 | -US$714萬 | -1% | 1.28% | 135% | 127 | 10.24% | 2.8 |
|
| 1968 |
NAMP
1968
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| US$5.53億 | +US$2207萬 | +4% | 5.23% | 90.2% | 266 | 7.89% | 4.3 |
|
| 1969 |
1969
Kozak & Associates
Highlands Ranch,
Colorado
| US$5.53億 | -US$2344萬 | -4% | 3.08% | 111% | 449 | 16.48% | 3.4 |
|
| 1970 |
1970
Technology Crossover Management IX
Menlo Park,
California
| US$5.52億 | -US$1.37億 | -20% | 19.3% | 6.24% | 6 | 0% | 6.9 |
|
| 1971 |
1971
Contravisory Investment Management
Norwell,
Massachusetts
| US$5.52億 | -US$1450萬 | -3% | 0.69% | 135% | 497 | 30.78% | 1.5 |
|
| 1972 |
1972
Technology Crossover Management XI
Menlo Park,
California
| US$5.51億 | +US$1799萬 | +3% | 3.84% | 135% | 2 | 0% | 2.9 |
|
| 1973 |
1973
Wiser Wealth Management
Marietta,
Georgia
| US$5.5億 | +US$2760萬 | +5% | 1.23% | 53% | 82 | 19.51% | 2.3 |
|
| 1974 |
MWM
1974
Mascoma Wealth Management
Hanover,
New Hampshire
| US$5.5億 | +US$1080萬 | +2% | 0.71% | 43.7% | 676 | 27.37% | 3.4 |
|
| 1975 |
1975
Lantz Financial
Naperville,
Illinois
| US$5.49億 | +US$319萬 | +0.6% | 1.47% | 74.3% | 272 | 9.19% | 3.7 |
|