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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1976 |
YLHM
1976
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
| US$5.49億 | +US$2164萬 | +4% | 5.78% | 144% | 94 | 12.77% | 2.3 |
|
| 1977 |
1977
Leverty Financial Group
Hudson,
Wisconsin
| US$5.49億 | +US$3437萬 | +7% | 0.35% | 57.3% | 51 | 9.8% | 2.5 |
|
| 1978 |
1978
Harbour Capital Advisors
Tysons Corner,
Virginia
| US$5.48億 | -US$67.6萬 | -0.1% | 0.19% | 168% | 335 | 23.58% | 3.2 |
|
| 1979 |
1979
Alliance Wealth Advisors (Utah)
Centerville,
Utah
| US$5.48億 | +US$1809萬 | +3% | 1.71% | 70.7% | 248 | 14.92% | 2.1 |
|
| 1980 |
VHMC
1980
Value Holdings Management Company
Hampton Bays,
New York
| US$5.48億 | -US$5008萬 | -8% | 5.59% | 110% | 27 | 18.52% | 7.7 |
|
| 1981 |
1981
Adamsbrown Wealth Consultants
Wichita,
Kansas
| US$5.48億 | +US$1790萬 | +3% | 0.12% | 60.6% | 187 | 12.83% | 2.1 |
|
| 1982 |
1982
Bricktown Capital
Detroit,
Michigan
| US$5.48億 | -US$588萬 | -1% | 0.23% | 46.2% | 30 | 6.67% | 2.3 |
|
| 1983 |
1983
Chemung Canal Trust
Elmira,
New York
| US$5.47億 | +US$551萬 | +1% | 2.94% | 93.4% | 116 | 6.9% | 8.6 |
|
| 1984 |
1984
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| US$5.46億 | +US$219萬 | +0.4% | 1.02% | 59.2% | 63 | 3.17% | 5.9 |
|
| 1985 |
1985
Acumen Wealth Advisors
Chattanooga,
Tennessee
| US$5.46億 | +US$7441萬 | +16% | 1.49% | – | 738 | 39.02% | 0.4 |
|
| 1986 |
PPI
1986
Platinum Paramount Investment
Nassau,
| US$5.46億 | -US$1.58億 | -22% | 11% | – | 4 | 25% | 0.4 |
|
| 1987 |
1987
MBM Wealth Consultants
Chesterfield,
Missouri
| US$5.46億 | +US$2706萬 | +5% | 0.7% | 57.1% | 125 | 6.4% | 4.2 |
|
| 1988 |
1988
Global Wealth Strategies & Associates
Denver,
Colorado
| US$5.46億 | +US$1804萬 | +3% | 0% | 68.7% | 115 | 16.52% | 2.3 |
|
| 1989 |
1989
Louisbourg Investments
Dieppe,
New Brunswick, Canada
| US$5.45億 | +US$322萬 | +0.6% | 6.52% | 93.1% | 221 | 10.41% | 2 |
|
| 1990 |
1990
Scissortail Wealth Management
Tulsa,
Oklahoma
| US$5.45億 | +US$2558萬 | +5% | 3.38% | 71.9% | 119 | 13.45% | 1.9 |
|
| 1991 |
1991
Moller Wealth Partners
| US$5.45億 | -US$766萬 | -1% | 1.51% | 44.1% | 77 | 14.29% | 6.6 |
|
| 1992 |
MIC
1992
Maxi Investments CY
Limassol,
Cyprus
| US$5.45億 | +US$5108萬 | +10% | 0.23% | 83.2% | 98 | 60.2% | 0.7 |
|
| 1993 |
1993
Phraction Management
Colchester,
Connecticut
| US$5.45億 | -US$5041萬 | -8% | 4.05% | 106% | 72 | 15.28% | 2.9 |
|
| 1994 |
1994
Archer Investment Corporation
Carmel,
Indiana
| US$5.45億 | +US$2249萬 | +4% | 1.99% | 76.1% | 1,328 | 10.39% | 3.6 |
|
| 1995 |
1995
Hedeker Wealth
Lincolnshire,
Illinois
| US$5.45億 | +US$2068萬 | +4% | 4.79% | 161% | 94 | 3.19% | 3.5 |
|
| 1996 |
1996
Nuance Investments
Kansas City,
Missouri
| US$5.44億 | -US$4329萬 | -7% | 0.04% | 8.87% | 60 | 23.33% | 2.3 |
|
| 1997 |
1997
WealthPLAN Partners
Omaha,
Nebraska
| US$5.44億 | +US$2082萬 | +4% | 2.59% | 71.6% | 243 | 12.76% | 4.5 |
|
| 1998 |
1998
Paragon Capital Management (Colorado)
Denver,
Colorado
| US$5.44億 | +US$1553萬 | +3% | 6.03% | 109% | 231 | 13.85% | 3.1 |
|
| 1999 |
PA
1999
Paragon Advisors
College Station,
Texas
| US$5.43億 | +US$6691萬 | +14% | 5.93% | 138% | 111 | 34.23% | 2 |
|
| 2000 |
2000
Coyle Financial Counsel
Glenview,
Illinois
| US$5.43億 | -US$501萬 | -0.9% | 0.3% | 67.3% | 130 | 8.46% | 3 |
|