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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6,476檔基金(占~72%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
Astoria Portfolio Advisors
New York
| US$7.06億 | +US$1.13億 | +19% | 0.15% | 80.2% | 440 | 28.18% | 1.6 |
|
| 2077 |
2077
GCQ Funds Management
Sydney,
Australia
| US$7.06億 | -US$1528萬 | -2% | 3.88% | – | 18 | 22.22% | 0.8 |
|
| 2078 |
2078
Abundance Wealth Counselors
State College,
Pennsylvania
| US$7.06億 | -US$2580萬 | -4% | 1.59% | 107% | 183 | 13.11% | 2.3 |
|
| 2079 |
2079
Retirement Income Solutions
Ann Arbor,
Michigan
| US$7.06億 | +US$2203萬 | +3% | 0.31% | 67.6% | 198 | 7.07% | 3.9 |
|
| 2080 |
2080
Vertex Planning Partners
Downers Grove,
Illinois
| US$7.05億 | +US$3158萬 | +5% | 0.76% | 61.6% | 240 | 43.33% | 1.4 |
|
| 2081 |
2081
Carrera Capital Advisors
Troy,
Michigan
| US$7.05億 | +US$2995萬 | +4% | 1.81% | – | 233 | 18.45% | 1.2 |
|
| 2082 |
IIA
2082
IPG Investment Advisors
San Diego,
California
| US$7.04億 | +US$843萬 | +1% | 2.39% | 126% | 315 | 29.52% | 2.1 |
|
| 2083 |
2083
Sovereign Financial Group
Stamford,
Connecticut
| US$7.03億 | +US$4876萬 | +7% | 0.36% | 98% | 435 | 18.39% | 2.9 |
|
| 2084 |
2084
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| US$7.03億 | -US$11.5萬 | -0% | 0.64% | 44% | 142 | 19.72% | 3.3 |
|
| 2085 |
CBT
2085
Central Bank & Trust
Lexington,
Kentucky
| US$7.01億 | -US$383萬 | -0.5% | 2.03% | 118% | 187 | 4.28% | 8.1 |
|
| 2086 |
2086
Affiance Financial
St. Louis Park,
Minnesota
| US$7.01億 | +US$566萬 | +0.8% | 0.03% | 57.8% | 117 | 10.26% | 5.8 |
|
| 2087 |
2087
DSG Capital Advisors
Edina,
Minnesota
| US$7億 | -US$414萬 | -0.6% | 2.47% | – | 123 | 7.32% | 1.5 |
|
| 2088 |
2088
Probity Advisors
Dallas,
Texas
| US$7億 | +US$74.3萬 | +0.1% | 0.14% | 61.7% | 235 | 5.11% | 5.8 |
|
| 2089 |
2089
Towercrest Capital Management
Newtown,
Pennsylvania
| US$7億 | -US$1748萬 | -2% | 1.14% | 42.6% | 111 | 6.31% | 6.1 |
|
| 2090 |
PWW
2090
Pettyjohn Wood & White
Lynchburg,
Virginia
| US$7億 | +US$1240萬 | +2% | 3.19% | 81.9% | 226 | 4.87% | 6.9 |
|
| 2091 |
LA
2091
Lynch & Associates
Newburgh,
Indiana
| US$6.99億 | +US$1.26億 | +22% | 2.59% | 73.5% | 132 | 5.3% | 8.2 |
|
| 2092 |
2092
Bornite Capital Management
New York
| US$6.98億 | -US$9609萬 | -12% | 6.02% | 181% | 29 | 55.17% | 0.5 |
|
| 2093 |
2093
Daido Life Insurance Company
Osaka,
Japan
| US$6.98億 | -US$3720萬 | -5% | 1.81% | 78.3% | 6 | 0% | 5.8 |
|
| 2094 |
2094
Rainey & Randall Wealth Advisors
Celebration,
Florida
| US$6.98億 | -US$196萬 | -0.3% | 0.91% | 52.3% | 78 | 8.97% | 3.7 |
|
| 2095 |
2095
Pacific Capital Wealth Advisors
Corona,
California
| US$6.98億 | +US$3438萬 | +5% | 0.5% | 54.1% | 106 | 25.47% | 3 |
|
| 2096 |
2096
Bourgeon Capital Management
Darien,
Connecticut
| US$6.96億 | +US$1718萬 | +3% | 1.49% | 121% | 122 | 22.13% | 3.3 |
|
| 2097 |
2097
Scott Capital Advisors
Portland,
Oregon
| US$6.96億 | +US$5770萬 | +9% | 0.75% | 50.9% | 76 | 15.79% | 2.5 |
|
| 2098 |
2098
Boston Standard Wealth Management
Winchester,
Massachusetts
| US$6.96億 | +US$654萬 | +0.9% | 0.65% | 47.1% | 63 | 15.87% | 5.4 |
|
| 2099 |
ARG
2099
Advisory Resource Group
Tulsa,
Oklahoma
| US$6.95億 | +US$3027萬 | +5% | 4.8% | 72% | 195 | 11.79% | 3.1 |
|
| 2100 |
2100
Financial Management Network
Mission Viejo,
California
| US$6.95億 | -US$217萬 | -0.3% | 0.24% | 62.5% | 222 | 10.81% | 3 |
|