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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5,052檔基金(占~57%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
2101
Legacy Wealth Asset Management
Woodbury,
Minnesota
| US$4.56億 | +US$62.9萬 | +0.1% | 3.66% | 116% | 405 | 18.02% | 3.2 |
|
| 2102 |
PTB
2102
Pioneer Trust Bank
Salem,
Oregon
| US$4.56億 | +US$1507萬 | +3% | 4.85% | 75.7% | 94 | 12.77% | 7.7 |
|
| 2103 |
BWM
2103
Brown Wealth Management
Naperville,
Illinois
| US$4.56億 | +US$861萬 | +2% | 0.46% | 51.2% | 144 | 13.19% | 1.8 |
|
| 2104 |
2104
Stokes Capital Advisors
Greenwood,
South Carolina
| US$4.55億 | -US$1147萬 | -2% | 0.01% | 61.3% | 125 | 11.2% | 3.5 |
|
| 2105 |
2105
Coleford Investment Management
Toronto, Ontario,
Canada
| US$4.55億 | -US$306萬 | -0.7% | 1.58% | – | 23 | 4.35% | 1.4 |
|
| 2106 |
2106
Flagstone Financial Management
Lincoln,
Nebraska
| US$4.55億 | +US$800萬 | +2% | 0.85% | 46.2% | 78 | 5.13% | 2.4 |
|
| 2107 |
DI
2107
Diligent Investors
Redlands,
California
| US$4.55億 | +US$591萬 | +1% | 2.43% | 82.2% | 373 | 7.24% | 4.6 |
|
| 2108 |
2108
Able Wealth Management
Toms River,
New Jersey
| US$4.55億 | +US$1904萬 | +4% | 1.14% | 58.1% | 236 | 39.41% | 1 |
|
| 2109 |
2109
Freedom Day Solutions
Houston,
Texas
| US$4.55億 | +US$287萬 | +0.6% | 0.32% | 86.6% | 146 | 17.12% | 3.1 |
|
| 2110 |
2110
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| US$4.54億 | +US$533萬 | +1% | 4.67% | 137% | 45 | 0% | 7.3 |
|
| 2111 |
2111
Atwater Malick
Lancaster,
Pennsylvania
| US$4.54億 | -US$483萬 | -1% | 1.01% | 83.4% | 139 | 12.23% | 2.9 |
|
| 2112 |
2112
Guidance Capital
Lousville,
Kentucky
| US$4.54億 | -US$1335萬 | -3% | 1.24% | 63.7% | 238 | 8.4% | 1.8 |
|
| 2113 |
2113
CWS Financial Advisors
Kalamazoo,
Michigan
| US$4.54億 | +US$350萬 | +0.8% | 0.72% | 55.7% | 176 | 5.68% | 3.6 |
|
| 2114 |
2114
Mokosak Advisory Group
Urbandale,
Iowa
| US$4.54億 | -US$787萬 | -2% | 2.99% | 59.2% | 43 | 11.63% | 4.2 |
|
| 2115 |
RS
2115
Retirement Solution
Redmond,
Washington
| US$4.54億 | +US$2.29億 | +102% | 1.62% | 77.3% | 66 | 22.73% | 2 |
|
| 2116 |
2116
MIO Partners
New York
| US$4.54億 | +US$8207萬 | +22% | 2.12% | – | 6 | 33.33% | 0.6 |
|
| 2117 |
2117
Syquant Capital SAS
Paris,
France
| US$4.53億 | +US$627萬 | +1% | 6.4% | 160% | 71 | 61.97% | 0.3 |
|
| 2118 |
2118
Sollinda Capital Management
Miami,
Florida
| US$4.53億 | -US$1502萬 | -3% | 0.52% | 37.4% | 93 | 20.43% | 1.7 |
|
| 2119 |
2119
Briaud Financial Planning
College Station,
Texas
| US$4.53億 | +US$7310萬 | +19% | 5.67% | 113% | 46 | 13.04% | 2.1 |
|
| 2120 |
2120
Brown, Lisle/Cummings
Providence,
Rhode Island
| US$4.53億 | +US$722萬 | +2% | 3.36% | 82.3% | 1,081 | 4.63% | 2.5 |
|
| 2121 |
2121
Level Financial Advisors
East Amherst,
New York
| US$4.53億 | +US$501萬 | +1% | 1.07% | 44% | 99 | 12.12% | 3.3 |
|
| 2122 |
2122
Global Assets Advisory
Orlando,
Florida
| US$4.52億 | -US$600萬 | -1% | 2.64% | 95.9% | 341 | 15.25% | 1 |
|
| 2123 |
2123
Atticus Wealth Management
Palm Beach Gardens,
Florida
| US$4.52億 | +US$3155萬 | +8% | 2.38% | 73.9% | 192 | 11.46% | 3.8 |
|
| 2124 |
2124
Progressive Investment Management
Lake Oswego,
Oregon
| US$4.52億 | -US$286萬 | -0.6% | 3.14% | 139% | 56 | 0% | 5.1 |
|
| 2125 |
MAM
2125
Mystic Asset Management
Warwick,
Rhode Island
| US$4.51億 | -US$1703萬 | -4% | 2.02% | 114% | 229 | 8.3% | 3.3 |
|