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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
2126
Alliance Wealth Management Group
Flemington,
New Jersey
| US$4.98億 | -US$1579萬 | -3% | 0.94% | 43.4% | 104 | 6.73% | 5.7 |
|
| 2127 |
2127
Unifi Asset Management
New York
| US$4.98億 | +US$2.46億 | +98% | 4.74% | – | 75 | 62.67% | 0.4 |
|
| 2128 |
2128
GSK plc
London,
| US$4.97億 | -US$1.05億 | -17% | 5.17% | – | 13 | 0% | 0.8 |
|
| 2129 |
2129
Polunin Capital Partners
London,
United Kingdom
| US$4.97億 | +US$8936萬 | +22% | 1.15% | 268% | 24 | 20.83% | 1.4 |
|
| 2130 |
2130
Fairvoy Private Wealth
Birmingham,
Alabama
| US$4.96億 | +US$154萬 | +0.3% | 1.75% | – | 232 | 23.28% | 1.2 |
|
| 2131 |
2131
Genworth Financial
Glen Allen,
Virginia
| US$4.95億 | +US$847萬 | +2% | 1.71% | 73.6% | 2 | 0% | 5.4 |
|
| 2132 |
2132
Wolff Financial Management
Kalamazoo,
Michigan
| US$4.94億 | -US$722萬 | -1% | 1.28% | 56.7% | 107 | 5.61% | 3.4 |
|
| 2133 |
2133
Mezzasalma Advisors
Tinton Falls,
New Jersey
| US$4.93億 | -US$492萬 | -1% | 2.15% | 203% | 175 | 11.43% | 2.3 |
|
| 2134 |
GWM
2134
GSB Wealth Management
Guilford,
Connecticut
| US$4.93億 | -US$436萬 | -0.9% | 1.11% | 69.8% | 260 | 8.46% | 3.8 |
|
| 2135 |
2135
Strategic Value Partners
Greenwich,
Connecticut
| US$4.93億 | +US$3.22億 | +189% | 176% | – | 4 | 75% | 0.2 |
|
| 2136 |
2136
Decker Wealth Management LLC
Nashville,
Tennessee
| US$4.93億 | +US$2167萬 | +5% | 3.41% | – | 124 | 15.32% | 0.6 |
|
| 2137 |
2137
Builder Investment Group
Atlanta,
Georgia
| US$4.93億 | -US$1200萬 | -2% | 5.79% | 169% | 108 | 5.56% | 3 |
|
| 2138 |
2138
Waller Financial Planning Group
Columbus,
Ohio
| US$4.93億 | +US$701萬 | +1% | 0.18% | 47.5% | 82 | 7.32% | 4.7 |
|
| 2139 |
2139
Prentice Wealth Management
Rochester,
New York
| US$4.93億 | +US$807萬 | +2% | 0.64% | 47.8% | 130 | 7.69% | 3.1 |
|
| 2140 |
2140
Summa Corp
Tomball,
Texas
| US$4.92億 | +US$1.73億 | +54% | 6.47% | 348% | 96 | 18.75% | 1.5 |
|
| 2141 |
2141
SMART Wealth
Omaha,
Nebraska
| US$4.92億 | +US$2796萬 | +6% | 2.34% | 83.6% | 267 | 31.84% | 1.1 |
|
| 2142 |
2142
Winch Advisory Services
Appleton,
Wisconsin
| US$4.92億 | +US$1044萬 | +2% | 3.64% | 92.4% | 583 | 4.29% | 5.2 |
|
| 2143 |
2143
Coston McIsaac & Partners
Bar Harbor,
Maine
| US$4.91億 | -US$586萬 | -1% | 0% | 40.6% | 1,004 | 22.01% | 2.9 |
|
| 2144 |
2144
Summit Partners
Boston,
Massachusetts
| US$4.91億 | -US$1.18億 | -19% | 6.7% | 23.2% | 5 | 0% | 7.8 |
|
| 2145 |
2145
PW Nova Financial Services
Newtown,
Pennsylvania
| US$4.91億 | +US$2436萬 | +5% | 1.42% | – | 221 | 13.12% | 0.6 |
|
| 2146 |
2146
Investment Management Associates
Greenwood Village,
Colorado
| US$4.9億 | +US$305萬 | +0.6% | 3.31% | 50.4% | 36 | 25% | 2.1 |
|
| 2147 |
2147
Tillman Hartley LLC
Denver,
Colorado
| US$4.9億 | +US$4478萬 | +10% | 1.23% | 48.7% | 107 | 14.95% | 2.5 |
|
| 2148 |
2148
Triune Financial Partners
Overland Park,
Kansas
| US$4.9億 | +US$1073萬 | +2% | 0% | 66.6% | 52 | 13.46% | 3.1 |
|
| 2149 |
2149
Blankinship & Foster
Solana Beach,
California
| US$4.9億 | -US$594萬 | -1% | 0.4% | 67.1% | 81 | 8.64% | 5.1 |
|
| 2150 |
2150
O'Keefe Stevens Advisory
Rochester,
New York
| US$4.89億 | +US$153萬 | +0.3% | 1.11% | 208% | 84 | 7.14% | 3.7 |
|