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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4,799檔基金(占~54%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
IFS
2201
Ifrah Financial Services
Little Rock,
Arkansas
| US$3.96億 | -US$1372萬 | -3% | 0.85% | 64.1% | 228 | 16.23% | 5.4 |
|
| 2202 |
2202
Prairiewood Capital
Fargo,
North Dakota
| US$3.96億 | +US$986萬 | +3% | 1.69% | 42.6% | 82 | 6.1% | 3.3 |
|
| 2203 |
2203
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| US$3.95億 | +US$1357萬 | +4% | 5.33% | 128% | 199 | 5.03% | 2.1 |
|
| 2204 |
2204
Argonautica Private Wealth Management
Wellesley,
Massachusetts
| US$3.94億 | -US$1511萬 | -4% | 1.27% | 167% | 189 | 8.47% | 2.3 |
|
| 2205 |
SHFA
2205
SS&H Financial Advisors
Troy,
Michigan
| US$3.94億 | +US$330萬 | +0.8% | 3.8% | – | 134 | 5.22% | 3.5 |
|
| 2206 |
2206
Financial Insights
Tacoma,
Washington
| US$3.94億 | +US$1391萬 | +4% | 2.23% | 82.1% | 159 | 12.58% | 3.3 |
|
| 2207 |
2207
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| US$3.94億 | +US$422萬 | +1% | 5.37% | 166% | 309 | 8.09% | 4.4 |
|
| 2208 |
2208
Parkshore Wealth Management
Granite Bay,
California
| US$3.94億 | +US$4541萬 | +13% | 1.36% | – | 74 | 9.46% | 1.5 |
|
| 2209 |
2209
Lynch Asset Management
Yardley,
Pennsylvania
| US$3.93億 | +US$2693萬 | +7% | 9.01% | 214% | 52 | 0% | 3.5 |
|
| 2210 |
2210
Retail Employees Superannuation Trust
Sydney,
| US$3.93億 | +US$1947萬 | +5% | 6.46% | – | 30 | 10% | 0.6 |
|
| 2211 |
SC
2211
Steph & Co
Marinette,
Wisconsin
| US$3.92億 | -US$259萬 | -0.7% | 0.46% | 61.6% | 293 | 8.19% | 3.9 |
|
| 2212 |
WPI
2212
Walter Public Investments
Westmount,
Canada
| US$3.92億 | -US$2320萬 | -6% | 5.21% | 85.1% | 63 | 28.57% | 1.7 |
|
| 2213 |
2213
Stiles Financial Services
Edina,
Minnesota
| US$3.92億 | -US$591萬 | -1% | 1.56% | 144% | 187 | 6.95% | 3.4 |
|
| 2214 |
2214
Hoxton Planning & Management
Shepherdstown,
West Virginia
| US$3.92億 | +US$891萬 | +2% | 0.86% | 77.8% | 242 | 12.4% | 2.3 |
|
| 2215 |
2215
Newton One Investments
Newark,
Delaware
| US$3.92億 | -US$505萬 | -1% | 1.48% | 42% | 175 | 30.29% | 2.4 |
|
| 2216 |
MI
2216
M3F Inc
Salt Lake City,
Utah
| US$3.91億 | -US$3083萬 | -7% | 12.3% | 139% | 25 | 28% | 4.5 |
|
| 2217 |
2217
Amicus Financial Advisors
Lubbock,
Texas
| US$3.91億 | -US$1569萬 | -4% | 1.53% | – | 100 | 14% | 0.7 |
|
| 2218 |
2218
Storen Legacy Partners
Zionsville,
Indiana
| US$3.91億 | +US$2441萬 | +7% | 0.66% | – | 126 | 12.7% | 0.6 |
|
| 2219 |
2219
Neumann Capital Management
Foster City,
California
| US$3.91億 | +US$2.4億 | +159% | 1.66% | 89.9% | 108 | 49.07% | 4.3 |
|
| 2220 |
2220
Client 1st Advisory Group
Dunedin,
Florida
| US$3.91億 | +US$725萬 | +2% | 1.37% | 64.5% | 151 | 9.27% | 3.3 |
|
| 2221 |
2221
Quantum Private Wealth
Tampa,
Florida
| US$3.91億 | +US$37.5萬 | +0.1% | 5.76% | 240% | 176 | 9.66% | 3 |
|
| 2222 |
2222
Juncture Wealth Strategies
Scottsdale,
Arizona
| US$3.9億 | +US$591萬 | +2% | 0.7% | 76.5% | 193 | 11.4% | 2.6 |
|
| 2223 |
2223
SRH Advisors
Salina,
Kansas
| US$3.89億 | -US$321萬 | -0.8% | 0.24% | 55.7% | 282 | 6.38% | 7.5 |
|
| 2224 |
2224
Patton Fund Management
Dallas,
Texas
| US$3.89億 | -US$7318萬 | -16% | 4.15% | 211% | 114 | 57.02% | 1.8 |
|
| 2225 |
2225
Windsor Capital Management
Phoenix,
Arizona
| US$3.89億 | +US$415萬 | +1% | 0.94% | 49.1% | 133 | 5.26% | 6.6 |
|