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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6,148檔基金(占~69%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2276 |
2276
Tyro Capital Management
Miami,
Florida
| US$5.64億 | +US$1.19億 | +27% | 7.87% | 270% | 32 | 56.25% | 0.5 |
|
| 2277 |
2277
Pinion Investment Advisors
Wichita,
Kansas
| US$5.64億 | +US$3729萬 | +7% | 0.63% | 81.7% | 219 | 12.33% | 2.9 |
|
| 2278 |
2278
Varenne Capital Partners
Paris,
France
| US$5.64億 | -US$3948萬 | -7% | 8.52% | 181% | 40 | 55% | 0.3 |
|
| 2279 |
CA
2279
Crumly & Associates
Springfield,
Illinois
| US$5.63億 | +US$4121萬 | +8% | 0.39% | 58.1% | 217 | 14.29% | 2.6 |
|
| 2280 |
2280
BCS Wealth Management
Johnson City,
Tennessee
| US$5.63億 | +US$812萬 | +1% | 0.23% | 51% | 277 | 6.14% | 2.5 |
|
| 2281 |
KMWM
2281
Keudell/Morrison Wealth Management
Salem,
Oregon
| US$5.62億 | +US$3325萬 | +6% | 1.1% | – | 277 | 13.36% | 3.8 |
|
| 2282 |
2282
Mindset Wealth Management
Indianapolis,
Indiana
| US$5.62億 | +US$4295萬 | +8% | 9.43% | – | 215 | 19.07% | 1.3 |
|
| 2283 |
2283
Hiddenite Capital Partners
New York
| US$5.62億 | -US$6.02億 | -52% | 3.57% | 466% | 52 | 75% | 0.2 |
|
| 2284 |
2284
RPg Family Wealth Advisory
Burlington,
Massachusetts
| US$5.62億 | -US$3797萬 | -6% | 2.44% | 123% | 154 | 18.83% | 2.2 |
|
| 2285 |
2285
Joseph Group Capital Management
Columbus,
Ohio
| US$5.62億 | +US$8549萬 | +18% | 1.26% | 64.3% | 412 | 8.5% | 1.1 |
|
| 2286 |
FVCM
2286
F&V Capital Management
Boca Raton,
Florida
| US$5.61億 | +US$1262萬 | +2% | 4.32% | 123% | 64 | 7.81% | 5.3 |
|
| 2287 |
AW
2287
Avion Wealth
The Woodlands,
Texas
| US$5.61億 | +US$2380萬 | +4% | 0.06% | 48.8% | 1,793 | 25.1% | 2.8 |
|
| 2288 |
2288
Altrius Capital Management
New Bern,
North Carolina
| US$5.61億 | +US$3447萬 | +7% | 0.21% | 43.1% | 93 | 6.45% | 2.9 |
|
| 2289 |
2289
Serenus Wealth Advisors
Santa Monica,
California
| US$5.61億 | -US$1200萬 | -2% | 0.54% | – | 78 | 7.69% | 1.3 |
|
| 2290 |
2290
Auxano Advisors
Bellevue,
Washington
| US$5.6億 | +US$3272萬 | +6% | 6.88% | 103% | 229 | 16.59% | 2.8 |
|
| 2291 |
2291
Keystone Wealth Services
Palm Desert,
California
| US$5.6億 | +US$2123萬 | +4% | 3.51% | 91.1% | 343 | 8.75% | 2.1 |
|
| 2292 |
2292
Commonwealth Financial Services
Vienna,
West Virginia
| US$5.59億 | -US$1.85億 | -25% | 0.67% | 64.2% | 367 | 34.88% | 3 |
|
| 2293 |
2293
Aegis Financial
Mc Lean,
Virginia
| US$5.59億 | -US$7419萬 | -12% | 10.6% | 226% | 40 | 10% | 2.2 |
|
| 2294 |
AAM
2294
AR Asset Management
West Hollywood,
California
| US$5.59億 | +US$1253萬 | +2% | 3.73% | 78.2% | 126 | 5.56% | 8.1 |
|
| 2295 |
MHR
2295
Matthew Hamilton Rosenberg
| US$5.58億 | +US$2172萬 | +4% | 0.27% | 52% | 833 | 6.84% | 4.4 |
|
| 2296 |
2296
3Chopt Investment Partners
Richmond,
Virginia
| US$5.58億 | +US$2570萬 | +5% | 2.59% | 128% | 312 | 17.95% | 1.4 |
|
| 2297 |
2297
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| US$5.57億 | +US$2698萬 | +5% | 0.69% | 65.3% | 188 | 13.83% | 1.5 |
|
| 2298 |
2298
Milestones Administradora de Recursos
Jaragua Do Sul,
Brazil
| US$5.57億 | +US$3923萬 | +8% | 3.52% | 116% | 22 | 22.73% | 2.9 |
|
| 2299 |
2299
Noble Family Wealth
Clearwater,
Florida
| US$5.56億 | -US$277萬 | -0.5% | 1.5% | 60% | 75 | 1.33% | 2.9 |
|
| 2300 |
2300
Abel Hall LLC
Baton Rouge,
Louisiana
| US$5.56億 | -US$2312萬 | -4% | 1.98% | 133% | 1,068 | 27.25% | 0.8 |
|