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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2351 |
2351
Goodman Advisory Group
Needham,
Massachusetts
| US$4.4億 | +US$539萬 | +1% | 3.17% | 101% | 171 | 63.16% | 0.7 |
|
| 2352 |
2352
Apeiron RIA
Dallas,
Texas
| US$4.4億 | +US$5022萬 | +13% | 0.51% | 68.5% | 178 | 32.58% | 2.8 |
|
| 2353 |
2353
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| US$4.4億 | +US$639萬 | +1% | 0.54% | 52.9% | 1,393 | 9.76% | 1.6 |
|
| 2354 |
2354
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| US$4.4億 | +US$218萬 | +0.5% | 2.46% | 84.6% | 127 | 20.47% | 5.6 |
|
| 2355 |
2355
McMill Wealth Management
Norfolk,
Nebraska
| US$4.4億 | +US$2297萬 | +6% | 1.17% | – | 91 | 67.03% | 0.8 |
|
| 2356 |
EL
2356
EQ LLC
Bellevue,
Washington
| US$4.4億 | +US$3259萬 | +8% | 0.36% | 80% | 94 | 11.7% | 2.5 |
|
| 2357 |
2357
Hikari Power
Tokyo,
Japan
| US$4.39億 | -US$4.16億 | -49% | 1.69% | 53.9% | 45 | 24.44% | 6.8 |
|
| 2358 |
CWM
2358
Capital Wealth Management
W. Warwick,
Rhode Island
| US$4.39億 | +US$2268萬 | +5% | 0.01% | 51.3% | 43 | 16.28% | 3.9 |
|
| 2359 |
2359
Colony Family Offices
Charlotte,
North Carolina
| US$4.38億 | -US$1751萬 | -4% | 0.28% | 53.9% | 67 | 10.45% | 3.4 |
|
| 2360 |
2360
Strategic Investment Management
Arlington,
Virginia
| US$4.37億 | +US$1.47億 | +51% | 0.22% | 53.4% | 19 | 26.32% | 4 |
|
| 2361 |
2361
Wakefield Asset Management
Englewood,
Colorado
| US$4.37億 | -US$689萬 | -2% | 0.51% | 147% | 250 | 24.8% | 1.5 |
|
| 2362 |
2362
Sterling Investment Counsel
Buffalo,
New York
| US$4.37億 | +US$1203萬 | +3% | 2.26% | 93.8% | 207 | 11.11% | 1.9 |
|
| 2363 |
2363
Navalign LLC
Encino,
California
| US$4.37億 | +US$773萬 | +2% | 1.56% | 58.7% | 137 | 13.14% | 3.9 |
|
| 2364 |
2364
Monarch Capital Management
Fort Wayne,
Indiana
| US$4.36億 | +US$27.3萬 | +0.1% | 2.86% | 77% | 131 | 1.53% | 8.6 |
|
| 2365 |
2365
BNC Wealth Management
Beaverton,
Oregon
| US$4.36億 | +US$2266萬 | +5% | 2.74% | 204% | 116 | 18.97% | 3.1 |
|
| 2366 |
WA
2366
WP Advisors
San Francisco,
California
| US$4.36億 | +US$2259萬 | +5% | 7.3% | 113% | 125 | 16.8% | 4.9 |
|
| 2367 |
2367
Rosenblum Silverman Sutton
San Francisco,
California
| US$4.36億 | +US$1971萬 | +5% | 7.41% | 107% | 86 | 10.47% | 6 |
|
| 2368 |
2368
Roman Butler Fullerton & Co
St Louis,
Missouri
| US$4.36億 | +US$1639萬 | +4% | 3.77% | 134% | 305 | 17.05% | 3.6 |
|
| 2369 |
2369
Carderock Capital Management
Chevy Chase,
Maryland
| US$4.35億 | -US$2044萬 | -4% | 0.12% | 97.6% | 73 | 12.33% | 5.6 |
|
| 2370 |
MM
2370
Meridian Management
Little Rock,
Arkansas
| US$4.35億 | -US$1054萬 | -2% | 1.59% | 65.3% | 86 | 5.81% | 6.2 |
|
| 2371 |
2371
Peregrine Asset Advisers
Portland,
Oregon
| US$4.35億 | -US$2636萬 | -6% | 1.85% | 189% | 243 | 19.34% | 2.6 |
|
| 2372 |
2372
Kelly Financial Group
Wethersfield,
Connecticut
| US$4.35億 | -US$1556萬 | -3% | 0.19% | – | 113 | 12.39% | 1.4 |
|
| 2373 |
2373
Avalon Capital Management
Port Of Redwood City,
California
| US$4.34億 | +US$1101萬 | +3% | 3.23% | 163% | 144 | 19.44% | 2.3 |
|
| 2374 |
2374
Myriad Asset Management Advisors
West Palm Beach,
Florida
| US$4.34億 | +US$1058萬 | +2% | 4.7% | – | 73 | 47.95% | 0.3 |
|
| 2375 |
2375
Watchman Group
Plano,
Texas
| US$4.34億 | -US$1316萬 | -3% | 1.63% | 54% | 76 | 9.21% | 3.9 |
|