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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6,389檔基金(占~71%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2376 |
III
2376
Independent Investors Inc
Nesconset,
New York
| US$5.66億 | +US$4273萬 | +8% | 11.1% | 94.5% | 74 | 4.05% | 9.2 |
|
| 2377 |
2377
Single Point Partners
Boston,
Massachusetts
| US$5.66億 | -US$206萬 | -0.4% | 1.28% | 56.4% | 109 | 17.43% | 2.1 |
|
| 2378 |
2378
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| US$5.65億 | +US$1421萬 | +3% | 4.87% | 151% | 138 | 5.07% | 5.4 |
|
| 2379 |
TCOT
2379
Trust Company of Tennessee
Knoxville,
Tennessee
| US$5.65億 | -US$729萬 | -1% | 0.74% | – | 8 | 0% | 1.9 |
|
| 2380 |
2380
Manchester Financial
Westlake Village,
California
| US$5.65億 | +US$202萬 | +0.4% | 1.39% | 73% | 153 | 11.76% | 3.2 |
|
| 2381 |
2381
Tyro Capital Management
Miami,
Florida
| US$5.64億 | +US$1.19億 | +27% | 7.87% | 270% | 32 | 56.25% | 0.5 |
|
| 2382 |
2382
Pinion Investment Advisors
Wichita,
Kansas
| US$5.64億 | +US$3729萬 | +7% | 0.63% | 81.7% | 219 | 12.33% | 2.9 |
|
| 2383 |
2383
Varenne Capital Partners
Paris,
France
| US$5.64億 | -US$3948萬 | -7% | 8.52% | 181% | 40 | 55% | 0.3 |
|
| 2384 |
CA
2384
Crumly & Associates
Springfield,
Illinois
| US$5.63億 | +US$4121萬 | +8% | 0.39% | 58.1% | 217 | 14.29% | 2.6 |
|
| 2385 |
2385
BCS Wealth Management
Johnson City,
Tennessee
| US$5.63億 | +US$812萬 | +1% | 0.23% | 51% | 277 | 6.14% | 2.5 |
|
| 2386 |
KMWM
2386
Keudell/Morrison Wealth Management
Salem,
Oregon
| US$5.62億 | +US$3325萬 | +6% | 1.1% | – | 277 | 13.36% | 3.8 |
|
| 2387 |
2387
Mindset Wealth Management
Indianapolis,
Indiana
| US$5.62億 | +US$4295萬 | +8% | 9.43% | – | 215 | 19.07% | 1.3 |
|
| 2388 |
2388
Hiddenite Capital Partners
New York
| US$5.62億 | -US$6.02億 | -52% | 3.57% | 466% | 52 | 75% | 0.2 |
|
| 2389 |
2389
RPg Family Wealth Advisory
Burlington,
Massachusetts
| US$5.62億 | -US$3797萬 | -6% | 2.44% | 123% | 154 | 18.83% | 2.2 |
|
| 2390 |
2390
Joseph Group Capital Management
Columbus,
Ohio
| US$5.62億 | +US$8549萬 | +18% | 1.26% | 64.3% | 412 | 8.5% | 1.1 |
|
| 2391 |
FVCM
2391
F&V Capital Management
Boca Raton,
Florida
| US$5.61億 | +US$1262萬 | +2% | 4.32% | 123% | 64 | 7.81% | 5.3 |
|
| 2392 |
AW
2392
Avion Wealth
The Woodlands,
Texas
| US$5.61億 | +US$2380萬 | +4% | 0.06% | 48.8% | 1,793 | 25.1% | 2.8 |
|
| 2393 |
2393
Altrius Capital Management
New Bern,
North Carolina
| US$5.61億 | +US$3447萬 | +7% | 0.21% | 43.1% | 93 | 6.45% | 2.9 |
|
| 2394 |
2394
Serenus Wealth Advisors
Santa Monica,
California
| US$5.61億 | -US$1200萬 | -2% | 0.54% | – | 78 | 7.69% | 1.3 |
|
| 2395 |
2395
Auxano Advisors
Bellevue,
Washington
| US$5.6億 | +US$3272萬 | +6% | 6.88% | 103% | 229 | 16.59% | 2.8 |
|
| 2396 |
2396
Keystone Wealth Services
Palm Desert,
California
| US$5.6億 | +US$2123萬 | +4% | 3.51% | 91.1% | 343 | 8.75% | 2.1 |
|
| 2397 |
2397
Commonwealth Financial Services
Vienna,
West Virginia
| US$5.59億 | -US$1.85億 | -25% | 0.67% | 64.2% | 367 | 34.88% | 3 |
|
| 2398 |
2398
Aegis Financial
Mc Lean,
Virginia
| US$5.59億 | -US$7419萬 | -12% | 10.6% | 226% | 40 | 10% | 2.2 |
|
| 2399 |
2399
Panview Capital
Hong Kong
| US$5.59億 | -US$909萬 | -2% | 1.48% | – | 16 | 25% | 0.7 |
|
| 2400 |
AAM
2400
AR Asset Management
West Hollywood,
California
| US$5.59億 | +US$1253萬 | +2% | 3.73% | 78.2% | 126 | 5.56% | 8.1 |
|