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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4,696檔基金(占~53%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
Triton Wealth Management
Sun City,
Arizona
| US$3.36億 | +US$1084萬 | +3% | 2.1% | – | 149 | 20.13% | 2.7 |
|
| 2402 |
LWMM
2402
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| US$3.36億 | -US$5332萬 | -14% | 4.47% | 105% | 132 | 19.7% | 2.9 |
|
| 2403 |
2403
Corbyn Investment Management
Lutherville,
Maryland
| US$3.36億 | -US$1008萬 | -3% | 4.95% | 71% | 68 | 4.41% | 5.6 |
|
| 2404 |
2404
Nicollet Investment Management
Minneapolis,
Minnesota
| US$3.36億 | +US$1220萬 | +4% | 8.91% | 104% | 81 | 9.88% | 5.2 |
|
| 2405 |
2405
United Community Bank
Greenville,
South Carolina
| US$3.36億 | +US$1252萬 | +4% | 1.42% | 72.7% | 595 | 16.64% | 2.3 |
|
| 2406 |
2406
HF Advisory Group
Annapolis,
Maryland
| US$3.36億 | +US$1230萬 | +4% | 2.33% | 73.2% | 175 | 4.57% | 3 |
|
| 2407 |
2407
Core Wealth Management
Jupiter,
Florida
| US$3.36億 | -US$2009萬 | -6% | 1.42% | 44.5% | 44 | 31.82% | 2.5 |
|
| 2408 |
ICM
2408
Isabella Capital Management
London,
| US$3.35億 | +US$1.47億 | +78% | 0.63% | – | 13 | 23.08% | 0.3 |
|
| 2409 |
2409
Wilkerson Advisory Group
Columbia,
Missouri
| US$3.35億 | +US$971萬 | +3% | 1.11% | – | 678 | 13.72% | 0.6 |
|
| 2410 |
2410
Prodigy Asset Management
Omaha,
Nebraska
| US$3.35億 | +US$316萬 | +1% | 0.68% | – | 31 | 6.45% | 1.3 |
|
| 2411 |
2411
Shayne & Jacobs LLC
Nashville,
Tennessee
| US$3.35億 | -US$224萬 | -0.7% | 0.42% | 79.4% | 103 | 4.85% | 4.4 |
|
| 2412 |
2412
Roth Financial Partners
Kingwood,
Texas
| US$3.35億 | -US$157萬 | -0.5% | 0.14% | 61% | 37 | 10.81% | 3.7 |
|
| 2413 |
2413
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| US$3.35億 | -US$3855萬 | -10% | 0.61% | 83% | 175 | 19.43% | 2.3 |
|
| 2414 |
2414
Geneva Partners
Lake Geneva,
Wisconsin
| US$3.34億 | -US$4067萬 | -11% | 3.99% | 417% | 92 | 30.43% | 2.2 |
|
| 2415 |
2415
Glynn Capital Management
Menlo Park,
California
| US$3.34億 | -US$2940萬 | -8% | 9.15% | 252% | 46 | 19.57% | 2.8 |
|
| 2416 |
2416
Enzi Wealth
Austin,
Texas
| US$3.34億 | +US$1782萬 | +6% | 0.22% | 77% | 84 | 9.52% | 2.5 |
|
| 2417 |
2417
Bank of Stockton
Stockton,
California
| US$3.33億 | -US$2335萬 | -7% | 0.07% | 99.2% | 128 | 4.69% | 7.1 |
|
| 2418 |
LLI
2418
LTS Liquid Investments
Nassau,
| US$3.33億 | +US$1.46億 | +78% | 2.29% | – | 10 | 30% | 0.4 |
|
| 2419 |
2419
Costello Asset Management
Feasterville,
Pennsylvania
| US$3.32億 | -US$83萬 | -0.2% | 3.89% | 81.5% | 723 | 5.67% | 2.2 |
|
| 2420 |
2420
Hassell Wealth Management
Houma,
Louisiana
| US$3.32億 | +US$621萬 | +2% | 0.92% | 49.7% | 29 | 3.45% | 3 |
|
| 2421 |
2421
Pacifica Partners
Surrey,
Canada
| US$3.32億 | +US$55.9萬 | +0.2% | 0.45% | 127% | 429 | 7.69% | 4 |
|
| 2422 |
2422
IFS Advisors
Overland Park,
Kansas
| US$3.32億 | +US$1.23億 | +59% | 0.42% | 54.2% | 465 | 53.12% | 1.4 |
|
| 2423 |
2423
Prosperitas Financial
Valencia,
California
| US$3.32億 | +US$1948萬 | +6% | 3.19% | 118% | 125 | 26.4% | 1.3 |
|
| 2424 |
2424
Idaho Trust Bank
Boise,
Idaho
| US$3.32億 | -US$1039萬 | -3% | 1.71% | 50.5% | 100 | 8% | 2 |
|
| 2425 |
2425
Technology Crossover Management VIII
Menlo Park,
California
| US$3.31億 | -US$1450萬 | -4% | 3.6% | 70% | 5 | 0% | 6.6 |
|