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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7,143檔基金(占~80%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
2451
Hazelview Securities
Toronto,
Ontario, Canada
| US$6.69億 | -US$5302萬 | -7% | 5.65% | – | 91 | 21.98% | 1 |
|
| 2452 |
2452
Baring Fintech Fund III Managers
St Peter Port,
Guernsey
| US$6.68億 | +US$5273萬 | +9% | 8.56% | – | 1 | 0% | 1.8 |
|
| 2453 |
2453
Asset Allocation Strategies
Farmington,
Michigan
| US$6.68億 | +US$1895萬 | +3% | 0.12% | 58.1% | 187 | 13.9% | 2 |
|
| 2454 |
CM
2454
Capital Management
Glen Allen,
Virginia
| US$6.68億 | +US$127萬 | +0.2% | 1.43% | 63.6% | 74 | 4.05% | 5.1 |
|
| 2455 |
2455
Jackson Square Capital
San Francisco,
California
| US$6.67億 | -US$5172萬 | -7% | 1.63% | 423% | 161 | 24.84% | 2.7 |
|
| 2456 |
2456
Harfst & Associates
Sheridan,
Wyoming
| US$6.67億 | +US$2386萬 | +4% | 0.31% | 88.1% | 129 | 9.3% | 3.9 |
|
| 2457 |
2457
Grey Fox Wealth Advisors
Rockland,
Delaware
| US$6.67億 | +US$2964萬 | +5% | 1.18% | 45.3% | 196 | 17.86% | 2.1 |
|
| 2458 |
2458
Orrstown Financial Services
Harrisburg,
Pennsylvania
| US$6.67億 | -US$667萬 | -1% | 0.18% | 73.7% | 122 | 5.74% | 4.5 |
|
| 2459 |
2459
ACK Asset Management
Greenwich,
Connecticut
| US$6.67億 | -US$1.89億 | -22% | 17% | 118% | 25 | 36% | 0.7 |
|
| 2460 |
2460
Crusonia Wealth Advisors
Denver,
Colorado
| US$6.67億 | +US$5737萬 | +9% | 0.13% | – | 260 | 15% | 0.6 |
|
| 2461 |
2461
Edge Wealth Management
New York
| US$6.66億 | +US$7189萬 | +12% | 3.29% | 75.3% | 94 | 12.77% | 5.8 |
|
| 2462 |
2462
Armbruster Capital Management
Pittsford,
New York
| US$6.66億 | -US$501萬 | -0.7% | 1.44% | 66.7% | 132 | 5.3% | 5.9 |
|
| 2463 |
AMCA
2463
Arthur M. Cohen & Associates
Northbrook,
Illinois
| US$6.66億 | +US$2547萬 | +4% | 7.36% | 129% | 142 | 7.04% | 5.4 |
|
| 2464 |
AOUL
2464
ALL OPTIONS USA, LLC
Austin,
Texas
| US$6.65億 | +US$1.32億 | +25% | 1.89% | – | 1,844 | 42.3% | 0.4 |
|
| 2465 |
2465
West Financial Advisors
Des Moines,
Iowa
| US$6.65億 | +US$653萬 | +1% | 1.19% | 49.1% | 310 | 39.03% | 2.3 |
|
| 2466 |
2466
Alpha Omega Wealth Management
Richmond,
Virginia
| US$6.65億 | +US$782萬 | +1% | 3.26% | 65.9% | 214 | 6.07% | 6.9 |
|
| 2467 |
2467
Gibraltar Capital Management
Tulsa,
Oklahoma
| US$6.64億 | +US$1417萬 | +2% | 3.26% | 65% | 136 | 12.5% | 2.6 |
|
| 2468 |
2468
Qtron Investments
Boston,
Massachusetts
| US$6.64億 | -US$8645萬 | -12% | 4.25% | 151% | 519 | 27.94% | 2.8 |
|
| 2469 |
2469
CMH Wealth Management
Portsmouth,
New Hampshire
| US$6.64億 | +US$821萬 | +1% | 3.19% | 88% | 119 | 7.56% | 2.4 |
|
| 2470 |
2470
Fonville Wealth Management
Richmond,
Virginia
| US$6.63億 | +US$5078萬 | +8% | 0.02% | 53.9% | 169 | 14.79% | 1.8 |
|
| 2471 |
2471
D.L. Carlson Investment Group
Concord,
New Hampshire
| US$6.63億 | +US$3463萬 | +6% | 3.97% | 130% | 156 | 21.79% | 4 |
|
| 2472 |
2472
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| US$6.63億 | +US$4795萬 | +8% | 0.63% | 81% | 163 | 12.27% | 3.6 |
|
| 2473 |
2473
Pandi LLC
Leawood,
Kansas
| US$6.62億 | +US$396萬 | +0.6% | 1.93% | – | 4 | 0% | 1.1 |
|
| 2474 |
2474
Kiley Juergens Wealth Management
Olympia,
Washington
| US$6.61億 | +US$2288萬 | +4% | 4.57% | 121% | 249 | 7.23% | 2.1 |
|
| 2475 |
2475
Montecito Bank & Trust
Santa Barbara,
California
| US$6.6億 | -US$792萬 | -1% | 1.4% | – | 280 | 6.07% | 6.6 |
|