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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2476 |
2476
Vodafone Ventures
Newbury,
United Kingdom
| US$3.22億 | -US$1.64億 | -34% | 33.8% | – | 1 | 0% | 0.8 |
|
| 2477 |
SA
2477
Skyline Advisors
Bellingham,
Washington
| US$3.22億 | +US$289萬 | +0.9% | 2.07% | 52% | 128 | 10.16% | 1.8 |
|
| 2478 |
2478
Foundry Financial
Pasadena,
California
| US$3.22億 | +US$2461萬 | +8% | 0.05% | – | 103 | 24.27% | 0.5 |
|
| 2479 |
2479
Raleigh Capital Management
Cary,
North Carolina
| US$3.22億 | +US$819萬 | +3% | 1.27% | 79.9% | 593 | 22.09% | 2.8 |
|
| 2480 |
2480
Invesco LLC (Illinois)
Des Plaines,
Illinois
| US$3.21億 | -US$217萬 | -0.7% | 3.14% | 122% | 137 | 7.3% | 2.6 |
|
| 2481 |
2481
Global Trust Asset Management
West Palm Beach,
Florida
| US$3.21億 | +US$119萬 | +0.4% | 0.22% | 178% | 548 | 22.99% | 3.9 |
|
| 2482 |
2482
Asset Allocation & Management Company
Chicago,
Illinois
| US$3.21億 | +US$1397萬 | +5% | 0.53% | 58.5% | 71 | 8.45% | 3.5 |
|
| 2483 |
2483
Centerline Wealth Advisors
Louisville,
Kentucky
| US$3.21億 | +US$155萬 | +0.5% | 1.11% | – | 83 | 6.02% | 1 |
|
| 2484 |
2484
Sims Investment Management
Cincinnati,
Ohio
| US$3.2億 | -US$312萬 | -1% | 1.73% | – | 184 | 78.8% | 1.4 |
|
| 2485 |
2485
LRZ Capital
Miami,
Florida
| US$3.2億 | +US$1.23億 | +62% | 5.95% | – | 32 | 53.13% | 0.3 |
|
| 2486 |
2486
Register Financial Advisors
Atlanta,
Georgia
| US$3.2億 | -US$601萬 | -2% | 0.49% | 130% | 454 | 9.91% | 2.2 |
|
| 2487 |
2487
Adirondack Trust Company
Saratoga Springs,
New York
| US$3.2億 | -US$1584萬 | -5% | 2.92% | 96.7% | 575 | 6.43% | 6.4 |
|
| 2488 |
2488
Bell & Brown Wealth Advisors
Newport Beach,
California
| US$3.2億 | -US$1036萬 | -3% | 4.67% | 125% | 74 | 4.05% | 6.2 |
|
| 2489 |
2489
Tiller Private Wealth
Bethlehem,
Pennsylvania
| US$3.2億 | +US$34.9萬 | +0.1% | 0.94% | 60.2% | 72 | 5.56% | 3.5 |
|
| 2490 |
2490
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| US$3.19億 | +US$2977萬 | +10% | 0.47% | 38.4% | 150 | 20.67% | 0.7 |
|
| 2491 |
2491
Maryland Capital Advisors
Chester,
Maryland
| US$3.19億 | +US$731萬 | +2% | 0.06% | – | 1,088 | 7.63% | 1.1 |
|
| 2492 |
2492
Samalin Investment Counsel
Chappaqua,
New York
| US$3.19億 | -US$66.6萬 | -0.2% | 0.71% | 68.3% | 359 | 14.21% | 3.3 |
|
| 2493 |
2493
William Mack & Associates
Troy,
Michigan
| US$3.19億 | +US$3555萬 | +13% | 1.26% | – | 876 | 87.33% | 0.1 |
|
| 2494 |
2494
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| US$3.19億 | +US$896萬 | +3% | 1.26% | 63.9% | 147 | 2.72% | 6.5 |
|
| 2495 |
2495
Defender Capital
Charlotte,
North Carolina
| US$3.19億 | +US$1118萬 | +4% | 7.68% | 101% | 39 | 7.69% | 0.6 |
|
| 2496 |
2496
Advisortrust Partners
Raleigh,
North Carolina
| US$3.18億 | +US$2581萬 | +9% | 0.6% | – | 223 | 17.94% | 0.6 |
|
| 2497 |
2497
Stonebridge Financial Planning Group
Orlando,
Florida
| US$3.18億 | +US$391萬 | +1% | 0.27% | 72.4% | 191 | 7.85% | 3.6 |
|
| 2498 |
2498
Genesee Capital Advisors
Auburn,
New York
| US$3.18億 | +US$17萬 | +0.1% | 0.92% | 107% | 197 | 19.8% | 2 |
|
| 2499 |
2499
Nepsis Inc
Minneapolis,
Minnesota
| US$3.17億 | +US$2263萬 | +8% | 8.98% | 131% | 29 | 6.9% | 4.6 |
|
| 2500 |
2500
TrustBank
Olney,
Illinois
| US$3.17億 | +US$2283萬 | +8% | 0.52% | – | 193 | 12.44% | 0.6 |
|