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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4,690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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
Cambridge Financial Group (Arizona)
Tucson,
Arizona
| US$3.17億 | -US$54.6萬 | -0.2% | 0.76% | 69.5% | 155 | 1.29% | 2.2 |
|
| 2502 |
2502
Glass Wealth Management
San Antonio,
Texas
| US$3.17億 | +US$1821萬 | +6% | 3.96% | – | 75 | 13.33% | 1.8 |
|
| 2503 |
2503
Financial Council
Towson,
Maryland
| US$3.17億 | +US$833萬 | +3% | 0.58% | 88.6% | 112 | 7.14% | 2.8 |
|
| 2504 |
2504
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| US$3.17億 | +US$882萬 | +3% | 0.2% | 74.4% | 179 | 6.7% | 3.5 |
|
| 2505 |
2505
Leisure Capital Management
Costa Mesa,
California
| US$3.16億 | -US$411萬 | -1% | 3.43% | 111% | 166 | 9.04% | 5.3 |
|
| 2506 |
2506
Mills Wealth Advisors
Southlake,
Texas
| US$3.16億 | -US$143萬 | -0.5% | 1.64% | 37.9% | 81 | 9.88% | 1.9 |
|
| 2507 |
2507
RBA Wealth Management
Newport Beach,
California
| US$3.16億 | +US$4329萬 | +16% | 4.88% | 91% | 123 | 38.21% | 2.2 |
|
| 2508 |
RIS
2508
Richmond Investment Services
Mequon,
Wisconsin
| US$3.16億 | -US$30.4萬 | -0.1% | 0.55% | – | 158 | 15.19% | 1.3 |
|
| 2509 |
2509
Beacon Wealthcare LLC
Raleigh,
North Carolina
| US$3.15億 | +US$332萬 | +1% | 0.54% | 47% | 32 | 18.75% | 2.8 |
|
| 2510 |
2510
Trinity Wealth Management
Berwyn,
Pennsylvania
| US$3.15億 | +US$24.1萬 | +0.1% | 0.78% | 56.7% | 94 | 24.47% | 2.5 |
|
| 2511 |
2511
Townsend Asset Management
Raleigh,
North Carolina
| US$3.15億 | +US$349萬 | +1% | 2.72% | 88.5% | 201 | 9.45% | 4.6 |
|
| 2512 |
FCT
2512
Family Capital Trust
Peabody,
Massachusetts
| US$3.15億 | +US$791萬 | +3% | 4.2% | 39.1% | 83 | 0% | 4.9 |
|
| 2513 |
2513
MMA Asset Management
Conshohocken,
Pennsylvania
| US$3.15億 | +US$93.6萬 | +0.3% | 0.55% | 61.2% | 202 | 16.83% | 2.2 |
|
| 2514 |
2514
Shore Point Advisors
Brielle,
New Jersey
| US$3.15億 | +US$2281萬 | +8% | 1.04% | 54.6% | 86 | 11.63% | 2.7 |
|
| 2515 |
2515
Weinberger Asset Management
Los Angeles,
California
| US$3.15億 | +US$315萬 | +1% | 0.97% | 89.6% | 104 | 3.85% | 3.2 |
|
| 2516 |
NAH
2516
Neumann Advisory (HK)
Central,
Hong Kong
| US$3.14億 | -US$4156萬 | -12% | 10.1% | 77.3% | 6 | 16.67% | 7 |
|
| 2517 |
2517
FSA Investment Group
Pensacola,
Florida
| US$3.14億 | +US$628萬 | +2% | 1.72% | – | 57 | 43.86% | 0.8 |
|
| 2518 |
2518
Axis Capital Holdings
Pembroke,
| US$3.14億 | +US$475萬 | +2% | 1.56% | 76% | 3 | 0% | 5.7 |
|
| 2519 |
LJHT
2519
Laurie J. Hall Trustee
| US$3.14億 | -US$775萬 | -2% | 0.91% | 105% | 104 | 6.73% | 9.9 |
|
| 2520 |
2520
New York University
New York
| US$3.14億 | +US$1.86億 | +146% | 1.02% | – | 2 | 50% | 0.1 |
|
| 2521 |
2521
Sonata Capital Group
Seattle,
Washington
| US$3.14億 | +US$362萬 | +1% | 1.97% | 66.5% | 133 | 7.52% | 6 |
|
| 2522 |
2522
Peachtree Investment Partners
Indian River Shores,,
Florida
| US$3.13億 | +US$142萬 | +0.5% | 6.62% | 111% | 148 | 12.84% | 3.9 |
|
| 2523 |
2523
Financial Symmetry
Raleigh,
North Carolina
| US$3.13億 | +US$1333萬 | +4% | 0.55% | 68.4% | 72 | 13.89% | 1.8 |
|
| 2524 |
2524
Firethorn Wealth Partners
Augusta,
Georgia
| US$3.13億 | +US$282萬 | +0.9% | 1.09% | 75.1% | 208 | 9.13% | 2.9 |
|
| 2525 |
2525
Powell Investment Advisors
Miami,
Florida
| US$3.13億 | -US$402萬 | -1% | 0.24% | 82.4% | 175 | 6.86% | 3.6 |
|