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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
2526
AJ Advisors
Nashville,
Tennessee
| US$3.12億 | -US$945萬 | -3% | 0.68% | 64.6% | 37 | 18.92% | 3 |
|
| 2527 |
PI
2527
Pachira Investments
Dana Point,
California
| US$3.12億 | +US$4719萬 | +18% | 0.78% | 82.3% | 85 | 11.76% | 2.7 |
|
| 2528 |
2528
SoundView Advisors
Olympia,
Washington
| US$3.12億 | +US$512萬 | +2% | 0.52% | – | 32 | 3.13% | 1.1 |
|
| 2529 |
2529
MKT Advisors
Escondido,
California
| US$3.12億 | -US$1019萬 | -3% | 0.68% | 55.5% | 160 | 11.25% | 3.3 |
|
| 2530 |
2530
Malaga Cove Capital
Pv Estates,
California
| US$3.11億 | -US$276萬 | -0.9% | 2.05% | 97.3% | 198 | 14.14% | 3 |
|
| 2531 |
2531
GKV Capital Management
Walnut Creek,
California
| US$3.11億 | +US$93.9萬 | +0.3% | 1.95% | – | 85 | 5.88% | 1.5 |
|
| 2532 |
2532
Kennedy Investment Group
West Depford,
New Jersey
| US$3.11億 | +US$1615萬 | +5% | 1.91% | 95.4% | 157 | 12.74% | 2.4 |
|
| 2533 |
2533
StoneCrest Wealth Management
Chandler,
Arizona
| US$3.11億 | -US$215萬 | -0.7% | 0.57% | 168% | 78 | 8.97% | 1.6 |
|
| 2534 |
2534
GGM Financials
Columbus,
Ohio
| US$3.11億 | +US$4697萬 | +18% | 0.66% | – | 300 | 15.67% | 1 |
|
| 2535 |
2535
American Assets Inc
San Diego,
California
| US$3.1億 | -US$2189萬 | -7% | 8.49% | 49.9% | 19 | 36.84% | 4 |
|
| 2536 |
2536
Zullo Investment Group
Scranton,
Pennsylvania
| US$3.1億 | +US$1661萬 | +6% | 7.44% | 143% | 163 | 7.98% | 3.6 |
|
| 2537 |
2537
Legacy Bridge
West Des Moines,
Iowa
| US$3.1億 | -US$1416萬 | -4% | 0.92% | 236% | 334 | 5.39% | 4.6 |
|
| 2538 |
2538
Blue Water Asset Management
Grand Rapids,
Michigan
| US$3.09億 | -US$45.5萬 | -0.1% | 0.85% | – | 115 | 7.83% | 0.7 |
|
| 2539 |
2539
BCU Wealth Advisors
Vernon Hills,
Illinois
| US$3.09億 | +US$826萬 | +3% | 0.42% | 57.7% | 66 | 7.58% | 1.9 |
|
| 2540 |
2540
BKM Wealth Management
Brookfield,
Wisconsin
| US$3.09億 | +US$2697萬 | +10% | 1.8% | 69.6% | 159 | 10.06% | 2.1 |
|
| 2541 |
2541
First Citizens Asset Management
Raleigh,
North Carolina
| US$3.09億 | -US$383萬 | -1% | 0.44% | 48.4% | 33 | 12.12% | 2.8 |
|
| 2542 |
CNBT
2542
Cornerstone National Bank & Trust
Palatine,
Illinois
| US$3.09億 | +US$1315萬 | +4% | 0.11% | 38.5% | 241 | 12.86% | 2.3 |
|
| 2543 |
2543
Maltin Wealth Management
Ridgewood,
New Jersey
| US$3.08億 | +US$937萬 | +3% | 1% | 58.2% | 160 | 14.38% | 3.4 |
|
| 2544 |
2544
Excalibur Management
Waltham,
Massachusetts
| US$3.08億 | +US$480萬 | +2% | 2.83% | 93% | 178 | 8.43% | 6.6 |
|
| 2545 |
2545
Investmark Advisory Group
Shelton,
Connecticut
| US$3.08億 | +US$4487萬 | +17% | 1.66% | 73.8% | 174 | 16.67% | 2.6 |
|
| 2546 |
2546
ACT Advisors
Asheville,
North Carolina
| US$3.08億 | +US$700萬 | +2% | 0.71% | 75.4% | 97 | 24.74% | 1.8 |
|
| 2547 |
BE
2547
Bonness Enterprises
Washington,
District of Columbia
| US$3.07億 | -US$261萬 | -0.8% | 0.82% | 98.6% | 39 | 5.13% | 11.8 |
|
| 2548 |
2548
Singapore Technologies Telemedia
Singapore
| US$3.07億 | +US$1180萬 | +4% | 4% | 185% | 1 | 0% | 9.5 |
|
| 2549 |
2549
Patriot Financial Partners GP II
Radnor,
Pennsylvania
| US$3.07億 | -US$8422萬 | -22% | 3.9% | – | 12 | 8.33% | 0.9 |
|
| 2550 |
2550
Armor Investment Advisors
Raleigh,
North Carolina
| US$3.07億 | -US$475萬 | -2% | 0.01% | 62% | 160 | 8.13% | 5.4 |
|