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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
BE
2551
Bonness Enterprises
Washington,
District of Columbia
| US$3.07億 | -US$261萬 | -0.8% | 0.82% | 98.6% | 39 | 5.13% | 11.8 |
|
| 2552 |
2552
Singapore Technologies Telemedia
Singapore
| US$3.07億 | +US$1180萬 | +4% | 4% | 185% | 1 | 0% | 9.5 |
|
| 2553 |
2553
Patriot Financial Partners GP II
Radnor,
Pennsylvania
| US$3.07億 | -US$8422萬 | -22% | 3.9% | – | 12 | 8.33% | 0.9 |
|
| 2554 |
2554
Armor Investment Advisors
Raleigh,
North Carolina
| US$3.07億 | -US$475萬 | -2% | 0.01% | 62% | 160 | 8.13% | 5.4 |
|
| 2555 |
2555
Continuum Wealth Advisors
Saratoga Springs,
New York
| US$3.07億 | +US$1056萬 | +4% | 2.25% | 69% | 88 | 19.32% | 1.9 |
|
| 2556 |
2556
Texas Bank & Trust
Longview,
Texas
| US$3.06億 | +US$135萬 | +0.4% | 4.31% | – | 195 | 10.26% | 1.4 |
|
| 2557 |
2557
Lincoln Capital Corp
East Greenwich,
Rhode Island
| US$3.06億 | -US$132萬 | -0.4% | 1.21% | 82% | 109 | 17.43% | 3.4 |
|
| 2558 |
2558
Sculati Wealth Management
Bloomfield Hills,
Michigan
| US$3.06億 | +US$642萬 | +2% | 2.73% | 80.3% | 125 | 5.6% | 4.1 |
|
| 2559 |
2559
Kerusso Capital Management
Winston Salem,
North Carolina
| US$3.06億 | +US$3177萬 | +12% | 3.27% | – | 63 | 14.29% | 1.6 |
|
| 2560 |
2560
Bull Oak Capital
San Diego,
California
| US$3.06億 | +US$597萬 | +2% | 1.23% | 62.1% | 41 | 7.32% | 1.6 |
|
| 2561 |
2561
Meridian Financial Partners
Warrenton,
Virginia
| US$3.06億 | +US$1282萬 | +4% | 2.33% | 80.8% | 128 | 10.16% | 2.6 |
|
| 2562 |
2562
MBA Advisors
Hermitage,
Pennsylvania
| US$3.06億 | +US$897萬 | +3% | 1.87% | 66.1% | 181 | 14.92% | 3.2 |
|
| 2563 |
EFM
2563
Eley Financial Management
South Burlington,
Vermont
| US$3.06億 | -US$295萬 | -1% | 0.26% | 74.9% | 73 | 5.48% | 3.2 |
|
| 2564 |
MG
2564
Magnolia Group
Omaha,
Nebraska
| US$3.06億 | -US$1.71億 | -36% | 5.53% | 11.4% | 25 | 36% | 1.8 |
|
| 2565 |
2565
Freedom Financial Partners
Oakdale,
Minnesota
| US$3.05億 | -US$164萬 | -0.5% | 0.24% | – | 94 | 10.64% | 1.4 |
|
| 2566 |
2566
Silphium Asset Management
London,
United Kingdom
| US$3.05億 | +US$853萬 | +3% | 2.98% | 118% | 58 | 12.07% | 1.4 |
|
| 2567 |
2567
Rede Wealth
Charlottesville,
Virginia
| US$3.04億 | +US$240萬 | +0.8% | 1.83% | 84.4% | 119 | 4.2% | 1.8 |
|
| 2568 |
2568
Endure Capital Management
Austin,
Texas
| US$3.04億 | -US$1.47億 | -33% | 4.51% | – | 59 | 49.15% | 0.3 |
|
| 2569 |
2569
Equity Wealth Partners
Independence,
Missouri
| US$3.04億 | +US$2562萬 | +9% | 0.42% | – | 115 | 10.43% | 0.7 |
|
| 2570 |
2570
FCG Investment Company
Germantown,
Tennessee
| US$3.04億 | +US$1449萬 | +5% | 3.18% | – | 130 | 13.08% | 1 |
|
| 2571 |
2571
Brick & Kyle Associates
Newtown,
Pennsylvania
| US$3.04億 | +US$61.5萬 | +0.2% | 7.43% | 116% | 99 | 41.41% | 5.3 |
|
| 2572 |
2572
Clarus Group
Houston,
Texas
| US$3.03億 | +US$827萬 | +3% | 1.95% | 67.5% | 134 | 13.43% | 2.8 |
|
| 2573 |
2573
Shaker Financial Services
Arlington,
Virginia
| US$3.03億 | -US$1610萬 | -5% | 5.35% | 12.9% | 167 | 25.15% | 2.4 |
|
| 2574 |
2574
Wrenne Financial Planning
Lexington,
Kentucky
| US$3.03億 | +US$699萬 | +2% | 1.27% | 54.3% | 64 | 6.25% | 1.8 |
|
| 2575 |
2575
Ted Buchan & Co
San Diego,
California
| US$3.03億 | -US$263萬 | -0.9% | 0.75% | 65.2% | 100 | 11% | 2.2 |
|