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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
2576
Alpha Zero
Boca Raton,
Florida
| US$3.03億 | +US$3912萬 | +15% | 1.57% | – | 114 | 23.68% | 1.2 |
|
| 2577 |
2577
Lynx Investment Advisory
Washington, Dc,
District of Columbia
| US$3.03億 | -US$241萬 | -0.8% | 0.37% | – | 245 | 13.06% | 1.3 |
|
| 2578 |
GAMC
2578
Garner Asset Management Corp
Plano,
Texas
| US$3.03億 | -US$566萬 | -2% | 0.73% | 103% | 177 | 12.99% | 5.2 |
|
| 2579 |
2579
Armstrong Fleming & Moore
Washington,
District of Columbia
| US$3.03億 | +US$74.2萬 | +0.2% | 0.68% | 135% | 116 | 5.17% | 1.4 |
|
| 2580 |
2580
Heritage Family Offices
Scottsdale,
Arizona
| US$3.03億 | +US$4361萬 | +17% | 2.45% | – | 1,024 | 77.05% | 0.3 |
|
| 2581 |
2581
FIDELIS iM
Medford,
Oregon
| US$3.02億 | +US$921萬 | +3% | 0.65% | 44.8% | 36 | 27.78% | 2.5 |
|
| 2582 |
2582
David Kennon
Sarasota,
Florida
| US$3.02億 | -US$29.4萬 | -0.1% | 0.21% | 52.4% | 45 | 0% | 2.8 |
|
| 2583 |
2583
Decker Retirement Planning
Levi,
Utah
| US$3.02億 | +US$818萬 | +3% | 4.27% | – | 497 | 39.03% | 0.8 |
|
| 2584 |
LAM
2584
Lountzis Asset Management
Wyomissing,
Pennsylvania
| US$3.02億 | -US$1427萬 | -5% | 5.74% | 124% | 63 | 20.63% | 3.5 |
|
| 2585 |
2585
Breakwater Investment Management
Seattle,
Washington
| US$3.02億 | +US$797萬 | +3% | 1.36% | – | 845 | 37.4% | 1 |
|
| 2586 |
2586
Acorn Creek Capital
Fort Collins,
Colorado
| US$3.02億 | +US$239萬 | +0.8% | 0.7% | 66.6% | 96 | 17.71% | 1.9 |
|
| 2587 |
2587
Providence First Trust
Scottsdale,
Arizona
| US$3.02億 | -US$5605萬 | -16% | 0.73% | 68.4% | 236 | 42.8% | 2.2 |
|
| 2588 |
LWMI
2588
Landmark Wealth Management (Illinois)
Normal,
Illinois
| US$3.02億 | -US$69.3萬 | -0.2% | 0.23% | 42.4% | 46 | 10.87% | 1.9 |
|
| 2589 |
2589
Denver PWM
Denver,
Colorado
| US$3.01億 | -US$432萬 | -1% | 0.76% | 48.6% | 91 | 3.3% | 3.2 |
|
| 2590 |
2590
Muzinich & Co
New York
| US$3.01億 | +US$859萬 | +3% | 0.15% | 13.5% | 38 | 39.47% | 9.7 |
|
| 2591 |
2591
Western Financial Corp
San Diego,
California
| US$3億 | -US$4112萬 | -12% | 0.89% | 275% | 159 | 31.45% | 1.7 |
|
| 2592 |
2592
Heathbridge Capital Management
Toronto,
Ontario, Canada
| US$3億 | +US$798萬 | +3% | 2.25% | 73.6% | 31 | 9.68% | 5.1 |
|
| 2593 |
2593
Elevated Capital Advisors
Sandy,
Utah
| US$3億 | -US$6330萬 | -17% | 0.03% | 50.2% | 892 | 6.95% | 1.4 |
|
| 2594 |
2594
First Community Trust
Dubuque,
Iowa
| US$3億 | +US$7881萬 | +36% | 3.05% | 128% | 360 | 13.61% | 3.2 |
|
| 2595 |
2595
Kondo Wealth Advisors
Pasadena,
California
| US$3億 | +US$101萬 | +0.3% | 0.17% | – | 79 | 11.39% | 1.4 |
|
| 2596 |
2596
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
| US$3億 | -US$3160萬 | -10% | 0.65% | – | 107 | 10.28% | 1.5 |
|
| 2597 |
2597
Wealth Advisors Northwest
Portland,
Oregon
| US$2.99億 | +US$610萬 | +2% | 0.34% | – | 65 | 4.62% | 1.5 |
|
| 2598 |
2598
Trellis Wealth Advisors
San Luis Obispo,
California
| US$2.99億 | +US$793萬 | +3% | 0.03% | 62.2% | 116 | 58.62% | 0.9 |
|
| 2599 |
BWA
2599
BlueChip Wealth Advisors
Milton,
Georgia
| US$2.98億 | +US$3460萬 | +13% | 1.04% | 62.2% | 197 | 17.26% | 1.5 |
|
| 2600 |
2600
Monte Financial Group
Guilford,
Connecticut
| US$2.98億 | -US$1399萬 | -4% | 3.25% | 66.7% | 105 | 8.57% | 4.1 |
|