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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2651 |
2651
Beaumont Asset Management
Beaumont,
Texas
| US$2.89億 | +US$3191萬 | +12% | 1.69% | 73.1% | 85 | 12.94% | 3.2 |
|
| 2652 |
HWMC
2652
Heritage Wealth Management (California)
San Diego,
California
| US$2.89億 | +US$2607萬 | +10% | 4.32% | 78.5% | 105 | 7.62% | 2 |
|
| 2653 |
2653
Choice Wealth Advisors
Waterville,
Maine
| US$2.89億 | +US$435萬 | +2% | 1.31% | 60.3% | 37 | 10.81% | 2.6 |
|
| 2654 |
2654
Compass Financial Services
West Des Moines,
Iowa
| US$2.89億 | +US$2172萬 | +8% | 0.41% | – | 61 | 8.2% | 1.5 |
|
| 2655 |
2655
Buckhead Capital Management
Atlanta,
Georgia
| US$2.89億 | -US$238萬 | -0.8% | 3.26% | 76.1% | 153 | 5.88% | 5.2 |
|
| 2656 |
2656
eCIO Inc
Madison,
Wisconsin
| US$2.89億 | -US$6671萬 | -19% | 1.49% | – | 53 | 33.96% | 1.1 |
|
| 2657 |
2657
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| US$2.89億 | -US$1730萬 | -6% | 1.06% | 81.9% | 520 | 1.35% | 4.5 |
|
| 2658 |
2658
Burns Matteson Capital Management
Corning,
New York
| US$2.89億 | -US$3100萬 | -10% | 6.91% | 137% | 256 | 51.56% | 1.6 |
|
| 2659 |
2659
Rainwater Charitable Foundation
Fort Worth,
Texas
| US$2.89億 | -US$1143萬 | -4% | 1.15% | 44% | 4 | 0% | 4.6 |
|
| 2660 |
2660
Packer & Co
Cottesloe,
Australia
| US$2.89億 | – | – | 10.3% | – | 9 | – | 1.2 |
|
| 2661 |
2661
Northbridge Financial Group
Tampa,
Florida
| US$2.89億 | +US$2781萬 | +11% | 6.54% | – | 193 | 8.29% | 0.7 |
|
| 2662 |
2662
Burk Holdings
Tulsa,
Oklahoma
| US$2.89億 | +US$1803萬 | +7% | 0.86% | – | 989 | 38.22% | 0.4 |
|
| 2663 |
2663
Arch Capital Group
Pembroke,
Bermuda
| US$2.88億 | -US$249萬 | -0.9% | 0.84% | 2.89% | 4 | 0% | 4.1 |
|
| 2664 |
SI
2664
Saxon Interests
Houston,
Texas
| US$2.88億 | -US$7364萬 | -20% | 0.75% | 81.2% | 257 | 31.13% | 1.9 |
|
| 2665 |
2665
Tranquility Partners
Brentwood,
Tennessee
| US$2.88億 | -US$266萬 | -0.9% | 3.95% | 77.3% | 241 | 12.03% | 4.2 |
|
| 2666 |
2666
Stableford Capital II
Scottsdale,
Arizona
| US$2.88億 | -US$37.6萬 | -0.1% | 4.47% | 66.9% | 164 | 22.56% | 2 |
|
| 2667 |
YP
2667
YANKCOM Partnership
Yankton,
South Dakota
| US$2.88億 | +US$942萬 | +3% | 1.34% | – | 344 | 16.86% | 1.3 |
|
| 2668 |
2668
Shira Ridge Wealth Management
Larkspur,
California
| US$2.88億 | +US$105萬 | +0.4% | 0.84% | 72.8% | 87 | 9.2% | 2.6 |
|
| 2669 |
2669
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| US$2.88億 | +US$52.5萬 | +0.2% | 3.86% | 83% | 146 | 11.64% | 6.1 |
|
| 2670 |
SEP
2670
Signature Equity Partners
Columbus,
Ohio
| US$2.87億 | +US$6912萬 | +32% | 0.89% | – | 1,851 | 19.56% | 0.6 |
|
| 2671 |
2671
Timonier Family Office
Winston Salem,
North Carolina
| US$2.87億 | -US$6727萬 | -19% | 0.91% | – | 57 | 5.26% | 1.6 |
|
| 2672 |
2672
Stone Wealth Partners
Lafayette,
Louisiana
| US$2.87億 | +US$1.5億 | +110% | 4.3% | – | 92 | 35.87% | 0.5 |
|
| 2673 |
2673
Wealth Analytics Partners
San Diego,
California
| US$2.87億 | +US$1098萬 | +4% | 2.13% | – | 200 | 74.5% | 0.2 |
|
| 2674 |
2674
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| US$2.87億 | +US$1000萬 | +4% | 0.41% | 14.4% | 75 | 13.33% | 1.4 |
|
| 2675 |
2675
Hendley & Co
Zanesville,
Ohio
| US$2.87億 | +US$397萬 | +1% | 3.52% | 64.9% | 51 | 13.73% | 6 |
|