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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2676 |
2676
Bluestem Financial Advisors
Champaign,
Illinois
| US$2.86億 | +US$82.5萬 | +0.3% | 2.03% | 42.2% | 34 | 0% | 4.9 |
|
| 2677 |
2677
McNaughton Wealth Management
San Diego,
California
| US$2.86億 | +US$460萬 | +2% | 0.19% | 55.6% | 78 | 7.69% | 4 |
|
| 2678 |
2678
Juno Financial Group
Richmond,
Virginia
| US$2.86億 | +US$409萬 | +1% | 0.56% | – | 75 | 6.67% | 0.7 |
|
| 2679 |
2679
Boyd Wealth Management
Sacramento,
California
| US$2.86億 | +US$2155萬 | +8% | 0.36% | 56.8% | 63 | 26.98% | 2.7 |
|
| 2680 |
2680
Chris Bulman
Roseville,
California
| US$2.85億 | +US$1152萬 | +4% | 1.07% | – | 179 | 13.41% | 1.3 |
|
| 2681 |
2681
Montz Harcus Wealth Management
New Orleans,
Louisiana
| US$2.85億 | +US$425萬 | +2% | 2.01% | 84.1% | 103 | 8.74% | 2.8 |
|
| 2682 |
2682
Agate Pass Investment Management
Bainbridge Island,
Washington
| US$2.85億 | +US$1372萬 | +5% | 2.55% | 76% | 119 | 15.13% | 3.3 |
|
| 2683 |
2683
Flagship Private Wealth
Woburn,
Massachusetts
| US$2.85億 | +US$177萬 | +0.6% | 0.33% | 70.2% | 119 | 8.4% | 3.5 |
|
| 2684 |
2684
Foronjy Financial
Santa Barbara,
California
| US$2.85億 | +US$1241萬 | +5% | 0.44% | – | 119 | 14.29% | 1 |
|
| 2685 |
2685
Advantage Trust Company
Salina,
Kansas
| US$2.85億 | +US$30.2萬 | +0.1% | 0.57% | 77.6% | 197 | 2.03% | 1.6 |
|
| 2686 |
2686
Solstein Capital
Menlo Park,
California
| US$2.84億 | -US$760萬 | -3% | 4.27% | 102% | 435 | 67.82% | 3.7 |
|
| 2687 |
2687
Selby Wealth Management
Emeryville,
California
| US$2.84億 | +US$220萬 | +0.8% | 0.9% | – | 88 | 7.95% | 0.7 |
|
| 2688 |
2688
Towerpoint Wealth
Sacramento,
California
| US$2.84億 | -US$484萬 | -2% | 0.43% | 67.7% | 120 | 10.83% | 3.9 |
|
| 2689 |
2689
Trueblood Wealth Management
Lima,
Ohio
| US$2.84億 | -US$237萬 | -0.8% | 0.94% | 89.9% | 272 | 7.72% | 2.2 |
|
| 2690 |
2690
ShariaPortfolio
Lake Mary,
Florida
| US$2.84億 | +US$149萬 | +0.5% | 1.74% | 254% | 47 | 29.79% | 1.2 |
|
| 2691 |
2691
Bayshore Asset Management
Coral Gables,
Florida
| US$2.84億 | +US$428萬 | +2% | 0.03% | 66.1% | 56 | 23.21% | 3 |
|
| 2692 |
2692
First Financial Corp
Terre Haute,
Indiana
| US$2.84億 | -US$496萬 | -2% | 1.5% | 95.3% | 310 | 7.42% | 8.7 |
|
| 2693 |
2693
Altman Advisors
Chicago,
Illinois
| US$2.84億 | +US$539萬 | +2% | 5.1% | 143% | 96 | 11.46% | 3 |
|
| 2694 |
2694
MBE Wealth Management
Tomah,
Wisconsin
| US$2.84億 | -US$53.3萬 | -0.2% | 0.65% | 66.5% | 180 | 8.89% | 2.6 |
|
| 2695 |
2695
NavPoint Financial
Prior Lake,
Minnesota
| US$2.83億 | +US$1344萬 | +5% | 1.39% | 58.5% | 76 | 3.95% | 2 |
|
| 2696 |
2696
Keener Financial Planning
Keller,
Texas
| US$2.83億 | +US$342萬 | +1% | 0.15% | 70.5% | 67 | 13.43% | 2.2 |
|
| 2697 |
VU
2697
Valence8 US
Cambridge,
Massachusetts
| US$2.83億 | -US$1755萬 | -6% | 0.07% | 76.6% | 15 | 6.67% | 2.4 |
|
| 2698 |
2698
Red Spruce Capital
Berwyn,
Pennsylvania
| US$2.83億 | -US$390萬 | -1% | 0.64% | 98.4% | 96 | 4.17% | 4.2 |
|
| 2699 |
2699
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| US$2.82億 | +US$301萬 | +1% | 1.45% | 58.7% | 57 | 5.26% | 5.3 |
|
| 2700 |
2700
Sentry LLC
Memphis,
Tennessee
| US$2.82億 | -US$7511萬 | -21% | 1.35% | 52.6% | 135 | 5.19% | 2.8 |
|