我們已在上線!
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2776 |
2776
Financial Futures
Brielle,
New Jersey
| US$2.7億 | +US$722萬 | +3% | 0.6% | 48.5% | 87 | 18.39% | 2.3 |
|
| 2777 |
2777
QTR Family Wealth
Lake Mary,
Florida
| US$2.7億 | -US$1750萬 | -6% | 4.86% | – | 375 | 27.47% | 0.9 |
|
| 2778 |
2778
Retirement Guys Formula
Maumee,
Ohio
| US$2.69億 | +US$365萬 | +1% | 0.36% | 75.7% | 182 | 18.13% | 1.8 |
|
| 2779 |
2779
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| US$2.69億 | +US$71.2萬 | +0.3% | 0.96% | 73.9% | 233 | 4.72% | 3.1 |
|
| 2780 |
2780
Alliance Private Wealth
North Reading,
Massachusetts
| US$2.69億 | -US$1900萬 | -7% | 0.25% | – | 86 | 5.81% | 0.7 |
|
| 2781 |
2781
Quarry Hill Advisors
St Paul,
Minnesota
| US$2.69億 | +US$855萬 | +3% | 0.7% | 65% | 60 | 13.33% | 2.8 |
|
| 2782 |
2782
Cane Capital Partners
Saint Francisville,
Louisiana
| US$2.69億 | +US$1586萬 | +6% | 1.52% | – | 170 | 35.29% | 0.5 |
|
| 2783 |
2783
Alternative Investment Advisors
Maitland,
Florida
| US$2.68億 | +US$500萬 | +2% | 2.99% | 78.6% | 90 | 38.89% | 1.5 |
|
| 2784 |
2784
Brindle & Bay Financial Advisors
Frisco,
Texas
| US$2.68億 | +US$6795萬 | +34% | 1.38% | – | 105 | 20.95% | 0.5 |
|
| 2785 |
2785
Purkiss Capital Advisors
Ridgefield,
Connecticut
| US$2.68億 | +US$510萬 | +2% | 4.66% | – | 194 | 11.34% | 1.3 |
|
| 2786 |
2786
Shaker Investments
Cleveland,
Ohio
| US$2.68億 | -US$1063萬 | -4% | 0.46% | 216% | 96 | 16.67% | 2.2 |
|
| 2787 |
2787
Gables Capital Management
Miami,
Florida
| US$2.67億 | -US$941萬 | -3% | 4.8% | 173% | 519 | 5.59% | 4.7 |
|
| 2788 |
2788
One Wealth Capital Management
Scottsdale,
Arizona
| US$2.67億 | -US$8765萬 | -25% | 7.15% | – | 261 | 65.13% | 0.9 |
|
| 2789 |
2789
MRA Advisory Group
Parsippany,
New Jersey
| US$2.67億 | -US$861萬 | -3% | 1.47% | 86.8% | 178 | 25.28% | 2.4 |
|
| 2790 |
2790
Orange County Employees Retirement System
Santa Ana,
California
| US$2.67億 | -US$1282萬 | -5% | 4.77% | – | 3 | 33.33% | 0.5 |
|
| 2791 |
2791
Heritage Wealth Management (Texas)
Houston,
Texas
| US$2.67億 | +US$700萬 | +3% | 0.88% | 55.9% | 46 | 13.04% | 2.5 |
|
| 2792 |
OGF
2792
Orin Green Financial
San Diego,
California
| US$2.67億 | -US$452萬 | -2% | 0.64% | 59.1% | 84 | 3.57% | 1.3 |
|
| 2793 |
2793
Eurizon SLJ Capital
London,
| US$2.67億 | -US$465萬 | -2% | 6.93% | – | 188 | 13.83% | 0.6 |
|
| 2794 |
2794
MYeCFO
La Jolla,
California
| US$2.66億 | +US$133萬 | +0.5% | 0.65% | 58.5% | 74 | 4.05% | 2.6 |
|
| 2795 |
2795
Southern Capital Advisors
Jackson,
Tennessee
| US$2.66億 | +US$2668萬 | +11% | 0.01% | 66.8% | 89 | 6.74% | 2.9 |
|
| 2796 |
2796
Altus Wealth Group
Colorado Springs,
Colorado
| US$2.66億 | -US$1089萬 | -4% | 1.39% | 76.7% | 158 | 8.86% | 3.3 |
|
| 2797 |
2797
Ballentine Capital Advisors
Greenville,
South Carolina
| US$2.66億 | +US$49.1萬 | +0.2% | 0.94% | 48.8% | 27 | 7.41% | 2.4 |
|
| 2798 |
AAG
2798
Avalon Advisory Group
Wexford,
Pennsylvania
| US$2.66億 | -US$490萬 | -2% | 1.13% | 46% | 15 | 6.67% | 4 |
|
| 2799 |
2799
Horizon Financial Services
Winston Salem,
North Carolina
| US$2.66億 | +US$474萬 | +2% | 1.11% | 42.6% | 698 | 28.65% | 1.2 |
|
| 2800 |
2800
Mach-1 Financial Group
Rogers,
Arkansas
| US$2.65億 | +US$732萬 | +3% | 1.01% | 85.3% | 152 | 32.89% | 1 |
|