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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
2826
St. Johns Investment Management
Jacksonville,
Florida
| US$2.63億 | -US$169萬 | -0.6% | 2.41% | 91.9% | 203 | 2.46% | 6.8 |
|
| 2827 |
2827
Private Wealth Group
Tampa,
Florida
| US$2.63億 | +US$371萬 | +1% | 0.31% | 52.9% | 79 | 12.66% | 3.6 |
|
| 2828 |
2828
Lunt Capital Management
Holladay,
Utah
| US$2.63億 | -US$1005萬 | -4% | 2.85% | 36.9% | 96 | 13.54% | 2.3 |
|
| 2829 |
FAG
2829
Fortitude Advisory Group
Gig Harbor,
Washington
| US$2.62億 | +US$74萬 | +0.3% | 1.54% | 142% | 256 | 11.72% | 2.8 |
|
| 2830 |
2830
Smith Shellnut Wilson
Ridgeland,
Mississippi
| US$2.62億 | -US$552萬 | -2% | 0.26% | 98.6% | 167 | 10.78% | 4.9 |
|
| 2831 |
2831
Robbins Farley
Bedford,
New Hampshire
| US$2.62億 | +US$183萬 | +0.7% | 0.69% | 106% | 162 | 5.56% | 3.2 |
|
| 2832 |
2832
Level Wealth Management
Greensboro,
North Carolina
| US$2.62億 | +US$1248萬 | +5% | 0.61% | – | 91 | 25.27% | 1.1 |
|
| 2833 |
WA
2833
Win Advisors
Palm Beach Gardens,
Florida
| US$2.62億 | -US$1846萬 | -7% | 9.98% | 266% | 131 | 83.21% | 0.2 |
|
| 2834 |
2834
Five Oceans Advisors
Santa Monica,
California
| US$2.62億 | -US$4931萬 | -16% | 1.5% | 85.3% | 211 | 16.11% | 3 |
|
| 2835 |
2835
Emprise Bank
Wichita,
Kansas
| US$2.62億 | -US$985萬 | -4% | 1.3% | – | 114 | 11.4% | 2 |
|
| 2836 |
2836
Aviso Wealth Management
Bellevue,
Washington
| US$2.61億 | -US$3228萬 | -11% | 4.24% | 153% | 145 | 5.52% | 2.2 |
|
| 2837 |
JCFM
2837
JBR Co Financial Management
Ardmore,
Oklahoma
| US$2.61億 | -US$1281萬 | -5% | 1.14% | 126% | 133 | 5.26% | 2 |
|
| 2838 |
2838
Family Capital Management
Grand Rapids,
Michigan
| US$2.61億 | +US$287萬 | +1% | 0.92% | 78.7% | 121 | 9.09% | 2.2 |
|
| 2839 |
2839
Cherry Creek Investment Advisors
Englewood,
Colorado
| US$2.61億 | +US$668萬 | +3% | 5.64% | 151% | 132 | 6.82% | 2.9 |
|
| 2840 |
2840
626 Financial
Portage,
Michigan
| US$2.61億 | +US$391萬 | +2% | 1.95% | 81.1% | 135 | 9.63% | 3.4 |
|
| 2841 |
2841
Hillman Company
Pittsburgh,
Pennsylvania
| US$2.61億 | -US$2194萬 | -8% | 9.11% | 118% | 15 | 6.67% | 2 |
|
| 2842 |
2842
Guardian Financial Partners
Orange,
California
| US$2.61億 | +US$371萬 | +1% | 0.03% | 53.9% | 80 | 18.75% | 2 |
|
| 2843 |
CSA
2843
Cottage Street Advisors
Marion,
Massachusetts
| US$2.61億 | +US$200萬 | +0.8% | 1.26% | 95.8% | 160 | 14.38% | 2.9 |
|
| 2844 |
2844
Midwest Financial Partners Investments
St. Cloud,
Minnesota
| US$2.6億 | +US$1931萬 | +8% | 1.9% | – | 85 | 11.76% | 0.6 |
|
| 2845 |
2845
Family Office Research
Bethesda,
Maryland
| US$2.6億 | -US$657萬 | -2% | 0.93% | – | 94 | 19.15% | 1.2 |
|
| 2846 |
2846
Jim Saulnier & Associates
Fort Collins,
Colorado
| US$2.59億 | +US$1080萬 | +4% | 0.1% | – | 161 | 13.66% | 1.4 |
|
| 2847 |
2847
Howard Bailey Securities
Fort Wayne,
Indiana
| US$2.59億 | -US$751萬 | -3% | 0.46% | – | 123 | 21.95% | 1.4 |
|
| 2848 |
2848
NBZ Investment Advisors
Knoxville,
Tennessee
| US$2.59億 | +US$245萬 | +1% | 0.76% | – | 93 | 13.98% | 1.2 |
|
| 2849 |
2849
Verity Asset Management
Durham,
North Carolina
| US$2.59億 | -US$547萬 | -2% | 1.9% | 87% | 245 | 20.41% | 3.1 |
|
| 2850 |
2850
William John Sempolinski
Easton,
Massachusetts
| US$2.59億 | +US$1120萬 | +5% | 5.33% | – | 112 | 12.5% | 0.6 |
|