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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
NERM
2851
New England Research & Management
Chicago,
Illinois
| US$2.59億 | +US$190萬 | +0.7% | 0.63% | 65% | 159 | 33.33% | 4.7 |
|
| 2852 |
2852
Long Road Investment Counsel
Kalamazoo,
Michigan
| US$2.59億 | -US$1257萬 | -5% | 2.31% | 64.4% | 83 | 6.02% | 8.2 |
|
| 2853 |
2853
Tull Financial Group
Chesapeake,
Virginia
| US$2.59億 | +US$301萬 | +1% | 1.1% | – | 36 | 13.89% | 1.5 |
|
| 2854 |
2854
Mirabaud & Cie
Geneva,
Switzerland
| US$2.59億 | +US$934萬 | +4% | 10.2% | 151% | 57 | 15.79% | 1.8 |
|
| 2855 |
WAM
2855
Werlinich Asset Management
Stamford,
Connecticut
| US$2.58億 | -US$332萬 | -1% | 2.26% | 232% | 58 | 1.72% | 3.8 |
|
| 2856 |
DCM
2856
Dudley Capital Management
Middleburg,
Virginia
| US$2.58億 | +US$799萬 | +3% | 6.63% | 129% | 157 | 12.74% | 2.6 |
|
| 2857 |
2857
Silver Oak Advisory Group
Portland,
Oregon
| US$2.58億 | +US$462萬 | +2% | 2.07% | 28.9% | 95 | 10.53% | 2.8 |
|
| 2858 |
2858
SmartHarvest Portfolios
Poulsbo,
Washington
| US$2.58億 | -US$5127萬 | -17% | 4.99% | – | 490 | 30.41% | 0.6 |
|
| 2859 |
2859
Family CFO
Los Altos,
California
| US$2.58億 | -US$204萬 | -0.8% | 1.14% | 89.6% | 53 | 20.75% | 2.8 |
|
| 2860 |
2860
Gainplan
Bloomfield Hills,
Michigan
| US$2.58億 | +US$394萬 | +2% | 1.99% | 103% | 70 | 30% | 2.3 |
|
| 2861 |
2861
North Berkeley Wealth Management
Berkeley,
California
| US$2.58億 | +US$1014萬 | +4% | 2.55% | – | 79 | 8.86% | 1.4 |
|
| 2862 |
2862
Bullish
George Town,
| US$2.57億 | +US$7914萬 | +44% | 43% | – | 4 | 50% | 0.5 |
|
| 2863 |
2863
Hiley Hunt Wealth Management
Omaha,
Nebraska
| US$2.57億 | +US$430萬 | +2% | 1.18% | 48.4% | 51 | 7.84% | 2.2 |
|
| 2864 |
FA
2864
FAI Advisors
Farmington Hills,
Michigan
| US$2.57億 | +US$257萬 | +1% | 2.12% | – | 194 | 11.34% | 1.4 |
|
| 2865 |
2865
Eastover Investment Advisors
Charlotte,
North Carolina
| US$2.57億 | +US$327萬 | +1% | 0.9% | 105% | 50 | 4% | 3.6 |
|
| 2866 |
2866
Sterling Group Wealth Management
Pasadena,
California
| US$2.57億 | +US$1337萬 | +5% | 0.93% | 75.9% | 67 | 10.45% | 1.7 |
|
| 2867 |
2867
RetireMitten Financial
Milford,
Michigan
| US$2.56億 | +US$1930萬 | +8% | 1.41% | – | 59 | 23.73% | 0.4 |
|
| 2868 |
2868
Long Island Wealth Management
Melville,
New York
| US$2.56億 | +US$1412萬 | +6% | 1.3% | 58.2% | 103 | 12.62% | 2 |
|
| 2869 |
2869
Evergreen Wealth Management
Williamston,
Michigan
| US$2.56億 | +US$4299萬 | +20% | 2.27% | 68.8% | 70 | 22.86% | 2.2 |
|
| 2870 |
SFC
2870
Sprinkle Financial Consultants
Littleton,
Colorado
| US$2.56億 | +US$115萬 | +0.5% | 0.97% | 64.1% | 114 | 14.04% | 1.8 |
|
| 2871 |
2871
Innova Wealth Partners
Newtown,
Pennsylvania
| US$2.56億 | +US$1168萬 | +5% | 1.59% | 72.5% | 195 | 13.85% | 1.2 |
|
| 2872 |
2872
Keeler Thomas Management
Orem,
Utah
| US$2.56億 | -US$2620萬 | -9% | 3.94% | 52.1% | 155 | 16.77% | 1.2 |
|
| 2873 |
2873
Diesslin Group
Fort Worth,
Texas
| US$2.56億 | -US$348萬 | -1% | 0.59% | – | 61 | 11.48% | 0.7 |
|
| 2874 |
2874
Matisse Capital
Portland,
Oregon
| US$2.56億 | +US$582萬 | +2% | 1.47% | 73.3% | 173 | 14.45% | 2.6 |
|
| 2875 |
2875
State Insurance Fund
New York
| US$2.55億 | +US$45.9萬 | +0.2% | 0.18% | 77.9% | 1 | 0% | 2.8 |
|