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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
2876
West Bancorporation
West Des Moines,
Iowa
| US$2.55億 | +US$2123萬 | +9% | 1.8% | 72.5% | 102 | 18.63% | 3.8 |
|
| 2877 |
2877
Elevation Capital Advisory
Bend,
Oregon
| US$2.55億 | -US$395萬 | -2% | 1.05% | – | 90 | 53.33% | 0.7 |
|
| 2878 |
2878
Melone Private Wealth
Auburn Hills,
Michigan
| US$2.55億 | -US$763萬 | -3% | 4.85% | 30.4% | 58 | 6.9% | 3.6 |
|
| 2879 |
2879
Seamount Financial Group
Colorado Springs,
Colorado
| US$2.55億 | +US$676萬 | +3% | 1.92% | 79.7% | 148 | 8.11% | 1.9 |
|
| 2880 |
2880
Integrity Investment Advisors
Fort Collins,
Colorado
| US$2.55億 | +US$2497萬 | +11% | 0.03% | – | 86 | 20.93% | 0.9 |
|
| 2881 |
2881
Woodward Diversified Capital
Bakersfield,
California
| US$2.54億 | +US$2778萬 | +12% | 3.85% | 118% | 209 | 17.7% | 2.7 |
|
| 2882 |
2882
Eos Management LP
New York
| US$2.54億 | +US$212萬 | +0.8% | 2.81% | 149% | 37 | 10.81% | 3.5 |
|
| 2883 |
2883
RASP Wealth Solutions
Fishers,
Indiana
| US$2.54億 | -US$4598萬 | -15% | 0.96% | – | 103 | 14.56% | 0.2 |
|
| 2884 |
2884
Lynx Capital Group
Beachwood,
Ohio
| US$2.54億 | +US$674萬 | +3% | 0.67% | 65.6% | 96 | 6.25% | 2 |
|
| 2885 |
2885
Shelton Wealth Management
Fort Worth,
Texas
| US$2.54億 | -US$49.8萬 | -0.2% | 1.07% | 89.4% | 166 | 28.31% | 2.1 |
|
| 2886 |
CCAM
2886
Capelight Capital Asset Management
New York
| US$2.54億 | +US$4592萬 | +22% | 5.78% | – | 64 | 67.19% | 0.3 |
|
| 2887 |
2887
McKinney Capital Management
Houston,
Texas
| US$2.54億 | +US$52.5萬 | +0.2% | 2.97% | – | 107 | 38.32% | 0.3 |
|
| 2888 |
2888
Kaizen Financial Strategies
Campbell,
California
| US$2.54億 | -US$5352萬 | -17% | 1.19% | 126% | 190 | 14.21% | 2.4 |
|
| 2889 |
2889
Physician Wealth Solutions
North Las Vegas,
Nevada
| US$2.54億 | -US$958萬 | -4% | 1.86% | 43.6% | 47 | 8.51% | 2.5 |
|
| 2890 |
2890
Hippocratic Financial Advisors
Westlake Village,
California
| US$2.54億 | -US$1097萬 | -4% | 0.35% | – | 54 | 33.33% | 0.8 |
|
| 2891 |
2891
Granville Capital
Greensboro,
North Carolina
| US$2.54億 | +US$3012萬 | +13% | 0.41% | – | 105 | 20% | 0.6 |
|
| 2892 |
2892
Woodward Financial Advisors
Chapel Hill,
North Carolina
| US$2.54億 | -US$4527萬 | -15% | 0.15% | 55% | 68 | 5.88% | 3.2 |
|
| 2893 |
2893
Haven Private
Orlando,
Florida
| US$2.53億 | -US$953萬 | -4% | 3.17% | – | 180 | 10.56% | 1.3 |
|
| 2894 |
2894
Udine Wealth Management
Boca Raton,
Florida
| US$2.53億 | +US$1056萬 | +4% | 4.64% | 141% | 46 | 30.43% | 1.9 |
|
| 2895 |
2895
State of New Jersey Common Pension Fund A
Trenton,
New Jersey
| US$2.53億 | +US$3003萬 | +13% | 4.52% | – | 4 | 25% | 1.1 |
|
| 2896 |
2896
Ergawealth Advisors
Oak Brook,
Illinois
| US$2.53億 | -US$412萬 | -2% | 1.58% | 50% | 54 | 1.85% | 2.5 |
|
| 2897 |
2897
Davidson Kahn Capital Management
Sherman Oaks,
California
| US$2.53億 | +US$2028萬 | +9% | 0.52% | – | 76 | 14.47% | 1.3 |
|
| 2898 |
TFG
2898
Team Financial Group
Temecula,
California
| US$2.53億 | +US$1754萬 | +7% | 0.99% | 46% | 306 | 81.7% | 0.4 |
|
| 2899 |
2899
Davidson Trust Company
Seattle,
Washington
| US$2.53億 | -US$332萬 | -1% | 3.84% | 77% | 194 | 7.73% | 3.9 |
|
| 2900 |
CWMG
2900
Compass Wealth Management (Georgia)
Atlanta,
Georgia
| US$2.53億 | +US$202萬 | +0.8% | 0.9% | – | 79 | 10.13% | 1 |
|