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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
2901
Finer Wealth Management
Salem,
Massachusetts
| US$2.53億 | +US$2908萬 | +13% | 8.23% | 175% | 94 | 8.51% | 3.1 |
|
| 2902 |
2902
Optima Capital
Beaverton,
Oregon
| US$2.53億 | -US$67.9萬 | -0.3% | 1.65% | – | 182 | 20.88% | 1.3 |
|
| 2903 |
I2I
2903
Insight 2811 Inc
Chicago,
Illinois
| US$2.52億 | -US$608萬 | -2% | 1.38% | 31.3% | 116 | 11.21% | 4.6 |
|
| 2904 |
2904
MW Advisory
Atlanta,
Georgia
| US$2.52億 | +US$174萬 | +0.7% | 3.03% | – | 167 | 25.75% | 0.2 |
|
| 2905 |
2905
TTP Investments
San Jose,
California
| US$2.52億 | +US$542萬 | +2% | 4.7% | 232% | 36 | 47.22% | 2.3 |
|
| 2906 |
2906
Cornerstone Wealth Partners
Okemos,
Michigan
| US$2.52億 | +US$3669萬 | +17% | 2.07% | – | 17 | 23.53% | 0.8 |
|
| 2907 |
2907
Pennsylvania State University
University Park,
Pennsylvania
| US$2.52億 | +US$312萬 | +1% | 1.46% | – | 3 | 0% | 0.6 |
|
| 2908 |
2908
Applied Capital LLC
Hollywood,
Florida
| US$2.52億 | +US$542萬 | +2% | 1.45% | 78.3% | 97 | 8.25% | 2.7 |
|
| 2909 |
2909
Aurelius Family Office
Bedford,
New Hampshire
| US$2.52億 | -US$227萬 | -0.9% | 1.52% | – | 50 | 2% | 1.6 |
|
| 2910 |
2910
GEM Asset Management
Plymouth,
Michigan
| US$2.52億 | -US$230萬 | -0.9% | 0.35% | 62.9% | 123 | 13.01% | 2.6 |
|
| 2911 |
2911
Kieckhefer Group
Mequon,
Wisconsin
| US$2.52億 | +US$578萬 | +2% | 10.7% | – | 68 | 13.24% | 1.2 |
|
| 2912 |
ASBI
2912
American State Bank (Iowa)
Sioux Center,
Iowa
| US$2.52億 | +US$501萬 | +2% | 1.66% | 149% | 142 | 5.63% | 4.6 |
|
| 2913 |
2913
Griffith & Werner
Canton,
Georgia
| US$2.52億 | +US$3811萬 | +18% | 4.39% | – | 82 | 17.07% | 1.3 |
|
| 2914 |
2914
Client First Capital
San Diego,
California
| US$2.51億 | +US$19.2萬 | +0.1% | 0.88% | 54.6% | 35 | 25.71% | 1.6 |
|
| 2915 |
2915
Blue Square Asset Management
New York
| US$2.51億 | +US$430萬 | +2% | 3.99% | 117% | 79 | 8.86% | 2.6 |
|
| 2916 |
2916
Tealwood Asset Management
Minneapolis,
Minnesota
| US$2.51億 | -US$940萬 | -4% | 0.87% | 128% | 126 | 7.14% | 3.9 |
|
| 2917 |
2917
HRC Wealth Management
Moscow,
Idaho
| US$2.51億 | +US$661萬 | +3% | 1.85% | 82.2% | 71 | 11.27% | 1.8 |
|
| 2918 |
2918
Visionary Horizons
Knoxville,
Tennessee
| US$2.51億 | +US$1175萬 | +5% | 0.92% | 69.2% | 157 | 15.92% | 1.4 |
|
| 2919 |
2919
Darden Wealth Group
Ann Arbor,
Michigan
| US$2.51億 | -US$145萬 | -0.6% | 3.03% | 243% | 170 | 16.47% | 1.6 |
|
| 2920 |
2920
Taylor Securities Services
Harrisburg,
Pennsylvania
| US$2.5億 | +US$454萬 | +2% | 1.89% | – | 65 | 12.31% | 0.7 |
|
| 2921 |
2921
Summit Creek Advisors
Minneapolis,
Minnesota
| US$2.5億 | -US$4340萬 | -15% | 4.07% | 84.6% | 68 | 26.47% | 3.6 |
|
| 2922 |
2922
Darrow Company
Needham,
Massachusetts
| US$2.5億 | -US$772萬 | -3% | 0.64% | 44.5% | 60 | 6.67% | 3 |
|
| 2923 |
EAM
2923
Eukles Asset Management
Cincinnati,
Ohio
| US$2.5億 | +US$789萬 | +3% | 2.51% | 87.9% | 248 | 10.48% | 4.7 |
|
| 2924 |
2924
GoalFusion Wealth Management
Austin,
Texas
| US$2.5億 | +US$241萬 | +1% | 0.1% | 47.6% | 35 | 11.43% | 2.5 |
|
| 2925 |
2925
Union Savings Bank
Litchfield,
Connecticut
| US$2.5億 | +US$117萬 | +0.5% | 0.08% | – | 333 | 5.41% | 2.6 |
|