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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
First International Bank of Israel
Tel Aviv,
| US$2.47億 | -US$1.19億 | -33% | 0.16% | – | 84 | 35.71% | 0.7 |
|
| 2952 |
2952
Spice Expeditions
Westport,
Connecticut
| US$2.47億 | +US$2338萬 | +10% | 8.56% | – | 1 | 0% | 0.3 |
|
| 2953 |
2953
InvesTrust
Oklahoma City,
Oklahoma
| US$2.47億 | -US$1260萬 | -5% | 1.11% | – | 95 | 4.21% | 1.7 |
|
| 2954 |
2954
Kaufman Rossin Wealth
Miami,
Florida
| US$2.47億 | +US$3605萬 | +17% | 2% | – | 187 | 43.85% | 0.7 |
|
| 2955 |
2955
Wealthcare Capital Partners
West Chester,
Pennsylvania
| US$2.47億 | +US$508萬 | +2% | 0.32% | – | 185 | 12.43% | 1.3 |
|
| 2956 |
CCM
2956
Capstone Capital Management
Hong Kong,
| US$2.47億 | +US$2351萬 | +11% | 11.6% | – | 230 | 65.22% | 0.2 |
|
| 2957 |
2957
Trademark Financial Management
Bloomington,
Minnesota
| US$2.47億 | +US$272萬 | +1% | 1.26% | 67.5% | 111 | 6.31% | 1.7 |
|
| 2958 |
2958
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| US$2.47億 | +US$667萬 | +3% | 4.36% | 85.6% | 160 | 6.25% | 5.4 |
|
| 2959 |
2959
MN Wealth Advisors
Overland Park,
Kansas
| US$2.47億 | +US$1166萬 | +5% | 1.86% | 68.3% | 151 | 18.54% | 1.6 |
|
| 2960 |
2960
Harold Davidson & Associates
Los Angeles,
California
| US$2.46億 | +US$1580萬 | +7% | 6.64% | – | 67 | 14.93% | 1.4 |
|
| 2961 |
2961
ADE LLC
Baltimore,
Maryland
| US$2.46億 | +US$947萬 | +4% | 1.51% | 59.8% | 100 | 10% | 3.6 |
|
| 2962 |
2962
Sound Stewardship
Overland Park,
Kansas
| US$2.46億 | +US$369萬 | +2% | 1.15% | 45.9% | 81 | 16.05% | 2.4 |
|
| 2963 |
2963
PFS Partners
Mine Hill,
New Jersey
| US$2.46億 | -US$89.6萬 | -0.4% | 0.97% | 65.2% | 624 | 6.73% | 2.7 |
|
| 2964 |
2964
Fortune 45 LLC
Gonzales,
Louisiana
| US$2.46億 | +US$1200萬 | +5% | 0.83% | 85.2% | 38 | 13.16% | 2.8 |
|
| 2965 |
2965
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
| US$2.46億 | +US$371萬 | +2% | 0.09% | 65.6% | 68 | 7.35% | 1.8 |
|
| 2966 |
2966
Heritage Wealth Architects
Mendota Heights,
Minnesota
| US$2.46億 | -US$517萬 | -2% | 0.14% | – | 74 | 10.81% | 1.1 |
|
| 2967 |
2967
Victrix Investment Advisors
Stuart,
Florida
| US$2.46億 | +US$733萬 | +3% | 3.91% | – | 78 | 8.97% | 1.4 |
|
| 2968 |
2968
Optimist Retirement Group
Bellevue,
Washington
| US$2.46億 | -US$1334萬 | -5% | 1.34% | 92.2% | 126 | 19.05% | 1.8 |
|
| 2969 |
2969
WJ Wealth Management
Glendale,
Arizona
| US$2.46億 | -US$769萬 | -3% | 0.74% | 95.6% | 90 | 22.22% | 2.5 |
|
| 2970 |
2970
Mad River Investors
Boston,
Massachusetts
| US$2.46億 | -US$2242萬 | -8% | 2.9% | 169% | 32 | 9.38% | 3.5 |
|
| 2971 |
2971
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| US$2.46億 | -US$55.2萬 | -0.2% | 0.18% | 66.8% | 146 | 6.16% | 2.4 |
|
| 2972 |
2972
First Bancorp
Damariscotta,
Maine
| US$2.45億 | -US$796萬 | -3% | 0.21% | 80.3% | 579 | 10.71% | 1.1 |
|
| 2973 |
2973
Gray Private Wealth
Canton,
Massachusetts
| US$2.45億 | +US$1403萬 | +6% | 1.26% | – | 67 | 17.91% | 1.6 |
|
| 2974 |
2974
TFB Advisors
Overland Park,
Kansas
| US$2.45億 | +US$1836萬 | +8% | 1.07% | 85% | 205 | 12.68% | 2.1 |
|
| 2975 |
2975
Cooper Capital Advisors
Encinitas,
California
| US$2.45億 | +US$1474萬 | +6% | 0.64% | – | 52 | 30.77% | 0.9 |
|