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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
Finley Financial
Las Vegas,
Nevada
| US$2.42億 | -US$644萬 | -3% | 1.66% | – | 111 | 4.5% | 1.7 |
|
| 3002 |
3002
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| US$2.42億 | -US$207萬 | -0.8% | 1.03% | 50.2% | 17 | 11.76% | 3.8 |
|
| 3003 |
3003
93 Financial Group
Woburn,
Massachusetts
| US$2.42億 | -US$1137萬 | -4% | 4.29% | – | 9 | 11.11% | 0.8 |
|
| 3004 |
3004
Worth Financial Advisory Group
Charlotte,
North Carolina
| US$2.42億 | +US$184萬 | +0.8% | 3.06% | 93.3% | 207 | 7.25% | 0.6 |
|
| 3005 |
3005
Junk Investment Group
Hunt Valley,
Maryland
| US$2.41億 | +US$1556萬 | +7% | 0.08% | – | 100 | 5% | 0.5 |
|
| 3006 |
3006
Curry Webb Wealth Management
Indianapolis,
Indiana
| US$2.41億 | US$0 | 0% | 0.95% | – | 67 | 0% | 0.7 |
|
| 3007 |
BWM
3007
Bullock Wealth Management
Bloomington,
Indiana
| US$2.41億 | +US$1065萬 | +5% | 2.84% | 101% | 649 | 9.24% | 3.4 |
|
| 3008 |
3008
Old North State Wealth Management
Wilmington,
North Carolina
| US$2.41億 | +US$698萬 | +3% | 3.99% | 91.5% | 114 | 7.02% | 3 |
|
| 3009 |
3009
Pearl Planning
Dexter,
Michigan
| US$2.41億 | +US$2362萬 | +11% | 1.06% | – | 64 | 14.06% | 0.6 |
|
| 3010 |
3010
Reflection Asset Management
Isle Of Palms,
South Carolina
| US$2.41億 | +US$2701萬 | +13% | 4.53% | – | 165 | 10.3% | 0.6 |
|
| 3011 |
BCFD
3011
Boit C.F. David
| US$2.41億 | +US$335萬 | +1% | 3.47% | 84.2% | 111 | 27.93% | 3.5 |
|
| 3012 |
FFC
3012
Frederick Financial Consultants
Frederick,
Maryland
| US$2.41億 | +US$513萬 | +2% | 1.51% | – | 132 | 11.36% | 1.3 |
|
| 3013 |
3013
Mader & Shannon Wealth Management
Kansas City,
Missouri
| US$2.41億 | +US$2676萬 | +13% | 3.28% | 62.5% | 26 | 19.23% | 2.8 |
|
| 3014 |
AIA
3014
Arcadia Investment Advisors
Eagle,
Idaho
| US$2.41億 | +US$369萬 | +2% | 0.02% | 56.4% | 87 | 8.05% | 5.5 |
|
| 3015 |
3015
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| US$2.41億 | -US$414萬 | -2% | 2.3% | 112% | 200 | 16% | 6.7 |
|
| 3016 |
3016
Foundry Financial Group
Laconia,
New Hampshire
| US$2.41億 | +US$947萬 | +4% | 0.16% | 57.4% | 86 | 10.47% | 1.7 |
|
| 3017 |
3017
Wingate Wealth Advisors
Lexington,
Massachusetts
| US$2.41億 | +US$1368萬 | +6% | 0.19% | – | 133 | 8.27% | 1.4 |
|
| 3018 |
3018
IRON Financial
Northbrook,
Illinois
| US$2.41億 | -US$170萬 | -0.7% | 3.86% | 60.6% | 173 | 26.01% | 3.2 |
|
| 3019 |
3019
Matthews International Capital Management
San Francisco,
California
| US$2.41億 | -US$5116萬 | -18% | 7.1% | 186% | 37 | 27.03% | 2.9 |
|
| 3020 |
3020
Menlo Ventures Management
Menlo Park,
California
| US$2.41億 | -US$1.17億 | -33% | 27.3% | – | 5 | 40% | 0.3 |
|
| 3021 |
3021
Arch Global Advisors
New York
| US$2.4億 | +US$1444萬 | +6% | 2.07% | – | 65 | 18.46% | 0.4 |
|
| 3022 |
3022
Define Financial
San Diego,
California
| US$2.4億 | +US$2256萬 | +10% | 0.34% | – | 54 | 16.67% | 1.2 |
|
| 3023 |
SLFPAM
3023
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
| US$2.4億 | +US$5278萬 | +28% | 2.21% | 139% | 68 | 66.18% | 0.4 |
|
| 3024 |
3024
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| US$2.4億 | +US$353萬 | +1% | 0.25% | 47.5% | 51 | 0% | 4.3 |
|
| 3025 |
3025
LFG Wealth Partners
Elizabethtown,
Kentucky
| US$2.4億 | +US$2682萬 | +13% | 4.62% | – | 121 | 31.4% | 0.5 |
|