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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
3026
Brown Financial Advisory
Fairhope,
Alabama
| US$2.4億 | +US$64.3萬 | +0.3% | 0.36% | 73.2% | 50 | 8% | 3.1 |
|
| 3027 |
3027
Clarity Capital Advisors
Lakewood Ranch,
Florida
| US$2.4億 | +US$143萬 | +0.6% | 0.1% | 57.9% | 97 | 5.15% | 2.4 |
|
| 3028 |
3028
Corecam Pte Ltd
Singapore,
| US$2.4億 | -US$2417萬 | -9% | 4.94% | 93.6% | 89 | 19.1% | 0.8 |
|
| 3029 |
LS
3029
LCW Services
Virginia Beach,
Virginia
| US$2.4億 | +US$1007萬 | +4% | 1.16% | – | 42 | 7.14% | 0.7 |
|
| 3030 |
3030
JW Asset Management
Miami Beach,
Florida
| US$2.4億 | -US$8018萬 | -25% | 17.4% | 251% | 32 | 43.75% | 1.2 |
|
| 3031 |
3031
Socha Financial Group
Corning,
New York
| US$2.4億 | -US$622萬 | -3% | 0.3% | 88.4% | 15 | 20% | 2.8 |
|
| 3032 |
3032
Catalyst Private Wealth
San Mateo,
California
| US$2.39億 | +US$3240萬 | +16% | 12.9% | 120% | 107 | 24.3% | 2.9 |
|
| 3033 |
3033
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
| US$2.39億 | -US$82.7萬 | -0.3% | 0.24% | 68.7% | 57 | 14.04% | 2.5 |
|
| 3034 |
3034
Econ Financial Services
Harrisburg,
Pennsylvania
| US$2.39億 | +US$2512萬 | +12% | 4.5% | 16.9% | 115 | 63.48% | 0.6 |
|
| 3035 |
3035
Olistico Wealth
Tulsa,
Oklahoma
| US$2.39億 | +US$529萬 | +2% | 2.7% | 108% | 367 | 12.53% | 1.4 |
|
| 3036 |
3036
Bright Financial Advisors
Portage,
Michigan
| US$2.39億 | +US$14.9萬 | +0.1% | 0.34% | – | 73 | 2.74% | 1.8 |
|
| 3037 |
3037
Brighton Securities
Rochester,
New York
| US$2.39億 | +US$614萬 | +3% | 0.51% | – | 57 | 28.07% | 1.2 |
|
| 3038 |
3038
One Plus One Wealth Management
Jupiter,
Florida
| US$2.39億 | +US$715萬 | +3% | 2.87% | 71.9% | 97 | 11.34% | 2.9 |
|
| 3039 |
3039
International Private Wealth Advisors
San Diego,
California
| US$2.39億 | +US$4460萬 | +23% | 1.15% | 63.4% | 185 | 16.76% | 1.4 |
|
| 3040 |
3040
Ryan Investment Management
Basalt,
Colorado
| US$2.39億 | +US$1776萬 | +8% | 0.32% | – | 46 | 41.3% | 0.5 |
|
| 3041 |
3041
Blue Sky Capital Consultants Group
Poway,
California
| US$2.39億 | +US$473萬 | +2% | 7.41% | – | 81 | 11.11% | 1.2 |
|
| 3042 |
3042
Sustainable Insight Capital Management
New York
| US$2.38億 | +US$532萬 | +2% | 4.01% | 168% | 104 | 44.23% | 1.5 |
|
| 3043 |
3043
Oasis Advisors
Forest City,
Iowa
| US$2.38億 | +US$8428萬 | +55% | 0.12% | – | 93 | 50.54% | 0.2 |
|
| 3044 |
3044
Brucke Financial
Indianapolis,
Indiana
| US$2.38億 | +US$1329萬 | +6% | 2.36% | – | 202 | 21.78% | 1.1 |
|
| 3045 |
3045
10Elms LLP
Tulsa,
Oklahoma
| US$2.38億 | +US$185萬 | +0.8% | 0.97% | – | 571 | 16.11% | 1.3 |
|
| 3046 |
3046
Saxony Capital Management
St. Louis,
Missouri
| US$2.38億 | +US$1977萬 | +9% | 3.06% | 90% | 215 | 24.19% | 1.3 |
|
| 3047 |
FCFC
3047
First Citizens Financial Corp
Mason City,
Iowa
| US$2.38億 | -US$126萬 | -0.5% | 0.45% | 72.9% | 142 | 5.63% | 3.9 |
|
| 3048 |
NFL
3048
Nova Financial LLC
Tucson,
Arizona
| US$2.38億 | – | – | 2.88% | – | 865 | – | 0 |
|
| 3049 |
3049
Wealth Science Advisors
Alpharetta,
Georgia
| US$2.38億 | +US$1287萬 | +6% | 0.01% | – | 98 | 19.39% | 0.6 |
|
| 3050 |
3050
Truxt Investmentos
Rio De Janeiro,
Brazil
| US$2.38億 | +US$1.51億 | +174% | 2.33% | – | 34 | 85.29% | 0.1 |
|