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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
3051
Collaborative Wealth Management
Lake Mary,
Florida
| US$2.38億 | -US$90.9萬 | -0.4% | 0.47% | 46.6% | 183 | 12.57% | 3.3 |
|
| 3052 |
EV
3052
EJMK Ventures
Itasca,
Illinois
| US$2.37億 | +US$1698萬 | +8% | 1.75% | – | 185 | 18.38% | 0.6 |
|
| 3053 |
3053
Ardent Capital Management
Cincinnati,
Ohio
| US$2.37億 | -US$346萬 | -1% | 3.06% | 87.2% | 49 | 38.78% | 3 |
|
| 3054 |
3054
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| US$2.37億 | +US$52.1萬 | +0.2% | 0.08% | 38.1% | 29 | 27.59% | 3.4 |
|
| 3055 |
3055
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| US$2.37億 | +US$794萬 | +3% | 2.38% | 78% | 709 | 39.92% | 1.3 |
|
| 3056 |
3056
GPM Growth Investors
Bloomfield Hills,
Michigan
| US$2.37億 | -US$278萬 | -1% | 3.19% | – | 44 | 4.55% | 3.7 |
|
| 3057 |
AIFS
3057
A&I Financial Services
Lone Tree,
Colorado
| US$2.37億 | +US$690萬 | +3% | 1.12% | – | 83 | 16.87% | 1.9 |
|
| 3058 |
3058
HS Management Partners
New York
| US$2.36億 | -US$5465萬 | -19% | 2.02% | 36.2% | 25 | 16% | 4.1 |
|
| 3059 |
3059
Braeburn Wealth Management
Muskegon,
Michigan
| US$2.36億 | +US$340萬 | +1% | 2.45% | – | 122 | 38.52% | 0.5 |
|
| 3060 |
3060
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| US$2.36億 | -US$43.1萬 | -0.2% | 1.5% | 83.9% | 100 | 11% | 3.4 |
|
| 3061 |
3061
Signature Resources Capital Management
Newport Beach,
California
| US$2.36億 | -US$1738萬 | -7% | 0.81% | 67.8% | 1,001 | 37.46% | 1.2 |
|
| 3062 |
CWMGP
3062
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| US$2.36億 | -US$4751萬 | -17% | 1.51% | 85.4% | 108 | 38.89% | 2.4 |
|
| 3063 |
3063
PFG Private Wealth Management
Lutz,
Florida
| US$2.36億 | +US$531萬 | +2% | 0.44% | 52.6% | 84 | 25% | 1.7 |
|
| 3064 |
SPAS
3064
Spectrum Planning & Advisory Services
San Diego,
California
| US$2.36億 | +US$1263萬 | +6% | 0.69% | – | 142 | 18.31% | 1.7 |
|
| 3065 |
3065
BlueDoor Private Wealth
Beverly,
Massachusetts
| US$2.36億 | -US$175萬 | -0.7% | 1.16% | – | 171 | 8.77% | 0.7 |
|
| 3066 |
RCS
3066
R2 Capital Strategies
Lincoln,
Nebraska
| US$2.36億 | +US$1499萬 | +7% | 3.82% | – | 118 | 5.93% | 0.2 |
|
| 3067 |
FG
3067
Franchise GP
Grand Cayman,
| US$2.36億 | +US$2040萬 | +9% | 7.66% | – | 48 | 31.25% | 0.5 |
|
| 3068 |
3068
LCM Capital Management
Chicago,
Illinois
| US$2.35億 | +US$536萬 | +2% | 4.98% | 128% | 136 | 13.24% | 3.5 |
|
| 3069 |
3069
PTM Wealth Management
North Wales,
United States
| US$2.35億 | +US$1325萬 | +6% | 1.19% | – | 63 | 4.76% | 1.2 |
|
| 3070 |
3070
Lauterbach Financial Advisors
El Paso,
Texas
| US$2.35億 | +US$206萬 | +0.9% | 0.9% | 76.5% | 92 | 9.78% | 3.1 |
|
| 3071 |
3071
Cairn Investment Group
Vancouver,
Washington
| US$2.35億 | +US$776萬 | +3% | 2.19% | 67.4% | 67 | 4.48% | 4.4 |
|
| 3072 |
3072
Signature Wealth Management Partners
Montvale,
New Jersey
| US$2.34億 | +US$1985萬 | +9% | 5.21% | 97.9% | 132 | 13.64% | 3.4 |
|
| 3073 |
3073
Whalen Wealth Management
Las Vegas,
Nevada
| US$2.34億 | +US$1207萬 | +5% | 2.34% | 90.2% | 258 | 45.74% | 0.8 |
|
| 3074 |
3074
Alhambra Investment Management
Palmetto Bay,
Florida
| US$2.34億 | +US$518萬 | +2% | 1.71% | 67.7% | 195 | 12.31% | 3.9 |
|
| 3075 |
GBI
3075
GP Brinson Investments
Chicago,
Illinois
| US$2.34億 | -US$1083萬 | -4% | 0.1% | 51.2% | 14 | 7.14% | 4.8 |
|