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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
3101
Friedenthal Financial
Marlton,
New Jersey
| US$2.31億 | +US$1412萬 | +7% | 1.05% | 105% | 401 | 50.62% | 1.6 |
|
| 3102 |
3102
Aull & Monroe Investment Management
Mobile,
Alabama
| US$2.31億 | -US$857萬 | -4% | 0.42% | 98.3% | 128 | 3.91% | 9.2 |
|
| 3103 |
3103
Serenity Investment Advisors
Chicago,
Illinois
| US$2.3億 | -US$421萬 | -2% | 0.13% | – | 77 | 10.39% | 0.7 |
|
| 3104 |
3104
Laurel Wealth Planning
Edina,
Minnesota
| US$2.3億 | +US$425萬 | +2% | 0.01% | 59.5% | 72 | 9.72% | 3.4 |
|
| 3105 |
3105
Ballast Asset Management
Dallas,
Texas
| US$2.3億 | -US$2060萬 | -8% | 0.21% | 123% | 57 | 14.04% | 2 |
|
| 3106 |
3106
OmniStar Financial Group
Wilmington,
North Carolina
| US$2.3億 | +US$1289萬 | +6% | 2.01% | 75.6% | 152 | 46.05% | 1.4 |
|
| 3107 |
3107
Tuttle Capital Management
Riverside,
Connecticut
| US$2.3億 | +US$8122萬 | +55% | 1.41% | 115% | 267 | 61.8% | 0.2 |
|
| 3108 |
3108
Spear Advisors
East Hampton,
New York
| US$2.3億 | -US$6177萬 | -21% | 16.1% | – | 33 | 24.24% | 0.5 |
|
| 3109 |
3109
Cresta Advisors
Laredo,
Texas
| US$2.29億 | -US$4926萬 | -18% | 0.34% | 66.8% | 54 | 7.41% | 2.9 |
|
| 3110 |
3110
Cooper/Haims Advisors
Victor,
New York
| US$2.29億 | -US$316萬 | -1% | 0.02% | 58.8% | 130 | 19.23% | 3.6 |
|
| 3111 |
3111
AGP Franklin
Franklin,
Tennessee
| US$2.29億 | -US$139萬 | -0.6% | 6.29% | – | 101 | 17.82% | 1.2 |
|
| 3112 |
3112
Sowa Financial Group
Lincoln,
Rhode Island
| US$2.29億 | +US$1470萬 | +7% | 7.33% | 100% | 31 | 6.45% | 3.6 |
|
| 3113 |
3113
W Advisors LLC
Germantown,
Tennessee
| US$2.29億 | +US$924萬 | +4% | 4.08% | 88.7% | 156 | 3.85% | 3 |
|
| 3114 |
KWM
3114
KRM Wealth Management
Reno,
Nevada
| US$2.29億 | +US$185萬 | +0.8% | 1.08% | – | 47 | 6.38% | 0.7 |
|
| 3115 |
3115
Trust Investment Advisors
Indianapolis,
Indiana
| US$2.29億 | +US$1963萬 | +9% | 1.99% | 178% | 114 | 25.44% | 4.5 |
|
| 3116 |
3116
Yardley Wealth Management
Yardley,
Pennsylvania
| US$2.29億 | +US$891萬 | +4% | 1.25% | – | 41 | 12.2% | 1.7 |
|
| 3117 |
3117
Capital Wealth Alliance
Scottsdale,
Arizona
| US$2.29億 | +US$1354萬 | +6% | 6.19% | 124% | 108 | 15.74% | 2.6 |
|
| 3118 |
3118
Bastion Asset Management
Montreal,
Canada
| US$2.29億 | -US$6580萬 | -22% | 4.49% | – | 71 | 66.2% | 0.3 |
|
| 3119 |
TAP
3119
Tounjian Advisory Partners
Fort Myers,
Florida
| US$2.29億 | -US$496萬 | -2% | 1.96% | – | 882 | 14.17% | 0.4 |
|
| 3120 |
3120
Tenret Company
Tampa,
Florida
| US$2.29億 | – | – | 1.6% | – | 39 | – | 3.6 |
|
| 3121 |
3121
Beach Point Capital Management
Santa Monica,
California
| US$2.29億 | -US$2935萬 | -11% | 20.3% | 84.1% | 21 | 42.86% | 1 |
|
| 3122 |
3122
BankPlus Wealth Management
Jackson,
Mississippi
| US$2.29億 | +US$646萬 | +3% | 0.99% | – | 128 | 10.16% | 1.4 |
|
| 3123 |
3123
Smith Thornton Advisors
Huntsville,
Alabama
| US$2.29億 | +US$156萬 | +0.7% | 0.32% | – | 145 | 7.59% | 1.8 |
|
| 3124 |
3124
Ariadne Wealth Management
Santa Barbara,
California
| US$2.28億 | +US$231萬 | +1% | 2.35% | – | 276 | 13.77% | 1.4 |
|
| 3125 |
3125
Castleview Partners
Dallas,
Texas
| US$2.28億 | +US$66.5萬 | +0.3% | 1.49% | 61.3% | 240 | 17.92% | 2.6 |
|