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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3126 |
3126
Main Line Retirement Advisors
Whitefish,
Montana
| US$2.28億 | +US$963萬 | +4% | 1% | 47.6% | 49 | 2.04% | 2.3 |
|
| 3127 |
3127
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| US$2.28億 | +US$489萬 | +2% | 1.73% | 45.1% | 39 | 2.56% | 6.8 |
|
| 3128 |
3128
Pacific Wealth Management
San Diego,
California
| US$2.27億 | +US$180萬 | +0.8% | 0.51% | 72.8% | 23 | 30.43% | 2.1 |
|
| 3129 |
3129
Disciplined Equity Management
Neptune Beach,
Florida
| US$2.27億 | +US$129萬 | +0.6% | 0.93% | 72.3% | 48 | 8.33% | 3.4 |
|
| 3130 |
3130
Lexington Hill Partners
Dallas,
Texas
| US$2.27億 | +US$2077萬 | +10% | 0.45% | – | 88 | 15.91% | 0.6 |
|
| 3131 |
3131
Peoples Financial Services Corp
Moosic,
Pennsylvania
| US$2.27億 | -US$445萬 | -2% | 2.26% | 104% | 278 | 3.6% | 8.5 |
|
| 3132 |
3132
Avondale Wealth Management
West Lake Hills,
Texas
| US$2.27億 | -US$1828萬 | -7% | 0.44% | 83.8% | 70 | 18.57% | 4 |
|
| 3133 |
3133
Capital Square
Chattanooga,
Tennessee
| US$2.27億 | -US$95.2萬 | -0.4% | 0.7% | 62.5% | 266 | 14.66% | 2.4 |
|
| 3134 |
3134
CMG Global Holdings
Plano,
Texas
| US$2.26億 | -US$948萬 | -4% | 2.69% | 80.8% | 112 | 12.5% | 3.6 |
|
| 3135 |
3135
Tandem Capital Management
Woodcliff Lake,
New Jersey
| US$2.26億 | -US$1177萬 | -5% | 0.87% | 128% | 119 | 5.88% | 3.8 |
|
| 3136 |
3136
Westhampton Capital
Winston-Salem,
North Carolina
| US$2.26億 | -US$1520萬 | -6% | 0.15% | 105% | 134 | 8.21% | 4.8 |
|
| 3137 |
3137
Wynn Capital
Augusta,
Georgia
| US$2.26億 | +US$186萬 | +0.8% | 2.06% | 115% | 120 | 6.67% | 2.3 |
|
| 3138 |
3138
Envision Financial
Brookfield,
Wisconsin
| US$2.25億 | +US$824萬 | +4% | 1.43% | – | 52 | 15.38% | 1.4 |
|
| 3139 |
3139
Niatross Investments
Hong Kong,
| US$2.25億 | +US$3502萬 | +18% | 9.66% | – | 1 | 0% | 0.8 |
|
| 3140 |
KCM
3140
KRS Capital Management
Bloomfield,
Michigan
| US$2.25億 | +US$1019萬 | +5% | 7.86% | 272% | 132 | 13.64% | 3.1 |
|
| 3141 |
3141
Base Wealth Management
Lakewood Ranch,
Florida
| US$2.25億 | +US$999萬 | +5% | 0.46% | – | 74 | 13.51% | 1.1 |
|
| 3142 |
3142
Guinness Atkinson Asset Management
Pasadena,
California
| US$2.25億 | +US$167萬 | +0.7% | 5.21% | 148% | 108 | 0.93% | 6.3 |
|
| 3143 |
3143
Chronos Wealth Management
Clearwater,
Florida
| US$2.25億 | -US$73.1萬 | -0.3% | 1.68% | 92.3% | 38 | 2.63% | 4.8 |
|
| 3144 |
GAA
3144
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
| US$2.24億 | +US$758萬 | +3% | 4.58% | 106% | 131 | 8.4% | 1.9 |
|
| 3145 |
3145
Sylvest Advisors
Dallas,
Texas
| US$2.24億 | +US$256萬 | +1% | 1.87% | – | 81 | 7.41% | 1.3 |
|
| 3146 |
LI
3146
Latigo Investments
Fort Lauderdale,
Florida
| US$2.24億 | -US$13.9萬 | -0.1% | 0.38% | 62.6% | 16 | 12.5% | 3.8 |
|
| 3147 |
3147
Kingsman Wealth Management
Pensacola,
Florida
| US$2.24億 | +US$1045萬 | +5% | 4.67% | – | 91 | 26.37% | 0.9 |
|
| 3148 |
3148
Vestment Financial
Chanhassen,
Minnesota
| US$2.24億 | +US$66.3萬 | +0.3% | 1.18% | – | 47 | 19.15% | 1.4 |
|
| 3149 |
3149
Banque de Luxembourg
Luxembourg
| US$2.24億 | +US$1164萬 | +5% | 8.07% | – | 86 | 10.47% | 1.3 |
|
| 3150 |
3150
Polaris Financial Partners
Westerville,
Ohio
| US$2.23億 | – | – | 4.08% | – | 372 | – | 0 |
|