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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
3176
Omni 360 Wealth
Plainsboro,
New Jersey
| US$2.21億 | +US$423萬 | +2% | 0.09% | 59.9% | 143 | 7.69% | 2 |
|
| 3177 |
3177
Baugh & Associates
Atlanta,
Georgia
| US$2.21億 | -US$537萬 | -2% | 3.43% | 98.8% | 42 | 2.38% | 6.3 |
|
| 3178 |
3178
Beech Hill Advisors
New York
| US$2.2億 | -US$576萬 | -3% | 1.65% | 117% | 102 | 7.84% | 5.4 |
|
| 3179 |
3179
Charter Capital Management
Brookfield,
Wisconsin
| US$2.2億 | -US$554萬 | -2% | 1.81% | – | 77 | 12.99% | 1 |
|
| 3180 |
3180
Founders Capital Management (Texas)
Houston,
Texas
| US$2.2億 | -US$1083萬 | -5% | 2.72% | 131% | 420 | 84.05% | 7.6 |
|
| 3181 |
3181
Stephenson & Company
San Clemente,
California
| US$2.2億 | +US$663萬 | +3% | 1.12% | 47% | 63 | 26.98% | 1.6 |
|
| 3182 |
3182
Riverbend Wealth Management
Myrtle Beach,
South Carolina
| US$2.2億 | +US$2087萬 | +10% | 2.71% | – | 185 | 12.43% | 1.3 |
|
| 3183 |
SCA
3183
Sander Capital Advisors
Seattle,
Washington
| US$2.2億 | +US$3093萬 | +16% | 19.8% | 113% | 13 | 15.38% | 5.9 |
|
| 3184 |
3184
Nipun Capital
Foster City,
California
| US$2.2億 | +US$516萬 | +2% | 0.91% | 30.2% | 10 | 30% | 1.6 |
|
| 3185 |
SWP
3185
Semus Wealth Partners
Boca Raton,
Florida
| US$2.2億 | +US$1270萬 | +6% | 5% | 107% | 119 | 14.29% | 2.5 |
|
| 3186 |
3186
Gerber LLC
Columbus,
Ohio
| US$2.2億 | +US$697萬 | +3% | 1.75% | 137% | 97 | 12.37% | 2.1 |
|
| 3187 |
3187
Echo45 Advisors
Walnut Creek,
California
| US$2.19億 | +US$2583萬 | +13% | 0.77% | 53.6% | 122 | 37.7% | 1.6 |
|
| 3188 |
WBWA
3188
William B. Walkup & Associates
Columbia,
South Carolina
| US$2.19億 | +US$1160萬 | +6% | 6.39% | – | 258 | 5.81% | 1.4 |
|
| 3189 |
3189
Essential Partners
Rancho Santa Fe,
California
| US$2.19億 | +US$218萬 | +1% | 3.12% | – | 3,035 | 12.03% | 1 |
|
| 3190 |
3190
Bradley & Co Private Wealth Management
Miami,
Florida
| US$2.19億 | +US$903萬 | +4% | 4.53% | – | 237 | 12.24% | 3.5 |
|
| 3191 |
3191
Avid Wealth Partners
San Antonio,
Texas
| US$2.19億 | +US$1226萬 | +6% | 0.7% | 93.7% | 88 | 22.73% | 1.3 |
|
| 3192 |
3192
Ayrshire Capital Management
Westport,
Connecticut
| US$2.19億 | +US$529萬 | +2% | 1.53% | 84.8% | 54 | 14.81% | 3.4 |
|
| 3193 |
MH
3193
Mishpacha Holdings
Road Town,
| US$2.19億 | -US$4770萬 | -18% | 11.6% | – | 5 | 40% | 0.4 |
|
| 3194 |
3194
Draper Asset Management
Smithtown,
New York
| US$2.19億 | +US$2079萬 | +11% | 10.2% | 187% | 21 | 28.57% | 2.7 |
|
| 3195 |
3195
Pinnacle Wealth Management Group
Plymouth,
Michigan
| US$2.18億 | +US$395萬 | +2% | 1.43% | 64.3% | 135 | 12.59% | 2.7 |
|
| 3196 |
SCM
3196
Sunbeam Capital Management
Atlanta,
Georgia
| US$2.18億 | -US$50.8萬 | -0.2% | 3.1% | – | 128 | 9.38% | 1.3 |
|
| 3197 |
CIA
3197
Citadel Investment Advisory
Chesterland,
Ohio
| US$2.18億 | -US$203萬 | -0.9% | 1.1% | 66.1% | 77 | 2.6% | 5.1 |
|
| 3198 |
3198
CAP Partners LLC
Franklin,
Tennessee
| US$2.18億 | +US$1367萬 | +7% | 4.05% | 97% | 170 | 9.41% | 1.8 |
|
| 3199 |
3199
Canerector Inc
Toronto,
Ontario, Canada
| US$2.18億 | -US$108萬 | -0.5% | 0.83% | – | 9 | 0% | 1.8 |
|
| 3200 |
3200
Wolff Wiese Magana
Carslbad,
California
| US$2.18億 | +US$63萬 | +0.3% | 1.16% | 149% | 1,077 | 8.17% | 3.1 |
|