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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
3226
Sightline Wealth Advisors
Groton,
Connecticut
| US$2.15億 | -US$5814萬 | -21% | 1.42% | 48.5% | 98 | 33.67% | 3.3 |
|
| 3227 |
3227
Dutch Asset Corp
Selkirk,
New York
| US$2.15億 | +US$1398萬 | +7% | 1.57% | – | 131 | 25.19% | 0.6 |
|
| 3228 |
3228
Andrews Advisory Associates
Honolulu,
Hawaii
| US$2.15億 | +US$685萬 | +3% | 1.25% | – | 88 | 6.82% | 0.7 |
|
| 3229 |
3229
Babb Wealth Advisors
Flagstaff,
Arizona
| US$2.15億 | +US$736萬 | +4% | 1.43% | – | 22 | 18.18% | 1.3 |
|
| 3230 |
3230
Constitution Capital
Shelton,
Connecticut
| US$2.15億 | +US$2004萬 | +10% | 6.09% | 91.1% | 63 | 3.17% | 4.1 |
|
| 3231 |
3231
CWC Advisors
Lake Oswego,
Oregon
| US$2.15億 | -US$1044萬 | -5% | 2.22% | – | 160 | 5.63% | 1.5 |
|
| 3232 |
3232
Point Nemo Capital
Dripping Springs,
Texas
| US$2.15億 | +US$1733萬 | +9% | 5.16% | – | 202 | 38.12% | 0.3 |
|
| 3233 |
3233
4Thought Financial Group
Syosset,
New York
| US$2.15億 | +US$192萬 | +0.9% | 1.41% | 40.8% | 109 | 5.5% | 3.7 |
|
| 3234 |
3234
Primoris Wealth Advisors
North Palm Beach,
Florida
| US$2.15億 | -US$456萬 | -2% | 3.56% | 206% | 149 | 31.54% | 2 |
|
| 3235 |
3235
Stegner Investment Associates
Louisville,
Kentucky
| US$2.15億 | +US$424萬 | +2% | 1.56% | 84.8% | 31 | 6.45% | 4 |
|
| 3236 |
3236
Old Peak Finance
Chapel Hill,
North Carolina
| US$2.14億 | +US$785萬 | +4% | 2.11% | – | 108 | 12.96% | 0.6 |
|
| 3237 |
3237
Silver Grove Financial Group
Orchard Park,
New York
| US$2.14億 | +US$2948萬 | +16% | 1.24% | – | 2,738 | 15.19% | 0.3 |
|
| 3238 |
3238
Clay Northam Wealth Management
Huntington Beach,
California
| US$2.14億 | +US$1098萬 | +5% | 5.78% | 125% | 114 | 8.77% | 2.9 |
|
| 3239 |
3239
Ballast Rock Private Wealth
Charleston,
South Carolina
| US$2.14億 | -US$230萬 | -1% | 0.61% | – | 211 | 13.27% | 0.6 |
|
| 3240 |
3240
Clark Financial Services Group
Chesterfield,
Missouri
| US$2.14億 | +US$238萬 | +1% | 2.45% | 116% | 101 | 11.88% | 2.5 |
|
| 3241 |
3241
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
| US$2.14億 | -US$3650萬 | -15% | 0.2% | 61.3% | 78 | 14.1% | 2 |
|
| 3242 |
VCM
3242
Viewpoint Capital Management
Seattle,
Washington
| US$2.14億 | +US$1775萬 | +9% | 0.4% | 127% | 141 | 18.44% | 3.4 |
|
| 3243 |
3243
PUREfi Wealth
Boston,
Massachusetts
| US$2.14億 | +US$3193萬 | +18% | 0.99% | – | 250 | 25.6% | 1 |
|
| 3244 |
MF
3244
Meridian Financial
Holliston,
Massachusetts
| US$2.14億 | +US$573萬 | +3% | 0.3% | 58.5% | 158 | 10.13% | 2.9 |
|
| 3245 |
3245
Birch Financial Group
Keene,
New Hampshire
| US$2.14億 | +US$1923萬 | +10% | 0.92% | – | 1,042 | 85.89% | 0.2 |
|
| 3246 |
3246
Fortitude Financial
Spokane,
Washington
| US$2.13億 | +US$1.02億 | +92% | 1.19% | – | 43 | 34.88% | 0.7 |
|
| 3247 |
3247
Schulz Wealth
Mansfield,
Texas
| US$2.13億 | +US$1962萬 | +10% | 1.61% | – | 79 | 12.66% | 1.9 |
|
| 3248 |
3248
Birch Capital Management
Dallas,
Texas
| US$2.13億 | +US$854萬 | +4% | 6.3% | 62% | 85 | 10.59% | 4.6 |
|
| 3249 |
3249
Financial Harvest
Winter Park,
Florida
| US$2.13億 | -US$2882萬 | -12% | 1.02% | – | 72 | 19.44% | 1 |
|
| 3250 |
3250
Greater Midwest Financial Group
St. Paul,
Minnesota
| US$2.13億 | +US$1238萬 | +6% | 4.66% | 157% | 73 | 16.44% | 1.6 |
|