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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
3276
Align Financial
Hermantown,
Minnesota
| US$2.1億 | +US$835萬 | +4% | 0.09% | – | 663 | 47.21% | 0.4 |
|
| 3277 |
3277
LECAP Asset Management
London,
United Kingdom
| US$2.1億 | -US$2334萬 | -10% | 0.68% | 35.6% | 391 | 68.29% | 0.2 |
|
| 3278 |
3278
Catalys Pacific
Tokyo,
Japan
| US$2.1億 | -US$1971萬 | -9% | 8.55% | 189% | 2 | 0% | 2.8 |
|
| 3279 |
3279
LifeSteps Financial
Claremont,
California
| US$2.1億 | -US$494萬 | -2% | 2.24% | 98.4% | 792 | 85.86% | 3.9 |
|
| 3280 |
3280
Treasure Coast Financial Planning
Vero Beach,
Florida
| US$2.1億 | +US$457萬 | +2% | 0.26% | 35.5% | 49 | 10.2% | 2.9 |
|
| 3281 |
WPA
3281
Wealth Preservation Advisors
Chattanooga,
Tennessee
| US$2.1億 | +US$3414萬 | +19% | 5.32% | – | 127 | 37.01% | 0.9 |
|
| 3282 |
3282
Finivi Inc
Westborough,
Massachusetts
| US$2.1億 | +US$1459萬 | +7% | 1.68% | 144% | 120 | 14.17% | 2.4 |
|
| 3283 |
3283
Salus Financial Advisors
Colorado Springs,
Colorado
| US$2.1億 | +US$669萬 | +3% | 0.86% | – | 44 | 13.64% | 1.3 |
|
| 3284 |
PIM
3284
Pullen Investment Management
Bradenton,
Florida
| US$2.09億 | -US$676萬 | -3% | 0.18% | – | 106 | 12.26% | 1.7 |
|
| 3285 |
3285
Harrington Investments
Napa,
California
| US$2.09億 | +US$275萬 | +1% | 4.45% | 109% | 84 | 7.14% | 6.8 |
|
| 3286 |
3286
McCarthy Asset Management
Redwood Shores,
California
| US$2.09億 | -US$190萬 | -0.9% | 0.08% | – | 30 | 10% | 4 |
|
| 3287 |
3287
SBK Financial
Richmond,
Virginia
| US$2.09億 | +US$5732萬 | +38% | 0.71% | – | 211 | 13.74% | 1.7 |
|
| 3288 |
3288
Wealth Intelligence
Columbus,
Georgia
| US$2.09億 | -US$643萬 | -3% | 2.41% | – | 60 | 1.67% | 0.7 |
|
| 3289 |
3289
Birchbrook
Bangor,
Maine
| US$2.09億 | -US$428萬 | -2% | 0.38% | 49.1% | 308 | 5.19% | 2.2 |
|
| 3290 |
3290
Cornerstone Wealth
Greeneville,
Tennessee
| US$2.09億 | +US$1099萬 | +6% | 0.91% | – | 108 | 10.19% | 0.4 |
|
| 3291 |
3291
FOCUS Wealth Advisors
Houston,
Texas
| US$2.09億 | -US$705萬 | -3% | 0.11% | 68.7% | 63 | 4.76% | 3.3 |
|
| 3292 |
3292
Hara Capital
Bellevue,
Washington
| US$2.09億 | +US$1900萬 | +10% | 10.4% | 65.4% | 311 | 7.72% | 1.9 |
|
| 3293 |
3293
Spring Capital Management
Amarillo,
Texas
| US$2.08億 | +US$311萬 | +2% | 1.02% | 73.6% | 57 | 5.26% | 2.7 |
|
| 3294 |
3294
Carson Advisory
Athens,
Georgia
| US$2.08億 | -US$953萬 | -4% | 1.34% | 70.9% | 210 | 9.52% | 3 |
|
| 3295 |
3295
FWG Investments
Lexington,
Kentucky
| US$2.08億 | +US$1908萬 | +10% | 1.63% | 67.5% | 125 | 12% | 1.3 |
|
| 3296 |
3296
Taylor & Morgan Wealth Management
Flint,
Michigan
| US$2.08億 | +US$515萬 | +3% | 1.09% | 85.9% | 91 | 4.4% | 2.9 |
|
| 3297 |
3297
Brown Shipley & Co
London,
United Kingdom
| US$2.08億 | +US$1469萬 | +8% | 9.99% | 125% | 78 | 5.13% | 2.6 |
|
| 3298 |
3298
Bucket List Wealth Management
The Villages,
Florida
| US$2.08億 | +US$475萬 | +2% | 0.28% | – | 64 | 3.13% | 0.6 |
|
| 3299 |
MLTEF
3299
Metatron Long Term Equity Fund
Birkirkara,
| US$2.07億 | -US$1278萬 | -6% | 4.43% | – | 70 | 21.43% | 0.2 |
|
| 3300 |
3300
Kessler Investment Group
Columbus,
Indiana
| US$2.07億 | -US$2696萬 | -12% | 6.52% | 251% | 85 | 8.24% | 2.6 |
|