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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Beacon Advisors Holdings
Austin,
Texas
| US$2.07億 | +US$284萬 | +1% | 0.02% | – | 38 | 2.63% | 0.7 |
|
| 3302 |
3302
Stanich Group
Montauk,
New York
| US$2.07億 | +US$4833萬 | +30% | 0.12% | – | 64 | 18.75% | 1.1 |
|
| 3303 |
3303
InTrack Investment Management
South Burlington,
Vermont
| US$2.07億 | +US$527萬 | +3% | 3.26% | 99.2% | 115 | 12.17% | 2.9 |
|
| 3304 |
3304
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
| US$2.07億 | -US$244萬 | -1% | 1.44% | 41.6% | 20 | 5% | 1.5 |
|
| 3305 |
3305
Rachor Investment Advisory Services
Linden,
Michigan
| US$2.07億 | +US$349萬 | +2% | 1.31% | – | 232 | 15.52% | 0.6 |
|
| 3306 |
3306
Cassia Capital Partners
Winston Salem,
North Carolina
| US$2.07億 | +US$27.8萬 | +0.1% | 1.04% | 59.9% | 73 | 10.96% | 3.1 |
|
| 3307 |
3307
Momentous Wealth Management
Vancouver,
Washington
| US$2.06億 | +US$1127萬 | +6% | 0.47% | – | 55 | 21.82% | 1.3 |
|
| 3308 |
3308
Delta Capital Management
Red Bank,
New Jersey
| US$2.06億 | -US$1101萬 | -5% | 0.05% | 129% | 112 | 9.82% | 6.1 |
|
| 3309 |
IFS
3309
Intelligent Financial Strategies
Excelsior,
Minnesota
| US$2.06億 | -US$177萬 | -0.9% | 0.61% | 63.5% | 79 | 26.58% | 3.1 |
|
| 3310 |
3310
Riverchase Wealth Management
Flower Mound,
Texas
| US$2.06億 | -US$861萬 | -4% | 0.59% | – | 85 | 14.12% | 1.3 |
|
| 3311 |
3311
Instrumental Wealth
Tampa,
Florida
| US$2.06億 | +US$846萬 | +4% | 0.75% | 38.2% | 92 | 6.52% | 1.7 |
|
| 3312 |
3312
Hurley Capital
New York
| US$2.06億 | +US$1269萬 | +7% | 1.2% | – | 723 | 14.8% | 1.1 |
|
| 3313 |
3313
Cyr Financial
Hennepin,
Illinois
| US$2.06億 | +US$1376萬 | +7% | 0.26% | – | 63 | 9.52% | 1.6 |
|
| 3314 |
3314
All-Stars Investment
Hong Kong
| US$2.05億 | +US$618萬 | +3% | 5.9% | 30.1% | 11 | 18.18% | 1.1 |
|
| 3315 |
3315
Fortress Financial Group
Rochester,
Minnesota
| US$2.05億 | +US$510萬 | +3% | 0.21% | – | 81 | 6.17% | 1.4 |
|
| 3316 |
3316
Washburn Capital Management
Vero Beach,
Florida
| US$2.05億 | +US$221萬 | +1% | 0.42% | 123% | 61 | 16.39% | 3.3 |
|
| 3317 |
3317
Baron Financial Group
Fair Lawn,
New Jersey
| US$2.05億 | -US$422萬 | -2% | 1.67% | 55.5% | 58 | 5.17% | 4.3 |
|
| 3318 |
3318
Entrust Financial
Wayne,
Pennsylvania
| US$2.05億 | +US$5107萬 | +33% | 0.45% | – | 538 | 21.56% | 0.6 |
|
| 3319 |
3319
BCK Partners
Corning,
New York
| US$2.05億 | -US$219萬 | -1% | 2.43% | 46% | 28 | 3.57% | 4.5 |
|
| 3320 |
3320
Allen Wealth Management
Boone,
North Carolina
| US$2.05億 | -US$17.6萬 | -0.1% | 3.09% | 60.3% | 61 | 16.39% | 2.3 |
|
| 3321 |
3321
Loudon Investment Management
West Lebanon,
New Hampshire
| US$2.05億 | +US$125萬 | +0.6% | 3.29% | 72.5% | 98 | 8.16% | 6.3 |
|
| 3322 |
3322
Hardin Capital Partners
Greenville,
South Carolina
| US$2.05億 | -US$1065萬 | -5% | 5.71% | – | 156 | 15.38% | 1.6 |
|
| 3323 |
3323
Clarity Asset Management
Ames,
Iowa
| US$2.05億 | +US$71.1萬 | +0.3% | 0.02% | 51.8% | 69 | 10.14% | 1.4 |
|
| 3324 |
3324
AtlasMark Financial
Austin,
Texas
| US$2.04億 | +US$138萬 | +0.7% | 0.65% | – | 50 | 16% | 4.5 |
|
| 3325 |
3325
Stephens Group
Little Rock,
Arkansas
| US$2.04億 | -US$193萬 | -0.9% | 1.28% | 45% | 4 | 0% | 3.5 |
|