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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
MG
3326
McHugh Group
Bratenahl,
Ohio
| US$2.04億 | +US$842萬 | +4% | 5.02% | – | 90 | 6.67% | 1.4 |
|
| 3327 |
3327
Pacific Asset Management
Gig Harbor,
Washington
| US$2.04億 | +US$25.6萬 | +0.1% | 0.51% | – | 83 | 15.66% | 1.3 |
|
| 3328 |
3328
Echo Wealth Management
Plymouth,
Minnesota
| US$2.04億 | +US$794萬 | +4% | 1.14% | 42.9% | 50 | 8% | 3.2 |
|
| 3329 |
3329
Optivise Advisory Services
Franklin,
Tennessee
| US$2.04億 | +US$667萬 | +3% | 1.85% | – | 253 | 18.18% | 1.2 |
|
| 3330 |
3330
First City Capital Management
Savannah,
Georgia
| US$2.04億 | -US$188萬 | -0.9% | 2.84% | 86.4% | 170 | 8.82% | 6.9 |
|
| 3331 |
3331
Strategent Financial
Harrisonburg,
Virginia
| US$2.03億 | +US$2989萬 | +17% | 0.29% | – | 42 | 2.38% | 1.5 |
|
| 3332 |
3332
Promethium Advisors
Bethesda,
Maryland
| US$2.03億 | -US$488萬 | -2% | 1.87% | – | 128 | 12.5% | 1.6 |
|
| 3333 |
3333
Beacon Financial Strategies
Raleigh,
North Carolina
| US$2.03億 | +US$220萬 | +1% | 0.71% | 54.2% | 245 | 17.14% | 1.2 |
|
| 3334 |
3334
Spectrum Strategic Capital Management
Corvallis,
Oregon
| US$2.03億 | +US$157萬 | +0.8% | 5.08% | 85.6% | 79 | 8.86% | 1.4 |
|
| 3335 |
3335
Corrado Advisors
Ramsey,
New Jersey
| US$2.03億 | -US$1416萬 | -7% | 0.76% | 73.1% | 124 | 12.9% | 2.9 |
|
| 3336 |
3336
BDFS Capital
Rehoboth Beach,
Delaware
| US$2.03億 | -US$2718萬 | -12% | 0.04% | – | 125 | 13.6% | 0.6 |
|
| 3337 |
3337
Virginia Wealth Management Group
Virginia Beach,
Virginia
| US$2.03億 | +US$204萬 | +1% | 2.53% | 49.4% | 58 | 1.72% | 3.2 |
|
| 3338 |
3338
Bauman Advisory Group
Las Vegas,
Nevada
| US$2.03億 | +US$1398萬 | +7% | 0.36% | – | 98 | 20.41% | 0.5 |
|
| 3339 |
3339
Bullseye Investment Management
Cincinnati,
Ohio
| US$2.03億 | -US$84.2萬 | -0.4% | 0.9% | 38.2% | 326 | 79.14% | 1.5 |
|
| 3340 |
JKA
3340
Jones Kertz & Associates
Blaine,
Minnesota
| US$2.02億 | -US$1453萬 | -7% | 0.97% | – | 67 | 2.99% | 0.7 |
|
| 3341 |
3341
Tassel Capital Management
Matthews,
North Carolina
| US$2.02億 | -US$1143萬 | -5% | 1.45% | – | 48 | 10.42% | 1.2 |
|
| 3342 |
3342
Legacy Financial Independent Advisors
Louisville,
Kentucky
| US$2.02億 | -US$1039萬 | -5% | 2.03% | – | 136 | 14.71% | 0.4 |
|
| 3343 |
NWA
3343
Northwest Wealth Advisors
Bellingham,
Washington
| US$2.02億 | +US$2805萬 | +16% | 2.05% | – | 68 | 4.41% | 0.7 |
|
| 3344 |
3344
Foresight Capital Management Advisors
Saline,
Michigan
| US$2.02億 | -US$364萬 | -2% | 1.59% | 100% | 326 | 75.15% | 0.5 |
|
| 3345 |
3345
Kingstone Capital Partners Texas
Frisco,
Texas
| US$2.02億 | +US$1418萬 | +8% | 9.66% | – | 65 | 12.31% | 1.3 |
|
| 3346 |
3346
Jericho Financial
Westerville,
Ohio
| US$2.02億 | +US$898萬 | +5% | 6.61% | – | 41 | 4.88% | 1.7 |
|
| 3347 |
3347
Flywheel Private Wealth
Los Altos,
California
| US$2.02億 | -US$102萬 | -0.5% | 1.12% | – | 117 | 11.97% | 1.3 |
|
| 3348 |
3348
Merrion Investment Management
Cranford,
New Jersey
| US$2.02億 | -US$963萬 | -5% | 1.91% | 161% | 113 | 9.73% | 3.5 |
|
| 3349 |
3349
Topel & Distasi Wealth Management
Berkeley,
California
| US$2.02億 | -US$575萬 | -3% | 1.4% | 43.6% | 59 | 5.08% | 4.1 |
|
| 3350 |
3350
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| US$2.01億 | +US$160萬 | +0.8% | 0.77% | 62.6% | 73 | 17.81% | 4.1 |
|