我們已在上線!
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| US$2.01億 | +US$3588萬 | +22% | 0.4% | 64.9% | 104 | 15.38% | 3 |
|
| 3352 |
3352
Two West Capital Advisors
Overland Park,
Kansas
| US$2.01億 | +US$13.6萬 | +0.1% | 0.64% | – | 107 | 14.02% | 1.5 |
|
| 3353 |
3353
Ballew Advisors
Jackson,
Mississippi
| US$2.01億 | +US$776萬 | +4% | 0.23% | 68% | 146 | 20.55% | 3.4 |
|
| 3354 |
BCM
3354
Berbice Capital Management
Melville,
New York
| US$2.01億 | +US$798萬 | +4% | 5.06% | – | 114 | 28.07% | 1 |
|
| 3355 |
3355
Manuka Financial
Richmond,
Virginia
| US$2.01億 | +US$823萬 | +4% | 1.66% | – | 56 | 1.79% | 1.5 |
|
| 3356 |
3356
Torren Management
San Diego,
California
| US$2.01億 | +US$415萬 | +2% | 0.12% | – | 993 | 9.37% | 0.7 |
|
| 3357 |
3357
Members Wealth
Media,
Pennsylvania
| US$2億 | +US$1794萬 | +10% | 0.87% | – | 138 | 20.29% | 1.5 |
|
| 3358 |
KTC
3358
Kentucky Trust Company
Danville,
Kentucky
| US$2億 | -US$777萬 | -4% | 0.06% | – | 320 | 2.5% | 1.5 |
|
| 3359 |
3359
Kurv Investment Management
San Francisco,
California
| US$2億 | +US$3413萬 | +21% | 0% | – | 74 | 40.54% | 0.4 |
|
| 3360 |
3360
Privium Fund Management (UK)
London,
United Kingdom
| US$2億 | -US$4045萬 | -17% | 3.47% | 34.4% | 29 | 72.41% | 0.6 |
|
| 3361 |
3361
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| US$2億 | +US$100萬 | +0.5% | 0.88% | 38.7% | 46 | 34.78% | 2.7 |
|
| 3362 |
DCM
3362
Dilation Capital Management
New York
| US$2億 | -US$4787萬 | -19% | 7.23% | – | 28 | 50% | 0.6 |
|
| 3363 |
3363
Arena Capital Advisors
Los Angeles,
California
| US$2億 | -US$813萬 | -4% | 1.75% | 127% | 24 | 8.33% | 1.7 |
|
| 3364 |
3364
Gridiron Partners
Wexford,
Pennsylvania
| US$1.99億 | +US$894萬 | +5% | 4.45% | 15.5% | 52 | 1.92% | 2.4 |
|
| 3365 |
3365
William Allan Corp
Fort Collins,
Colorado
| US$1.99億 | -US$506萬 | -2% | 1.11% | 94.2% | 66 | 7.58% | 2.7 |
|
| 3366 |
3366
Archvest Wealth Advisors
Concord,
California
| US$1.99億 | +US$2659萬 | +15% | 0.13% | 53.1% | 83 | 15.66% | 2.1 |
|
| 3367 |
3367
United Financial Planning Group
Hauppauge,
New York
| US$1.99億 | +US$219萬 | +1% | 0.24% | – | 510 | 30% | 0.6 |
|
| 3368 |
3368
SFM LLC
Manchester,
New Hampshire
| US$1.99億 | +US$393萬 | +2% | 2.55% | 67.5% | 73 | 10.96% | 2 |
|
| 3369 |
3369
Ausbil Investment Management
Sydney,
Australia
| US$1.99億 | -US$2215萬 | -10% | 5.95% | 115% | 78 | 32.05% | 1.3 |
|
| 3370 |
3370
LAM Group
Lake Oswego,
Oregon
| US$1.99億 | -US$278萬 | -1% | 0.26% | 61.8% | 138 | 1.45% | 2.1 |
|
| 3371 |
3371
Buttonwood Financial Group
Kansas City,
Missouri
| US$1.99億 | +US$2354萬 | +13% | 0.47% | 77.9% | 42 | 28.57% | 1.7 |
|
| 3372 |
3372
Eads & Heald Wealth Management
Atlanta,
Georgia
| US$1.98億 | -US$570萬 | -3% | 1.58% | 93.3% | 157 | 10.83% | 8.2 |
|
| 3373 |
3373
Michael S. Ryan Inc
Latham,
New York
| US$1.98億 | -US$212萬 | -1% | 1.75% | 63.3% | 58 | 5.17% | 2 |
|
| 3374 |
3374
Pioneer Family Office
North Miami Beach,
Florida
| US$1.98億 | +US$398萬 | +2% | 1.03% | – | 136 | 8.09% | 0.6 |
|
| 3375 |
3375
Marest Capital
Tarzana,
California
| US$1.98億 | -US$300萬 | -1% | 3.22% | 84.5% | 32 | 21.88% | 1.4 |
|