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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
3376
AMANSA Capital
Raffles City Tower,
Singapore
| US$1.98億 | -US$3697萬 | -16% | 7.97% | 32% | 2 | 0% | 3.3 |
|
| 3377 |
3377
McClarren Financial Advisors
State College,
Pennsylvania
| US$1.98億 | +US$423萬 | +2% | 0.68% | 63% | 90 | 12.22% | 1.9 |
|
| 3378 |
3378
WESPAC Advisors
Orinda,
California
| US$1.98億 | -US$759萬 | -4% | 3.39% | 126% | 240 | 32.5% | 1.4 |
|
| 3379 |
3379
Klein Pavlis & Peasley Financial
Irvine,
California
| US$1.98億 | +US$542萬 | +3% | 2.12% | 97.4% | 107 | 26.17% | 1.3 |
|
| 3380 |
3380
Systrade
Vaduz,
Liechtenstein
| US$1.97億 | +US$3764萬 | +24% | 2.18% | 152% | 16 | 37.5% | 1 |
|
| 3381 |
3381
Park Avenue Institutional Advisers
New York
| US$1.97億 | -US$133萬 | -0.7% | 0.67% | – | 2 | 0% | 0.5 |
|
| 3382 |
3382
Walker Asset Management
Verona,
Missouri
| US$1.97億 | -US$87.3萬 | -0.4% | 1.12% | 87.6% | 155 | 5.81% | 3.1 |
|
| 3383 |
3383
Seros Financial
Tempe,
Arizona
| US$1.97億 | +US$491萬 | +3% | 1.55% | – | 76 | 23.68% | 1.1 |
|
| 3384 |
3384
Eliot Finkel Investment Counsel
Beverly Hills,
California
| US$1.97億 | -US$1723萬 | -8% | 6.52% | 85.5% | 34 | 2.94% | 5.9 |
|
| 3385 |
PCM
3385
Park Capital Management
Madison,
Wisconsin
| US$1.97億 | +US$2681萬 | +16% | 9.78% | – | 261 | 52.49% | 0.5 |
|
| 3386 |
3386
Taylor Frigon Capital Management
Scottsdale,
Arizona
| US$1.97億 | -US$1701萬 | -8% | 0.51% | 152% | 98 | 11.22% | 4.6 |
|
| 3387 |
WF
3387
Williams Financial
North Bennington,
Vermont
| US$1.97億 | +US$309萬 | +2% | 0.55% | 33.1% | 31 | 3.23% | 1 |
|
| 3388 |
FSBI
3388
Fearless Solutions (Best Invest)
San Antonio,
Texas
| US$1.97億 | +US$713萬 | +4% | 2.13% | – | 149 | 10.74% | 1.3 |
|
| 3389 |
GWMI
3389
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| US$1.96億 | -US$703萬 | -3% | 3.15% | 98.1% | 71 | 12.68% | 3.3 |
|
| 3390 |
3390
Alamar Capital Management
Santa Barbara,
California
| US$1.96億 | -US$130萬 | -0.7% | 4.51% | – | 92 | 14.13% | 2.7 |
|
| 3391 |
3391
Carter Financial Group
Barrington,
Illinois
| US$1.96億 | +US$340萬 | +2% | 2.45% | – | 145 | 16.55% | 1.8 |
|
| 3392 |
LFWA
3392
LBJ Family Wealth Advisors
Austin,
Texas
| US$1.96億 | -US$26.8萬 | -0.1% | 0.9% | 64.9% | 29 | 3.45% | 7.9 |
|
| 3393 |
3393
Rainier Family Wealth
Tacoma,
Washington
| US$1.96億 | +US$1997萬 | +11% | 3.12% | – | 106 | 3.77% | 1.2 |
|
| 3394 |
FAG
3394
Financial Architects (Georgia)
Woodstock,
Georgia
| US$1.96億 | -US$1289萬 | -6% | 3.13% | 35.9% | 31 | 29.03% | 1.6 |
|
| 3395 |
3395
Dickmeyer Boyce Financial Management
Fort Wayne,
Indiana
| US$1.95億 | +US$236萬 | +1% | 1.06% | – | 132 | 6.06% | 0.5 |
|
| 3396 |
AI
3396
Arrien Investments
Boise,
Idaho
| US$1.95億 | -US$315萬 | -2% | 2.23% | 46% | 49 | 14.29% | 2.2 |
|
| 3397 |
3397
Mustard Seed Financial
Magnolia,
Arkansas
| US$1.95億 | +US$244萬 | +1% | 0.19% | 59.2% | 99 | 8.08% | 2.2 |
|
| 3398 |
3398
Defined Wealth Management
Beaverton,
Oregon
| US$1.95億 | +US$55.4萬 | +0.3% | 0.88% | 78.1% | 120 | 8.33% | 3.7 |
|
| 3399 |
IFS
3399
Integrated Financial Solutions
Reston,
Virginia
| US$1.95億 | +US$966萬 | +5% | 5.47% | – | 38 | 13.16% | 0.9 |
|
| 3400 |
3400
SVRN Asset Management
Austin,
Texas
| US$1.95億 | +US$16.7萬 | +0.1% | 0.02% | – | 52 | 3.85% | 0.6 |
|