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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
3401
Councilmark Asset Management
Knoxville,
Tennessee
| US$1.94億 | +US$558萬 | +3% | 4.76% | – | 89 | 7.87% | 2.1 |
|
| 3402 |
3402
Elevate Wealth Advisory
Athens,
Georgia
| US$1.94億 | +US$1930萬 | +11% | 0.04% | 49.5% | 140 | 12.86% | 2.1 |
|
| 3403 |
3403
Lee-Kelleher Wealth Management
Fulton,
Maryland
| US$1.94億 | +US$313萬 | +2% | 0.41% | – | 50 | 6% | 1.4 |
|
| 3404 |
3404
Financial Designs
Claremont,
California
| US$1.94億 | +US$765萬 | +4% | 1.84% | 49% | 42 | 9.52% | 1.4 |
|
| 3405 |
3405
Quantum Financial Partners
Overland Park,
Kansas
| US$1.94億 | -US$150萬 | -0.8% | 1.53% | – | 169 | 19.53% | 0.2 |
|
| 3406 |
3406
Lakewood Asset Management
Naperville,
Illinois
| US$1.94億 | +US$1171萬 | +6% | 1.65% | 69.3% | 114 | 9.65% | 2.9 |
|
| 3407 |
3407
IMG Wealth Management
Jacksonville,
Florida
| US$1.94億 | +US$1438萬 | +8% | 1.16% | – | 665 | 11.88% | 1 |
|
| 3408 |
NWM
3408
Navigoe Wealth Management
Redondo Beach,
California
| US$1.94億 | +US$260萬 | +1% | 0.4% | – | 1,240 | 69.6% | 0.9 |
|
| 3409 |
3409
Bayshore Capital Advisors
Tampa,
Florida
| US$1.94億 | -US$2044萬 | -10% | 5.86% | – | 48 | 18.75% | 0.6 |
|
| 3410 |
3410
Invera Wealth Advisors
Bend,
Oregon
| US$1.94億 | +US$726萬 | +4% | 1.03% | 102% | 136 | 3.68% | 1.3 |
|
| 3411 |
3411
Adirondack Capital Advisors
Syracuse,
New York
| US$1.94億 | +US$722萬 | +4% | 0.48% | – | 45 | 0% | 0.7 |
|
| 3412 |
3412
Inman Jager Wealth Management
Hattiesburg,
Mississippi
| US$1.94億 | +US$569萬 | +3% | 4.23% | – | 93 | 7.53% | 1.5 |
|
| 3413 |
3413
Rydar Equities
Weatherford,
Texas
| US$1.94億 | +US$1596萬 | +9% | 4.43% | – | 441 | 75.96% | 0.2 |
|
| 3414 |
3414
Integrity Wealth Advisors
Ventura,
California
| US$1.93億 | – | – | 2.29% | – | 77 | – | 1.1 |
|
| 3415 |
3415
Ehrlich Financial Group
Laguna Niguel,
California
| US$1.93億 | -US$111萬 | -0.6% | 0.29% | 56.2% | 132 | 18.94% | 1.6 |
|
| 3416 |
MAM
3416
Maytree Asset Management
Hong Kong
| US$1.93億 | +US$3920萬 | +25% | 1.1% | 441% | 48 | 68.75% | 0.4 |
|
| 3417 |
3417
Ables Iannone Moore & Associates
Savannah,
Georgia
| US$1.93億 | +US$519萬 | +3% | 4.97% | 116% | 66 | 10.61% | 2.2 |
|
| 3418 |
3418
Rayburn West Financial Services
Nashville,
Tennessee
| US$1.93億 | +US$1137萬 | +6% | 3.93% | – | 87 | 10.34% | 0.7 |
|
| 3419 |
3419
Stone Loft Wealth Management
West Chester,
Pennsylvania
| US$1.93億 | +US$1698萬 | +10% | 1% | – | 31 | 6.45% | 0.7 |
|
| 3420 |
3420
Upper Left Wealth Management
Tampa,
Florida
| US$1.93億 | +US$1225萬 | +7% | 2.4% | 52.7% | 79 | 21.52% | 3.2 |
|
| 3421 |
3421
Martin Capital Advisors
San Antonio,
Texas
| US$1.93億 | +US$192萬 | +1% | 3.66% | 140% | 78 | 5.13% | 3.7 |
|
| 3422 |
SA
3422
Sunesis Advisors
Overland Park,
Kansas
| US$1.93億 | -US$4926萬 | -20% | 1.67% | – | 71 | 81.69% | 2.6 |
|
| 3423 |
3423
Clark Wealth Partners
O'fallon,
Illinois
| US$1.93億 | +US$1545萬 | +9% | 0.78% | – | 1,076 | 48.61% | 0.7 |
|
| 3424 |
3424
ROI Financial Advisors
Beaverton,
Oregon
| US$1.93億 | -US$73萬 | -0.4% | 2.39% | 165% | 74 | 8.11% | 2 |
|
| 3425 |
MBWA
3425
Marin Bay Wealth Advisors
San Anselmo,
California
| US$1.92億 | +US$621萬 | +3% | 4.4% | – | 138 | 11.59% | 0.6 |
|