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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
3426
Northern Lights Advisors
Seattle,
Washington
| US$1.92億 | +US$817萬 | +4% | 3.64% | – | 80 | 17.5% | 0.6 |
|
| 3427 |
3427
Hibernia Wealth Partners
Baton Rouge,
Louisiana
| US$1.92億 | +US$716萬 | +4% | 1.14% | 40.6% | 95 | 23.16% | 1.5 |
|
| 3428 |
3428
BluePath Capital Management
Atlanta,
Georgia
| US$1.92億 | +US$911萬 | +5% | 1.44% | 106% | 140 | 17.14% | 1.4 |
|
| 3429 |
3429
Lavelle Capital
San Francisco,
California
| US$1.91億 | -US$4075萬 | -18% | 0.41% | – | 88 | 19.32% | 0.5 |
|
| 3430 |
TCM
3430
Thoma Capital Management
Towson,
Maryland
| US$1.91億 | +US$378萬 | +2% | 1.29% | – | 56 | 8.93% | 1.5 |
|
| 3431 |
3431
Emergent Wealth Advisors
Williamsville,
New York
| US$1.91億 | -US$118萬 | -0.6% | 0.27% | 74.2% | 128 | 7.81% | 1.8 |
|
| 3432 |
3432
Compass Planning Associates
Greenfield,
Massachusetts
| US$1.91億 | +US$618萬 | +3% | 1.38% | – | 37 | 16.22% | 1.2 |
|
| 3433 |
3433
Persium Advisors
Atlanta,
Georgia
| US$1.91億 | +US$3767萬 | +25% | 2.48% | – | 77 | 19.48% | 1.3 |
|
| 3434 |
3434
Magnolia Wealth Management
Dothan,
Alabama
| US$1.91億 | -US$9.13萬 | -0% | 1.26% | 48.7% | 17 | 11.76% | 2.9 |
|
| 3435 |
3435
Mithaq Capital SPC
Al Malqa, Riyadh,
Saudi Arabia
| US$1.91億 | -US$1316萬 | -6% | 4.95% | 27.4% | 3 | 0% | 3.4 |
|
| 3436 |
3436
Cooper Investors
Melbourne, Victoria,
Australia
| US$1.9億 | -US$2733萬 | -13% | 4.03% | 57.5% | 43 | 23.26% | 1.6 |
|
| 3437 |
3437
Jacksonville Wealth Management
Jacksonville,
Florida
| US$1.9億 | +US$1370萬 | +8% | 2.34% | – | 79 | 7.59% | 1.4 |
|
| 3438 |
3438
Clayton Financial Group
St. Louis,
Missouri
| US$1.9億 | +US$954萬 | +5% | 1.21% | 69.8% | 304 | 78.62% | 0.4 |
|
| 3439 |
3439
Clearwave Capital
Upland,
California
| US$1.9億 | +US$899萬 | +5% | 1.04% | – | 185 | 15.14% | 0.6 |
|
| 3440 |
3440
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| US$1.9億 | -US$4682萬 | -20% | 2.31% | 44.1% | 65 | 23.08% | 2.5 |
|
| 3441 |
3441
Trust Company of Kansas
Wichita,
Kansas
| US$1.9億 | -US$483萬 | -2% | 4.49% | 100% | 62 | 11.29% | 3.4 |
|
| 3442 |
3442
Crystal Rock Capital Management
Bannockburn,
Illinois
| US$1.9億 | -US$607萬 | -3% | 0.12% | 164% | 37 | 16.22% | 5 |
|
| 3443 |
3443
Swiss Re
Zurich,
Switzerland
| US$1.9億 | -US$9.08億 | -83% | 3.9% | – | 240 | 3.33% | 0.6 |
|
| 3444 |
3444
Crew Capital Management
Cincinnati,
Ohio
| US$1.9億 | +US$699萬 | +4% | 1.6% | 111% | 123 | 13.82% | 2.7 |
|
| 3445 |
3445
Channing Global Advisors
Miami,
Florida
| US$1.9億 | -US$324萬 | -2% | 1.72% | 128% | 43 | 11.63% | 2.7 |
|
| 3446 |
3446
BayBridge Capital Group
Pleasanton,
California
| US$1.9億 | -US$201萬 | -1% | 1.24% | 78.5% | 111 | 26.13% | 1.7 |
|
| 3447 |
3447
OceanIQ Capital
Palo Alto,
California
| US$1.9億 | +US$2434萬 | +15% | 8.32% | – | 125 | 30.4% | 0.2 |
|
| 3448 |
3448
Millennium Capital Advisors
Little Rock,
Arkansas
| US$1.9億 | +US$626萬 | +3% | 5.63% | 134% | 143 | 8.39% | 3 |
|
| 3449 |
IAMH
3449
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| US$1.9億 | +US$1277萬 | +7% | 9.89% | 64.5% | 28 | 39.29% | 1.3 |
|
| 3450 |
3450
Cosner Financial Group
Windsor,
Colorado
| US$1.89億 | -US$544萬 | -3% | 0.09% | 56.1% | 38 | 5.26% | 2.4 |
|