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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
3476
Stillwater Wealth Management Group
Juno Beach,
Florida
| US$1.87億 | +US$710萬 | +4% | 2.81% | – | 78 | 16.67% | 1.4 |
|
| 3477 |
3477
Arsenal Capital Advisors
Conshohocken,
Pennsylvania
| US$1.87億 | +US$1735萬 | +10% | 5.96% | – | 114 | 10.53% | 0.6 |
|
| 3478 |
3478
BXM Wealth
Englewood,
Colorado
| US$1.87億 | +US$297萬 | +2% | 1.91% | – | 172 | 13.95% | 1.1 |
|
| 3479 |
3479
Hidden Cove Wealth Management
Bainbridge Island,
Washington
| US$1.87億 | +US$520萬 | +3% | 3.59% | – | 164 | 28.05% | 0.8 |
|
| 3480 |
3480
Shade Tree Advisors
Saratoga Springs,
New York
| US$1.87億 | +US$1498萬 | +9% | 2.61% | – | 69 | 65.22% | 0.5 |
|
| 3481 |
3481
Erickson Financial Group
Allentown,
Pennsylvania
| US$1.87億 | +US$3.59萬 | +0% | 0.77% | 69.3% | 25 | 0% | 4 |
|
| 3482 |
3482
General Partner Inc
Pittsburgh,
Pennsylvania
| US$1.87億 | +US$75.1萬 | +0.4% | 1.97% | 83.1% | 171 | 4.09% | 3 |
|
| 3483 |
GCA
3483
Gallagher Capital Advisors
Argyle,
Texas
| US$1.87億 | +US$1164萬 | +7% | 9.79% | – | 77 | 15.58% | 1.1 |
|
| 3484 |
3484
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| US$1.86億 | +US$1720萬 | +10% | 2.97% | 74.9% | 67 | 31.34% | 1.9 |
|
| 3485 |
CPC
3485
CFC Planning Company
Cicero,
Indiana
| US$1.86億 | +US$1526萬 | +9% | 4.47% | – | 80 | 27.5% | 1.2 |
|
| 3486 |
EIM
3486
Ervin Investment Management
Seattle,
Washington
| US$1.86億 | +US$213萬 | +1% | 2.84% | 92.9% | 47 | 2.13% | 3.4 |
|
| 3487 |
3487
Granite FO LLC
Bedford,
New Hampshire
| US$1.86億 | -US$288萬 | -2% | 0.91% | 112% | 172 | 0.58% | 2.4 |
|
| 3488 |
CFA
3488
Collaborative Fund Advisors
Reno,
Nevada
| US$1.86億 | +US$1428萬 | +8% | 5.13% | – | 240 | 50.83% | 0.3 |
|
| 3489 |
3489
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| US$1.86億 | +US$1668萬 | +10% | 13% | 114% | 14 | 0% | 4.4 |
|
| 3490 |
3490
Sage Advisory Services
Austin,
Texas
| US$1.86億 | -US$1757萬 | -9% | 0.57% | 37.8% | 47 | 12.77% | 3.7 |
|
| 3491 |
3491
Opinicus Capital
Tampa,
Florida
| US$1.86億 | -US$120萬 | -0.6% | 2.62% | 129% | 107 | 10.28% | 2.2 |
|
| 3492 |
FSLI
3492
Funde Sino Life Insurance
Shenzhen,
China
| US$1.86億 | -US$1.21億 | -40% | 24.2% | – | 8 | 62.5% | 0.2 |
|
| 3493 |
3493
Investment Partners Asset Management
Metuchen,
New Jersey
| US$1.86億 | +US$564萬 | +3% | 3.26% | 86.1% | 178 | 5.06% | 2.1 |
|
| 3494 |
BWM
3494
BCO Wealth Management
Carlsbad,
New Mexico
| US$1.85億 | +US$211萬 | +1% | 1.23% | – | 45 | 6.67% | 1.5 |
|
| 3495 |
CFP
3495
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
| US$1.85億 | -US$214萬 | -1% | 4.43% | – | 462 | 20.35% | 1.3 |
|
| 3496 |
3496
Flavin Financial Services
Melbourne,
Florida
| US$1.85億 | +US$973萬 | +6% | 2.13% | – | 83 | 9.64% | 1.3 |
|
| 3497 |
3497
Live Oak Investment Partners
Austin,
Texas
| US$1.85億 | -US$63.9萬 | -0.3% | 1.62% | – | 96 | 7.29% | 2.3 |
|
| 3498 |
3498
Paladin Wealth
Arden Hills,
Minnesota
| US$1.85億 | +US$1308萬 | +8% | 0.79% | – | 159 | 17.61% | 1.2 |
|
| 3499 |
3499
WinCap Financial
Boston,
Massachusetts
| US$1.85億 | -US$16.6萬 | -0.1% | 1.47% | – | 93 | 9.68% | 1.3 |
|
| 3500 |
3500
Hilton Head Capital Partners
Hilton Head Island,
South Carolina
| US$1.85億 | -US$1350萬 | -7% | 1.26% | – | 935 | 8.66% | 0.7 |
|