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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
GEN Financial Management
Plymouth,
Minnesota
| US$1.85億 | +US$1785萬 | +11% | 0.32% | – | 59 | 32.2% | 0.9 |
|
| 3502 |
3502
Cincinnati Casualty Company
Fairfield,
Ohio
| US$1.85億 | -US$365萬 | -2% | 3.38% | 68.7% | 24 | 0% | 9.5 |
|
| 3503 |
3503
BAM Wealth Management
Lakewood,
Colorado
| US$1.85億 | +US$2499萬 | +16% | 0.99% | – | 217 | 30.41% | 0.6 |
|
| 3504 |
PVAMC
3504
PPS&V Asset Management Consultants
Portage,
Michigan
| US$1.85億 | -US$48.4萬 | -0.3% | 1.43% | 80.7% | 41 | 7.32% | 3.1 |
|
| 3505 |
3505
RCS Financial Planning
Annapolis,
Maryland
| US$1.85億 | -US$2646萬 | -13% | 0.45% | 48.2% | 114 | 33.33% | 2.2 |
|
| 3506 |
3506
Graphene Investments SAS
Paris,
France
| US$1.85億 | +US$1297萬 | +8% | 5.13% | 103% | 45 | 13.33% | 2.5 |
|
| 3507 |
3507
Dougherty Wealth Advisers
Wayzata,
Minnesota
| US$1.85億 | +US$216萬 | +1% | 0.94% | 76.1% | 146 | 29.45% | 3.8 |
|
| 3508 |
3508
Financial Planning Hawaii
Honolulu,
Hawaii
| US$1.85億 | -US$179萬 | -1% | 3.81% | – | 140 | 13.57% | 0.7 |
|
| 3509 |
3509
Pacific Wealth Strategies Group
Santa Barbara,
California
| US$1.85億 | +US$1059萬 | +6% | 2.85% | 85.3% | 60 | 8.33% | 4.4 |
|
| 3510 |
MIM
3510
Meixler Investment Management
Show Low,
Arizona
| US$1.85億 | +US$346萬 | +2% | 0.29% | 60.8% | 110 | 24.55% | 2 |
|
| 3511 |
3511
Certior Financial Group
King Of Prussia,
Pennsylvania
| US$1.84億 | +US$195萬 | +1% | 4.01% | – | 157 | 15.92% | 1.2 |
|
| 3512 |
3512
WPG Advisers
Baltimore,
Maryland
| US$1.84億 | +US$1433萬 | +8% | 4.19% | – | 1,657 | 9.84% | 1.4 |
|
| 3513 |
3513
Quadratic Capital Management
Greenwich,
Connecticut
| US$1.84億 | -US$6570萬 | -26% | 5.37% | 0.6% | 2 | 0% | 5.4 |
|
| 3514 |
3514
Redwood Financial Network
Solon,
Ohio
| US$1.84億 | +US$399萬 | +2% | 2.16% | 82.2% | 210 | 15.71% | 2.4 |
|
| 3515 |
3515
Sterling Investment Management
Tucson,
Arizona
| US$1.84億 | +US$199萬 | +1% | 1.04% | 45.3% | 78 | 19.23% | 3.5 |
|
| 3516 |
3516
Mountain Hill Investment Partners
Atlantic Highlands,
New Jersey
| US$1.84億 | +US$767萬 | +4% | 1.28% | – | 217 | 32.72% | 1.2 |
|
| 3517 |
3517
Fidato Wealth
Middleburg Heights,
Ohio
| US$1.84億 | +US$1300萬 | +8% | 0.52% | 61.1% | 31 | 54.84% | 1.3 |
|
| 3518 |
3518
Reicon Wealth Advisors
Atlanta,
Georgia
| US$1.84億 | +US$2169萬 | +13% | 0.39% | – | 105 | 16.19% | 0.5 |
|
| 3519 |
GWM
3519
Global Wealth Management
Kingston,
New Jersey
| US$1.84億 | -US$1256萬 | -6% | 0.57% | – | 48 | 4.17% | 1.4 |
|
| 3520 |
3520
Rochester Wealth Strategies
Rochester,
Michigan
| US$1.84億 | +US$285萬 | +2% | 0.24% | – | 29 | 20.69% | 1.1 |
|
| 3521 |
DQRIM
3521
Dale Q Rice Investment Management
Vancouver,
Washington
| US$1.84億 | -US$93萬 | -0.5% | 0.84% | – | 70 | 5.71% | 1.5 |
|
| 3522 |
WPEP
3522
Walnut Private Equity Partners
Omaha,
Nebraska
| US$1.83億 | -US$173萬 | -0.9% | 1.83% | 48% | 15 | 0% | 5 |
|
| 3523 |
3523
Taylor Financial Group
Roanoke,
Virginia
| US$1.83億 | +US$115萬 | +0.6% | 0.12% | 79% | 105 | 10.48% | 2.5 |
|
| 3524 |
3524
Kuhn & Co Investment Counsel
Chicago,
Illinois
| US$1.83億 | +US$1001萬 | +6% | 1.47% | 88.7% | 164 | 10.98% | 2 |
|
| 3525 |
3525
Washington Growth Strategies
Washington,
District of Columbia
| US$1.83億 | +US$282萬 | +2% | 0.05% | – | 64 | 3.13% | 1.4 |
|