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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4,078檔基金(占~46%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
3551
Chung Wu Investment Group
Sugar Land,
Texas
| US$1.37億 | -US$1551萬 | -10% | 2.83% | – | 330 | 27.27% | 0.9 |
|
| 3552 |
3552
Koenig Investment Advisory
Ashland,
Oregon
| US$1.37億 | +US$785萬 | +6% | 2.68% | – | 38 | 2.63% | 0.7 |
|
| 3553 |
3553
Roan Capital Partners
Johnson City,
Tennessee
| US$1.37億 | +US$1596萬 | +13% | 0.54% | – | 81 | 7.41% | 0.4 |
|
| 3554 |
3554
ICG Advisors
Los Angeles,
California
| US$1.36億 | +US$1.06億 | +354% | 1.37% | – | 7 | 28.57% | 0.5 |
|
| 3555 |
3555
TABR Capital Management
Orange,
California
| US$1.36億 | +US$1905萬 | +16% | 0.27% | – | 82 | 62.2% | 0.6 |
|
| 3556 |
3556
Targeted Financial Services
Seminole,
Florida
| US$1.36億 | +US$90.6萬 | +0.7% | 0.53% | – | 67 | 11.94% | 0.6 |
|
| 3557 |
3557
Summit Financial Consulting
Sterling Heights,
Michigan
| US$1.36億 | -US$1106萬 | -8% | 1.6% | – | 53 | 16.98% | 1 |
|
| 3558 |
3558
Lynch Investment Planning
Newtown Square,
Pennsylvania
| US$1.36億 | +US$617萬 | +5% | 0.91% | – | 232 | 75.86% | 0.2 |
|
| 3559 |
3559
Seelaus Asset Management
Chatham,
New Jersey
| US$1.36億 | -US$608萬 | -4% | 3.88% | 134% | 216 | 17.59% | 3.3 |
|
| 3560 |
3560
Eagle Wealth Advisors
Westport,
Connecticut
| US$1.36億 | +US$510萬 | +4% | 4.65% | – | 103 | 3.88% | 0.6 |
|
| 3561 |
3561
Avail Investment Partners
Lemont,
Pennsylvania
| US$1.36億 | +US$625萬 | +5% | 3.5% | – | 225 | 20.44% | 0.4 |
|
| 3562 |
3562
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| US$1.36億 | -US$7640萬 | -36% | 0.18% | 88.8% | 8 | 0% | 3.4 |
|
| 3563 |
3563
Donalies Financial Planning
Washington,
District of Columbia
| US$1.36億 | +US$36.6萬 | +0.3% | 0.81% | – | 82 | 9.76% | 0.7 |
|
| 3564 |
3564
CrossGen Wealth
Greenville,
North Carolina
| US$1.36億 | +US$729萬 | +6% | 7.07% | – | 231 | 19.91% | 0.7 |
|
| 3565 |
3565
SeedSafe Financial
Austin,
Texas
| US$1.36億 | -US$325萬 | -2% | 1.31% | – | 42 | 14.29% | 0.6 |
|
| 3566 |
3566
Finward Bancorp
Munster,
Indiana
| US$1.36億 | +US$377萬 | +3% | 3.04% | – | 109 | 7.34% | 1.6 |
|
| 3567 |
3567
Farnam Financial
Phoenix,
Arizona
| US$1.35億 | -US$166萬 | -1% | 0.11% | – | 62 | 20.97% | 1.3 |
|
| 3568 |
3568
Broussard Financial Group
Kaplan,
Louisiana
| US$1.35億 | +US$1056萬 | +8% | 2.95% | – | 45 | 37.78% | 0.5 |
|
| 3569 |
3569
Approach Retirement Advisors
Vestavia,
Alabama
| US$1.35億 | -US$231萬 | -2% | 0.81% | – | 85 | 9.41% | 0.7 |
|
| 3570 |
3570
Capital CS Group
Irvine,
California
| US$1.35億 | +US$846萬 | +7% | 3.77% | 27.8% | 113 | 58.41% | 1 |
|
| 3571 |
3571
Dala Group
Hoffman Estates,
Illinois
| US$1.35億 | +US$1365萬 | +11% | 1.7% | – | 72 | 6.94% | 0.7 |
|
| 3572 |
3572
Golden Bell Financial Planning
Alpharetta,
Georgia
| US$1.35億 | -US$101萬 | -0.7% | 1.92% | – | 41 | 2.44% | 1.5 |
|
| 3573 |
3573
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| US$1.35億 | +US$606萬 | +5% | 1.14% | – | 817 | 6.61% | 1.4 |
|
| 3574 |
3574
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
| US$1.35億 | -US$1326萬 | -9% | 2.29% | – | 238 | 26.05% | 1.2 |
|
| 3575 |
3575
BLVD Private Wealth
Prospect,
Kentucky
| US$1.34億 | -US$11.9萬 | -0.1% | 1.96% | – | 76 | 11.84% | 0.9 |
|