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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
3551
Innovative Wealth Building
California,
Maryland
| US$1.81億 | +US$856萬 | +5% | 1.06% | – | 92 | 15.22% | 1.1 |
|
| 3552 |
3552
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| US$1.81億 | -US$84.8萬 | -0.5% | 3.02% | 59.7% | 79 | 8.86% | 2.8 |
|
| 3553 |
3553
Nolet Wealth Management
Fort Worth,
Texas
| US$1.81億 | -US$53.7萬 | -0.3% | 2.22% | – | 121 | 15.7% | 0.6 |
|
| 3554 |
CIG
3554
Cascade Investment Group
Colorado Springs,
Colorado
| US$1.81億 | +US$221萬 | +1% | 1.83% | 93.2% | 169 | 13.02% | 2.4 |
|
| 3555 |
3555
Livet Wealth
Salt Lake City,
Utah
| US$1.8億 | +US$707萬 | +4% | 0.52% | – | 130 | 14.62% | 0.6 |
|
| 3556 |
3556
Sunrise Financial Services
Burien,
Washington
| US$1.8億 | +US$1212萬 | +7% | 1% | – | 601 | 23.63% | 0.7 |
|
| 3557 |
3557
Alterna Wealth Management
Houston,
Texas
| US$1.8億 | +US$604萬 | +3% | 0.25% | 52.9% | 123 | 22.76% | 2.5 |
|
| 3558 |
3558
Sanchez Gaunt Capital Management
Reno,
Nevada
| US$1.8億 | +US$100萬 | +0.6% | 1.55% | – | 209 | 17.7% | 0.4 |
|
| 3559 |
3559
Shotwell Rutter Baer
Lansing,
Michigan
| US$1.8億 | -US$222萬 | -1% | 1.7% | 45.5% | 39 | 2.56% | 2.3 |
|
| 3560 |
3560
Melfa Wealth Management
Westborough,
Massachusetts
| US$1.8億 | -US$558萬 | -3% | 2.33% | 49.9% | 204 | 6.37% | 2.7 |
|
| 3561 |
3561
Daviman Financial
Noblesville,
Indiana
| US$1.8億 | -US$128萬 | -0.7% | 1.04% | – | 105 | 18.1% | 0.6 |
|
| 3562 |
3562
SwitchPoint Financial Planning
Lehi,
Utah
| US$1.8億 | +US$665萬 | +4% | 0.08% | – | 81 | 24.69% | 1.3 |
|
| 3563 |
3563
Integras Partners
Alpharetta,
Georgia
| US$1.8億 | -US$140萬 | -0.8% | 0.18% | – | 105 | 8.57% | 1 |
|
| 3564 |
3564
Regeneron Pharmaceuticals
Tarrytown,
New York
| US$1.8億 | +US$241萬 | +1% | 6.28% | – | 3 | 0% | 1.3 |
|
| 3565 |
3565
Brian Low Financial Group
Baton Rouge,
Louisiana
| US$1.79億 | +US$800萬 | +5% | 1.07% | – | 131 | 19.85% | 0.9 |
|
| 3566 |
3566
Accredited Investor Services
St. Cloud,
Minnesota
| US$1.79億 | +US$243萬 | +1% | 0.03% | – | 88 | 12.5% | 1.3 |
|
| 3567 |
3567
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| US$1.79億 | +US$3070萬 | +21% | 9.17% | 167% | 25 | 68% | 1.1 |
|
| 3568 |
3568
Blackston Financial Advisory Group
The Villages,
Florida
| US$1.79億 | +US$185萬 | +1% | 2.34% | 79.8% | 117 | 11.11% | 1.9 |
|
| 3569 |
3569
Thryve Wealth Management
Irving,
Texas
| US$1.79億 | +US$29.4萬 | +0.2% | 0.82% | – | 41 | 9.76% | 0.6 |
|
| 3570 |
RFMS
3570
RWQ Financial Management Services
Naples,
Florida
| US$1.79億 | -US$2817萬 | -14% | 3.38% | 446% | 28 | 25% | 1.8 |
|
| 3571 |
3571
Byrne Asset Management
Kingston,
New Jersey
| US$1.79億 | -US$593萬 | -3% | 1.34% | 126% | 672 | 19.64% | 1.8 |
|
| 3572 |
3572
Transmarket Holdings
Chicago,
Illinois
| US$1.79億 | +US$4280萬 | +31% | 4.03% | – | 74 | 87.84% | 0.1 |
|
| 3573 |
3573
Grey Rock Energy Management
Dallas,
Texas
| US$1.79億 | -US$6463萬 | -27% | 1.59% | – | 1 | 0% | 1.8 |
|
| 3574 |
3574
Fort Henry Capital
Wheeling,
West Virginia
| US$1.79億 | -US$255萬 | -1% | 2.28% | 39.3% | 18 | 5.56% | 4.4 |
|
| 3575 |
3575
Cascade Investment Advisors
Oregon City,
Oregon
| US$1.79億 | -US$435萬 | -2% | 1.37% | 79.1% | 116 | 4.31% | 4.7 |
|