我們已在上線!
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
3576
SummerHaven Investment Management
Stamford,
Connecticut
| US$1.79億 | -US$772萬 | -4% | 4.81% | 150% | 323 | 78.33% | 0.7 |
|
| 3577 |
3577
Capstone Capital
Henderson,
Nevada
| US$1.79億 | +US$363萬 | +2% | 0.32% | 62.8% | 27 | 11.11% | 2 |
|
| 3578 |
3578
Refined Wealth Management
Salt Lake City,
Utah
| US$1.79億 | +US$1290萬 | +8% | 6.91% | 99.4% | 50 | 6% | 2.6 |
|
| 3579 |
3579
Astra Wealth Partners
Jersey City,
New Jersey
| US$1.79億 | -US$952萬 | -5% | 1.53% | – | 120 | 24.17% | 1.1 |
|
| 3580 |
3580
Cox Capital Management
Andover,
Massachusetts
| US$1.79億 | -US$114萬 | -0.6% | 2.04% | 106% | 84 | 15.48% | 3.2 |
|
| 3581 |
3581
Fjell Capital
Fargo,
North Dakota
| US$1.78億 | +US$3182萬 | +22% | 1.17% | – | 86 | 25.58% | 1.1 |
|
| 3582 |
3582
M.E. Allison & Co
San Antonio,
Texas
| US$1.78億 | +US$458萬 | +3% | 1.12% | – | 201 | 7.46% | 1.4 |
|
| 3583 |
3583
Accelerate Investment Advisors
Aliso Viejo,
California
| US$1.78億 | +US$414萬 | +2% | 0.49% | – | 161 | 16.15% | 1.3 |
|
| 3584 |
3584
Welch Financial Planning
Boulder,
Colorado
| US$1.78億 | +US$657萬 | +4% | 0.36% | – | 85 | 21.18% | 0.5 |
|
| 3585 |
3585
Hartmann Taylor Wealth Management
Dallas,
Texas
| US$1.78億 | +US$2714萬 | +18% | 0.95% | – | 64 | 20.31% | 1.2 |
|
| 3586 |
3586
Strong Retirement Solutions
Silverdale,
Washington
| US$1.78億 | +US$1106萬 | +7% | 5.18% | – | 87 | 9.2% | 0.7 |
|
| 3587 |
3587
Ariston Services Group
San Diego,
California
| US$1.78億 | -US$344萬 | -2% | 2.65% | 71.7% | 73 | 5.48% | 0.2 |
|
| 3588 |
3588
DeLarme Wealth Management
Palos Verdes Estates,
California
| US$1.78億 | +US$531萬 | +3% | 0.72% | – | 76 | 17.11% | 0.6 |
|
| 3589 |
3589
Valley Brook Capital Group
Venetia,
Pennsylvania
| US$1.78億 | +US$131萬 | +0.7% | 3.86% | 122% | 123 | 6.5% | 4 |
|
| 3590 |
3590
GK Wealth Management
Reno,
Nevada
| US$1.78億 | -US$1283萬 | -7% | 1.33% | – | 1,634 | 86.05% | 0 |
|
| 3591 |
3591
Patrick M. Sweeney & Associates
Libertyville,
Illinois
| US$1.77億 | +US$328萬 | +2% | 2.84% | 90.4% | 181 | 7.18% | 2.2 |
|
| 3592 |
3592
Wilkins Miller Wealth Management
Mobile,
Alabama
| US$1.77億 | -US$476萬 | -3% | 0.2% | – | 99 | 8.08% | 1.5 |
|
| 3593 |
CWD
3593
Clarity Wealth Development
Corvallis,
Oregon
| US$1.77億 | -US$310萬 | -2% | 0.86% | – | 60 | 18.33% | 1.2 |
|
| 3594 |
3594
Thor Investment Management
Cincinnati,
Ohio
| US$1.77億 | +US$106萬 | +0.6% | 3.95% | 122% | 61 | 24.59% | 1.9 |
|
| 3595 |
3595
Five Pine Wealth Management
Coeur D Alene,
Idaho
| US$1.77億 | +US$11萬 | +0.1% | 1.05% | – | 55 | 16.36% | 1.4 |
|
| 3596 |
3596
Prentiss Smith & Co
Brattleboro,
Vermont
| US$1.77億 | -US$561萬 | -3% | 0.33% | 67.4% | 71 | 7.04% | 6.3 |
|
| 3597 |
3597
Ridgeline Wealth
Mesa,
Arizona
| US$1.76億 | +US$548萬 | +3% | 0.75% | – | 63 | 7.94% | 1.3 |
|
| 3598 |
3598
Richardson Financial Services
Medway,
Massachusetts
| US$1.76億 | +US$2,417 | +0% | 1.87% | 77.4% | 647 | 14.37% | 1.8 |
|
| 3599 |
3599
Aurora Investment Managers
Naples,
Florida
| US$1.76億 | +US$1278萬 | +8% | 12.2% | 74.4% | 53 | 3.77% | 1.9 |
|
| 3600 |
3600
Brookmont Capital Management
Dallas,
Texas
| US$1.76億 | -US$1042萬 | -6% | 5.59% | 32.2% | 66 | 10.61% | 6.2 |
|