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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
3601
Stage Harbor Financial
Westwood,
Massachusetts
| US$1.76億 | +US$287萬 | +2% | 0.12% | 56.4% | 68 | 11.76% | 1.9 |
|
| 3602 |
3602
Guerra Pan Advisors
Montclair,
New Jersey
| US$1.76億 | -US$329萬 | -2% | 3.16% | 149% | 119 | 5.88% | 3.4 |
|
| 3603 |
3603
Forthright Family Wealth Advisory
Houston,
Texas
| US$1.76億 | -US$92.7萬 | -0.5% | 0.34% | 60.2% | 58 | 5.17% | 1.5 |
|
| 3604 |
3604
Dedeker Financial
St. Louis Park,
Minnesota
| US$1.76億 | -US$25.1萬 | -0.1% | 2.56% | – | 60 | 15% | 0.6 |
|
| 3605 |
3605
Andera Partners
Paris,
| US$1.76億 | -US$3078萬 | -15% | 0.51% | – | 8 | 12.5% | 0.6 |
|
| 3606 |
3606
Herbst Group
Westport,
Connecticut
| US$1.76億 | -US$778萬 | -4% | 0.31% | 142% | 84 | 36.9% | 1.5 |
|
| 3607 |
3607
Orser Capital Management
Southlake,
Texas
| US$1.76億 | -US$2595萬 | -13% | 0.8% | 128% | 68 | 19.12% | 3.7 |
|
| 3608 |
3608
Southern Capital Services
Daphne,
Alabama
| US$1.76億 | -US$261萬 | -1% | 1.15% | – | 31 | 9.68% | 0.7 |
|
| 3609 |
3609
Sugar Maple Asset Management
Sister Bay,
Wisconsin
| US$1.75億 | +US$2033萬 | +13% | 5.88% | – | 98 | 26.53% | 1.3 |
|
| 3610 |
3610
Cathy Pareto & Associates
Coral Gables,
Florida
| US$1.75億 | +US$487萬 | +3% | 1.04% | – | 106 | 11.32% | 1.4 |
|
| 3611 |
3611
Salvus Wealth Management
Red Bank,
New Jersey
| US$1.75億 | -US$310萬 | -2% | 1.69% | 108% | 137 | 12.41% | 3.2 |
|
| 3612 |
TPC
3612
Twin Peaks Capital
Hong Kong,
| US$1.75億 | -US$2780萬 | -14% | 5.18% | – | 30 | 50% | 0.3 |
|
| 3613 |
3613
OMC Financial Services
Dewitt,
New York
| US$1.75億 | -US$1.27億 | -42% | 8.93% | – | 63 | 53.97% | 2.2 |
|
| 3614 |
3614
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| US$1.75億 | -US$401萬 | -2% | 0.26% | 64.5% | 145 | 13.79% | 2.2 |
|
| 3615 |
SGH
3615
Sivik Global Healthcare
Greenwich,
Connecticut
| US$1.75億 | +US$4335萬 | +33% | 10.7% | 83.8% | 46 | 50% | 1.8 |
|
| 3616 |
3616
Bannerman Wealth Management Group
Lewisville,
Texas
| US$1.75億 | +US$331萬 | +2% | 0.64% | – | 39 | 10.26% | 1.4 |
|
| 3617 |
3617
Longview Financial Advisors
Huntsville,
Alabama
| US$1.75億 | +US$372萬 | +2% | 2.78% | 47.4% | 48 | 14.58% | 2.2 |
|
| 3618 |
3618
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
| US$1.75億 | +US$578萬 | +3% | 0.16% | – | 383 | 15.14% | 1.4 |
|
| 3619 |
3619
Cedar Point Capital Partners
Cedar Rapids,
Iowa
| US$1.75億 | +US$81.2萬 | +0.5% | 0.16% | 55.4% | 82 | 14.63% | 1.9 |
|
| 3620 |
3620
Arlington Capital Management
Arlington Heights,
Illinois
| US$1.74億 | +US$1359萬 | +8% | 3.4% | 146% | 135 | 33.33% | 1 |
|
| 3621 |
3621
Wildcat Capital Management
New York
| US$1.74億 | -US$5415萬 | -24% | 23.8% | 77.7% | 6 | 66.67% | 1.9 |
|
| 3622 |
3622
Providence Wealth Advisors
Frankfort,
Illinois
| US$1.74億 | +US$460萬 | +3% | 3.01% | 121% | 89 | 6.74% | 5.3 |
|
| 3623 |
3623
Hopwood Financial Services
Reston,
Virginia
| US$1.74億 | +US$168萬 | +1% | 0.36% | – | 95 | 8.42% | 1.5 |
|
| 3624 |
3624
Elevate Capital Advisors
Eagle,
Colorado
| US$1.74億 | -US$758萬 | -4% | 1.32% | – | 87 | 31.03% | 1 |
|
| 3625 |
3625
NDWM LLC
La Jolla,
California
| US$1.74億 | +US$406萬 | +2% | 0.43% | 50.3% | 42 | 7.14% | 1.7 |
|