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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
3626
Tower Trust & Investment Company
Davenport,
Iowa
| US$1.74億 | +US$945萬 | +6% | 5.41% | – | 260 | 21.54% | 1.3 |
|
| 3627 |
3627
Shum Financial Group
Alameda,
California
| US$1.74億 | +US$826萬 | +5% | 3.2% | – | 113 | 8.85% | 1.5 |
|
| 3628 |
3628
Networth Advisors
Canonsburg,
Pennsylvania
| US$1.74億 | +US$198萬 | +1% | 0.76% | – | 416 | 12.98% | 0.6 |
|
| 3629 |
3629
Evolution Wealth Management
Fort Myers,
Florida
| US$1.74億 | +US$383萬 | +2% | 0.46% | – | 1,074 | 26.72% | 0.8 |
|
| 3630 |
3630
Ridgeline Wealth Planning
Centerville,
Ohio
| US$1.74億 | +US$1606萬 | +10% | 0.19% | – | 55 | 5.45% | 1.3 |
|
| 3631 |
3631
Income Insurance Ltd
Singapore,
| US$1.74億 | +US$600萬 | +4% | 6.03% | – | 194 | 11.86% | 0.7 |
|
| 3632 |
3632
Grantvest Financial Group
Matawan,
New Jersey
| US$1.74億 | +US$117萬 | +0.7% | 0.13% | – | 200 | 10.5% | 1.2 |
|
| 3633 |
3633
Wright Wealth
Atlanta,
Georgia
| US$1.74億 | +US$706萬 | +4% | 0.97% | – | 57 | 15.79% | 0.7 |
|
| 3634 |
3634
Kestrel Investment Management
San Mateo,
California
| US$1.73億 | -US$1030萬 | -6% | 4.97% | 99.8% | 43 | 16.28% | 1.9 |
|
| 3635 |
3635
Vannoy Advisory Group
Austin,
Texas
| US$1.73億 | -US$375萬 | -2% | 1.13% | 52.5% | 30 | 6.67% | 2.5 |
|
| 3636 |
AMAL
3636
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| US$1.73億 | -US$770萬 | -4% | 1.73% | 125% | 17 | 0% | 5.8 |
|
| 3637 |
6SA
3637
6th Street Advisors
Daphne,
Alabama
| US$1.73億 | -US$101萬 | -0.6% | 0.35% | – | 66 | 15.15% | 0.4 |
|
| 3638 |
3638
Invariant Investment Management
Camp Hill,
Pennsylvania
| US$1.73億 | +US$242萬 | +1% | 1.01% | – | 75 | 17.33% | 0.7 |
|
| 3639 |
AIFAIM
3639
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| US$1.73億 | -US$23.9萬 | -0.1% | 0.72% | 79.1% | 161 | 3.11% | 3.8 |
|
| 3640 |
3640
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
| US$1.73億 | +US$1069萬 | +7% | 0.03% | 75.6% | 62 | 11.29% | 3.1 |
|
| 3641 |
3641
Sterling Manor Financial
Saratoga Springs,
New York
| US$1.73億 | – | – | 1.46% | – | 37 | – | 2.1 |
|
| 3642 |
3642
Family Legacy Financial Solutions
Cary,
North Carolina
| US$1.73億 | +US$873萬 | +5% | 2.77% | – | 68 | 29.41% | 1 |
|
| 3643 |
3643
Ellerson Group
Annapolis,
Maryland
| US$1.73億 | +US$336萬 | +2% | 12.1% | 178% | 72 | 22.22% | 2.2 |
|
| 3644 |
3644
Guided Capital Wealth Management
Houston,
Texas
| US$1.72億 | +US$142萬 | +0.8% | 2.62% | – | 38 | 10.53% | 1.2 |
|
| 3645 |
3645
AGH Wealth Advisors
Wichita,
Kansas
| US$1.72億 | +US$1394萬 | +9% | 3.83% | – | 139 | 16.55% | 1.3 |
|
| 3646 |
3646
Atala Financial
Calabasas,
California
| US$1.72億 | +US$786萬 | +5% | 1.88% | – | 129 | 12.4% | 1.4 |
|
| 3647 |
3647
Cannon Advisors
Charlotte,
North Carolina
| US$1.72億 | +US$797萬 | +5% | 0.08% | – | 127 | 41.73% | 0.9 |
|
| 3648 |
3648
Gimbal Financial
Carmel,
Indiana
| US$1.72億 | +US$957萬 | +6% | 8.15% | – | 71 | 39.44% | 1.4 |
|
| 3649 |
3649
Stonekeep Investments
Sante Fe,
New Mexico
| US$1.72億 | +US$23.3萬 | +0.1% | 1.47% | – | 83 | 8.43% | 1.6 |
|
| 3650 |
3650
Processus Wealth & Capital Management
Brentwood,
Tennessee
| US$1.72億 | +US$314萬 | +2% | 6.63% | 160% | 36 | 2.78% | 2.4 |
|