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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
3676
Meadow Creek Wealth Advisors
Atlanta,
Georgia
| US$1.7億 | +US$600萬 | +4% | 2.57% | 101% | 149 | 16.78% | 3.6 |
|
| 3677 |
3677
Aegis Wealth Management (Iowa)
Guthrie Center,
Iowa
| US$1.7億 | +US$1460萬 | +9% | 0.29% | – | 143 | 25.17% | 0.5 |
|
| 3678 |
3678
Penbrook Management
New York
| US$1.69億 | +US$1272萬 | +8% | 1.85% | 107% | 106 | 8.49% | 5.8 |
|
| 3679 |
3679
Rare Wolf Capital
Bellevue,
Washington
| US$1.69億 | +US$1348萬 | +9% | 10.4% | – | 127 | 13.39% | 0.7 |
|
| 3680 |
3680
Community Bank of Raymore
Raymore,
Missouri
| US$1.69億 | -US$62.4萬 | -0.4% | 3.41% | 91.9% | 79 | 11.39% | 6.4 |
|
| 3681 |
3681
Williams & Novak
Westlake Village,
California
| US$1.69億 | +US$1782萬 | +12% | 1.18% | 61.6% | 163 | 19.02% | 1.6 |
|
| 3682 |
3682
Planning Strategies
Lancaster,
Pennsylvania
| US$1.69億 | +US$858萬 | +5% | 1.24% | – | 1,198 | 14.11% | 0.2 |
|
| 3683 |
3683
Pacific Park Financial
Lagina Hills,
California
| US$1.69億 | -US$341萬 | -2% | 0.48% | – | 82 | 7.32% | 0.7 |
|
| 3684 |
3684
bLong Financial
Memphis,
Tennessee
| US$1.69億 | +US$1530萬 | +10% | 8.75% | – | 86 | 11.63% | 1.4 |
|
| 3685 |
AI
3685
Axecap Investments
Mason,
Ohio
| US$1.69億 | -US$1213萬 | -7% | 0.41% | – | 87 | 27.59% | 0.8 |
|
| 3686 |
3WPFI
3686
365 WMG Private Fund I
Mason,
Ohio
| US$1.69億 | – | – | 0.41% | – | 77 | – | 0 |
|
| 3687 |
MWS
3687
MFA Wealth Services
Thousand Oaks,
California
| US$1.69億 | +US$106萬 | +0.6% | 0.03% | – | 136 | 3.68% | 1.4 |
|
| 3688 |
3688
Piedmont Capital Management (North Carolina)
Greensboro,
North Carolina
| US$1.68億 | +US$469萬 | +3% | 2.58% | – | 134 | 14.93% | 0.6 |
|
| 3689 |
3689
Azarias Capital Management
Berwyn,
Pennsylvania
| US$1.68億 | -US$6138萬 | -27% | 2.53% | 58.2% | 24 | 8.33% | 2.8 |
|
| 3690 |
3690
Vann Equity Management
Plano,
Texas
| US$1.68億 | +US$350萬 | +2% | 5.18% | – | 189 | 19.05% | 0.4 |
|
| 3691 |
CSI
3691
Cross Staff Investments
Pittsford,
New York
| US$1.68億 | -US$952萬 | -5% | 1.32% | 80.3% | 136 | 6.62% | 3.7 |
|
| 3692 |
3692
Gordian Advisors
Tucson,
Arizona
| US$1.68億 | -US$215萬 | -1% | 0.16% | 55.4% | 65 | 7.69% | 1.7 |
|
| 3693 |
3693
RiverTree Advisors
Winter Park,
Florida
| US$1.68億 | -US$148萬 | -0.9% | 1.01% | 25.4% | 84 | 30.95% | 1.7 |
|
| 3694 |
3694
Orca Wealth Management
New Port Richey,
Florida
| US$1.68億 | +US$120萬 | +0.7% | 0.64% | – | 89 | 12.36% | 1.3 |
|
| 3695 |
3695
Vilga Financial Planning
Fair Lawn,
New Jersey
| US$1.68億 | +US$3562萬 | +27% | 1.72% | – | 105 | 14.29% | 0.6 |
|
| 3696 |
3696
AdviceOne Advisory Services
Glastonbury,
Connecticut
| US$1.68億 | -US$941萬 | -5% | 3.65% | – | 46 | 10.87% | 1.3 |
|
| 3697 |
VFS
3697
Valpey Financial Services
Concord,
New Hampshire
| US$1.67億 | -US$57.2萬 | -0.3% | 1.2% | – | 77 | 2.6% | 1.2 |
|
| 3698 |
3698
Good Steward Wealth Advisors
Clarksville,
Tennessee
| US$1.67億 | +US$170萬 | +1% | 0.3% | – | 72 | 13.89% | 1.3 |
|
| 3699 |
3699
Davis Capital Management
Jacksonville,
Florida
| US$1.67億 | -US$166萬 | -1% | 1.78% | – | 1,379 | 22.7% | 1.5 |
|
| 3700 |
3700
Jordan Park Trust
Portsmouth,
New Hampshire
| US$1.67億 | +US$2388萬 | +17% | 16.6% | – | 17 | 11.76% | 1.3 |
|