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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
3701
Collar Capital Management
Appleton,
Wisconsin
| US$1.67億 | -US$240萬 | -1% | 4.32% | – | 75 | 12% | 1.4 |
|
| 3702 |
3702
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
| US$1.67億 | +US$1037萬 | +7% | 4.77% | – | 178 | 16.29% | 1.1 |
|
| 3703 |
SMP
3703
Santa Monica Partners
Palm Beach Gardens,
Florida
| US$1.67億 | -US$1838萬 | -10% | 7.02% | 102% | 13 | 0% | 6.6 |
|
| 3704 |
3704
GreatBanc Trust
Lisle,
Illinois
| US$1.67億 | +US$575萬 | +4% | 0.36% | – | 71 | 8.45% | 0.9 |
|
| 3705 |
3705
Macroview Investment Management
Bethesda,
Maryland
| US$1.67億 | +US$487萬 | +3% | 1.92% | 76.6% | 112 | 10.71% | 4.7 |
|
| 3706 |
3706
Alpha Wealth Funds
Park City,
Utah
| US$1.67億 | -US$1657萬 | -9% | 0.16% | – | 76 | 60.53% | 0.7 |
|
| 3707 |
BRWM
3707
Blue Rock Wealth Management
Winston-Salem,
North Carolina
| US$1.67億 | -US$1289萬 | -7% | 3.02% | – | 120 | 18.33% | 1.3 |
|
| 3708 |
3708
Silvia McColl Wealth Management
San Diego,
California
| US$1.67億 | +US$31.4萬 | +0.2% | 1.73% | 82.7% | 125 | 8% | 3 |
|
| 3709 |
3709
Westco Advisory Services
Lynbrook,
New York
| US$1.66億 | +US$77.5萬 | +0.5% | 2.85% | – | 103 | 8.74% | 0.7 |
|
| 3710 |
3710
Hickory Point Bank & Trust
Decatur,
Illinois
| US$1.66億 | +US$140萬 | +0.8% | 1.53% | – | 485 | 12.99% | 0.8 |
|
| 3711 |
3711
Lifetime Wealth Management
Rockwall,
Texas
| US$1.66億 | -US$516萬 | -3% | 4.08% | – | 93 | 8.6% | 0.7 |
|
| 3712 |
3712
Cottonwood Capital Advisors
Salt Lake City,
Utah
| US$1.66億 | +US$17.6萬 | +0.1% | 1.42% | 79% | 91 | 4.4% | 3.9 |
|
| 3713 |
3713
MidAtlantic Capital Management
Richmond,
Virginia
| US$1.66億 | +US$514萬 | +3% | 0.37% | 61.2% | 251 | 65.74% | 0.8 |
|
| 3714 |
3714
LDIC Inc
Toronto,
| US$1.66億 | +US$639萬 | +4% | 4.54% | – | 25 | 24% | 0.3 |
|
| 3715 |
3715
Cogent Private Wealth
Orlando,
Florida
| US$1.66億 | +US$586萬 | +4% | 0.18% | – | 131 | 15.27% | 0.6 |
|
| 3716 |
3716
Albert D. Mason Inc
Boston,
Massachusetts
| US$1.66億 | -US$1019萬 | -6% | 1.89% | 83.4% | 147 | 10.2% | 5.8 |
|
| 3717 |
3717
Seven Hills Financial
Tallahassee,
Florida
| US$1.66億 | – | – | 1.69% | – | 109 | – | 0 |
|
| 3718 |
MJPC
3718
Michael J. Porro & Co
Old Tappan,
New Jersey
| US$1.66億 | -US$1010萬 | -6% | 2.02% | – | 150 | 18% | 0.6 |
|
| 3719 |
MA
3719
McBroom & Associates
Las Vegas,
Nevada
| US$1.65億 | -US$3341萬 | -17% | 2.7% | 148% | 38 | 15.79% | 3.2 |
|
| 3720 |
3720
JDH Wealth Management
Santa Rosa,
California
| US$1.65億 | +US$109萬 | +0.7% | 0.08% | – | 64 | 12.5% | 1.4 |
|
| 3721 |
3721
Macco Financial Group
Green Bay,
Wisconsin
| US$1.65億 | +US$1148萬 | +7% | 0.71% | – | 25 | 12% | 0.6 |
|
| 3722 |
3722
Mascagni Wealth Management
Clinton,
Mississippi
| US$1.65億 | +US$436萬 | +3% | 2.34% | – | 148 | 9.46% | 1.3 |
|
| 3723 |
3723
Nautilus Advisors
La Jolla,
California
| US$1.65億 | -US$433萬 | -3% | 1.5% | – | 186 | 11.29% | 1.3 |
|
| 3724 |
3724
Navigate Wealth Management
Birmingham,
Alabama
| US$1.65億 | +US$387萬 | +2% | 0.22% | – | 87 | 16.09% | 0.4 |
|
| 3725 |
3725
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
| US$1.65億 | -US$551萬 | -3% | 0.91% | – | 107 | 71.96% | 0.4 |
|