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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
Future Financial Wealth Management
Cincinnati,
Ohio
| US$1.63億 | +US$256萬 | +2% | 0.96% | 65.2% | 142 | 16.9% | 3.2 |
|
| 3752 |
3752
Opulen Financial Group
Arlington,
Virginia
| US$1.63億 | +US$396萬 | +2% | 0.27% | – | 119 | 5.04% | 1.5 |
|
| 3753 |
3753
Murphy & Mullick Capital Management
Smithtown,
New York
| US$1.63億 | +US$176萬 | +1% | 1.91% | – | 700 | 5.29% | 1.5 |
|
| 3754 |
TF
3754
TME Financial
Huntington Beach,
California
| US$1.63億 | +US$93.4萬 | +0.6% | 1.89% | – | 71 | 2.82% | 1.5 |
|
| 3755 |
3755
Oceanside Advisors
Mount Pleasant,
South Carolina
| US$1.63億 | -US$3534萬 | -18% | 0.48% | 52.4% | 57 | 7.02% | 2.3 |
|
| 3756 |
3756
Blue Jean Financial
Albany,
New York
| US$1.63億 | +US$1913萬 | +13% | 6.9% | – | 108 | 66.67% | 0.2 |
|
| 3757 |
3757
Bonfire Financial
Colorado Springs,
Colorado
| US$1.63億 | +US$714萬 | +5% | 1.31% | – | 64 | 10.94% | 1.4 |
|
| 3758 |
3758
Christian Investment Advisors
New Braunfels,
Texas
| US$1.63億 | -US$698萬 | -4% | 4.59% | – | 15 | 33.33% | 1.2 |
|
| 3759 |
3759
Sagace Wealth Management
St. Petersburg,
Florida
| US$1.63億 | +US$325萬 | +2% | 2.41% | – | 86 | 32.56% | 1.4 |
|
| 3760 |
3760
Clark & Stuart Inc
Portland,
Maine
| US$1.62億 | +US$310萬 | +2% | 2.03% | – | 59 | 15.25% | 1.5 |
|
| 3761 |
3761
Paladin Partners
Hartland,
Wisconsin
| US$1.62億 | +US$1124萬 | +7% | 2.39% | – | 218 | 9.63% | 0.7 |
|
| 3762 |
3762
Bosman Wealth Management
Redlands,
California
| US$1.62億 | +US$112萬 | +0.7% | 4.87% | – | 63 | 14.29% | 0.8 |
|
| 3763 |
3763
S&A Financial Services
Overland Park,
Kansas
| US$1.62億 | -US$163萬 | -1% | 0.37% | – | 90 | 4.44% | 0.5 |
|
| 3764 |
3764
Reyes Financial Architecture
San Diego,
California
| US$1.62億 | -US$1640萬 | -9% | 2.54% | – | 579 | 50.43% | 0.7 |
|
| 3765 |
3765
Sun Group Wealth Partners
Irvine,
California
| US$1.62億 | +US$1552萬 | +11% | 8.28% | – | 92 | 17.39% | 0.5 |
|
| 3766 |
3766
Sierra Ocean
Ripon,
California
| US$1.62億 | +US$1751萬 | +12% | 1.28% | – | 84 | 27.38% | 1.2 |
|
| 3767 |
3767
AMG Asset Management Group
Cartersville,
Georgia
| US$1.62億 | +US$222萬 | +1% | 2.34% | – | 113 | 25.66% | 0.4 |
|
| 3768 |
3768
Hegarty Advisors
Garden City,
New York
| US$1.62億 | +US$1648萬 | +11% | 0.28% | – | 70 | 12.86% | 0.6 |
|
| 3769 |
3769
Aureum Wealth Management
North Palm Beach,
Florida
| US$1.62億 | +US$47.7萬 | +0.3% | 0.13% | – | 65 | 16.92% | 0.6 |
|
| 3770 |
3770
Kagan Cocozza Asset Management
Mickleton,
New Jersey
| US$1.62億 | +US$209萬 | +1% | 0.77% | – | 67 | 1.49% | 1.6 |
|
| 3771 |
3771
Argyle Capital Partners
Los Angeles,
California
| US$1.62億 | +US$290萬 | +2% | 3.46% | – | 186 | 10.75% | 1.4 |
|
| 3772 |
3772
PartnerRe Asset Management
Greenwich,
Connecticut
| US$1.62億 | +US$2011萬 | +14% | 2.62% | – | 3 | 33.33% | 0.5 |
|
| 3773 |
3773
Exchange Bank
Santa Rosa,
California
| US$1.62億 | +US$95.5萬 | +0.6% | 1.75% | 75.2% | 135 | 8.15% | 2.4 |
|
| 3774 |
3774
Michels Family Financial
Fort Worth,
Texas
| US$1.62億 | +US$558萬 | +4% | 1.81% | – | 159 | 10.06% | 1.4 |
|
| 3775 |
3775
Gibson Wealth Advisors
Tyler,
Texas
| US$1.62億 | +US$120萬 | +0.7% | 0.57% | – | 32 | 6.25% | 3.9 |
|