我們已在上線!
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6,641檔基金(占~74%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
3776
MBA Advisors
Hermitage,
Pennsylvania
| US$3.06億 | +US$897萬 | +3% | 1.87% | 66.1% | 181 | 14.92% | 3.2 |
|
| 3777 |
EFM
3777
Eley Financial Management
South Burlington,
Vermont
| US$3.06億 | -US$295萬 | -1% | 0.26% | 74.9% | 73 | 5.48% | 3.2 |
|
| 3778 |
MG
3778
Magnolia Group
Omaha,
Nebraska
| US$3.06億 | -US$1.71億 | -36% | 5.53% | 11.4% | 25 | 36% | 1.8 |
|
| 3779 |
3779
Freedom Financial Partners
Oakdale,
Minnesota
| US$3.05億 | -US$164萬 | -0.5% | 0.24% | – | 94 | 10.64% | 1.4 |
|
| 3780 |
3780
Silphium Asset Management
London,
United Kingdom
| US$3.05億 | +US$853萬 | +3% | 2.98% | 118% | 58 | 12.07% | 1.4 |
|
| 3781 |
3781
Landing Point Financial Group
Avon,
Ohio
| US$3.05億 | +US$1066萬 | +4% | 0.26% | – | 105 | 9.52% | 1.2 |
|
| 3782 |
3782
Rede Wealth
Charlottesville,
Virginia
| US$3.04億 | +US$240萬 | +0.8% | 1.83% | 84.4% | 119 | 4.2% | 1.8 |
|
| 3783 |
3783
Intrepid Capital Management
Jacksonville Beach,
Florida
| US$3.04億 | +US$2221萬 | +8% | 0.64% | 74.8% | 114 | 8.77% | 3 |
|
| 3784 |
3784
Endure Capital Management
Austin,
Texas
| US$3.04億 | -US$1.47億 | -33% | 4.51% | – | 59 | 49.15% | 0.3 |
|
| 3785 |
BDA
3785
Borer Denton & Associates
Blue Bell,
Pennsylvania
| US$3.04億 | -US$93.3萬 | -0.3% | 3.13% | 54.4% | 76 | 7.89% | 3.2 |
|
| 3786 |
3786
Equity Wealth Partners
Independence,
Missouri
| US$3.04億 | +US$2562萬 | +9% | 0.42% | – | 115 | 10.43% | 0.7 |
|
| 3787 |
3787
FCG Investment Company
Germantown,
Tennessee
| US$3.04億 | +US$1449萬 | +5% | 3.18% | – | 130 | 13.08% | 1 |
|
| 3788 |
3788
Brick & Kyle Associates
Newtown,
Pennsylvania
| US$3.04億 | +US$61.5萬 | +0.2% | 7.43% | 116% | 99 | 41.41% | 5.3 |
|
| 3789 |
3789
Clarus Group
Houston,
Texas
| US$3.03億 | +US$827萬 | +3% | 1.95% | 67.5% | 134 | 13.43% | 2.8 |
|
| 3790 |
3790
Shaker Financial Services
Arlington,
Virginia
| US$3.03億 | -US$1610萬 | -5% | 5.35% | 12.9% | 167 | 25.15% | 2.4 |
|
| 3791 |
3791
Wrenne Financial Planning
Lexington,
Kentucky
| US$3.03億 | +US$699萬 | +2% | 1.27% | 54.3% | 64 | 6.25% | 1.8 |
|
| 3792 |
RC
3792
Resolute Capital
Greenville,
South Carolina
| US$3.03億 | +US$1328萬 | +5% | 1.22% | – | 78 | 15.38% | 0.6 |
|
| 3793 |
3793
Ted Buchan & Co
San Diego,
California
| US$3.03億 | -US$263萬 | -0.9% | 0.75% | 65.2% | 100 | 11% | 2.2 |
|
| 3794 |
3794
Alpha Zero
Boca Raton,
Florida
| US$3.03億 | +US$3912萬 | +15% | 1.57% | – | 114 | 23.68% | 1.2 |
|
| 3795 |
3795
Lynx Investment Advisory
Washington, Dc,
District of Columbia
| US$3.03億 | -US$241萬 | -0.8% | 0.37% | – | 245 | 13.06% | 1.3 |
|
| 3796 |
3796
Cypress Funds
Los Angeles,
California
| US$3.03億 | -US$1132萬 | -4% | 8.14% | 125% | 15 | 13.33% | 4.3 |
|
| 3797 |
GAMC
3797
Garner Asset Management Corp
Plano,
Texas
| US$3.03億 | -US$566萬 | -2% | 0.73% | 103% | 177 | 12.99% | 5.2 |
|
| 3798 |
3798
Owen LaRue
Elizabethtown,
Kentucky
| US$3.03億 | +US$1515萬 | +5% | 4.31% | 139% | 167 | 31.74% | 1.6 |
|
| 3799 |
3799
Armstrong Fleming & Moore
Washington,
District of Columbia
| US$3.03億 | +US$74.2萬 | +0.2% | 0.68% | 135% | 116 | 5.17% | 1.4 |
|
| 3800 |
3800
Heritage Family Offices
Scottsdale,
Arizona
| US$3.03億 | +US$4361萬 | +17% | 2.45% | – | 1,024 | 77.05% | 0.3 |
|