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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
3776
Center for Wealth Management Advisory
Milford,
Ohio
| US$1.61億 | +US$196萬 | +1% | 0.07% | – | 77 | 38.96% | 0.5 |
|
| 3777 |
3777
Mendota Financial Group
Madison,
Wisconsin
| US$1.61億 | -US$12.7萬 | -0.1% | 1.76% | 50.1% | 34 | 8.82% | 2.2 |
|
| 3778 |
3778
Porter White Investment Advisors
Birmingham,
Alabama
| US$1.61億 | -US$9853萬 | -38% | 1.34% | 58% | 41 | 14.63% | 2.7 |
|
| 3779 |
3779
Centerpoint Advisory Group
Overland Park,
Kansas
| US$1.61億 | +US$342萬 | +2% | 2.04% | – | 122 | 5.74% | 1.4 |
|
| 3780 |
KFO
3780
Kopp Family Office
Bloomington,
Minnesota
| US$1.61億 | -US$239萬 | -1% | 0.06% | 47.9% | 33 | 12.12% | 2.2 |
|
| 3781 |
3781
Blue Capital Inc
Omaha,
Nebraska
| US$1.61億 | +US$320萬 | +2% | 2.22% | – | 158 | 36.71% | 0.6 |
|
| 3782 |
3782
ADG Wealth Management Group
Metairie,
Louisiana
| US$1.61億 | +US$316萬 | +2% | 0.7% | – | 42 | 7.14% | 1.2 |
|
| 3783 |
3783
Arbor Wealth Advisors
Troy,
Michigan
| US$1.61億 | -US$299萬 | -2% | 1.82% | 58.7% | 62 | 6.45% | 2.2 |
|
| 3784 |
3784
1620 Investment Advisors
Plymouth,
Massachusetts
| US$1.6億 | -US$106萬 | -0.7% | 0.48% | 71.4% | 724 | 8.43% | 2 |
|
| 3785 |
3785
Horizons Wealth Management
Asheville,
North Carolina
| US$1.6億 | – | – | 1.83% | – | 165 | – | 3.4 |
|
| 3786 |
3786
Cultivar Capital
Denton,
Texas
| US$1.6億 | +US$495萬 | +3% | 0.23% | 38.3% | 47 | 21.28% | 1.6 |
|
| 3787 |
CCP
3787
Crocodile Capital Partners
Ursensollen,
Germany
| US$1.6億 | +US$1314萬 | +9% | 2.08% | 126% | 13 | 7.69% | 1.3 |
|
| 3788 |
3788
Lauer Wealth
Valparaiso,
Indiana
| US$1.6億 | -US$649萬 | -4% | 4.16% | 89.4% | 112 | 49.11% | 0.8 |
|
| 3789 |
FFG
3789
Floyd Financial Group
Springfield,
Missouri
| US$1.6億 | +US$674萬 | +4% | 2.8% | – | 66 | 7.58% | 1.4 |
|
| 3790 |
3790
Fairway Financial
Casselberry,
Florida
| US$1.6億 | +US$1362萬 | +9% | 0.73% | – | 27 | 18.52% | 1.4 |
|
| 3791 |
WSA
3791
Warm Springs Advisors
Larkspur,
California
| US$1.6億 | +US$1516萬 | +10% | 4.93% | – | 51 | 27.45% | 1.4 |
|
| 3792 |
3792
Collaborative Capital Advisors
New York
| US$1.6億 | +US$127萬 | +0.8% | 3.13% | – | 90 | 21.11% | 0.2 |
|
| 3793 |
3793
Redstone Wealth Management
Oklahoma City,
Oklahoma
| US$1.59億 | +US$622萬 | +4% | 0.56% | – | 35 | 17.14% | 0.6 |
|
| 3794 |
3794
Accordant Advisory Group
Annapolis,
Maryland
| US$1.59億 | +US$1116萬 | +8% | 8.09% | – | 254 | 6.3% | 1.2 |
|
| 3795 |
3795
S.R. Schill & Associates
Mercer Island,
Washington
| US$1.59億 | -US$624萬 | -4% | 1.75% | 42.7% | 25 | 12% | 4.3 |
|
| 3796 |
3796
Goldenstone Wealth Management
El Dorado Hills,
California
| US$1.59億 | +US$643萬 | +4% | 2.93% | – | 82 | 8.54% | 0.7 |
|
| 3797 |
3797
Seed Wealth Management
Evanston,
Illinois
| US$1.59億 | +US$127萬 | +0.8% | 0.75% | 62% | 102 | 21.57% | 2.8 |
|
| 3798 |
3798
Krane Financial Solutions
Calabasas,
California
| US$1.59億 | -US$342萬 | -2% | 0.51% | – | 56 | 10.71% | 0.5 |
|
| 3799 |
BTC
3799
Bank & Trust Company
Litchfield,
Illinois
| US$1.59億 | +US$57.3萬 | +0.4% | 4% | – | 309 | 2.27% | 2 |
|
| 3800 |
3800
Verus Wealth Management
De Pere,
Wisconsin
| US$1.59億 | +US$3748萬 | +31% | 0.95% | – | 74 | 39.19% | 1.1 |
|