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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
3826
Scratch Capital
Boise,
Idaho
| US$1.57億 | -US$4482萬 | -22% | 1.41% | – | 48 | 20.83% | 1.4 |
|
| 3827 |
3827
Safir Wealth Advisors
Greenland,
New Hampshire
| US$1.57億 | +US$273萬 | +2% | 0.53% | 52.1% | 18 | 5.56% | 3.7 |
|
| 3828 |
3828
Gladwyn Financial Advisors
Chantilly,
Virginia
| US$1.57億 | -US$330萬 | -2% | 1.22% | – | 82 | 1.22% | 1.2 |
|
| 3829 |
3829
Town Capital
Bel Air,
Maryland
| US$1.57億 | -US$116萬 | -0.7% | 0.24% | – | 86 | 23.26% | 0.5 |
|
| 3830 |
3830
Prota Financial
Houston,
Texas
| US$1.57億 | +US$461萬 | +3% | 0.41% | – | 71 | 4.23% | 0.7 |
|
| 3831 |
3831
ATX Financial Planning
Austin,
Texas
| US$1.56億 | +US$540萬 | +4% | 1.56% | – | 94 | 27.66% | 0.6 |
|
| 3832 |
3832
Kopion Asset Management
Mckinney,
Texas
| US$1.56億 | -US$173萬 | -1% | 4.38% | 80.5% | 21 | 4.76% | 4.3 |
|
| 3833 |
3833
Polaris Investment Advisors
Framingham,
Massachusetts
| US$1.56億 | +US$30.8萬 | +0.2% | 0.59% | – | 82 | 13.41% | 0.7 |
|
| 3834 |
3834
46 Peaks LLC
Newtown,
Pennsylvania
| US$1.56億 | -US$267萬 | -2% | 1.6% | – | 31 | 29.03% | 0.7 |
|
| 3835 |
3835
Aspetuck Financial Management
Westport,
Connecticut
| US$1.56億 | -US$1353萬 | -8% | 2.42% | – | 85 | 11.76% | 1.5 |
|
| 3836 |
3836
True Wind Capital Management
San Francisco,
California
| US$1.56億 | -US$6976萬 | -31% | 22.9% | 59.6% | 2 | 50% | 4.8 |
|
| 3837 |
3837
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| US$1.56億 | -US$806萬 | -5% | 0.34% | 41.2% | 62 | 11.29% | 3 |
|
| 3838 |
3838
Madison Park Capital Advisors
Seattle,
Washington
| US$1.56億 | +US$1559萬 | +11% | 2.1% | 62.4% | 76 | 18.42% | 1.9 |
|
| 3839 |
3839
AlpenGlobal Capital
Tahoe City,
California
| US$1.56億 | +US$2.69萬 | +0% | 1.29% | – | 38 | 18.42% | 1.4 |
|
| 3840 |
3840
Winebrenner Capital Management
Louisville,
Kentucky
| US$1.55億 | -US$878萬 | -5% | 0.54% | – | 161 | 13.04% | 1.3 |
|
| 3841 |
3841
Terra Nova Asset Management
New York
| US$1.55億 | -US$791萬 | -5% | 1.29% | 172% | 107 | 24.3% | 3.2 |
|
| 3842 |
3842
Seek First
Campbell,
California
| US$1.55億 | -US$310萬 | -2% | 0.89% | – | 68 | 8.82% | 1.3 |
|
| 3843 |
3843
Lederer & Associates Investment Counsel
Long Beach,
California
| US$1.55億 | +US$318萬 | +2% | 5.63% | 92.7% | 90 | 8.89% | 5.9 |
|
| 3844 |
ML
3844
MTCO Ltd
Nassau,
| US$1.55億 | -US$1.16億 | -43% | 26.3% | – | 6 | 33.33% | 0.4 |
|
| 3845 |
DW
3845
Durante & Waters
Brewster,
New York
| US$1.55億 | +US$214萬 | +1% | 0.42% | 59.1% | 37 | 16.22% | 2.2 |
|
| 3846 |
3846
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
| US$1.55億 | +US$341萬 | +2% | 0.33% | – | 490 | 15.92% | 1.2 |
|
| 3847 |
3847
Richard Young Associates
Augusta,
Georgia
| US$1.55億 | +US$408萬 | +3% | 1.62% | – | 33 | 18.18% | 0.6 |
|
| 3848 |
3848
Rye Brook Capital
Greenwich,
Connecticut
| US$1.54億 | +US$1186萬 | +8% | 0.98% | 77.2% | 44 | 18.18% | 1.1 |
|
| 3849 |
3849
Koa Wealth Management
Encinitas,
California
| US$1.54億 | +US$738萬 | +5% | 6.45% | 74.8% | 57 | 8.77% | 2 |
|
| 3850 |
3850
Abbington Investment Group
Westport,
Connecticut
| US$1.54億 | -US$280萬 | -2% | 7.53% | – | 53 | 5.66% | 0.9 |
|