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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
3901
Thompson Davis & Co
Richmond,
Virginia
| US$1.49億 | -US$1809萬 | -11% | 7.14% | 179% | 189 | 27.51% | 2.4 |
|
| 3902 |
3902
Newport Capital Group
Red Bank,
New Jersey
| US$1.49億 | -US$2903萬 | -16% | 0.56% | – | 85 | 95.29% | 0.2 |
|
| 3903 |
3903
Dalton Investments
Las Vegas,
Nevada
| US$1.49億 | +US$3812萬 | +34% | 28.5% | 125% | 17 | 23.53% | 3.3 |
|
| 3904 |
3904
Clear Retirement Advice
San Mateo,
California
| US$1.49億 | +US$296萬 | +2% | 0.45% | – | 62 | 16.13% | 0.6 |
|
| 3905 |
3905
Cassilly Financial Group
Severna Park,
Maryland
| US$1.49億 | +US$1110萬 | +8% | 0.24% | – | 83 | 15.66% | 0.6 |
|
| 3906 |
3906
Heffernan Advisory
Flagstaff,
Arizona
| US$1.49億 | +US$2936萬 | +25% | 2.31% | – | 60 | 33.33% | 0.4 |
|
| 3907 |
3907
RF&L Wealth Management
Acton,
Massachusetts
| US$1.49億 | +US$103萬 | +0.7% | 0.2% | 73.8% | 53 | 9.43% | 3.2 |
|
| 3908 |
3908
LightSquare Wealth Management
Bingham Farms,
Michigan
| US$1.49億 | +US$372萬 | +3% | 1.2% | – | 115 | 13.91% | 0.4 |
|
| 3909 |
3909
Split Rock Private Trading & Wealth Management
Cloquet,
Minnesota
| US$1.49億 | +US$292萬 | +2% | 2.37% | – | 53 | 13.21% | 0.6 |
|
| 3910 |
3910
Fiduciary Advisors Inc
St. Louis,
Missouri
| US$1.49億 | +US$12.5萬 | +0.1% | 0.8% | – | 174 | 28.16% | 1.2 |
|
| 3911 |
3911
LiftPoint Family Wealth Advisors
Far Hills,
New Jersey
| US$1.49億 | +US$107萬 | +0.7% | 1.05% | – | 71 | 11.27% | 0.6 |
|
| 3912 |
3912
RHL Group
Holly,
Michigan
| US$1.49億 | +US$2840萬 | +24% | 3.1% | – | 418 | 45.93% | 0.4 |
|
| 3913 |
3913
Phillip James Consulting
Plymouth,
Minnesota
| US$1.49億 | -US$108萬 | -0.7% | 0.09% | – | 389 | 19.54% | 0.4 |
|
| 3914 |
3914
Sound Financial Strategies Group
Madison,
Mississippi
| US$1.48億 | -US$902萬 | -6% | 1.03% | 27.1% | 128 | 24.22% | 1.6 |
|
| 3915 |
3915
VUB Generali dochodkova spravcovska spolocnost
Bratislava,
| US$1.48億 | +US$343萬 | +2% | 4.34% | – | 97 | 11.34% | 0.7 |
|
| 3916 |
3916
Bingham Private Wealth
San Francisco,
California
| US$1.48億 | +US$305萬 | +2% | 2.4% | – | 188 | 13.3% | 1.2 |
|
| 3917 |
3917
Whipplewood Advisors
Littleton,
Colorado
| US$1.48億 | -US$25.3萬 | -0.2% | 1.25% | – | 649 | 71.19% | 1.5 |
|
| 3918 |
3918
Renasant Bank
Tupelo,
Mississippi
| US$1.48億 | -US$732萬 | -5% | 1.82% | 72.3% | 155 | 21.29% | 3.2 |
|
| 3919 |
3919
Elevation Wealth Management
Eden Prairie,
Minnesota
| US$1.48億 | +US$1444萬 | +11% | 3.8% | – | 157 | 12.1% | 0.6 |
|
| 3920 |
3920
Washington Capital Management
Seattle,
Washington
| US$1.48億 | -US$342萬 | -2% | 1.01% | 81.8% | 128 | 19.53% | 2.7 |
|
| 3921 |
OIA
3921
Oakmont Investment Advisors
Pittsburgh,
Pennsylvania
| US$1.48億 | +US$393萬 | +3% | 0.98% | – | 133 | 27.82% | 0.5 |
|
| 3922 |
3922
Gilpin Wealth Management
Denver,
Colorado
| US$1.48億 | +US$322萬 | +2% | 1.43% | – | 1,484 | 32.48% | 0.5 |
|
| 3923 |
3923
Essential Investment Partners
Englewood,
Colorado
| US$1.48億 | +US$2323萬 | +19% | 5.49% | – | 463 | 34.13% | 0.5 |
|
| 3924 |
3924
Commons Capital
Needham,
Massachusetts
| US$1.48億 | +US$480萬 | +3% | 8.02% | 166% | 101 | 16.83% | 2.2 |
|
| 3925 |
3925
Lionshead Wealth Management
New York
| US$1.48億 | -US$631萬 | -4% | 2.34% | – | 118 | 12.71% | 1.4 |
|