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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
3926
Moulton Wealth Management
Spokane,
Washington
| US$1.48億 | -US$448萬 | -3% | 0.8% | 47.8% | 69 | 13.04% | 0.9 |
|
| 3927 |
3927
Green Alpha Advisors
Niwot,
Colorado
| US$1.48億 | -US$144萬 | -1% | 7.35% | 316% | 120 | 14.17% | 3.6 |
|
| 3928 |
3928
Cravens & Co Advisors
Cookeville,
Tennessee
| US$1.47億 | -US$147萬 | -1% | 1.59% | 70.4% | 72 | 22.22% | 2.3 |
|
| 3929 |
3929
Ipsen Advisor Group
Little Rock,
Arkansas
| US$1.47億 | -US$812萬 | -5% | 1.01% | – | 107 | 1.87% | 2.7 |
|
| 3930 |
3930
Tenzing Financial
Williamsburg,
Virginia
| US$1.47億 | +US$171萬 | +1% | 0.22% | – | 87 | 13.79% | 0.7 |
|
| 3931 |
3931
Brown University
Providence,
Rhode Island
| US$1.47億 | +US$3550萬 | +32% | 6.95% | 40.1% | 17 | 64.71% | 1.1 |
|
| 3932 |
3932
Ball & Co Wealth Management
Franklin,
Tennessee
| US$1.47億 | +US$591萬 | +4% | 1.66% | – | 76 | 67.11% | 1.3 |
|
| 3933 |
3933
Turn8 Private Wealth
Pointe Claire,
| US$1.47億 | -US$297萬 | -2% | 3.25% | – | 63 | 28.57% | 1 |
|
| 3934 |
3934
Midwest Financial Network
Tinley Park,
Illinois
| US$1.47億 | +US$34.6萬 | +0.2% | 0.05% | – | 111 | 10.81% | 1 |
|
| 3935 |
3935
Blodgett Wealth Advisors
Concord,
California
| US$1.47億 | -US$249萬 | -2% | 8.22% | 150% | 74 | 13.51% | 3.2 |
|
| 3936 |
BCG
3936
BRIA Capital Group
Wesley Chapel,
Florida
| US$1.47億 | +US$1121萬 | +8% | 4.31% | – | 74 | 8.11% | 0.5 |
|
| 3937 |
3937
PVG Asset Management
Golden,
Colorado
| US$1.47億 | -US$2653萬 | -15% | 0.49% | – | 150 | 28% | 0.9 |
|
| 3938 |
3938
Arnold Financial Planning
Hiawatha,
Iowa
| US$1.47億 | +US$1258萬 | +9% | 1.29% | – | 46 | 13.04% | 0.5 |
|
| 3939 |
3939
Peak Wealth Management
Nashua,
New Hampshire
| US$1.47億 | +US$412萬 | +3% | 0.25% | – | 69 | 17.39% | 0.6 |
|
| 3940 |
ALAM
3940
Asahi Life Asset Management
Tokyo,
Japan
| US$1.47億 | -US$3035萬 | -17% | 3.06% | 133% | 213 | 54.93% | 2.2 |
|
| 3941 |
3941
Virtue Asset Management
Barrington,
Illinois
| US$1.47億 | +US$413萬 | +3% | 2.74% | – | 109 | 3.67% | 0.9 |
|
| 3942 |
3942
Clear Point Advisors
Melville,
New York
| US$1.46億 | +US$3366萬 | +30% | 1.38% | 56.7% | 138 | 37.68% | 0.7 |
|
| 3943 |
3943
Collier Financial
Denver,
Colorado
| US$1.46億 | +US$14.2萬 | +0.1% | 1.55% | – | 155 | 9.68% | 1.3 |
|
| 3944 |
AF
3944
ASL Financial
Los Gatos,
California
| US$1.46億 | +US$427萬 | +3% | 0.65% | – | 102 | 6.86% | 0.7 |
|
| 3945 |
3945
Clarity Retirement & Wealth
New Bedford,
Massachusetts
| US$1.46億 | +US$111萬 | +0.8% | 0.83% | – | 36 | 13.89% | 0.6 |
|
| 3946 |
HRC
3946
Hoertkorn Richard Charles
| US$1.46億 | -US$320萬 | -2% | 0.33% | 182% | 71 | 4.23% | 8.9 |
|
| 3947 |
3947
LTG Capital
Newton,
Massachusetts
| US$1.46億 | -US$358萬 | -2% | 4.48% | 59% | 25 | 4% | 4.3 |
|
| 3948 |
3948
Woodside Wealth Management
Framingham,
Massachusetts
| US$1.46億 | +US$240萬 | +2% | 0.36% | – | 46 | 8.7% | 1.4 |
|
| 3949 |
3949
BFI Wealth Solutions
Dallas,
Texas
| US$1.46億 | +US$1088萬 | +8% | 0.83% | – | 85 | 4.71% | 0.7 |
|
| 3950 |
SC
3950
Simcoe Capital
Spokane,
Washington
| US$1.46億 | -US$1816萬 | -11% | 3.09% | – | 37 | 8.11% | 0.6 |
|