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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
3951
South Shore Capital Advisors
Cohasset,
Massachusetts
| US$1.46億 | -US$354萬 | -2% | 2.7% | – | 187 | 33.69% | 1.6 |
|
| 3952 |
PR
3952
PSP Research
Newtown Square,
Pennsylvania
| US$1.46億 | -US$4205萬 | -22% | 0.09% | – | 76 | 43.42% | 0.6 |
|
| 3953 |
3953
Bridgelight Financial Advisors
Shelton,
Connecticut
| US$1.46億 | -US$22.5萬 | -0.2% | 1.27% | – | 49 | 6.12% | 0.6 |
|
| 3954 |
3954
Post Resch Tallon Group
Pittsford,
New York
| US$1.46億 | +US$107萬 | +0.7% | 0.71% | – | 151 | 17.22% | 1.2 |
|
| 3955 |
3955
Delta Wealth Advisors
Indianapolis,
Indiana
| US$1.46億 | +US$560萬 | +4% | 0.51% | – | 48 | 4.17% | 1.8 |
|
| 3956 |
3956
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| US$1.46億 | -US$261萬 | -2% | 3.17% | 96.8% | 416 | 2.4% | 4 |
|
| 3957 |
KL
3957
Keenan LLC
Boston,
Massachusetts
| US$1.46億 | +US$397萬 | +3% | 0.58% | – | 48 | 8.33% | 0.7 |
|
| 3958 |
3958
Greenhouse Wealth Management
Westport,
Connecticut
| US$1.45億 | +US$318萬 | +2% | 0.93% | 87.2% | 56 | 8.93% | 3.9 |
|
| 3959 |
3959
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
| US$1.45億 | -US$246萬 | -2% | 0.66% | – | 114 | 7.89% | 1.6 |
|
| 3960 |
3960
Strategic Advisory Partners
Greensboro,
North Carolina
| US$1.45億 | +US$414萬 | +3% | 0.26% | – | 44 | 4.55% | 0.7 |
|
| 3961 |
3961
Platt Investment Counsel
Lake Mary,
Florida
| US$1.45億 | -US$396萬 | -3% | 1.93% | 62.9% | 15 | 6.67% | 2.8 |
|
| 3962 |
3962
Tepp RIA
Westfield,
New Jersey
| US$1.45億 | -US$238萬 | -2% | 0.43% | – | 53 | 11.32% | 0.9 |
|
| 3963 |
3963
Leibman Financial Services
Louisville,
Nebraska
| US$1.45億 | -US$545萬 | -4% | 1.84% | 59.2% | 49 | 14.29% | 1.6 |
|
| 3964 |
3964
Lesa Sroufe & Co
Seattle,
Washington
| US$1.45億 | +US$447萬 | +3% | 7.38% | – | 71 | 11.27% | 5.5 |
|
| 3965 |
ML
3965
MILFAM LLC
Stuart,
Florida
| US$1.45億 | +US$1648萬 | +13% | 20.9% | – | 16 | 31.25% | 0.3 |
|
| 3966 |
3966
Renaissance Capital
Stamford,
Connecticut
| US$1.45億 | -US$3671萬 | -20% | 3.3% | 392% | 61 | 26.23% | 0.9 |
|
| 3967 |
3967
Bright Futures Wealth Management
Webster, Ny 14580,
New York
| US$1.45億 | -US$1022萬 | -7% | 0.08% | – | 224 | 20.09% | 1.2 |
|
| 3968 |
3968
Vanguard Capital Wealth Advisors
Denver,
Colorado
| US$1.45億 | -US$302萬 | -2% | 1.23% | 234% | 151 | 27.81% | 3.4 |
|
| 3969 |
3969
4Wealth Advisors
Burr Ridge,
Illinois
| US$1.45億 | +US$1430萬 | +11% | 0.15% | – | 169 | 25.44% | 1.2 |
|
| 3970 |
3970
Ares Financial Consulting
Calabasas,
California
| US$1.45億 | +US$517萬 | +4% | 0.94% | – | 1,148 | 8.28% | 0.7 |
|
| 3971 |
LC
3971
Lawood & Co
Williamsport,
Pennsylvania
| US$1.45億 | -US$310萬 | -2% | 0.5% | – | 97 | 5.15% | 0.7 |
|
| 3972 |
3972
New Covenant Trust Company
Jeffersonville,
Indiana
| US$1.44億 | +US$1182萬 | +9% | 2.38% | – | 115 | 10.43% | 1.7 |
|
| 3973 |
3973
DWR Wealth Management
San Jose,
California
| US$1.44億 | +US$1071萬 | +8% | 0.83% | – | 59 | 6.78% | 0.7 |
|
| 3974 |
3974
Enhancing Capital
Harrisburg,
Pennsylvania
| US$1.44億 | -US$124萬 | -0.8% | 2.81% | – | 93 | 8.6% | 3.4 |
|
| 3975 |
3975
Carbahal Olsen Financial Services Group
Davis,
California
| US$1.44億 | +US$14.6萬 | +0.1% | 1.23% | – | 41 | 9.76% | 1.5 |
|