我們已在上線!
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
3976
K2 Financial
Glendora,
California
| US$1.44億 | +US$247萬 | +2% | 1.48% | – | 62 | 4.84% | 1.6 |
|
| 3977 |
3977
Exane Asset Management
Paris,
France
| US$1.44億 | -US$1.33億 | -48% | 1.4% | 74.5% | 36 | 66.67% | 0.6 |
|
| 3978 |
3978
Merited Wealth
North Bay Village,
Florida
| US$1.44億 | +US$268萬 | +2% | 0.52% | – | 77 | 12.99% | 0.7 |
|
| 3979 |
3979
Bradyco Inc
Cambridge,
Massachusetts
| US$1.44億 | +US$5685萬 | +65% | 6.73% | – | 37 | 10.81% | 1.6 |
|
| 3980 |
3980
Corepath Wealth Partners
Scottsdale,
Arizona
| US$1.44億 | -US$1630萬 | -10% | 0.09% | 62.1% | 46 | 30.43% | 3.9 |
|
| 3981 |
HAM
3981
Hedges Asset Management
Reno,
Nevada
| US$1.44億 | -US$844萬 | -6% | 2.32% | – | 110 | 5.45% | 3.2 |
|
| 3982 |
GPCM
3982
Guardsman Private Capital Management
Sarasota,
Florida
| US$1.44億 | +US$126萬 | +0.9% | 0.28% | – | 44 | 2.27% | 0.7 |
|
| 3983 |
3983
Prosperity Advisers
Fort Washington,
Pennsylvania
| US$1.44億 | +US$581萬 | +4% | 0.32% | – | 48 | 12.5% | 0.6 |
|
| 3984 |
3984
Illumine Investment Management
Poulsbo,
Washington
| US$1.44億 | -US$988萬 | -6% | 0.84% | – | 107 | 0% | 0 |
|
| 3985 |
3985
Fulcrum Wealth Advisors
Bellevue,
Washington
| US$1.44億 | +US$1280萬 | +10% | 3.61% | – | 92 | 25% | 0.6 |
|
| 3986 |
3986
Semitam Bonam
Goshen,
New York
| US$1.44億 | +US$754萬 | +6% | 0.86% | – | 52 | 15.38% | 1.1 |
|
| 3987 |
3987
Wiregrass Investment Management
Thomasville,
Georgia
| US$1.44億 | -US$310萬 | -2% | 1% | – | 116 | 9.48% | 0.6 |
|
| 3988 |
3988
Rubicon Advisors
Redding,
California
| US$1.44億 | +US$635萬 | +5% | 2.91% | – | 93 | 11.83% | 0.6 |
|
| 3989 |
3989
Madson Wealth Advisors
Santa Rosa,
California
| US$1.44億 | -US$347萬 | -2% | 1.14% | – | 101 | 11.88% | 0.4 |
|
| 3990 |
3990
Fountainhead AM
Warren,
New Jersey
| US$1.43億 | +US$893萬 | +7% | 5.02% | 80.4% | 229 | 56.33% | 2.4 |
|
| 3991 |
3991
DMC Group
Birmingham,
Alabama
| US$1.43億 | -US$251萬 | -2% | 5.73% | 116% | 137 | 17.52% | 2.8 |
|
| 3992 |
3992
Hofer & Associates
Thousand Oaks,
California
| US$1.43億 | -US$6350萬 | -31% | 1.85% | 61.7% | 130 | 86.15% | 0.8 |
|
| 3993 |
3993
Red Crane Wealth Management
San Francisco,
California
| US$1.43億 | +US$740萬 | +5% | 1.85% | – | 82 | 8.54% | 1.4 |
|
| 3994 |
3994
SIMA Wealth Partners
North Chesterfield,
Virginia
| US$1.43億 | +US$221萬 | +2% | 0.55% | – | 138 | 5.8% | 2 |
|
| 3995 |
3995
Slocum, Gordon & Co
Newport,
Rhode Island
| US$1.43億 | -US$722萬 | -5% | 2.53% | 65.3% | 72 | 11.11% | 2.4 |
|
| 3996 |
3996
Sacks & Associates
Warren,
New Jersey
| US$1.43億 | -US$499萬 | -3% | 0.31% | – | 83 | 8.43% | 0.7 |
|
| 3997 |
3997
Fundamenta Capital
Montevideo,
| US$1.43億 | -US$2931萬 | -17% | 2.94% | – | 16 | 37.5% | 0.3 |
|
| 3998 |
3998
Vested Financial Planning
San Carlos,
California
| US$1.43億 | -US$587萬 | -4% | 0.65% | – | 36 | 36.11% | 1.2 |
|
| 3999 |
RCM
3999
RMR Capital Management
Tustin,
California
| US$1.43億 | -US$231萬 | -2% | 0.35% | 57% | 79 | 10.13% | 2.3 |
|
| 4000 |
4000
Cannon Capital Management
Salt Lake City,
Utah
| US$1.43億 | +US$2514萬 | +21% | 1.73% | – | 31 | 9.68% | 0.7 |
|