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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
NorthLanding Financial Partners
Rochester,
New York
| US$1.43億 | -US$186萬 | -1% | 0.1% | 54.7% | 46 | 6.52% | 3.1 |
|
| 4002 |
4002
Mallini Complete Financial Planning
Gainesville,
Florida
| US$1.43億 | +US$250萬 | +2% | 1.23% | – | 73 | 4.11% | 1.3 |
|
| 4003 |
4003
Spectrum Advisors
Plano,
Texas
| US$1.43億 | +US$123萬 | +0.9% | 0.24% | – | 57 | 10.53% | 0.5 |
|
| 4004 |
4004
Sidoxia Capital Management
Newport Beach,
California
| US$1.42億 | +US$605萬 | +4% | 2.14% | – | 91 | 8.79% | 0.5 |
|
| 4005 |
4005
Sound Portfolio Advisors
Mystic,
Connecticut
| US$1.42億 | +US$154萬 | +1% | 0.51% | – | 49 | 4.08% | 0.6 |
|
| 4006 |
4006
Marrick Wealth
Irvine,
California
| US$1.42億 | +US$158萬 | +1% | 0.19% | – | 63 | 3.17% | 0.6 |
|
| 4007 |
4007
Gilbert Capital Group
North Yarmouth,
Maine
| US$1.42億 | -US$38.6萬 | -0.3% | 0.86% | – | 63 | 15.87% | 0.9 |
|
| 4008 |
4008
Tenet Wealth Partners
Champaign,
Illinois
| US$1.42億 | +US$785萬 | +6% | 0.8% | – | 112 | 14.29% | 0.2 |
|
| 4009 |
GJ
4009
Greg Jennings
Dewitt,
New York
| US$1.42億 | – | – | 6.33% | – | 49 | – | 0 |
|
| 4010 |
4010
Ulland Investment Advisors
Minneapolis,
Minnesota
| US$1.42億 | +US$672萬 | +5% | 1.64% | 161% | 240 | 7.92% | 3 |
|
| 4011 |
4011
Alessandra Capital Management
Torrance,
California
| US$1.42億 | +US$91.3萬 | +0.6% | 1.1% | – | 142 | 25.35% | 0.6 |
|
| 4012 |
AC
4012
Agman Capital
Omaha,
Nebraska
| US$1.42億 | -US$1644萬 | -10% | 12.3% | – | 21 | 19.05% | 0.6 |
|
| 4013 |
SPAL
4013
StoneRidge PMG Advisors, LLC
Radnor,
Pennsylvania
| US$1.42億 | – | – | 3.15% | – | 147 | – | 0 |
|
| 4014 |
4014
Blueline Advisors
Exeter,
New Hampshire
| US$1.42億 | -US$252萬 | -2% | 1.22% | – | 297 | 25.25% | 0.6 |
|
| 4015 |
4015
Stirlingshire Investments
New York
| US$1.42億 | +US$696萬 | +5% | 0.09% | – | 266 | 33.08% | 0.5 |
|
| 4016 |
4016
NorthAvenue LLC
Columbus,
Ohio
| US$1.42億 | +US$220萬 | +2% | 0.72% | – | 316 | 14.87% | 0.7 |
|
| 4017 |
PM
4017
Parametrica Management
Wanchai,
Hong Kong
| US$1.42億 | +US$1417萬 | +11% | 2.07% | 543% | 35 | 60% | 1 |
|
| 4018 |
4018
Forest Hill Capital
Little Rock,
Arkansas
| US$1.42億 | +US$1169萬 | +9% | 9.71% | 132% | 24 | 25% | 4.1 |
|
| 4019 |
4019
Richwood Investment Advisors
Cincinnati,
Ohio
| US$1.42億 | -US$56.2萬 | -0.4% | 0.6% | 71.9% | 112 | 8.93% | 3.8 |
|
| 4020 |
4020
PCG Asset Management
Gladstone,
New Jersey
| US$1.42億 | +US$202萬 | +1% | 2.03% | – | 147 | 70.75% | 0.6 |
|
| 4021 |
RHDIC
4021
R.H. Dinel Investment Counsel
Los Angeles,
California
| US$1.42億 | +US$1131萬 | +9% | 14.6% | 55.9% | 40 | 2.5% | 10.7 |
|
| 4022 |
4022
LifePlan Financial
Mankato,
Minnesota
| US$1.41億 | -US$151萬 | -1% | 2.3% | 69.9% | 95 | 10.53% | 1.9 |
|
| 4023 |
MCM
4023
Magnolia Capital Management
Cold Spring,
New York
| US$1.41億 | -US$367萬 | -3% | 1.26% | 85.9% | 75 | 5.33% | 4.7 |
|
| 4024 |
4024
Rhodes Investment Advisors
Fort Worth,
Texas
| US$1.41億 | +US$511萬 | +4% | 4% | – | 141 | 21.99% | 0.6 |
|
| 4025 |
4025
Western Reserve Capital Management
Hudson,
Ohio
| US$1.41億 | +US$609萬 | +5% | 1.32% | – | 54 | 1.85% | 0.7 |
|