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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4,660檔基金(占~52%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
AG Asset Advisory
Los Angeles,
California
| US$1.38億 | +US$1437萬 | +12% | 13% | – | 29 | 3.45% | 1.4 |
|
| 4027 |
4027
Smith Partners Wealth Management
Greensboro,
North Carolina
| US$1.38億 | +US$1208萬 | +10% | 0.55% | – | 80 | 25% | 0.6 |
|
| 4028 |
4028
Ferguson Johnson Wealth Management
Rockville,
Maryland
| US$1.38億 | +US$61.2萬 | +0.4% | 2.07% | – | 40 | 7.5% | 0.7 |
|
| 4029 |
4029
MFG Wealth Management
Indianapolis,
Indiana
| US$1.38億 | -US$209萬 | -1% | 1.65% | – | 69 | 18.84% | 1 |
|
| 4030 |
4030
Box Hill Private Wealth
Scottsdale,
Arizona
| US$1.38億 | +US$1287萬 | +10% | 1.57% | – | 79 | 20.25% | 0.6 |
|
| 4031 |
4031
Dynamic Financial Group
Cedar Falls,
Iowa
| US$1.38億 | +US$511萬 | +4% | 0.95% | – | 80 | 7.5% | 1.3 |
|
| 4032 |
4032
Innovative Advisory Group
Lexington,
Massachusetts
| US$1.37億 | +US$555萬 | +4% | 5.85% | – | 37 | 29.73% | 1.2 |
|
| 4033 |
TL
4033
TowerView LLC
New York
| US$1.37億 | -US$1520萬 | -10% | 3.71% | 16.3% | 17 | 5.88% | 6.2 |
|
| 4034 |
4034
Eagle Bay Advisors
New York
| US$1.37億 | +US$367萬 | +3% | 1.57% | 85% | 159 | 20.13% | 2.6 |
|
| 4035 |
4035
Luts & Greenleigh Group
Bethesda,
Maryland
| US$1.37億 | +US$501萬 | +4% | 6.72% | – | 107 | 7.48% | 2.4 |
|
| 4036 |
4036
MY Wealth Management
Germantown,
Maryland
| US$1.37億 | -US$499萬 | -4% | 1.03% | 41.2% | 47 | 10.64% | 2 |
|
| 4037 |
VIS
4037
Vertex Investment Solutions
Chiyoda-Ku,
| US$1.37億 | -US$1121萬 | -8% | 3.13% | – | 30 | 30% | 0.6 |
|
| 4038 |
4038
Challenger Wealth Management
Aliso Viejo,
California
| US$1.37億 | +US$113萬 | +0.8% | 3.16% | – | 66 | 6.06% | 1.6 |
|
| 4039 |
4039
Robocap Asset Management
London,
United Kingdom
| US$1.37億 | +US$1287萬 | +10% | 3.63% | 274% | 24 | 12.5% | 2 |
|
| 4040 |
4040
Aventus Investment Advisors
Naples,
Florida
| US$1.37億 | +US$37.7萬 | +0.3% | 0.96% | – | 181 | 17.68% | 0.9 |
|
| 4041 |
4041
Aegon USA Investment Management
Cedar Rapids,
Iowa
| US$1.37億 | -US$288萬 | -2% | 0.27% | 44.9% | 47 | 14.89% | 2.1 |
|
| 4042 |
4042
Titan Investment Management
Indianapolis,
Indiana
| US$1.37億 | +US$175萬 | +1% | 3.84% | – | 52 | 50% | 0.5 |
|
| 4043 |
4043
TT Capital Management
Coto De Caza,
California
| US$1.37億 | +US$842萬 | +7% | 2.49% | – | 91 | 19.78% | 1 |
|
| 4044 |
AA
4044
Alpha Advisors
Richmond,
Virginia
| US$1.37億 | +US$368萬 | +3% | 2.88% | – | 53 | 9.43% | 1.4 |
|
| 4045 |
4045
Financial Planning Fort Collins
Fort Collins,
Colorado
| US$1.37億 | +US$468萬 | +4% | 2.35% | – | 34 | 2.94% | 0.7 |
|
| 4046 |
OF
4046
Outfitter Financial
Brunswick,
Maine
| US$1.37億 | -US$593萬 | -4% | 0.65% | 97.6% | 80 | 7.5% | 3.6 |
|
| 4047 |
4047
Chung Wu Investment Group
Sugar Land,
Texas
| US$1.37億 | -US$1551萬 | -10% | 2.83% | – | 330 | 27.27% | 0.9 |
|
| 4048 |
4048
Koenig Investment Advisory
Ashland,
Oregon
| US$1.37億 | +US$785萬 | +6% | 2.68% | – | 38 | 2.63% | 0.7 |
|
| 4049 |
4049
Roan Capital Partners
Johnson City,
Tennessee
| US$1.37億 | +US$1596萬 | +13% | 0.54% | – | 81 | 7.41% | 0.4 |
|
| 4050 |
4050
ICG Advisors
Los Angeles,
California
| US$1.36億 | +US$1.06億 | +354% | 1.37% | – | 7 | 28.57% | 0.5 |
|