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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
Tortuga Wealth Management
Torrance,
California
| US$1.41億 | +US$901萬 | +7% | 5.36% | – | 146 | 10.96% | 0.6 |
|
| 4027 |
4027
Sherman Wealth Management
Gaithersburg,
Maryland
| US$1.41億 | +US$794萬 | +6% | 1.02% | – | 88 | 9.09% | 0.7 |
|
| 4028 |
4028
FDx Advisors
Chicago,
Illinois
| US$1.41億 | -US$1.91億 | -58% | 1.1% | 73.2% | 186 | 52.15% | 1.1 |
|
| 4029 |
4029
Daytona Street Capital
Saint Louis,
Missouri
| US$1.41億 | +US$361萬 | +3% | 0.22% | – | 319 | 21.63% | 0.6 |
|
| 4030 |
4030
HBE Wealth Management
Lincoln,
Nebraska
| US$1.41億 | +US$130萬 | +0.9% | 0.08% | – | 61 | 13.11% | 0.7 |
|
| 4031 |
4031
Odyssey Capital Advisors
Bala Cynwyd,
Pennsylvania
| US$1.4億 | +US$84.4萬 | +0.6% | 3.13% | – | 104 | 6.73% | 0.7 |
|
| 4032 |
4032
WealthPoint Financial
Cramerton,
North Carolina
| US$1.4億 | +US$306萬 | +2% | 0.63% | – | 133 | 10.53% | 0.7 |
|
| 4033 |
4033
Partnership Wealth Management
Towson,
Maryland
| US$1.4億 | -US$778萬 | -5% | 1.26% | 67.6% | 69 | 5.8% | 2.4 |
|
| 4034 |
UFA
4034
Uptown Financial Advisors
Dallas,
Texas
| US$1.4億 | -US$1177萬 | -8% | 0.5% | – | 93 | 22.58% | 1.5 |
|
| 4035 |
4035
North Capital
Salt Lake City,
Utah
| US$1.4億 | +US$770萬 | +6% | 0.9% | – | 111 | 21.62% | 1.2 |
|
| 4036 |
4036
Perkins Capital Management
Wayzata,
Minnesota
| US$1.4億 | +US$705萬 | +5% | 13.5% | 389% | 91 | 17.58% | 5.2 |
|
| 4037 |
NA
4037
Nearside Advisors
Indianapolis,
Indiana
| US$1.4億 | – | – | 1.05% | – | 47 | – | 0 |
|
| 4038 |
FF
4038
Fox Financial
Wyomissing,
Pennsylvania
| US$1.4億 | -US$369萬 | -3% | 0.35% | 78.9% | 15 | 26.67% | 2.1 |
|
| 4039 |
4039
Fairman Group
Chesterbrook,
Pennsylvania
| US$1.4億 | +US$1245萬 | +10% | 6.41% | 46.8% | 345 | 7.54% | 1.9 |
|
| 4040 |
4040
Journey Retirement Planning & Investment Management
Ammon,
Idaho
| US$1.4億 | +US$1130萬 | +9% | 4.21% | – | 181 | 20.99% | 0.6 |
|
| 4041 |
ICMP
4041
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| US$1.39億 | -US$383萬 | -3% | 1.35% | 39.7% | 66 | 13.64% | 2.9 |
|
| 4042 |
ACM
4042
Appalachian Capital Management
St Clairsville,
Ohio
| US$1.39億 | +US$155萬 | +1% | 0.37% | – | 48 | 10.42% | 0.7 |
|
| 4043 |
4043
GS Investments
Minneapolis,
Minnesota
| US$1.39億 | +US$95.3萬 | +0.7% | 3.83% | 108% | 137 | 5.84% | 4.5 |
|
| 4044 |
4044
Legacy Advisory Services
Exton,
Pennsylvania
| US$1.39億 | -US$272萬 | -2% | 1.07% | 59.4% | 88 | 47.73% | 1 |
|
| 4045 |
4045
Athena Wealth Management
Reno,
Nevada
| US$1.39億 | +US$483萬 | +4% | 3.85% | – | 113 | 16.81% | 0.6 |
|
| 4046 |
4046
New Dimensions Wealth Management
Allen,
Texas
| US$1.39億 | +US$687萬 | +5% | 1.06% | – | 22 | 9.09% | 1.4 |
|
| 4047 |
4047
Palatine Hill Wealth Management
Birmingham,
Michigan
| US$1.39億 | +US$1504萬 | +12% | 6.51% | – | 57 | 8.77% | 0.6 |
|
| 4048 |
4048
APS Management Group
Torrance,
California
| US$1.39億 | +US$899萬 | +7% | 3.46% | – | 81 | 16.05% | 0.9 |
|
| 4049 |
4049
Global Trust Wealth Management
West Palm Beach,
Florida
| US$1.39億 | -US$621萬 | -4% | 0.29% | – | 76 | 7.89% | 0.7 |
|
| 4050 |
4050
Syntax Research
Boca Raton,
Florida
| US$1.39億 | +US$190萬 | +1% | 0.27% | 50.7% | 206 | 19.42% | 2.2 |
|