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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
4076
Chung Wu Investment Group
Sugar Land,
Texas
| US$1.37億 | -US$1551萬 | -10% | 2.83% | – | 330 | 27.27% | 0.9 |
|
| 4077 |
4077
Koenig Investment Advisory
Ashland,
Oregon
| US$1.37億 | +US$785萬 | +6% | 2.68% | – | 38 | 2.63% | 0.7 |
|
| 4078 |
4078
Roan Capital Partners
Johnson City,
Tennessee
| US$1.37億 | +US$1596萬 | +13% | 0.54% | – | 81 | 7.41% | 0.4 |
|
| 4079 |
4079
ICG Advisors
Los Angeles,
California
| US$1.36億 | +US$1.06億 | +354% | 1.37% | – | 7 | 28.57% | 0.5 |
|
| 4080 |
4080
TABR Capital Management
Orange,
California
| US$1.36億 | +US$1905萬 | +16% | 0.27% | – | 82 | 62.2% | 0.6 |
|
| 4081 |
4081
Targeted Financial Services
Seminole,
Florida
| US$1.36億 | +US$90.6萬 | +0.7% | 0.53% | – | 67 | 11.94% | 0.6 |
|
| 4082 |
4082
Summit Financial Consulting
Sterling Heights,
Michigan
| US$1.36億 | -US$1106萬 | -8% | 1.6% | – | 53 | 16.98% | 1 |
|
| 4083 |
4083
Lynch Investment Planning
Newtown Square,
Pennsylvania
| US$1.36億 | +US$617萬 | +5% | 0.91% | – | 232 | 75.86% | 0.2 |
|
| 4084 |
4084
Seelaus Asset Management
Chatham,
New Jersey
| US$1.36億 | -US$608萬 | -4% | 3.88% | 134% | 216 | 17.59% | 3.3 |
|
| 4085 |
4085
Eagle Wealth Advisors
Westport,
Connecticut
| US$1.36億 | +US$510萬 | +4% | 4.65% | – | 103 | 3.88% | 0.6 |
|
| 4086 |
4086
Avail Investment Partners
Lemont,
Pennsylvania
| US$1.36億 | +US$625萬 | +5% | 3.5% | – | 225 | 20.44% | 0.4 |
|
| 4087 |
4087
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| US$1.36億 | -US$7640萬 | -36% | 0.18% | 88.8% | 8 | 0% | 3.4 |
|
| 4088 |
4088
Donalies Financial Planning
Washington,
District of Columbia
| US$1.36億 | +US$36.6萬 | +0.3% | 0.81% | – | 82 | 9.76% | 0.7 |
|
| 4089 |
4089
CrossGen Wealth
Greenville,
North Carolina
| US$1.36億 | +US$729萬 | +6% | 7.07% | – | 231 | 19.91% | 0.7 |
|
| 4090 |
ALS
4090
Andrew L. Share
| US$1.36億 | -US$5760萬 | -30% | 5.83% | 3.31% | 52 | 63.46% | 0.8 |
|
| 4091 |
4091
SeedSafe Financial
Austin,
Texas
| US$1.36億 | -US$325萬 | -2% | 1.31% | – | 42 | 14.29% | 0.6 |
|
| 4092 |
4092
Finward Bancorp
Munster,
Indiana
| US$1.36億 | +US$377萬 | +3% | 3.04% | – | 109 | 7.34% | 1.6 |
|
| 4093 |
4093
Providence Financial Advisors
Overland Park,
Kansas
| US$1.36億 | -US$4025萬 | -23% | 1.22% | – | 62 | 14.52% | 0.8 |
|
| 4094 |
4094
Farnam Financial
Phoenix,
Arizona
| US$1.35億 | -US$166萬 | -1% | 0.11% | – | 62 | 20.97% | 1.3 |
|
| 4095 |
4095
Broussard Financial Group
Kaplan,
Louisiana
| US$1.35億 | +US$1056萬 | +8% | 2.95% | – | 45 | 37.78% | 0.5 |
|
| 4096 |
4096
Approach Retirement Advisors
Vestavia,
Alabama
| US$1.35億 | -US$231萬 | -2% | 0.81% | – | 85 | 9.41% | 0.7 |
|
| 4097 |
4097
Capital CS Group
Irvine,
California
| US$1.35億 | +US$846萬 | +7% | 3.77% | 27.8% | 113 | 58.41% | 1 |
|
| 4098 |
SR
4098
Summer Road
West Palm Beach,
Florida
| US$1.35億 | -US$2584萬 | -16% | 16.7% | 214% | 26 | 30.77% | 1.7 |
|
| 4099 |
4099
Littlejohn Financial Services
Roseburg,
Oregon
| US$1.35億 | -US$249萬 | -2% | 1.91% | – | 82 | 28.05% | 0.9 |
|
| 4100 |
4100
Dala Group
Hoffman Estates,
Illinois
| US$1.35億 | +US$1365萬 | +11% | 1.7% | – | 72 | 6.94% | 0.7 |
|