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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4,496檔基金(占~50%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
GC
4101
Gruss & Co
West Palm Beach,
Florida
| US$1.2億 | +US$7903萬 | +194% | 6.57% | 173% | 43 | 23.26% | 2.1 |
|
| 4102 |
4102
BankChampaign National Association
Champaign,
Illinois
| US$1.2億 | -US$1048萬 | -8% | 0.38% | – | 227 | 22.91% | 0.5 |
|
| 4103 |
4103
HighRoad Wealth Advisors
Coos Bay,
Oregon
| US$1.2億 | +US$106萬 | +0.9% | 0.17% | – | 46 | 32.61% | 0.6 |
|
| 4104 |
4104
Cooke Wealth Management
Irvine,
California
| US$1.2億 | -US$250萬 | -2% | 1.43% | – | 40 | 7.5% | 0.7 |
|
| 4105 |
4105
Morangie Management
Vero Beach,
Florida
| US$1.19億 | -US$102萬 | -0.8% | 4.11% | – | 37 | 10.81% | 1.4 |
|
| 4106 |
4106
Bedminster
Bluffton,
South Carolina
| US$1.19億 | +US$227萬 | +2% | 0.55% | – | 52 | 5.77% | 0.7 |
|
| 4107 |
4107
River's Edge Wealth Management
Beaver,
Pennsylvania
| US$1.19億 | +US$561萬 | +5% | 1.83% | – | 50 | 14% | 0.7 |
|
| 4108 |
4108
Clio Asset Management
Charlottesville,
Virginia
| US$1.19億 | -US$675萬 | -5% | 4.87% | 60.6% | 16 | 12.5% | 1.8 |
|
| 4109 |
4109
CDM Financial Counseling Services
Norwich,
Connecticut
| US$1.19億 | +US$289萬 | +2% | 1.98% | – | 77 | 0% | 0.7 |
|
| 4110 |
D
4110
Drystone
Ivy,
Virginia
| US$1.19億 | -US$268萬 | -2% | 1.77% | – | 18 | 0% | 4.2 |
|
| 4111 |
4111
Wisconsin Wealth Advisors
Sun Prairie,
Wisconsin
| US$1.19億 | +US$223萬 | +2% | 3.02% | – | 92 | 10.87% | 1.4 |
|
| 4112 |
4112
Prospect Financial Group
Arlington,
Virginia
| US$1.19億 | -US$523萬 | -4% | 0.64% | – | 74 | 21.62% | 1.5 |
|
| 4113 |
4113
Bretton Capital Management
San Francisco,
California
| US$1.19億 | -US$652萬 | -5% | 0.03% | – | 22 | 18.18% | 1.8 |
|
| 4114 |
4114
Western Pacific Wealth Management
Lake Forest,
Illinois
| US$1.19億 | +US$813萬 | +7% | 5.85% | 91.4% | 186 | 5.91% | 3 |
|
| 4115 |
4115
Belleair Asset Management
Belleair Bluffs,
Florida
| US$1.19億 | -US$12.4萬 | -0.1% | 0.74% | – | 87 | 10.34% | 0.7 |
|
| 4116 |
4116
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
| US$1.19億 | -US$635萬 | -5% | 0.74% | – | 412 | 23.3% | 1 |
|
| 4117 |
4117
Worthington Financial Partners
Worthington,
Ohio
| US$1.18億 | -US$256萬 | -2% | 0.7% | – | 100 | 3% | 0.7 |
|
| 4118 |
4118
Anchor Capital Management Group
Aliso Viejo,
California
| US$1.18億 | -US$2686萬 | -19% | 0.81% | – | 16 | 25% | 1.4 |
|
| 4119 |
4119
Peck Wealth Management
White Plains,
New York
| US$1.18億 | -US$52.9萬 | -0.4% | 1.84% | – | 139 | 11.51% | 0.9 |
|
| 4120 |
4120
Midway Capital Research & Management
Chicago,
Illinois
| US$1.18億 | -US$772萬 | -6% | 2.88% | – | 116 | 58.62% | 0.7 |
|
| 4121 |
4121
Wheels Up Wealth
Benicia,
California
| US$1.18億 | +US$14萬 | +0.1% | 1.54% | – | 25 | 8% | 0.7 |
|
| 4122 |
WG
4122
Wealth Group
Raleigh,
North Carolina
| US$1.18億 | -US$2.83億 | -71% | 2.66% | – | 122 | 38.52% | 1.8 |
|
| 4123 |
4123
Savoir Faire Capital Management
Norwalk,
Connecticut
| US$1.18億 | -US$4301萬 | -27% | 10.3% | 0.01% | 47 | 19.15% | 1.6 |
|
| 4124 |
4124
Fortress Financial Solutions
Tucson,
Arizona
| US$1.18億 | – | – | 1% | – | 66 | – | 1.2 |
|
| 4125 |
4125
Brandywine Financial Group
Thompsons Station,
Tennessee
| US$1.18億 | +US$1.09億 | +1,305% | 0.12% | – | 71 | 74.65% | 0.2 |
|