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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
4101
Golden Bell Financial Planning
Alpharetta,
Georgia
| US$1.35億 | -US$101萬 | -0.7% | 1.92% | – | 41 | 2.44% | 1.5 |
|
| 4102 |
4102
Core Wealth Advisors (Indiana)
Indianapolis,
Indiana
| US$1.35億 | -US$84.9萬 | -0.6% | 0.91% | – | 36 | 13.89% | 0.6 |
|
| 4103 |
4103
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| US$1.35億 | +US$606萬 | +5% | 1.14% | – | 817 | 6.61% | 1.4 |
|
| 4104 |
4104
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
| US$1.35億 | -US$1326萬 | -9% | 2.29% | – | 238 | 26.05% | 1.2 |
|
| 4105 |
4105
BLVD Private Wealth
Prospect,
Kentucky
| US$1.34億 | -US$11.9萬 | -0.1% | 1.96% | – | 76 | 11.84% | 0.9 |
|
| 4106 |
4106
CPR Investments
Rochester,
Michigan
| US$1.34億 | +US$446萬 | +3% | 2.3% | 84% | 74 | 39.19% | 0.8 |
|
| 4107 |
4107
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| US$1.34億 | +US$481萬 | +4% | 3.82% | 0.74% | 3 | 0% | 3.3 |
|
| 4108 |
4108
Elevated Private Wealth
Brookfield,
Wisconsin
| US$1.34億 | +US$2860萬 | +27% | 12.4% | – | 91 | 28.57% | 0.6 |
|
| 4109 |
4109
Sherman Asset Management
Ventura,
California
| US$1.34億 | +US$537萬 | +4% | 1.48% | – | 140 | 25% | 1.5 |
|
| 4110 |
4110
Birchwood Financial Partners
Bloomington,
Minnesota
| US$1.34億 | +US$1195萬 | +10% | 0.9% | – | 704 | 51.42% | 0.4 |
|
| 4111 |
4111
Trace Wealth Advisors
Los Angeles,
California
| US$1.34億 | -US$1872萬 | -12% | 0.35% | – | 75 | 28% | 1.4 |
|
| 4112 |
4112
Peapod Lane Capital
Bedford Hills,
New York
| US$1.34億 | -US$1412萬 | -10% | 1.66% | – | 63 | 9.52% | 1.2 |
|
| 4113 |
4113
Hingham Institution for Savings
Hingham,
Massachusetts
| US$1.34億 | -US$25.4萬 | -0.2% | 0.15% | – | 15 | 0% | 0.7 |
|
| 4114 |
4114
Strategic Wealth Advisors
Scottsdale,
Arizona
| US$1.34億 | +US$1693萬 | +14% | 0.65% | – | 260 | 80.38% | 0.8 |
|
| 4115 |
4115
Kraematon Investment Advisors
Braintree,
Massachusetts
| US$1.34億 | -US$42.2萬 | -0.3% | 0.58% | 89.8% | 109 | 6.42% | 2.8 |
|
| 4116 |
4116
Waystone Advisors
Redmond,
Washington
| US$1.34億 | -US$45.1萬 | -0.3% | 2.91% | – | 110 | 0% | 0.6 |
|
| 4117 |
4117
Harbor Asset Planning
Belmont,
Massachusetts
| US$1.33億 | +US$29.5萬 | +0.2% | 0.18% | – | 423 | 3.55% | 1.2 |
|
| 4118 |
4118
Clearview Wealth Management
Irvine,
California
| US$1.33億 | -US$2221萬 | -14% | 1.42% | – | 66 | 13.64% | 0.5 |
|
| 4119 |
4119
Eagle Harbor Asset Management
Seattle,
Washington
| US$1.33億 | +US$598萬 | +5% | 1.02% | 76.2% | 158 | 25.32% | 2.7 |
|
| 4120 |
4120
Axos Invest
Las Vegas,
Nevada
| US$1.33億 | -US$368萬 | -3% | 0.19% | – | 22 | 13.64% | 1.5 |
|
| 4121 |
SIM
4121
Summitas Investment Management
Mckinney,
Texas
| US$1.33億 | -US$189萬 | -1% | 1.83% | – | 10 | 0% | 0.8 |
|
| 4122 |
4122
SBI Holdings USA
Santa Clara,
California
| US$1.33億 | +US$3154萬 | +31% | 31.2% | – | 1 | 0% | 0.8 |
|
| 4123 |
4123
Poinciana Advisors Group
Palm Beach Gardens,
Florida
| US$1.32億 | -US$227萬 | -2% | 1.01% | – | 125 | 16% | 1.2 |
|
| 4124 |
4124
RM Financial Services
Falmouth,
Maine
| US$1.32億 | -US$209萬 | -2% | 0.91% | – | 81 | 6.17% | 0.7 |
|
| 4125 |
4125
LWM Advisors
El Dorado Hills,
California
| US$1.32億 | -US$163萬 | -1% | 0.87% | – | 40 | 20% | 1.2 |
|