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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
4126
Pacific Capital Partners
London,
| US$1.32億 | +US$1691萬 | +15% | 1.98% | 61.4% | 45 | 20% | 0.4 |
|
| 4127 |
4127
Tannin Capital
Charlotte,
North Carolina
| US$1.32億 | -US$1971萬 | -13% | 1.65% | – | 182 | 21.43% | 0.6 |
|
| 4128 |
4128
E6 Portfolios
Midvale,
Utah
| US$1.32億 | +US$724萬 | +6% | 1.68% | – | 102 | 17.65% | 0.6 |
|
| 4129 |
4129
James Reed Financial Services
Cleveland,
Ohio
| US$1.32億 | +US$136萬 | +1% | 0.24% | – | 19 | 5.26% | 2.7 |
|
| 4130 |
4130
Summerhill Capital Management
Toronto,
Ontario, Canada
| US$1.32億 | +US$705萬 | +6% | 1.07% | – | 18 | 5.56% | 2 |
|
| 4131 |
4131
Kitching Partners
Conshohocken,
Pennsylvania
| US$1.32億 | +US$1587萬 | +14% | 1.16% | 45.8% | 43 | 16.28% | 1.7 |
|
| 4132 |
4132
Global Strategic Management
San Juan,
Puerto Rico
| US$1.32億 | +US$260萬 | +2% | 17.1% | – | 33 | 33.33% | 3.8 |
|
| 4133 |
4133
Scheeler Financial
West Chester,
Ohio
| US$1.32億 | – | – | 1.87% | – | 78 | – | 0 |
|
| 4134 |
SCC
4134
Seal Cove Capital
Palo Alto,
California
| US$1.32億 | +US$165萬 | +1% | 2.2% | – | 11 | 18.18% | 0.6 |
|
| 4135 |
4135
Veratis Advisors
Cary,
North Carolina
| US$1.32億 | -US$920萬 | -7% | 0.77% | – | 90 | 13.33% | 0.7 |
|
| 4136 |
4136
Alliance Wealth Strategies
Lynchburg,
Virginia
| US$1.32億 | +US$477萬 | +4% | 0.73% | – | 67 | 2.99% | 0.7 |
|
| 4137 |
4137
Journey Beyond Wealth
Roswell,
Georgia
| US$1.32億 | +US$392萬 | +3% | 0.07% | – | 35 | 20% | 1.3 |
|
| 4138 |
4138
NewCorp Financial Services
Alpharetta,
Georgia
| US$1.32億 | +US$133萬 | +1% | 0.7% | – | 59 | 16.95% | 0.6 |
|
| 4139 |
4139
CDKV Holdings
Denver,
Colorado
| US$1.32億 | +US$399萬 | +3% | 1.02% | – | 278 | 0.72% | 0.7 |
|
| 4140 |
4140
Paragon Capital Management (Utah)
Provo,
Utah
| US$1.32億 | -US$306萬 | -2% | 0.9% | 72.3% | 83 | 19.28% | 1.9 |
|
| 4141 |
MCFP
4141
McCarley & Cook Financial Planners
Cincinnati,
Ohio
| US$1.32億 | +US$300萬 | +2% | 0.17% | – | 282 | 9.57% | 0.7 |
|
| 4142 |
4142
Miller Financial Services
Marshall,
Michigan
| US$1.32億 | +US$763萬 | +6% | 0.94% | – | 163 | 17.79% | 1.1 |
|
| 4143 |
4143
Guardian Capital (Pennsylvania)
Wexford,
Pennsylvania
| US$1.32億 | +US$953萬 | +8% | 1.04% | – | 83 | 20.48% | 0.7 |
|
| 4144 |
4144
Nightview Capital
Austin,
Texas
| US$1.32億 | -US$184萬 | -1% | 7.27% | 170% | 15 | 20% | 1.9 |
|
| 4145 |
4145
Vision Financial Markets
Stamford,
Connecticut
| US$1.31億 | +US$1604萬 | +14% | 0.45% | – | 439 | 17.77% | 1.4 |
|
| 4146 |
4146
AFG Fiduciary Services
Hingham,
Massachusetts
| US$1.31億 | +US$266萬 | +2% | 1.29% | 72.4% | 65 | 10.77% | 2.9 |
|
| 4147 |
TWM
4147
Todd Wealth Management
Venice,
Florida
| US$1.31億 | -US$89.5萬 | -0.7% | 3.85% | – | 116 | 10.34% | 0.7 |
|
| 4148 |
4148
Asempa Wealth Advisors
Baton Rouge,
Louisiana
| US$1.31億 | -US$305萬 | -2% | 1.14% | – | 122 | 9.02% | 0.7 |
|
| 4149 |
SF
4149
Schaeffer Financial
Rockville,
Maryland
| US$1.31億 | +US$170萬 | +1% | 0.89% | 52.2% | 31 | 16.13% | 2.3 |
|
| 4150 |
4150
Legacy Solutions LLC
Kennett Square,
Pennsylvania
| US$1.31億 | +US$736萬 | +6% | 0.69% | – | 94 | 9.57% | 1.4 |
|