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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
| US$1.31億 | +US$316萬 | +2% | 1.17% | – | 84 | 46.43% | 0.9 |
|
| 4152 |
4152
Virtus Family Office
El Paso,
Texas
| US$1.31億 | +US$439萬 | +3% | 4.63% | 60.9% | 63 | 3.17% | 1.5 |
|
| 4153 |
4153
First Financial Group
Raleigh,
North Carolina
| US$1.31億 | -US$748萬 | -5% | 3.13% | – | 92 | 18.48% | 1.3 |
|
| 4154 |
4154
Haven Capital Group
Westlake Village,
California
| US$1.31億 | +US$631萬 | +5% | 4.34% | – | 41 | 14.63% | 1.3 |
|
| 4155 |
4155
City Center Advisors LLC
Troy,
Michigan
| US$1.31億 | +US$728萬 | +6% | 1.43% | – | 208 | 29.33% | 1.2 |
|
| 4156 |
4156
Kennon-Green & Company
New Albany,
Ohio
| US$1.31億 | +US$228萬 | +2% | 4.84% | 58.4% | 43 | 6.98% | 3 |
|
| 4157 |
4157
JHP Wealth Management
Centennial,
Colorado
| US$1.3億 | +US$840萬 | +7% | 0% | – | 43 | 18.6% | 0.6 |
|
| 4158 |
4158
Roxbury Financial
Mount Arlington,
New Jersey
| US$1.3億 | +US$389萬 | +3% | 3.84% | – | 446 | 12.78% | 1.3 |
|
| 4159 |
B
4159
Bayban
Bayport,
Minnesota
| US$1.3億 | US$0 | 0% | 1.2% | – | 595 | 0% | 0.7 |
|
| 4160 |
4160
Paller Financial Services
Centennial,
Colorado
| US$1.3億 | -US$346萬 | -3% | 4.51% | – | 47 | 10.64% | 0.6 |
|
| 4161 |
4161
Benchmark Financial
Wilmington,
Delaware
| US$1.3億 | +US$748萬 | +6% | 1.25% | – | 61 | 13.11% | 0.6 |
|
| 4162 |
4162
Freestate Advisors
Overland Park,
Kansas
| US$1.3億 | -US$388萬 | -3% | 0.97% | – | 43 | 2.33% | 1.9 |
|
| 4163 |
4163
Hudson Oak Wealth Advisory
Hoboken,
New Jersey
| US$1.3億 | +US$33.5萬 | +0.3% | 0.1% | – | 55 | 7.27% | 0.7 |
|
| 4164 |
4164
O'Domhnaill Enterprises
Cody,
Wyoming
| US$1.3億 | +US$472萬 | +4% | 3.09% | – | 67 | 16.42% | 0.6 |
|
| 4165 |
4165
Aldebaran Financial
| US$1.3億 | +US$666萬 | +5% | 5.88% | 115% | 90 | 12.22% | 5.7 |
|
| 4166 |
4166
Grand Central Investment Group
Tampa,
Florida
| US$1.3億 | +US$1020萬 | +9% | 6.48% | – | 43 | 9.3% | 3.3 |
|
| 4167 |
4167
M Wealth Management LLC
San Diego,
California
| US$1.3億 | +US$238萬 | +2% | 0.76% | – | 61 | 6.56% | 1.3 |
|
| 4168 |
4168
Ramiah Investment Group
Brookfield,
Wisconsin
| US$1.3億 | -US$132萬 | -1% | 0.38% | 62.2% | 91 | 29.67% | 2.3 |
|
| 4169 |
4169
EDMP Inc
Lutz,
Florida
| US$1.3億 | +US$531萬 | +4% | 1.73% | 78% | 75 | 8% | 4.3 |
|
| 4170 |
4170
KW Wealth Management
Sacramento,
California
| US$1.3億 | – | – | 4.06% | – | 79 | – | 0.9 |
|
| 4171 |
4171
Tandem Investment Partners
Bordentown,
New Jersey
| US$1.29億 | -US$33.7萬 | -0.3% | 1.56% | – | 77 | 2.6% | 1.5 |
|
| 4172 |
4172
Ativo Capital Management
Chicago,
Illinois
| US$1.29億 | -US$121萬 | -0.9% | 0.18% | 63.2% | 61 | 18.03% | 2.1 |
|
| 4173 |
4173
Corps Capital Advisors
Southlake,
Texas
| US$1.29億 | +US$533萬 | +4% | 8.16% | – | 102 | 8.82% | 1.1 |
|
| 4174 |
4174
Orca Investment Management
Roseburg,
Oregon
| US$1.29億 | -US$853萬 | -6% | 3.35% | 139% | 62 | 12.9% | 8.4 |
|
| 4175 |
4175
Integrity Wealth Partners
Walnut Creek,
California
| US$1.29億 | – | – | 1.57% | – | 103 | – | 0.5 |
|