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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4,646檔基金(占~52%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4176 |
4176
Mann Financial Group
Detroit Lakes,
Minnesota
| US$1.25億 | +US$567萬 | +5% | 0.21% | – | 47 | 27.66% | 0.7 |
|
| 4177 |
4177
J.M. Arbour
Gardiner,
Maine
| US$1.25億 | +US$896萬 | +8% | 1.58% | – | 144 | 15.97% | 0.6 |
|
| 4178 |
4178
Boyer Financial Services
Newport Beach,
California
| US$1.25億 | +US$651萬 | +5% | 1.87% | – | 64 | 15.63% | 0.5 |
|
| 4179 |
4179
Alexander Randolph Advisory
Mclean,
Virginia
| US$1.25億 | +US$347萬 | +3% | 2.5% | 56% | 42 | 4.76% | 2.4 |
|
| 4180 |
4180
Connecticut Capital Management Group
Milford,
Connecticut
| US$1.25億 | +US$71.7萬 | +0.6% | 1.74% | – | 144 | 19.44% | 0.6 |
|
| 4181 |
4181
Powerhouse Assets
Lincoln,
Massachusetts
| US$1.25億 | +US$192萬 | +2% | 0.72% | – | 57 | 5.26% | 0.7 |
|
| 4182 |
4182
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| US$1.25億 | +US$534萬 | +4% | 0.06% | 58.1% | 59 | 8.47% | 3.2 |
|
| 4183 |
4183
Sawyer Falduto Asset Management
Elmhurst,
Illinois
| US$1.24億 | +US$171萬 | +1% | 0.31% | – | 279 | 8.24% | 0.7 |
|
| 4184 |
4184
William Howard & Co Financial Advisors
Memphis,
Tennessee
| US$1.24億 | -US$439萬 | -3% | 1.57% | – | 56 | 12.5% | 2.2 |
|
| 4185 |
4185
First Growth Capital
Pikesville,
Maryland
| US$1.24億 | -US$772萬 | -6% | 4.12% | – | 147 | 14.29% | 0.6 |
|
| 4186 |
4186
Infinity Wealth Counsel
Loveland,
Ohio
| US$1.24億 | +US$25.6萬 | +0.2% | 0.56% | – | 67 | 7.46% | 1.5 |
|
| 4187 |
WW
4187
Wavvest Wealth
Chicago,
Illinois
| US$1.24億 | – | – | 0.52% | – | 97 | – | 0 |
|
| 4188 |
4188
Miller Global Investments
Dallas,
Texas
| US$1.24億 | +US$328萬 | +3% | 3.44% | – | 338 | 15.98% | 0.6 |
|
| 4189 |
DAM
4189
Directional Asset Management
Arlington Heights,
Illinois
| US$1.24億 | +US$566萬 | +5% | 1.16% | – | 105 | 24.76% | 0.6 |
|
| 4190 |
4190
Artesa Financial Group
Conroe,
Texas
| US$1.24億 | +US$688萬 | +6% | 0.84% | – | 69 | 17.39% | 0.6 |
|
| 4191 |
PIS
4191
POM Investment Strategies
Raleigh,
North Carolina
| US$1.24億 | +US$3564萬 | +40% | 1.58% | 67.9% | 425 | 22.82% | 0.9 |
|
| 4192 |
4192
Waycross Investment Management
Bellingham,
Washington
| US$1.24億 | -US$755萬 | -6% | 0.31% | 49.6% | 61 | 8.2% | 1.9 |
|
| 4193 |
4193
Auctus Advisors
Charlotte,
North Carolina
| US$1.24億 | +US$479萬 | +4% | 4.96% | – | 34 | 11.76% | 0.7 |
|
| 4194 |
4194
Accuvest Global Advisors
Provo,
Utah
| US$1.24億 | +US$730萬 | +6% | 13% | 163% | 91 | 45.05% | 1.3 |
|
| 4195 |
4195
Milestones Private Investment Advisors
Fairport,
New York
| US$1.23億 | -US$223萬 | -2% | 0.06% | – | 78 | 7.69% | 1.2 |
|
| 4196 |
4196
Stephen J. Garry & Associates
Garden City,
New York
| US$1.23億 | -US$1388萬 | -10% | 0.12% | 67.2% | 56 | 12.5% | 2.1 |
|
| 4197 |
4197
Wolfstich Capital
Medfield,
Massachusetts
| US$1.23億 | -US$632萬 | -5% | 1.99% | – | 24 | 33.33% | 0.8 |
|
| 4198 |
4198
Shuttleworth & Co
Powell,
Ohio
| US$1.23億 | -US$208萬 | -2% | 1.16% | – | 51 | 1.96% | 1 |
|
| 4199 |
4199
Financial Management Inc
Little Rock,
Arkansas
| US$1.23億 | +US$93.7萬 | +0.8% | 1.9% | – | 53 | 24.53% | 0.6 |
|
| 4200 |
4200
Smith Asset Management
Chiefland,
Florida
| US$1.23億 | -US$438萬 | -3% | 3.63% | – | 75 | 9.33% | 1.5 |
|