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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4,657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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
4226
Hardworking Capital Advisors
Palm Desert,
California
| US$1.21億 | -US$119萬 | -1% | 3.28% | – | 109 | 45.87% | 0.5 |
|
| 4227 |
4227
Wall Capital Group
Phoenix,
Arizona
| US$1.21億 | -US$99.4萬 | -0.8% | 1.11% | – | 34 | 17.65% | 2.2 |
|
| 4228 |
4228
North Forty Two & Co
Lake Oswego,
Oregon
| US$1.21億 | +US$331萬 | +3% | 1.98% | – | 108 | 5.56% | 1.5 |
|
| 4229 |
4229
Forteris Wealth Management
Armonk,
New York
| US$1.21億 | -US$128萬 | -1% | 2.13% | – | 73 | 10.96% | 0.7 |
|
| 4230 |
4230
Investment Insight Wealth Management
North Massapequa,
New York
| US$1.21億 | +US$551萬 | +5% | 7.46% | – | 45 | 4.44% | 0.6 |
|
| 4231 |
4231
MKD Wealth Coaches
Troy,
Michigan
| US$1.21億 | +US$387萬 | +3% | 0.17% | – | 36 | 19.44% | 3.5 |
|
| 4232 |
4232
3 Factor Indexing
Sacramento,
California
| US$1.21億 | +US$270萬 | +2% | 0.08% | – | 453 | 10.6% | 0.5 |
|
| 4233 |
4233
Portfolio Resources Advisor Group
Coral Gables,
Florida
| US$1.21億 | +US$259萬 | +2% | 0.26% | – | 201 | 28.86% | 0.4 |
|
| 4234 |
4234
Drum Hill Capital
Westport,
Connecticut
| US$1.21億 | +US$2280萬 | +23% | 9.07% | – | 49 | 12.24% | 1.4 |
|
| 4235 |
AIM
4235
Axiom Investment Management
New York
| US$1.21億 | -US$2887萬 | -19% | 1.07% | – | 544 | 50.55% | 1.3 |
|
| 4236 |
IWA
4236
Independent Wealth Advisors
Cary,
North Carolina
| US$1.21億 | +US$1021萬 | +9% | 0.5% | – | 83 | 12.05% | 0.6 |
|
| 4237 |
SA
4237
Stonebridge Advisors
Wilton,
Connecticut
| US$1.21億 | +US$3767萬 | +45% | 6.88% | 0.03% | 4 | 25% | 1.5 |
|
| 4238 |
4238
Twin Cities Retirement Group
Plymouth,
Minnesota
| US$1.21億 | +US$370萬 | +3% | 1.77% | – | 27 | 18.52% | 0.6 |
|
| 4239 |
4239
Red Mountain Financial
Fort Collins,
Colorado
| US$1.2億 | +US$68.4萬 | +0.6% | 0.54% | – | 85 | 8.24% | 2 |
|
| 4240 |
GC
4240
Gruss & Co
West Palm Beach,
Florida
| US$1.2億 | +US$7903萬 | +194% | 6.57% | 173% | 43 | 23.26% | 2.1 |
|
| 4241 |
4241
BankChampaign National Association
Champaign,
Illinois
| US$1.2億 | -US$1048萬 | -8% | 0.38% | – | 227 | 22.91% | 0.5 |
|
| 4242 |
4242
HighRoad Wealth Advisors
Coos Bay,
Oregon
| US$1.2億 | +US$106萬 | +0.9% | 0.17% | – | 46 | 32.61% | 0.6 |
|
| 4243 |
4243
Cooke Wealth Management
Irvine,
California
| US$1.2億 | -US$250萬 | -2% | 1.43% | – | 40 | 7.5% | 0.7 |
|
| 4244 |
4244
Morangie Management
Vero Beach,
Florida
| US$1.19億 | -US$102萬 | -0.8% | 4.11% | – | 37 | 10.81% | 1.4 |
|
| 4245 |
4245
Bedminster
Bluffton,
South Carolina
| US$1.19億 | +US$227萬 | +2% | 0.55% | – | 52 | 5.77% | 0.7 |
|
| 4246 |
4246
River's Edge Wealth Management
Beaver,
Pennsylvania
| US$1.19億 | +US$561萬 | +5% | 1.83% | – | 50 | 14% | 0.7 |
|
| 4247 |
4247
Clio Asset Management
Charlottesville,
Virginia
| US$1.19億 | -US$675萬 | -5% | 4.87% | 60.6% | 16 | 12.5% | 1.8 |
|
| 4248 |
4248
CDM Financial Counseling Services
Norwich,
Connecticut
| US$1.19億 | +US$289萬 | +2% | 1.98% | – | 77 | 0% | 0.7 |
|
| 4249 |
D
4249
Drystone
Ivy,
Virginia
| US$1.19億 | -US$268萬 | -2% | 1.77% | – | 18 | 0% | 4.2 |
|
| 4250 |
4250
Wisconsin Wealth Advisors
Sun Prairie,
Wisconsin
| US$1.19億 | +US$223萬 | +2% | 3.02% | – | 92 | 10.87% | 1.4 |
|