我們已在上線!
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4,661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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4251 |
4251
CDM Financial Counseling Services
Norwich,
Connecticut
| US$1.19億 | +US$289萬 | +2% | 1.98% | – | 77 | 0% | 0.7 |
|
| 4252 |
D
4252
Drystone
Ivy,
Virginia
| US$1.19億 | -US$268萬 | -2% | 1.77% | – | 18 | 0% | 4.2 |
|
| 4253 |
4253
Wisconsin Wealth Advisors
Sun Prairie,
Wisconsin
| US$1.19億 | +US$223萬 | +2% | 3.02% | – | 92 | 10.87% | 1.4 |
|
| 4254 |
4254
Prospect Financial Group
Arlington,
Virginia
| US$1.19億 | -US$523萬 | -4% | 0.64% | – | 74 | 21.62% | 1.5 |
|
| 4255 |
4255
Bretton Capital Management
San Francisco,
California
| US$1.19億 | -US$652萬 | -5% | 0.03% | – | 22 | 18.18% | 1.8 |
|
| 4256 |
4256
Western Pacific Wealth Management
Lake Forest,
Illinois
| US$1.19億 | +US$813萬 | +7% | 5.85% | 91.4% | 186 | 5.91% | 3 |
|
| 4257 |
4257
Belleair Asset Management
Belleair Bluffs,
Florida
| US$1.19億 | -US$12.4萬 | -0.1% | 0.74% | – | 87 | 10.34% | 0.7 |
|
| 4258 |
4258
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
| US$1.19億 | -US$635萬 | -5% | 0.74% | – | 412 | 23.3% | 1 |
|
| 4259 |
4259
Worthington Financial Partners
Worthington,
Ohio
| US$1.18億 | -US$256萬 | -2% | 0.7% | – | 100 | 3% | 0.7 |
|
| 4260 |
4260
Anchor Capital Management Group
Aliso Viejo,
California
| US$1.18億 | -US$2686萬 | -19% | 0.81% | – | 16 | 25% | 1.4 |
|
| 4261 |
4261
Peck Wealth Management
White Plains,
New York
| US$1.18億 | -US$52.9萬 | -0.4% | 1.84% | – | 139 | 11.51% | 0.9 |
|
| 4262 |
4262
Midway Capital Research & Management
Chicago,
Illinois
| US$1.18億 | -US$772萬 | -6% | 2.88% | – | 116 | 58.62% | 0.7 |
|
| 4263 |
4263
Wheels Up Wealth
Benicia,
California
| US$1.18億 | +US$14萬 | +0.1% | 1.54% | – | 25 | 8% | 0.7 |
|
| 4264 |
WG
4264
Wealth Group
Raleigh,
North Carolina
| US$1.18億 | -US$2.83億 | -71% | 2.66% | – | 122 | 38.52% | 1.8 |
|
| 4265 |
4265
Savoir Faire Capital Management
Norwalk,
Connecticut
| US$1.18億 | -US$4301萬 | -27% | 10.3% | 0.01% | 47 | 19.15% | 1.6 |
|
| 4266 |
4266
Fortress Financial Solutions
Tucson,
Arizona
| US$1.18億 | – | – | 1% | – | 66 | – | 1.2 |
|
| 4267 |
4267
Brandywine Financial Group
Thompsons Station,
Tennessee
| US$1.18億 | +US$1.09億 | +1,305% | 0.12% | – | 71 | 74.65% | 0.2 |
|
| 4268 |
4268
TrustWell Financial Advisors
Jacksonville,
Florida
| US$1.18億 | -US$13.5萬 | -0.1% | 0.31% | – | 79 | 7.59% | 0.6 |
|
| 4269 |
4269
Turner Capital Investments
Austin,
Texas
| US$1.18億 | – | – | 0.63% | – | 6 | – | 0 |
|
| 4270 |
4270
Larry Mathis Financial Planning
Phoenix,
Arizona
| US$1.18億 | -US$1376萬 | -10% | 0.54% | – | 157 | 30.57% | 0.6 |
|
| 4271 |
CG
4271
Curat Global
Springfield,
New Hampshire
| US$1.17億 | -US$491萬 | -4% | 3.14% | – | 260 | 5% | 1.4 |
|
| 4272 |
4272
Invested Advisors
State College,
Pennsylvania
| US$1.17億 | +US$417萬 | +4% | 1.36% | – | 169 | 14.2% | 0.7 |
|
| 4273 |
4273
ORBA Wealth Advisors
Chicago,
Illinois
| US$1.17億 | +US$18.8萬 | +0.2% | 2.58% | 70.5% | 86 | 6.98% | 1.6 |
|
| 4274 |
MS
4274
Monetary Solutions
Dayton,
Ohio
| US$1.17億 | +US$97.7萬 | +0.8% | 0.1% | – | 644 | 39.6% | 0.4 |
|
| 4275 |
4275
Linden Rose Investment
Sugar Land,
Texas
| US$1.17億 | -US$1172萬 | -9% | 4.1% | – | 9 | 22.22% | 0.4 |
|