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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4,643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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
4276
21 West Wealth Management
Tustin,
California
| US$1.15億 | -US$183萬 | -2% | 1.26% | – | 70 | 15.71% | 1.1 |
|
| 4277 |
4277
Aubrey Capital Management
Edinburgh,
United Kingdom
| US$1.15億 | -US$4444萬 | -28% | 11.4% | 319% | 56 | 62.5% | 0.6 |
|
| 4278 |
4278
J. Team Financial
Abilene,
Texas
| US$1.15億 | +US$1217萬 | +12% | 2.85% | – | 114 | 25.44% | 0.7 |
|
| 4279 |
4279
Ebert Capital Management
Eureka,
California
| US$1.15億 | +US$855萬 | +8% | 5.86% | – | 30 | 10% | 0.6 |
|
| 4280 |
4280
Helium Advisors
Everett,
Washington
| US$1.15億 | -US$534萬 | -4% | 3.21% | – | 110 | 10% | 1.3 |
|
| 4281 |
4281
Value Investment Professionals
New York
| US$1.15億 | -US$399萬 | -3% | 0.48% | – | 107 | 14.95% | 0.4 |
|
| 4282 |
4282
Gainline Financial Partners
Louisville,
Colorado
| US$1.15億 | +US$771萬 | +7% | 0.34% | – | 60 | 16.67% | 0.2 |
|
| 4283 |
4283
Members Capital Advisors Inc
Madison,
Wisconsin
| US$1.15億 | -US$165萬 | -1% | 0.54% | – | 7 | 0% | 2.5 |
|
| 4284 |
4284
Vavra Capital Management
Collegeville,
Pennsylvania
| US$1.15億 | +US$45.1萬 | +0.4% | 0.22% | – | 25 | 16% | 0.6 |
|
| 4285 |
4285
MH & Associates Securities Management
Carlsbad,
California
| US$1.15億 | +US$320萬 | +3% | 3.68% | – | 103 | 3.88% | 0.7 |
|
| 4286 |
KAM
4286
Kazazian Asset Management
Fort Lauderdale,
Florida
| US$1.15億 | +US$334萬 | +3% | 0.26% | – | 66 | 34.85% | 1.8 |
|
| 4287 |
FCM
4287
Floyd Capital Management
Texarkana,
Texas
| US$1.15億 | -US$1691萬 | -13% | 2.12% | – | 1 | 0% | 1.8 |
|
| 4288 |
4288
Lakehouse Capital
Sydney NSW,
Australia
| US$1.14億 | +US$2359萬 | +26% | 23.5% | 87.4% | 12 | 0% | 4.2 |
|
| 4289 |
4289
Valued Retirements
Houston,
Texas
| US$1.14億 | +US$262萬 | +2% | 2.43% | 84.6% | 110 | 19.09% | 1.8 |
|
| 4290 |
4290
Unified Investment Management
Atlanta,
Georgia
| US$1.14億 | +US$535萬 | +5% | 4.22% | – | 157 | 14.65% | 1.4 |
|
| 4291 |
4291
Arrow Capital
Sydney,
Australia
| US$1.13億 | -US$403萬 | -3% | 4.85% | – | 34 | 73.53% | 0.3 |
|
| 4292 |
4292
Briggs Wealth Management
Glastonbury,
Connecticut
| US$1.13億 | +US$391萬 | +4% | 0.63% | – | 65 | 10.77% | 0.6 |
|
| 4293 |
4293
Opus Financial Solutions
Downers Grove,
Illinois
| US$1.13億 | -US$1082萬 | -9% | 1.16% | – | 125 | 24.8% | 0.6 |
|
| 4294 |
4294
Eleva Capital
Paris,
France
| US$1.13億 | -US$2.3億 | -67% | 11.2% | – | 43 | 83.72% | 0.2 |
|
| 4295 |
IMT
4295
Investment Management Trust
Fitchburg,
Massachusetts
| US$1.13億 | +US$157萬 | +1% | 3.31% | – | 82 | 10.98% | 0.5 |
|
| 4296 |
4296
Redwood Family Wealth
Addison,
Texas
| US$1.13億 | -US$94.1萬 | -0.8% | 1.52% | – | 116 | 14.66% | 0.7 |
|
| 4297 |
4297
JBGlobal.com
New York
| US$1.13億 | -US$135萬 | -1% | 1.43% | – | 35 | 8.57% | 0.9 |
|
| 4298 |
4298
Townsend Financial Planning
Mt Sterling,
Kentucky
| US$1.13億 | -US$185萬 | -2% | 2.16% | – | 31 | 3.23% | 0.7 |
|
| 4299 |
4299
Jefferson Bridge Capital
Nashville,
Tennessee
| US$1.13億 | -US$256萬 | -2% | 1.9% | – | 54 | 9.26% | 0.7 |
|
| 4300 |
4300
Catalyst Investment Management
Windham,
New Hampshire
| US$1.13億 | +US$251萬 | +2% | 0.48% | – | 83 | 22.89% | 0.6 |
|