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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
4301
Lakehouse Capital
Sydney NSW,
Australia
| US$1.14億 | +US$2359萬 | +26% | 23.5% | 87.4% | 12 | 0% | 4.2 |
|
| 4302 |
4302
Valued Retirements
Houston,
Texas
| US$1.14億 | +US$262萬 | +2% | 2.43% | 84.6% | 110 | 19.09% | 1.8 |
|
| 4303 |
4303
Unified Investment Management
Atlanta,
Georgia
| US$1.14億 | +US$535萬 | +5% | 4.22% | – | 157 | 14.65% | 1.4 |
|
| 4304 |
4304
Arrow Capital
Sydney,
Australia
| US$1.13億 | -US$403萬 | -3% | 4.85% | – | 34 | 73.53% | 0.3 |
|
| 4305 |
4305
Briggs Wealth Management
Glastonbury,
Connecticut
| US$1.13億 | +US$391萬 | +4% | 0.63% | – | 65 | 10.77% | 0.6 |
|
| 4306 |
4306
Opus Financial Solutions
Downers Grove,
Illinois
| US$1.13億 | -US$1082萬 | -9% | 1.16% | – | 125 | 24.8% | 0.6 |
|
| 4307 |
4307
Eleva Capital
Paris,
France
| US$1.13億 | -US$2.3億 | -67% | 11.2% | – | 43 | 83.72% | 0.2 |
|
| 4308 |
IMT
4308
Investment Management Trust
Fitchburg,
Massachusetts
| US$1.13億 | +US$157萬 | +1% | 3.31% | – | 82 | 10.98% | 0.5 |
|
| 4309 |
4309
Redwood Family Wealth
Addison,
Texas
| US$1.13億 | -US$94.1萬 | -0.8% | 1.52% | – | 116 | 14.66% | 0.7 |
|
| 4310 |
4310
JBGlobal.com
New York
| US$1.13億 | -US$135萬 | -1% | 1.43% | – | 35 | 8.57% | 0.9 |
|
| 4311 |
4311
Townsend Financial Planning
Mt Sterling,
Kentucky
| US$1.13億 | -US$185萬 | -2% | 2.16% | – | 31 | 3.23% | 0.7 |
|
| 4312 |
4312
Jefferson Bridge Capital
Nashville,
Tennessee
| US$1.13億 | -US$256萬 | -2% | 1.9% | – | 54 | 9.26% | 0.7 |
|
| 4313 |
4313
Catalyst Investment Management
Windham,
New Hampshire
| US$1.13億 | +US$251萬 | +2% | 0.48% | – | 83 | 22.89% | 0.6 |
|
| 4314 |
4314
FinArc Investments
Norwood,
Massachusetts
| US$1.13億 | +US$238萬 | +2% | 3.99% | – | 58 | 25.86% | 0.5 |
|
| 4315 |
4315
AlphaCentric Advisors
San Juan,
Puerto Rico
| US$1.13億 | -US$541萬 | -5% | 3.08% | – | 292 | 27.4% | 1.2 |
|
| 4316 |
4316
Variant Private Wealth
Tysons,
Virginia
| US$1.13億 | +US$2363萬 | +27% | 8.8% | – | 47 | 14.89% | 1.3 |
|
| 4317 |
4317
Royal Palms Capital
Whitefish,
Montana
| US$1.13億 | -US$116萬 | -1% | 2.91% | – | 61 | 16.39% | 0.6 |
|
| 4318 |
4318
Stonebridge Wealth Management
Oak Brook,
Illinois
| US$1.12億 | +US$69.5萬 | +0.6% | 0.65% | – | 38 | 10.53% | 1.1 |
|
| 4319 |
4319
Zenith Solutions
Philadelphia,
Pennsylvania
| US$1.12億 | +US$198萬 | +2% | 1.02% | – | 96 | 23.96% | 0.2 |
|
| 4320 |
4320
Vericrest Private Wealth
Newtown,
Pennsylvania
| US$1.12億 | -US$19.5萬 | -0.2% | 0% | – | 44 | 6.82% | 2.7 |
|
| 4321 |
4321
Fortune Financial Group
Naples,
Florida
| US$1.12億 | -US$1555萬 | -12% | 0.24% | – | 121 | 28.93% | 0.6 |
|
| 4322 |
4322
Haven Global Partners
Atlanta,
Georgia
| US$1.12億 | -US$1832萬 | -14% | 1.12% | – | 9 | 11.11% | 1.2 |
|
| 4323 |
4323
Teza Capital Management
Chicago,
Illinois
| US$1.12億 | +US$6019萬 | +116% | 6.67% | 133% | 295 | 71.19% | 0.3 |
|
| 4324 |
4324
Banta Asset Management
Newport Beach,
California
| US$1.12億 | -US$11.7萬 | -0.1% | 1.3% | – | 21 | 19.05% | 4.8 |
|
| 4325 |
4325
Plus Group Wealth Advisors
Belgium,
Wisconsin
| US$1.12億 | +US$548萬 | +5% | 0.93% | – | 54 | 16.67% | 0.6 |
|