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4,696檔基金(占~53%)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
TrustWell Financial Advisors
Jacksonville,
Florida
| US$1.18億 | -US$13.5萬 | -0.1% | 0.31% | – | 79 | 7.59% | 0.6 |
|
| 4302 |
4302
Turner Capital Investments
Austin,
Texas
| US$1.18億 | – | – | 0.63% | – | 6 | – | 0 |
|
| 4303 |
4303
Larry Mathis Financial Planning
Phoenix,
Arizona
| US$1.18億 | -US$1376萬 | -10% | 0.54% | – | 157 | 30.57% | 0.6 |
|
| 4304 |
CG
4304
Curat Global
Springfield,
New Hampshire
| US$1.17億 | -US$491萬 | -4% | 3.14% | – | 260 | 5% | 1.4 |
|
| 4305 |
4305
Invested Advisors
State College,
Pennsylvania
| US$1.17億 | +US$417萬 | +4% | 1.36% | – | 169 | 14.2% | 0.7 |
|
| 4306 |
4306
ORBA Wealth Advisors
Chicago,
Illinois
| US$1.17億 | +US$18.8萬 | +0.2% | 2.58% | 70.5% | 86 | 6.98% | 1.6 |
|
| 4307 |
MS
4307
Monetary Solutions
Dayton,
Ohio
| US$1.17億 | +US$97.7萬 | +0.8% | 0.1% | – | 644 | 39.6% | 0.4 |
|
| 4308 |
4308
Linden Rose Investment
Sugar Land,
Texas
| US$1.17億 | -US$1172萬 | -9% | 4.1% | – | 9 | 22.22% | 0.4 |
|
| 4309 |
4309
IFC & Insurance Marketing
Auburn,
California
| US$1.17億 | +US$339萬 | +3% | 0.56% | – | 90 | 16.67% | 0.6 |
|
| 4310 |
4310
Red Tree Management
Redwood City,
California
| US$1.17億 | -US$3057萬 | -21% | 7% | – | 3 | 0% | 1.8 |
|
| 4311 |
4311
E&R Wealth Management
Mount Pleasant,
South Carolina
| US$1.17億 | -US$128萬 | -1% | 1.95% | – | 12 | 0% | 0.8 |
|
| 4312 |
4312
One River Asset Management
Stamford,
Connecticut
| US$1.17億 | -US$1.93億 | -62% | 2.18% | 27% | 269 | 40.52% | 0.8 |
|
| 4313 |
4313
OFC Financial Planning
Short Hills,
New Jersey
| US$1.16億 | +US$382萬 | +3% | 4.6% | – | 57 | 5.26% | 1.6 |
|
| 4314 |
4314
WealthCare Asset Management
Springfield,
Missouri
| US$1.16億 | -US$1.24億 | -52% | 5.79% | – | 90 | 47.78% | 0.4 |
|
| 4315 |
FCM
4315
Fell Capital Management
Newport Beach,
California
| US$1.16億 | -US$239萬 | -2% | 0.74% | – | 99 | 8.08% | 0.7 |
|
| 4316 |
4316
Shepherd Street Advisors
Larkspur,
California
| US$1.16億 | +US$232萬 | +2% | 3.1% | – | 88 | 5.68% | 0.7 |
|
| 4317 |
4317
truNorth Financial Services
Chambersburg,
Pennsylvania
| US$1.16億 | +US$455萬 | +4% | 1.21% | – | 63 | 11.11% | 0.6 |
|
| 4318 |
4318
Catherine Avery Investment Management
Longboat Key,
Florida
| US$1.16億 | -US$1.13億 | -49% | 4.72% | – | 174 | 5.75% | 1.1 |
|
| 4319 |
4319
Retireful LLC
Haslett,
Michigan
| US$1.16億 | +US$864萬 | +8% | 13.2% | 437% | 125 | 66.4% | 0.4 |
|
| 4320 |
4320
MLP3 LLC
Linwood,
New Jersey
| US$1.16億 | +US$1306萬 | +13% | 0.05% | – | 110 | 18.18% | 0.6 |
|
| 4321 |
4321
Advisory Advocates
Grand Rapids,
Michigan
| US$1.16億 | -US$83.7萬 | -0.7% | 0.32% | – | 200 | 13% | 0.6 |
|
| 4322 |
RBDF
4322
Robert B. Daugherty Foundation
Omaha,
Nebraska
| US$1.16億 | -US$2866萬 | -20% | 19.8% | – | 1 | 0% | 0.8 |
|
| 4323 |
4323
Strategic Equity Management
Tucson,
Arizona
| US$1.16億 | -US$1.82億 | -61% | 0.87% | 74.9% | 67 | 46.27% | 2.4 |
|
| 4324 |
4324
Arrow Investment Advisors
Laurel,
Maryland
| US$1.16億 | +US$1216萬 | +12% | 1.06% | 38.1% | 84 | 17.86% | 0.9 |
|
| 4325 |
4325
21 West Wealth Management
Tustin,
California
| US$1.15億 | -US$183萬 | -2% | 1.26% | – | 70 | 15.71% | 1.1 |
|