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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
4326
Arbor Wealth Management (Arizona)
Tempe,
Arizona
| US$1.12億 | -US$87.4萬 | -0.8% | 0.43% | – | 27 | 18.52% | 0.7 |
|
| 4327 |
4327
Urban Wealth Management
El Segundo,
California
| US$1.12億 | -US$309萬 | -3% | 2.45% | – | 118 | 17.8% | 1.5 |
|
| 4328 |
4328
Objective Capital Management
Pepper Pike,
Ohio
| US$1.12億 | -US$106萬 | -0.9% | 1.78% | – | 111 | 18.02% | 2.7 |
|
| 4329 |
4329
Sensenig Capital Advisors
Collegeville,
Pennsylvania
| US$1.11億 | +US$200萬 | +2% | 0.64% | – | 37 | 18.92% | 0.7 |
|
| 4330 |
4330
Atlas Venture Advisors
Boston,
Massachusetts
| US$1.11億 | -US$3225萬 | -22% | 21.5% | 34.6% | 3 | 0% | 6.9 |
|
| 4331 |
4331
Thayer Financial
Hickory,
North Carolina
| US$1.11億 | +US$104萬 | +0.9% | 0.43% | – | 39 | 33.33% | 0.6 |
|
| 4332 |
4332
Merrithew & Thorsten Inc
San Diego,
California
| US$1.11億 | -US$678萬 | -6% | 0.07% | – | 108 | 82.41% | 0.7 |
|
| 4333 |
4333
Hallstatt Advisors
New York
| US$1.11億 | -US$3135萬 | -22% | 9.58% | – | 16 | 37.5% | 0.5 |
|
| 4334 |
4334
Layline Advisors
Rochester,
New York
| US$1.11億 | -US$94.2萬 | -0.8% | 0.05% | – | 80 | 8.75% | 0.4 |
|
| 4335 |
4335
RCW Management
Jacksonville,
Florida
| US$1.11億 | -US$103萬 | -0.9% | 0.47% | – | 68 | 1.47% | 0.7 |
|
| 4336 |
4336
IronOak Wealth
Cedar Park,
Texas
| US$1.1億 | – | – | 2.81% | – | 59 | – | 0.8 |
|
| 4337 |
4337
Chicago Capital Management
Chicago,
Illinois
| US$1.1億 | -US$187萬 | -2% | 7.44% | 270% | 37 | 48.65% | 0.5 |
|
| 4338 |
4338
Decision Investments
San Diego,
California
| US$1.1億 | +US$52.3萬 | +0.5% | 2.62% | – | 155 | 9.68% | 0.7 |
|
| 4339 |
4339
Michael Brady & Co
Westlake,
Ohio
| US$1.1億 | -US$314萬 | -3% | 1.01% | – | 58 | 5.17% | 0.7 |
|
| 4340 |
4340
Barden Capital Management
Austin,
Texas
| US$1.1億 | +US$157萬 | +1% | 1.21% | 80.1% | 58 | 8.62% | 3 |
|
| 4341 |
4341
Deer Park Road Corp
Steamboat Springs,
Colorado
| US$1.1億 | +US$8525萬 | +347% | 52.9% | 55.9% | 6 | 16.67% | 3.5 |
|
| 4342 |
4342
Weber Capital Management
San Francisco,
California
| US$1.1億 | -US$781萬 | -7% | 0.07% | – | 13 | 0% | 0.8 |
|
| 4343 |
4343
Kachkovsky & Fisher Inc
San Diego,
California
| US$1.1億 | +US$555萬 | +5% | 2.34% | – | 74 | 16.22% | 0.2 |
|
| 4344 |
4344
American National Bank of Texas
Richardson,
Texas
| US$1.09億 | -US$8.87萬 | -0.1% | 0.16% | – | 57 | 10.53% | 0.9 |
|
| 4345 |
4345
Aspirean Wealth
Mill Valley,
California
| US$1.09億 | +US$157萬 | +1% | 0.05% | – | 20 | 10% | 0.7 |
|
| 4346 |
4346
Karras Company
Roy,
Utah
| US$1.09億 | -US$120萬 | -1% | 0.13% | – | 66 | 9.09% | 0.7 |
|
| 4347 |
4347
Yanni & Associates Investment Advisors
Wexford,
Pennsylvania
| US$1.09億 | +US$65.7萬 | +0.6% | 1.41% | – | 38 | 13.16% | 0.7 |
|
| 4348 |
4348
Unify Financial Advisors
Clearwater,
Florida
| US$1.09億 | +US$72.5萬 | +0.7% | 1.7% | – | 95 | 14.74% | 0.7 |
|
| 4349 |
4349
CFG Wealth Management Services
Indianapolis,
Indiana
| US$1.09億 | +US$243萬 | +2% | 2.54% | – | 173 | 64.16% | 0.3 |
|
| 4350 |
4350
Ramsey Quantitative Systems
Louisville,
Kentucky
| US$1.09億 | -US$263萬 | -2% | 1.3% | 51.1% | 83 | 49.4% | 0.3 |
|