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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4,646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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
4351
Grange Capital
Beaverton,
Oregon
| US$1.07億 | -US$165萬 | -2% | 2.34% | – | 55 | 12.73% | 1.3 |
|
| 4352 |
SG
4352
Sherry Group
Mountain Home,
Arkansas
| US$1.07億 | +US$411萬 | +4% | 2.01% | – | 57 | 19.3% | 0.6 |
|
| 4353 |
4353
Ballast Financial Advisors
West Chester,
Pennsylvania
| US$1.06億 | -US$433萬 | -4% | 0.49% | – | 74 | 8.11% | 0.7 |
|
| 4354 |
4354
Burkett Asset Management
Victoria,
| US$1.06億 | -US$91.1萬 | -0.9% | 0.18% | – | 66 | 21.21% | 0.6 |
|
| 4355 |
SCCL
4355
Split Creek Capital LLC
Charlottesville,
Virginia
| US$1.06億 | -US$225萬 | -2% | 0.96% | – | 149 | 20.13% | 0.6 |
|
| 4356 |
4356
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
| US$1.06億 | -US$1221萬 | -10% | 0.54% | – | 129 | 23.26% | 1.9 |
|
| 4357 |
PWM
4357
Puff Wealth Management
Haddonfield,
New Jersey
| US$1.06億 | +US$785萬 | +8% | 0.94% | – | 83 | 10.84% | 1.2 |
|
| 4358 |
4358
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
| US$1.05億 | -US$1944萬 | -16% | 0.68% | – | 102 | 27.45% | 1.1 |
|
| 4359 |
4359
Prism Planning Partners
Libertyville,
Illinois
| US$1.05億 | +US$1084萬 | +11% | 0.82% | – | 53 | 33.96% | 0.5 |
|
| 4360 |
MI
4360
Moneywise Inc
Forest,
Virginia
| US$1.05億 | -US$1.63億 | -61% | 1.23% | 60.8% | 95 | 43.16% | 3.3 |
|
| 4361 |
4361
Cogent Strategic Wealth
Chicago,
Illinois
| US$1.05億 | +US$19.9萬 | +0.2% | 0.88% | – | 61 | 9.84% | 0.6 |
|
| 4362 |
4362
Corecam AG
Zurich,
| US$1.05億 | -US$1212萬 | -10% | 5.32% | – | 53 | 16.98% | 0.5 |
|
| 4363 |
4363
Geremia Financial Services
Edison,
New Jersey
| US$1.05億 | +US$1053萬 | +11% | 0.88% | – | 9 | 0% | 0.7 |
|
| 4364 |
4364
Amitell Capital
Singapore
| US$1.05億 | -US$456萬 | -4% | 0.58% | 188% | 33 | 45.45% | 0.6 |
|
| 4365 |
4365
Xena Financial Planning
Portland,
Oregon
| US$1.05億 | +US$55.2萬 | +0.5% | 1.08% | – | 40 | 10% | 0.7 |
|
| 4366 |
4366
Hyposwiss Advisors
Geneva,
| US$1.05億 | -US$80.6萬 | -0.8% | 0.21% | – | 104 | 1.92% | 0.7 |
|
| 4367 |
4367
Reality Financial Planning Services
Sarasota,
Florida
| US$1.05億 | +US$112萬 | +1% | 0.65% | – | 20 | 10% | 0.7 |
|
| 4368 |
4368
Freemont Management
Vaud,
Switzerland
| US$1.05億 | +US$135萬 | +1% | 6.64% | 102% | 17 | 23.53% | 2.5 |
|
| 4369 |
CF
4369
Calder Financial
Downingtown,
Pennsylvania
| US$1.05億 | -US$156萬 | -1% | 0.67% | – | 43 | 2.33% | 0.7 |
|
| 4370 |
4370
Surience Private Wealth
Yakima,
Washington
| US$1.04億 | -US$952萬 | -8% | 0.47% | 169% | 64 | 62.5% | 0.4 |
|
| 4371 |
4371
Q Fund Management (Hong Kong)
Hong Kong,
| US$1.04億 | -US$552萬 | -5% | 9.72% | – | 42 | 47.62% | 0.4 |
|
| 4372 |
4372
Montchanin Asset Management
Montchanin,
Delaware
| US$1.04億 | +US$589萬 | +6% | 7.66% | 120% | 66 | 12.12% | 2.4 |
|
| 4373 |
4373
Succession Financial
Mckinney,
Texas
| US$1.04億 | -US$123萬 | -1% | 2.69% | – | 55 | 21.82% | 0.2 |
|
| 4374 |
4374
T3 Companies
New York
| US$1.03億 | +US$970萬 | +10% | 1.69% | – | 292 | 72.26% | 0.2 |
|
| 4375 |
UPWM
4375
UMB Private Wealth Management
Kansas City,
Missouri
| US$1.03億 | – | – | 1.91% | – | 1,409 | – | 0 |
|