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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4376 |
4376
Strategic Financial Group
Grand Haven,
Michigan
| US$1.03億 | -US$112萬 | -1% | 2.08% | – | 20 | 5% | 0.5 |
|
| 4377 |
4377
Gritstone Asset Management
Bethesda,
Maryland
| US$1.03億 | -US$84.6萬 | -0.8% | 0.36% | – | 226 | 36.73% | 0.6 |
|
| 4378 |
4378
Provident Living Financial Services
Lehi,
Utah
| US$1.03億 | +US$143萬 | +1% | 2.03% | – | 54 | 9.26% | 0.7 |
|
| 4379 |
4379
Willow Creek Capital Management
Missoula,
Montana
| US$1.03億 | -US$23.3萬 | -0.2% | 0.55% | – | 101 | 1.98% | 0.2 |
|
| 4380 |
4380
Parrish Capital
Kennesaw,
Georgia
| US$1.03億 | -US$109萬 | -1% | 2.12% | – | 88 | 5.68% | 0.7 |
|
| 4381 |
PBK
4381
Peoples Bank (Kansas)
Pratt,
Kansas
| US$1.03億 | -US$33.9萬 | -0.3% | 3.28% | 74.5% | 101 | 6.93% | 2.6 |
|
| 4382 |
RCDBASW
4382
Rudd Co d/b/a Styre Wealth
Fort Worth,
Texas
| US$1.03億 | – | – | 2.29% | – | 75 | – | 0 |
|
| 4383 |
4383
Langley Wealth Management
Corinth,
Mississippi
| US$1.02億 | -US$20.9萬 | -0.2% | 1.68% | – | 139 | 23.02% | 0.2 |
|
| 4384 |
4384
Guilbault Capital
Metairie,
Louisiana
| US$1.02億 | +US$244萬 | +2% | 1.75% | – | 81 | 19.75% | 0.6 |
|
| 4385 |
4385
Schuylkill Financial
Wyomissing,
Pennsylvania
| US$1.02億 | -US$623萬 | -6% | 2.19% | – | 72 | 16.67% | 0.2 |
|
| 4386 |
IWMO
4386
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
| US$1.02億 | +US$690萬 | +7% | 1.93% | – | 104 | 17.31% | 0.5 |
|
| 4387 |
4387
Financial Network Wealth Advisors
Murray,
Utah
| US$1.01億 | +US$273萬 | +3% | 1.88% | 57.7% | 973 | 18.5% | 1.4 |
|
| 4388 |
4388
Englebert Financial Advisers
Allentown,
Pennsylvania
| US$1.01億 | -US$47.8萬 | -0.5% | 0.58% | – | 80 | 41.25% | 0.5 |
|
| 4389 |
4389
Katamaran Capital
London,
United Kingdom
| US$1.01億 | -US$2447萬 | -19% | 0.1% | – | 49 | 57.14% | 0.6 |
|
| 4390 |
4390
Aspen Private Advisors
Sioux Falls,
South Dakota
| US$1.01億 | +US$121萬 | +1% | 0.33% | – | 17 | 58.82% | 0.1 |
|
| 4391 |
KFP
4391
Kroeger Financial Partners
Grass Valley,
California
| US$1.01億 | -US$260萬 | -3% | 1.07% | – | 143 | 11.19% | 0.2 |
|
| 4392 |
4392
Chiron Capital Management
Tallahassee,
Florida
| US$1.01億 | -US$1090萬 | -10% | 4.32% | – | 144 | 18.75% | 2.2 |
|
| 4393 |
4393
Sulzberger Capital Advisors
Miami,
Florida
| US$1.01億 | -US$191萬 | -2% | 2.6% | – | 59 | 15.25% | 1.3 |
|
| 4394 |
4394
Transce3nd
Kyle,
Texas
| US$1億 | +US$8901萬 | +785% | 1.64% | – | 533 | 69.61% | 0.5 |
|
| 4395 |
AIP
4395
Alapocas Investment Partners
Beverly,
Massachusetts
| US$1億 | -US$222萬 | -2% | 4.65% | 58.3% | 25 | 4% | 3.4 |
|
| 4396 |
4396
Sage Investment Counsel
Franklin,
Tennessee
| US$1億 | +US$33.8萬 | +0.3% | 0.9% | – | 138 | 18.12% | 1.4 |
|
| 4397 |
4397
Villanova Investment Management
Wayne,
Pennsylvania
| US$1億 | -US$523萬 | -5% | 2.15% | – | 62 | 20.97% | 1.6 |
|
| 4398 |
4398
Ulrich Consultants & Investment Group
Albuquerque,
New Mexico
| US$1億 | – | – | 1.07% | – | 47 | – | 1.6 |
|
| 4399 |
4399
CSP Financial Group
Scottsdale,
Arizona
| US$9926萬 | -US$1808萬 | -15% | 0.36% | – | 25 | 12% | 0.4 |
|
| 4400 |
AM
4400
Account Management
Boxford,
Massachusetts
| US$9920萬 | +US$20.3萬 | +0.2% | 0.82% | 88.3% | 25 | 12% | 4.8 |
|