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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4,681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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
CF
4401
Calder Financial
Downingtown,
Pennsylvania
| US$1.05億 | -US$156萬 | -1% | 0.67% | – | 43 | 2.33% | 0.7 |
|
| 4402 |
4402
Surience Private Wealth
Yakima,
Washington
| US$1.04億 | -US$952萬 | -8% | 0.47% | 169% | 64 | 62.5% | 0.4 |
|
| 4403 |
4403
Q Fund Management (Hong Kong)
Hong Kong,
| US$1.04億 | -US$552萬 | -5% | 9.72% | – | 42 | 47.62% | 0.4 |
|
| 4404 |
4404
Montchanin Asset Management
Montchanin,
Delaware
| US$1.04億 | +US$589萬 | +6% | 7.66% | 120% | 66 | 12.12% | 2.4 |
|
| 4405 |
4405
Succession Financial
Mckinney,
Texas
| US$1.04億 | -US$123萬 | -1% | 2.69% | – | 55 | 21.82% | 0.2 |
|
| 4406 |
4406
T3 Companies
New York
| US$1.03億 | +US$970萬 | +10% | 1.69% | – | 292 | 72.26% | 0.2 |
|
| 4407 |
UPWM
4407
UMB Private Wealth Management
Kansas City,
Missouri
| US$1.03億 | – | – | 1.91% | – | 1,409 | – | 0 |
|
| 4408 |
4408
Strategic Financial Group
Grand Haven,
Michigan
| US$1.03億 | -US$112萬 | -1% | 2.08% | – | 20 | 5% | 0.5 |
|
| 4409 |
4409
Gritstone Asset Management
Bethesda,
Maryland
| US$1.03億 | -US$84.6萬 | -0.8% | 0.36% | – | 226 | 36.73% | 0.6 |
|
| 4410 |
4410
Provident Living Financial Services
Lehi,
Utah
| US$1.03億 | +US$143萬 | +1% | 2.03% | – | 54 | 9.26% | 0.7 |
|
| 4411 |
4411
Willow Creek Capital Management
Missoula,
Montana
| US$1.03億 | -US$23.3萬 | -0.2% | 0.55% | – | 101 | 1.98% | 0.2 |
|
| 4412 |
4412
Parrish Capital
Kennesaw,
Georgia
| US$1.03億 | -US$109萬 | -1% | 2.12% | – | 88 | 5.68% | 0.7 |
|
| 4413 |
PBK
4413
Peoples Bank (Kansas)
Pratt,
Kansas
| US$1.03億 | -US$33.9萬 | -0.3% | 3.28% | 74.5% | 101 | 6.93% | 2.6 |
|
| 4414 |
RCDBASW
4414
Rudd Co d/b/a Styre Wealth
Fort Worth,
Texas
| US$1.03億 | – | – | 2.29% | – | 75 | – | 0 |
|
| 4415 |
4415
Langley Wealth Management
Corinth,
Mississippi
| US$1.02億 | -US$20.9萬 | -0.2% | 1.68% | – | 139 | 23.02% | 0.2 |
|
| 4416 |
4416
Guilbault Capital
Metairie,
Louisiana
| US$1.02億 | +US$244萬 | +2% | 1.75% | – | 81 | 19.75% | 0.6 |
|
| 4417 |
4417
Schuylkill Financial
Wyomissing,
Pennsylvania
| US$1.02億 | -US$623萬 | -6% | 2.19% | – | 72 | 16.67% | 0.2 |
|
| 4418 |
IWMO
4418
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
| US$1.02億 | +US$690萬 | +7% | 1.93% | – | 104 | 17.31% | 0.5 |
|
| 4419 |
4419
Financial Network Wealth Advisors
Murray,
Utah
| US$1.01億 | +US$273萬 | +3% | 1.88% | 57.7% | 973 | 18.5% | 1.4 |
|
| 4420 |
4420
Englebert Financial Advisers
Allentown,
Pennsylvania
| US$1.01億 | -US$47.8萬 | -0.5% | 0.58% | – | 80 | 41.25% | 0.5 |
|
| 4421 |
4421
Katamaran Capital
London,
United Kingdom
| US$1.01億 | -US$2447萬 | -19% | 0.1% | – | 49 | 57.14% | 0.6 |
|
| 4422 |
4422
Aspen Private Advisors
Sioux Falls,
South Dakota
| US$1.01億 | +US$121萬 | +1% | 0.33% | – | 17 | 58.82% | 0.1 |
|
| 4423 |
KFP
4423
Kroeger Financial Partners
Grass Valley,
California
| US$1.01億 | -US$260萬 | -3% | 1.07% | – | 143 | 11.19% | 0.2 |
|
| 4424 |
4424
Chiron Capital Management
Tallahassee,
Florida
| US$1.01億 | -US$1090萬 | -10% | 4.32% | – | 144 | 18.75% | 2.2 |
|
| 4425 |
4425
Sulzberger Capital Advisors
Miami,
Florida
| US$1.01億 | -US$191萬 | -2% | 2.6% | – | 59 | 15.25% | 1.3 |
|