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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4,523檔基金(占~51%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
4426
Corundum Trust Company
Sioux Falls,
South Dakota
| US$3776萬 | +US$31.2萬 | +0.8% | 2.12% | – | 29 | 6.9% | 2.6 |
|
| 4427 |
4427
Savior LLC
Wellesley Hills,
Massachusetts
| US$3605萬 | +US$118萬 | +3% | 1.2% | 82.8% | 23 | 39.13% | 1.9 |
|
| 4428 |
4428
Dakota Community Bank & Trust
Hebron,
North Dakota
| US$3483萬 | +US$258萬 | +8% | 0.18% | 93.4% | 106 | 6.6% | 3.2 |
|
| 4429 |
4429
Monashee Investment Management
Boston,
Massachusetts
| US$3340萬 | -US$2618萬 | -44% | 5.87% | 460% | 33 | 90.91% | 0.2 |
|
| 4430 |
4430
Sanchez Wealth Management Group
Jacksonville,
Florida
| US$3317萬 | -US$5.38億 | -94% | 0.57% | 61.1% | 53 | 56.6% | 4.5 |
|
| 4431 |
CPR
4431
CSU Producer Resources
Fairfield,
Ohio
| US$3303萬 | +US$267萬 | +9% | 13.8% | 110% | 22 | 0% | 7.6 |
|
| 4432 |
4432
Syncona Portfolio
St Peter Port,
Guernsey
| US$3228萬 | +US$566萬 | +21% | 21.3% | 24% | 1 | 0% | 4.8 |
|
| 4433 |
BAS
4433
Breakthru Advisory Services
Muskego,
Wisconsin
| US$2956萬 | -US$21.3萬 | -0.7% | 1.41% | – | 20 | 40% | 0.8 |
|
| 4434 |
4434
West Tower Group
Richmond,
Virginia
| US$2698萬 | -US$864萬 | -24% | 1.7% | 120% | 51 | 50.98% | 1 |
|
| 4435 |
4435
Axim Planning & Wealth
Springboro,
Ohio
| US$2645萬 | -US$4509萬 | -63% | 22.9% | 32.3% | 93 | 78.49% | 1.9 |
|
| 4436 |
SCA
4436
SMH Capital Advisors
Fort Worth,
Texas
| US$2642萬 | +US$90.6萬 | +4% | 1.7% | 9.86% | 59 | 13.56% | 2.7 |
|
| 4437 |
4437
Strategic Advocates
Logan,
Utah
| US$2593萬 | +US$10.3萬 | +0.4% | 0.17% | 111% | 267 | 8.24% | 1.4 |
|
| 4438 |
4438
Samson Rock Capital
London,
United Kingdom
| US$2476萬 | -US$2079萬 | -46% | 16.1% | 166% | 4 | 75% | 0.8 |
|
| 4439 |
HIIL
4439
HS Investments III Ltd
St. Peter Port,
| US$2448萬 | +US$219萬 | +10% | 30.1% | – | 1 | 0% | 0.8 |
|
| 4440 |
4440
Scarborough Advisors
Annapolis,
Maryland
| US$2392萬 | -US$8.47億 | -97% | 0.89% | 63.3% | 149 | 96.64% | 1.1 |
|
| 4441 |
4441
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| US$2312萬 | +US$363萬 | +19% | 0.64% | 32% | 10 | 40% | 3 |
|
| 4442 |
4442
REX Advisers
Fairfield,
Connecticut
| US$2110萬 | -US$2319萬 | -52% | 25.4% | – | 90 | 88.89% | 0.1 |
|
| 4443 |
4443
Pathway Capital Management
Irvine,
California
| US$1951萬 | -US$443萬 | -19% | 0.8% | 659% | 8 | 100% | 0 |
|
| 4444 |
4444
Livelsberger Financial Advisory
Ashland,
Ohio
| US$1862萬 | – | – | 2.55% | – | 218 | – | 0.1 |
|
| 4445 |
RCP
4445
RPM Capital Partners
New York
| US$1813萬 | +US$1124萬 | +163% | 15.8% | 8.37% | 2 | 50% | 0.4 |
|
| 4446 |
4446
Flaharty Asset Management
Clearwater,
Florida
| US$1791萬 | -US$5195萬 | -74% | 0.27% | 37.8% | 52 | 28.85% | 4.4 |
|
| 4447 |
BIMC
4447
Benson Investment Management Company
Roanoke,
Virginia
| US$1777萬 | -US$101萬 | -5% | 1.52% | 99.8% | 9 | 22.22% | 0.9 |
|
| 4448 |
4448
Dara Capital US
Miami,
Florida
| US$1766萬 | -US$1.27億 | -88% | 4.75% | – | 110 | 78.18% | 0.8 |
|
| 4449 |
4449
Silchester International Investors
London,
United Kingdom
| US$1727萬 | -US$4477萬 | -72% | 9.56% | 53.9% | 4 | 25% | 2 |
|
| 4450 |
4450
WLTH Capital Management
Chandler,
Arizona
| US$1643萬 | -US$1.4億 | -89% | 2.74% | – | 29 | 34.48% | 0.7 |
|