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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4,658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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
4426
DB&C Advisors
Holland,
Michigan
| US$9627萬 | +US$392萬 | +4% | 5.12% | – | 79 | 7.59% | 0.7 |
|
| 4427 |
4427
Closed-End Fund Advisors
Richmond,
Virginia
| US$9624萬 | -US$614萬 | -6% | 5.11% | – | 175 | 10.86% | 0.7 |
|
| 4428 |
4428
Holland Advisory Services
Ormond Beach,
Florida
| US$9561萬 | +US$507萬 | +6% | 0.6% | 63% | 51 | 5.88% | 3.1 |
|
| 4429 |
4429
Delphi Management
Brookline,
Massachusetts
| US$9546萬 | -US$682萬 | -7% | 2.03% | 107% | 85 | 8.24% | 3.8 |
|
| 4430 |
4430
Meadowbrook Wealth Management
Garden City,
New York
| US$9543萬 | +US$257萬 | +3% | 6.7% | – | 91 | 31.87% | 0.7 |
|
| 4431 |
4431
York GP
Grand Cayman,
Cayman Islands
| US$9516萬 | -US$3119萬 | -25% | 24.2% | – | 3 | 0% | 1.7 |
|
| 4432 |
4432
WealthSpring Partners
Long Beach,
California
| US$9442萬 | -US$2195萬 | -19% | 0.94% | – | 82 | 23.17% | 2.6 |
|
| 4433 |
4433
Measured Risk Portfolios
San Diego,
California
| US$9378萬 | -US$1863萬 | -17% | 0.02% | – | 66 | 7.58% | 1.5 |
|
| 4434 |
4434
Deuterium Capital Management
Clearwater,
Florida
| US$9333萬 | +US$93.7萬 | +1% | 10.3% | 262% | 25 | 4% | 2 |
|
| 4435 |
4435
FSR Wealth Management
Elmhurst,
Illinois
| US$9294萬 | +US$519萬 | +6% | 2.92% | – | 42 | 19.05% | 0.8 |
|
| 4436 |
4436
Capitol Family Office
Beaverton,
Oregon
| US$9290萬 | -US$179萬 | -2% | 1.9% | 72% | 47 | 23.4% | 2.2 |
|
| 4437 |
MIL
4437
MFG Investments, LLC
Medford,
New Jersey
| US$9284萬 | – | – | 0.65% | – | 79 | – | 0 |
|
| 4438 |
4438
CPWA LLC
Hood River,
Oregon
| US$9198萬 | +US$589萬 | +7% | 2.8% | – | 101 | 13.86% | 0.5 |
|
| 4439 |
HCM
4439
Helios Capital Management
Singapore
| US$9190萬 | -US$1046萬 | -10% | 3.55% | 124% | 27 | 11.11% | 1.8 |
|
| 4440 |
S2L
4440
Sparta 24 Ltd
Tirat Hacarmel,
Israel
| US$9051萬 | -US$1850萬 | -17% | 1.33% | 86% | 31 | 58.06% | 0.3 |
|
| 4441 |
4441
UG Investment Advisers
Taipei,
Taiwan
| US$9022萬 | -US$1289萬 | -13% | 1.83% | 183% | 11 | 27.27% | 1.2 |
|
| 4442 |
4442
WestBridge Capital Management
Trianon,
Mauritius
| US$9013萬 | +US$1062萬 | +13% | 26.4% | 21.9% | 1 | 0% | 4.3 |
|
| 4443 |
4443
Pacific Excel Wealth Advisors
Walnut Creek,
California
| US$9009萬 | -US$1.68億 | -65% | 2.26% | – | 307 | 87.95% | 0.2 |
|
| 4444 |
MA
4444
McGrath & Associates
Asheville,
North Carolina
| US$8983萬 | +US$1306萬 | +17% | 0.96% | – | 44 | 27.27% | 1.1 |
|
| 4445 |
4445
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
| US$8964萬 | +US$1626萬 | +22% | 1.97% | 96.9% | 404 | 20.54% | 1.7 |
|
| 4446 |
4446
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| US$8961萬 | -US$1229萬 | -12% | 1.42% | 65.5% | 73 | 20.55% | 2.1 |
|
| 4447 |
4447
Eurizon Asset Management Hungary
Budapest,
| US$8952萬 | -US$440萬 | -5% | 3.56% | – | 21 | 4.76% | 0.6 |
|
| 4448 |
4448
Walleye Partners
Madison,
Wisconsin
| US$8900萬 | +US$127萬 | +1% | 0.72% | – | 64 | 15.63% | 0.6 |
|
| 4449 |
4449
1888 Investments
Denver,
Colorado
| US$8839萬 | +US$3194萬 | +57% | 1.02% | 43.2% | 8 | 50% | 0.8 |
|
| 4450 |
GBA
4450
Garrison Bradford & Associates
New York
| US$8810萬 | -US$407萬 | -4% | 1.61% | 62.2% | 38 | 26.32% | 7.2 |
|