我們已在上線!
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5,393檔基金(占~60%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4976 |
4976
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
| US$1.13億 | +US$150萬 | +1% | 1.98% | – | 316 | 4.11% | 0.7 |
|
| 4977 |
4977
Redwood Family Wealth
Addison,
Texas
| US$1.13億 | -US$94.1萬 | -0.8% | 1.52% | – | 116 | 14.66% | 0.7 |
|
| 4978 |
4978
JBGlobal.com
New York
| US$1.13億 | -US$135萬 | -1% | 1.43% | – | 35 | 8.57% | 0.9 |
|
| 4979 |
4979
Townsend Financial Planning
Mt Sterling,
Kentucky
| US$1.13億 | -US$185萬 | -2% | 2.16% | – | 31 | 3.23% | 0.7 |
|
| 4980 |
4980
Jefferson Bridge Capital
Nashville,
Tennessee
| US$1.13億 | -US$256萬 | -2% | 1.9% | – | 54 | 9.26% | 0.7 |
|
| 4981 |
4981
Catalyst Investment Management
Windham,
New Hampshire
| US$1.13億 | +US$251萬 | +2% | 0.48% | – | 83 | 22.89% | 0.6 |
|
| 4982 |
4982
FinArc Investments
Norwood,
Massachusetts
| US$1.13億 | +US$238萬 | +2% | 3.99% | – | 58 | 25.86% | 0.5 |
|
| 4983 |
4983
AlphaCentric Advisors
San Juan,
Puerto Rico
| US$1.13億 | -US$541萬 | -5% | 3.08% | – | 292 | 27.4% | 1.2 |
|
| 4984 |
4984
Variant Private Wealth
Tysons,
Virginia
| US$1.13億 | +US$2363萬 | +27% | 8.8% | – | 47 | 14.89% | 1.3 |
|
| 4985 |
4985
Royal Palms Capital
Whitefish,
Montana
| US$1.13億 | -US$116萬 | -1% | 2.91% | – | 61 | 16.39% | 0.6 |
|
| 4986 |
4986
Stonebridge Wealth Management
Oak Brook,
Illinois
| US$1.12億 | +US$69.5萬 | +0.6% | 0.65% | – | 38 | 10.53% | 1.1 |
|
| 4987 |
4987
Zenith Solutions
Philadelphia,
Pennsylvania
| US$1.12億 | +US$198萬 | +2% | 1.02% | – | 96 | 23.96% | 0.2 |
|
| 4988 |
4988
Vericrest Private Wealth
Newtown,
Pennsylvania
| US$1.12億 | -US$19.5萬 | -0.2% | 0% | – | 44 | 6.82% | 2.7 |
|
| 4989 |
4989
Fortune Financial Group
Naples,
Florida
| US$1.12億 | -US$1555萬 | -12% | 0.24% | – | 121 | 28.93% | 0.6 |
|
| 4990 |
4990
Haven Global Partners
Atlanta,
Georgia
| US$1.12億 | -US$1832萬 | -14% | 1.12% | – | 9 | 11.11% | 1.2 |
|
| 4991 |
4991
Teza Capital Management
Chicago,
Illinois
| US$1.12億 | +US$6019萬 | +116% | 6.67% | 133% | 295 | 71.19% | 0.3 |
|
| 4992 |
4992
Banta Asset Management
Newport Beach,
California
| US$1.12億 | -US$11.7萬 | -0.1% | 1.3% | – | 21 | 19.05% | 4.8 |
|
| 4993 |
4993
Plus Group Wealth Advisors
Belgium,
Wisconsin
| US$1.12億 | +US$548萬 | +5% | 0.93% | – | 54 | 16.67% | 0.6 |
|
| 4994 |
4994
Arbor Wealth Management (Arizona)
Tempe,
Arizona
| US$1.12億 | -US$87.4萬 | -0.8% | 0.43% | – | 27 | 18.52% | 0.7 |
|
| 4995 |
4995
Urban Wealth Management
El Segundo,
California
| US$1.12億 | -US$309萬 | -3% | 2.45% | – | 118 | 17.8% | 1.5 |
|
| 4996 |
4996
Objective Capital Management
Pepper Pike,
Ohio
| US$1.12億 | -US$106萬 | -0.9% | 1.78% | – | 111 | 18.02% | 2.7 |
|
| 4997 |
4997
Expressive Wealth
Chicago,
Illinois
| US$1.11億 | +US$550萬 | +5% | 3.29% | – | 155 | 23.23% | 0.5 |
|
| 4998 |
4998
Sensenig Capital Advisors
Collegeville,
Pennsylvania
| US$1.11億 | +US$200萬 | +2% | 0.64% | – | 37 | 18.92% | 0.7 |
|
| 4999 |
4999
Atlas Venture Advisors
Boston,
Massachusetts
| US$1.11億 | -US$3225萬 | -22% | 21.5% | 34.6% | 3 | 0% | 6.9 |
|
| 5000 |
5000
Thayer Financial
Hickory,
North Carolina
| US$1.11億 | +US$104萬 | +0.9% | 0.43% | – | 39 | 33.33% | 0.6 |
|