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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5226 |
SWGLO
5226
Summit Wealth Group, LLC/OK
Tulsa,
Oklahoma
| US$5902萬 | -US$1803萬 | -23% | 3% | – | 63 | 17.46% | 0.7 |
|
| 5227 |
5227
Lexington Partners
New York
| US$5888萬 | -US$7495萬 | -56% | 27.6% | 24.5% | 3 | 33.33% | 2 |
|
| 5228 |
5228
Praxis Capital Management
Chicago,
Illinois
| US$5886萬 | -US$424萬 | -7% | 1.82% | – | 36 | 36.11% | 0.5 |
|
| 5229 |
PFA
5229
Portland Financial Advisors
Port Washington,
New York
| US$5752萬 | +US$272萬 | +5% | 0.08% | – | 95 | 9.47% | 1.3 |
|
| 5230 |
5230
Littlejohn & Co
Greenwich,
Connecticut
| US$5702萬 | -US$2157萬 | -27% | 3.12% | 66.1% | 10 | 30% | 2.6 |
|
| 5231 |
5231
General Motors Holdings
Detroit,
Michigan
| US$5668萬 | -US$2312萬 | -29% | 28.6% | 21.4% | 4 | 0% | 2.7 |
|
| 5232 |
5232
Eagle Point Credit Management
Greenwich,
Connecticut
| US$5639萬 | -US$981萬 | -15% | 7.74% | – | 13 | 0% | 0.8 |
|
| 5233 |
5233
Israel Discount Bank of New York
New York
| US$5538萬 | +US$137萬 | +3% | 0.85% | 40.8% | 46 | 13.04% | 4.3 |
|
| 5234 |
5234
Wise Wealth Partners
Phoenix,
Arizona
| US$5459萬 | -US$425萬 | -7% | 0.01% | – | 45 | 20% | 1.1 |
|
| 5235 |
5235
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Warszawa,
Poland
| US$5445萬 | +US$783萬 | +17% | 15.5% | – | 39 | 0% | 2 |
|
| 5236 |
5236
Axon Capital
New York
| US$5392萬 | -US$1975萬 | -27% | 6.37% | – | 12 | 41.67% | 0.5 |
|
| 5237 |
5237
H&F Corporate Investors IX
San Francisco,
California
| US$5376萬 | -US$228萬 | -4% | 4.07% | 64.2% | 1 | 0% | 3.8 |
|
| 5238 |
5238
Hestia Capital Management
Cranberry Township,
Pennsylvania
| US$5294萬 | -US$2256萬 | -30% | 16.1% | – | 11 | 36.36% | 0.9 |
|
| 5239 |
5239
SL Advisors
Westfield,
New Jersey
| US$5124萬 | -US$592萬 | -10% | 2.39% | 74.1% | 33 | 9.09% | 6.7 |
|
| 5240 |
5240
Crosspoint Financial
Tustin,
California
| US$5052萬 | +US$685萬 | +16% | 1.38% | – | 46 | 30.43% | 1.2 |
|
| 5241 |
5241
Notable Capital Management
Menlo Park,
California
| US$4948萬 | -US$207萬 | -4% | 11.5% | – | 10 | 10% | 0.9 |
|
| 5242 |
5242
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| US$4918萬 | +US$385萬 | +8% | 14.2% | 261% | 39 | 48.72% | 2.2 |
|
| 5243 |
5243
Novus Advisors
Greenville,
South Carolina
| US$4771萬 | -US$25.7萬 | -0.5% | 0.29% | – | 55 | 20% | 1.4 |
|
| 5244 |
5244
Robert Wood Johnson Foundation
Princeton,
New Jersey
| US$4741萬 | -US$3363萬 | -42% | 4.45% | 3.79% | 3 | 66.67% | 3.3 |
|
| 5245 |
5245
Summit Rock Advisors
New York
| US$4697萬 | -US$2917萬 | -38% | 8.36% | – | 3 | 33.33% | 0.3 |
|
| 5246 |
5246
TRB Advisors
New York
| US$4638萬 | -US$1.86億 | -80% | 1.25% | 76.1% | 6 | 50% | 5 |
|
| 5247 |
FDG
5247
Financial Discovery Group
Atlanta,
Georgia
| US$4631萬 | -US$58.6萬 | -1% | 0.22% | – | 21 | 23.81% | 0.5 |
|
| 5248 |
CAM
5248
Capital Asset Management
Denver,
Colorado
| US$4592萬 | +US$149萬 | +3% | 2.38% | – | 47 | 8.51% | 0.7 |
|
| 5249 |
BCM
5249
Bratton Capital Management
Fort Worth,
Texas
| US$4542萬 | +US$461萬 | +11% | 11.3% | 203% | 1 | 0% | 7.8 |
|
| 5250 |
5250
Cornerstone Partners Capital Management
Charlottesville,
Virginia
| US$4512萬 | +US$1074萬 | +31% | 2.52% | 61.7% | 8 | 25% | 3.5 |
|