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6,148檔基金(占~69%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5726 |
5726
Fullerton Advisors
Danville,
California
| US$1.07億 | +US$27.3萬 | +0.3% | 0.18% | – | 56 | 7.14% | 0.7 |
|
| 5727 |
5727
Good Harbor Advisors
Gloucester,
Massachusetts
| US$1.07億 | +US$496萬 | +5% | 1.51% | – | 92 | 9.78% | 0.7 |
|
| 5728 |
5728
Heronetta Management
New York
| US$1.07億 | -US$181萬 | -2% | 1.44% | 55.4% | 15 | 0% | 8.8 |
|
| 5729 |
5729
American Wealth Advisors
Johns Creek,
Georgia
| US$1.07億 | +US$44.9萬 | +0.4% | 0.51% | – | 43 | 4.65% | 1 |
|
| 5730 |
5730
Grange Capital
Beaverton,
Oregon
| US$1.07億 | -US$165萬 | -2% | 2.34% | – | 55 | 12.73% | 1.3 |
|
| 5731 |
SG
5731
Sherry Group
Mountain Home,
Arkansas
| US$1.07億 | +US$411萬 | +4% | 2.01% | – | 57 | 19.3% | 0.6 |
|
| 5732 |
5732
Ballast Financial Advisors
West Chester,
Pennsylvania
| US$1.06億 | -US$433萬 | -4% | 0.49% | – | 74 | 8.11% | 0.7 |
|
| 5733 |
5733
Burkett Asset Management
Victoria,
| US$1.06億 | -US$91.1萬 | -0.9% | 0.18% | – | 66 | 21.21% | 0.6 |
|
| 5734 |
SCCL
5734
Split Creek Capital LLC
Charlottesville,
Virginia
| US$1.06億 | -US$225萬 | -2% | 0.96% | – | 149 | 20.13% | 0.6 |
|
| 5735 |
5735
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
| US$1.06億 | -US$1221萬 | -10% | 0.54% | – | 129 | 23.26% | 1.9 |
|
| 5736 |
PWM
5736
Puff Wealth Management
Haddonfield,
New Jersey
| US$1.06億 | +US$785萬 | +8% | 0.94% | – | 83 | 10.84% | 1.2 |
|
| 5737 |
5737
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
| US$1.05億 | -US$1944萬 | -16% | 0.68% | – | 102 | 27.45% | 1.1 |
|
| 5738 |
5738
Prism Planning Partners
Libertyville,
Illinois
| US$1.05億 | +US$1084萬 | +11% | 0.82% | – | 53 | 33.96% | 0.5 |
|
| 5739 |
5739
Willow Financial
Rogers,
Arkansas
| US$1.05億 | – | – | 2.21% | – | 63 | – | 0.3 |
|
| 5740 |
MI
5740
Moneywise Inc
Forest,
Virginia
| US$1.05億 | -US$1.63億 | -61% | 1.23% | 60.8% | 95 | 43.16% | 3.3 |
|
| 5741 |
5741
Cogent Strategic Wealth
Chicago,
Illinois
| US$1.05億 | +US$19.9萬 | +0.2% | 0.88% | – | 61 | 9.84% | 0.6 |
|
| 5742 |
5742
SPWM Advisors
Traverse City,
Michigan
| US$1.05億 | -US$322萬 | -3% | 2.05% | – | 96 | 13.54% | 0.6 |
|
| 5743 |
5743
Corecam AG
Zurich,
| US$1.05億 | -US$1212萬 | -10% | 5.32% | – | 53 | 16.98% | 0.5 |
|
| 5744 |
5744
Geremia Financial Services
Edison,
New Jersey
| US$1.05億 | +US$1053萬 | +11% | 0.88% | – | 9 | 0% | 0.7 |
|
| 5745 |
5745
Amitell Capital
Singapore
| US$1.05億 | -US$456萬 | -4% | 0.58% | 188% | 33 | 45.45% | 0.6 |
|
| 5746 |
5746
Xena Financial Planning
Portland,
Oregon
| US$1.05億 | +US$55.2萬 | +0.5% | 1.08% | – | 40 | 10% | 0.7 |
|
| 5747 |
5747
Hyposwiss Advisors
Geneva,
| US$1.05億 | -US$80.6萬 | -0.8% | 0.21% | – | 104 | 1.92% | 0.7 |
|
| 5748 |
5748
Reality Financial Planning Services
Sarasota,
Florida
| US$1.05億 | +US$112萬 | +1% | 0.65% | – | 20 | 10% | 0.7 |
|
| 5749 |
5749
Freemont Management
Vaud,
Switzerland
| US$1.05億 | +US$135萬 | +1% | 6.64% | 102% | 17 | 23.53% | 2.5 |
|
| 5750 |
5750
Trailhead Planners
Edina,
Minnesota
| US$1.05億 | +US$121萬 | +1% | 0.29% | – | 57 | 3.51% | 0.6 |
|