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。

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)
AIS
5851
Altium Investment Strategies
Florida
US$8742萬 +US$1798萬 +26% 3.06% – 26 26.92% 0.3
Vermillion Wealth Management
5852
Vermillion Wealth Management
Minnesota
US$8738萬 -US$3.39億 -80% 0.77% – 1,604 64.84% 0.7
Courant Investment Management
5853
Courant Investment Management
Tennessee
US$8724萬 -US$1579萬 -15% 0.14% 35.2% 7 0% 4.6
Elite Life Management
5854
Elite Life Management
Florida
US$8675萬 +US$133萬 +2% 2.28% 91.6% 64 15.63% 1.5
Pictet Bank & Trust
5855
Pictet Bank & Trust
Bahamas
US$8546萬 -US$781萬 -8% 5.72% 82.7% 42 28.57% 4.5
OWM
5856
Omnitrust Wealth Management
Florida
US$8542萬 – – 1.66% – 64 – 0.9
Broyhill Asset Management
5857
Broyhill Asset Management
North Carolina
US$8522萬 -US$2724萬 -24% 2.53% – 77 25.97% 1.4
Teachers Insurance & Annuity Association of America
5858
Teachers Insurance & Annuity Association of America
New York
US$8517萬 -US$545萬 -6% 3.25% – 83 14.46% 1.7
YIM
5859
Yoffe Investment Management
Pennsylvania
US$8489萬 -US$247萬 -3% 1.6% – 116 4.31% 1.6
Divco West Real Estate Services
5860
Divco West Real Estate Services
California
US$8461萬 -US$943萬 -10% 9.93% 2.32% 4 0% 3.8
ACM
5861
Ariose Capital Management
Hong Kong
US$8427萬 -US$1.5億 -64% 20.2% 2,106% 25 96% 0
WMS Group
5862
WMS Group
Louisiana
US$8425萬 +US$671萬 +9% 1.97% – 61 8.2% 0.6
Fiscal Wisdom Wealth Management
5863
Fiscal Wisdom Wealth Management
Connecticut
US$8407萬 -US$3384萬 -29% 1.66% – 118 23.73% 0.7
Centennial Advisors
5864
Centennial Advisors
Texas
US$8369萬 -US$13.9萬 -0.2% 0.45% – 89 30.34% 0.5
FinDec Wealth Services
5865
FinDec Wealth Services
California
US$8355萬 -US$110萬 -1% 0.19% 52.7% 33 12.12% 3.1
HCVG
5866
H Capital V GP
Cayman Islands
US$8338萬 +US$1148萬 +16% 16% – 1 0% 4.8
BCM
5867
Beaumont Capital Management
Massachusetts
US$8335萬 -US$304萬 -4% 0.02% 49.6% 45 48.89% 1.1
Solutions 4 Wealth
5868
Solutions 4 Wealth
Texas
US$8325萬 +US$578萬 +7% 0.03% 54.9% 63 14.29% 1.9
Financially Speaking
5869
Financially Speaking
Colorado
US$8323萬 +US$6264萬 +304% 3.24% – 130 30% 1
Pensionfund Sabic
5870
Pensionfund Sabic
Netherlands
US$8290萬 -US$1061萬 -11% 6.97% 63.6% 76 3.95% 7.9
AlpInvest Partners
5871
AlpInvest Partners
Netherlands
US$8275萬 +US$2283萬 +38% 10.8% 178% 18 27.78% 1.4
Security Benefit Life Insurance Company
5872
Security Benefit Life Insurance Company
Kansas
US$8233萬 -US$9919萬 -55% 9.91% 61.7% 22 18.18% 3.2
H&F Corporate Investors VIII
5873
H&F Corporate Investors VIII
California
US$8231萬 -US$5031萬 -38% 37.9% 48.3% 1 0% 5.8
WPA
5874
WIT Partners Advisory
Singapore
US$8227萬 -US$1.31億 -61% 2.64% 22.7% 16 62.5% 1.2
ProCore Advisors
5875
ProCore Advisors
California
US$8215萬 +US$144萬 +2% 1.47% – 99 23.23% 0.6