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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2,475檔基金(占~28%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 851 |
851
Detalus Advisors
St. Louis,
Missouri
| US$5.07億 | -US$568萬 | -1% | 0.64% | 75.7% | 199 | 9.55% | 3.3 |
|
| 852 |
852
Founders Grove Wealth Partners
Richmond,
Virginia
| US$5.07億 | +US$618萬 | +1% | 1.21% | – | 203 | 15.27% | 1.2 |
|
| 853 |
853
Richard P. Slaughter Associates
Austin,
Texas
| US$5.06億 | -US$404萬 | -0.8% | 0.46% | 55.7% | 118 | 13.56% | 2.7 |
|
| 854 |
854
Friday Financial
Dubuque,
Iowa
| US$5.06億 | +US$1.32億 | +35% | 0.09% | – | 123 | 15.45% | 1.2 |
|
| 855 |
855
Cypress Asset Management
Houston,
Texas
| US$5.06億 | -US$792萬 | -2% | 2.09% | 141% | 110 | 5.45% | 7.6 |
|
| 856 |
856
Shulman DeMeo Asset Management
Lake Success,
New York
| US$5.05億 | -US$2962萬 | -6% | 1.45% | 79.3% | 150 | 6.67% | 3.4 |
|
| 857 |
857
Beirne Wealth Consulting Services
Shelton,
Connecticut
| US$5.05億 | +US$254萬 | +0.5% | 0.15% | 81.9% | 107 | 12.15% | 4.2 |
|
| 858 |
858
Towneley Capital Management
Laguna Hills,
California
| US$5.05億 | -US$479萬 | -0.9% | 0.13% | 50.2% | 46 | 2.17% | 2.1 |
|
| 859 |
859
Benedict Financial Advisors
Atlanta,
Georgia
| US$5.04億 | -US$1090萬 | -2% | 2.16% | 72.4% | 144 | 6.94% | 6.8 |
|
| 860 |
860
Parisi Gray Wealth Management
Mendham,
New Jersey
| US$5.04億 | +US$1665萬 | +3% | 5.25% | 137% | 165 | 18.18% | 4.2 |
|
| 861 |
FNBOMD
861
First National Bank of Mount Dora
Mount Dora,
Florida
| US$5.03億 | +US$390萬 | +0.8% | 3.52% | 96.2% | 134 | 10.45% | 6.3 |
|
| 862 |
862
Essex Savings Bank
Essex,
Connecticut
| US$5.03億 | +US$4007萬 | +9% | 4.93% | 95.2% | 337 | 11.28% | 4.3 |
|
| 863 |
863
Whitener Capital Management
Rocky Mount,
North Carolina
| US$5.01億 | +US$2593萬 | +5% | 2.97% | 113% | 195 | 9.74% | 4.8 |
|
| 864 |
864
Old Second National Bank of Aurora
Aurora,
Illinois
| US$5.01億 | -US$2969萬 | -6% | 0.07% | 93.7% | 287 | 8.01% | 7.6 |
|
| 865 |
865
Old Port Advisors
Portland,
Maine
| US$5億 | -US$765萬 | -2% | 0.93% | 114% | 282 | 9.22% | 4.4 |
|
| 866 |
CMAI
866
Capital Management Associates Inc
Minneapolis,
Minnesota
| US$4.99億 | +US$172萬 | +0.3% | 0.87% | 75.6% | 165 | 10.3% | 1.7 |
|
| 867 |
867
Sage Capital Advisors
Sioux Falls,
South Dakota
| US$4.98億 | +US$1656萬 | +3% | 4.21% | 105% | 148 | 7.43% | 4.1 |
|
| 868 |
868
Polunin Capital Partners
London,
United Kingdom
| US$4.97億 | +US$8936萬 | +22% | 1.15% | 268% | 24 | 20.83% | 1.4 |
|
| 869 |
869
Fairvoy Private Wealth
Birmingham,
Alabama
| US$4.96億 | +US$154萬 | +0.3% | 1.75% | – | 232 | 23.28% | 1.2 |
|
| 870 |
870
Genworth Financial
Glen Allen,
Virginia
| US$4.95億 | +US$847萬 | +2% | 1.71% | 73.6% | 2 | 0% | 5.4 |
|
| 871 |
871
Wolff Financial Management
Kalamazoo,
Michigan
| US$4.94億 | -US$722萬 | -1% | 1.28% | 56.7% | 107 | 5.61% | 3.4 |
|
| 872 |
872
Mezzasalma Advisors
Tinton Falls,
New Jersey
| US$4.93億 | -US$492萬 | -1% | 2.15% | 203% | 175 | 11.43% | 2.3 |
|
| 873 |
873
Decker Wealth Management LLC
Nashville,
Tennessee
| US$4.93億 | +US$2167萬 | +5% | 3.41% | – | 124 | 15.32% | 0.6 |
|
| 874 |
874
Builder Investment Group
Atlanta,
Georgia
| US$4.93億 | -US$1200萬 | -2% | 5.79% | 169% | 108 | 5.56% | 3 |
|
| 875 |
875
Waller Financial Planning Group
Columbus,
Ohio
| US$4.93億 | +US$701萬 | +1% | 0.18% | 47.5% | 82 | 7.32% | 4.7 |
|