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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1151 |
1151
Viking Fund Management
Minot,
North Dakota
| US$11.4億 | +US$2616萬 | +2% | 0.75% | 105% | 155 | 14.84% | 4.8 |
|
| 1152 |
1152
Wealth Management Nebraska
Norfolk,
Nebraska
| US$11.4億 | +US$2024萬 | +2% | 1.26% | – | 113 | 9.73% | 1.2 |
|
| 1153 |
1153
Delta Asset Management
Memphis,
Tennessee
| US$11.4億 | -US$1655萬 | -1% | 3.92% | 66.5% | 605 | 2.98% | 5 |
|
| 1154 |
1154
Onyx Bridge Wealth Group
Tarrytown,
New York
| US$11.4億 | +US$2794萬 | +3% | 1.84% | 74.6% | 422 | 12.09% | 2.5 |
|
| 1155 |
1155
Pekin Hardy Strauss
Chicago,
Illinois
| US$11.4億 | +US$176萬 | +0.2% | 2.26% | 105% | 542 | 16.97% | 3.8 |
|
| 1156 |
1156
Impact Partnership Wealth
Marietta,
Georgia
| US$11.4億 | +US$1.08億 | +10% | 0.38% | 50.9% | 551 | 35.21% | 0.9 |
|
| 1157 |
1157
Global Strategic Investment Solutions
Scottsdale,
Arizona
| US$11.4億 | +US$704萬 | +0.6% | 0.03% | 56.8% | 156 | 5.13% | 4.4 |
|
| 1158 |
1158
Telos Capital Management
San Diego,
California
| US$11.4億 | +US$27.2萬 | +0% | 2.85% | 82.3% | 212 | 9.43% | 6.8 |
|
| 1159 |
1159
Connable Office Inc
Kalamazoo,
Michigan
| US$11.3億 | -US$164萬 | -0.1% | 1.17% | 75.1% | 239 | 8.37% | 4.5 |
|
| 1160 |
1160
Gleason Group
Prospect,
Kentucky
| US$11.3億 | -US$1164萬 | -1% | 0.48% | 69.1% | 472 | 11.23% | 2.2 |
|
| 1161 |
1161
Consolidated Investment Group
Englewood,
Colorado
| US$11.3億 | -US$1806萬 | -2% | 0.61% | 150% | 78 | 5.13% | 5.2 |
|
| 1162 |
1162
JGP Wealth Management
Bend,
Oregon
| US$11.3億 | +US$1771萬 | +2% | 0.31% | 87.8% | 254 | 13.78% | 3.6 |
|
| 1163 |
1163
Legacy Edge Advisors
Syosset,
New York
| US$11.3億 | +US$4074萬 | +4% | 1.14% | 58.9% | 261 | 13.03% | 1.8 |
|
| 1164 |
1164
RW Investment Management
Eagle,
Idaho
| US$11.3億 | -US$988萬 | -0.9% | 1.03% | – | 125 | 10.4% | 2.6 |
|
| 1165 |
1165
Institute for Wealth Management
Denver,
Colorado
| US$11.3億 | -US$357萬 | -0.3% | 2.78% | 149% | 1,781 | 69.51% | 4.7 |
|
| 1166 |
1166
Goldstein Advisors
Madison,
Wisconsin
| US$11.3億 | +US$3444萬 | +3% | 1.46% | 62.6% | 289 | 15.22% | 2 |
|
| 1167 |
1167
Guardian Partners
Toronto,
Canada
| US$11.3億 | +US$1901萬 | +2% | 2.22% | – | 442 | 18.33% | 0.7 |
|
| 1168 |
1168
Mainstay Capital Management
Grand Blanc,
Michigan
| US$11.3億 | -US$2.26億 | -17% | 0.61% | 135% | 162 | 18.52% | 2.6 |
|
| 1169 |
1169
Three Seasons Wealth
Salt Lake City,
Utah
| US$11.2億 | +US$2606萬 | +2% | 3.99% | 169% | 209 | 32.54% | 1.3 |
|
| 1170 |
1170
Tamar Securities
Woodland Hills,
California
| US$11.2億 | +US$5170萬 | +5% | 5.38% | 101% | 98 | 21.43% | 3.9 |
|
| 1171 |
1171
Steel Grove Capital Advisors
Memphis,
Tennessee
| US$11.2億 | +US$4902萬 | +5% | 4.25% | 106% | 255 | 24.71% | 3.2 |
|
| 1172 |
SF
1172
Symphony Financial
Houston,
Texas
| US$11.2億 | +US$2.08億 | +23% | 2.2% | 95.7% | 400 | 17.75% | 1.5 |
|
| 1173 |
1173
McGuire Investment Group
Wakefield,
Rhode Island
| US$11.2億 | -US$2162萬 | -2% | 1.35% | 202% | 139 | 6.47% | 4.5 |
|
| 1174 |
1174
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| US$11.2億 | +US$2405萬 | +2% | 2.22% | 90.5% | 11 | 0% | 4.9 |
|
| 1175 |
1175
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| US$11.2億 | +US$8563萬 | +8% | 11% | 70% | 65 | 7.69% | 8.2 |
|