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5,013檔基金(占~56%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 |
PPI
1801
Platinum Paramount Investment
Nassau,
| US$5.46億 | -US$1.58億 | -22% | 11% | – | 4 | 25% | 0.4 |
|
| 1802 |
1802
MBM Wealth Consultants
Chesterfield,
Missouri
| US$5.46億 | +US$2706萬 | +5% | 0.7% | 57.1% | 125 | 6.4% | 4.2 |
|
| 1803 |
1803
Global Wealth Strategies & Associates
Denver,
Colorado
| US$5.46億 | +US$1804萬 | +3% | 0% | 68.7% | 115 | 16.52% | 2.3 |
|
| 1804 |
1804
Louisbourg Investments
Dieppe,
New Brunswick, Canada
| US$5.45億 | +US$322萬 | +0.6% | 6.52% | 93.1% | 221 | 10.41% | 2 |
|
| 1805 |
1805
Scissortail Wealth Management
Tulsa,
Oklahoma
| US$5.45億 | +US$2558萬 | +5% | 3.38% | 71.9% | 119 | 13.45% | 1.9 |
|
| 1806 |
1806
Moller Wealth Partners
| US$5.45億 | -US$766萬 | -1% | 1.51% | 44.1% | 77 | 14.29% | 6.6 |
|
| 1807 |
MIC
1807
Maxi Investments CY
Limassol,
Cyprus
| US$5.45億 | +US$5108萬 | +10% | 0.23% | 83.2% | 98 | 60.2% | 0.7 |
|
| 1808 |
1808
Phraction Management
Colchester,
Connecticut
| US$5.45億 | -US$5041萬 | -8% | 4.05% | 106% | 72 | 15.28% | 2.9 |
|
| 1809 |
1809
Archer Investment Corporation
Carmel,
Indiana
| US$5.45億 | +US$2249萬 | +4% | 1.99% | 76.1% | 1,328 | 10.39% | 3.6 |
|
| 1810 |
1810
Hedeker Wealth
Lincolnshire,
Illinois
| US$5.45億 | +US$2068萬 | +4% | 4.79% | 161% | 94 | 3.19% | 3.5 |
|
| 1811 |
1811
Nuance Investments
Kansas City,
Missouri
| US$5.44億 | -US$4329萬 | -7% | 0.04% | 8.87% | 60 | 23.33% | 2.3 |
|
| 1812 |
1812
WealthPLAN Partners
Omaha,
Nebraska
| US$5.44億 | +US$2082萬 | +4% | 2.59% | 71.6% | 243 | 12.76% | 4.5 |
|
| 1813 |
1813
Paragon Capital Management (Colorado)
Denver,
Colorado
| US$5.44億 | +US$1553萬 | +3% | 6.03% | 109% | 231 | 13.85% | 3.1 |
|
| 1814 |
PA
1814
Paragon Advisors
College Station,
Texas
| US$5.43億 | +US$6691萬 | +14% | 5.93% | 138% | 111 | 34.23% | 2 |
|
| 1815 |
1815
Coyle Financial Counsel
Glenview,
Illinois
| US$5.43億 | -US$501萬 | -0.9% | 0.3% | 67.3% | 130 | 8.46% | 3 |
|
| 1816 |
1816
Stordahl Capital Management
Greenwood Village,
Colorado
| US$5.42億 | -US$420萬 | -0.8% | 1.02% | 54% | 69 | 4.35% | 5.4 |
|
| 1817 |
1817
Drummond Knight Asset Management
Crows Nest, NSW,
Australia
| US$5.41億 | -US$341萬 | -0.6% | 4.36% | – | 19 | 47.37% | 0.6 |
|
| 1818 |
1818
Ping Capital Management
New York
| US$5.41億 | +US$1.4億 | +35% | 6.59% | – | 101 | 22.77% | 1.1 |
|
| 1819 |
1819
Riggs Asset Management
Dallas,
Pennsylvania
| US$5.41億 | -US$1927萬 | -3% | 1.94% | 219% | 146 | 21.92% | 3.5 |
|
| 1820 |
1820
Activest Wealth Management
Aventure,
Florida
| US$5.4億 | +US$2275萬 | +4% | 2.2% | 117% | 1,414 | 30.91% | 1.5 |
|
| 1821 |
RIA
1821
RPG Investment Advisory
Pleasanton,
California
| US$5.4億 | -US$4.33億 | -44% | 7.76% | 186% | 94 | 10.64% | 4.9 |
|
| 1822 |
1822
The Wealth Group
Eden Prairie,
Minnesota
| US$5.4億 | +US$1745萬 | +3% | 2.06% | 71.9% | 98 | 4.08% | 1.9 |
|
| 1823 |
1823
McRae Capital Management
Morristown,
New Jersey
| US$5.4億 | +US$3177萬 | +6% | 7.01% | 78.2% | 118 | 8.47% | 6.3 |
|
| 1824 |
1824
Voisard Asset Management Group
Grand Rapids,
Michigan
| US$5.38億 | +US$970萬 | +2% | 0.49% | 50.5% | 119 | 11.76% | 1.8 |
|
| 1825 |
1825
Abound Wealth Management
Franklin,
Tennessee
| US$5.37億 | +US$3299萬 | +7% | 0.27% | 65.7% | 1,533 | 17.16% | 2.3 |
|