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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4,623檔基金(占~52%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
2101
Harmony Asset Management
Scottsdale,
Arizona
| US$3.98億 | +US$2543萬 | +7% | 4.55% | 138% | 211 | 11.37% | 1.9 |
|
| 2102 |
2102
Shikiar Asset Management
New York
| US$3.98億 | +US$192萬 | +0.5% | 4.84% | 117% | 124 | 17.74% | 3.8 |
|
| 2103 |
IWN
2103
Independent Wealth Network
Urbandale,
Iowa
| US$3.97億 | +US$397萬 | +1% | 0.1% | 78.2% | 371 | 18.06% | 2.4 |
|
| 2104 |
2104
TSP Capital Management Group
Summit,
New Jersey
| US$3.97億 | -US$2095萬 | -5% | 3.05% | 186% | 44 | 2.27% | 0.5 |
|
| 2105 |
2105
Net Worth Advisory Group
Sandy,
Utah
| US$3.97億 | +US$11.9萬 | +0% | 0.79% | – | 470 | 21.06% | 1.3 |
|
| 2106 |
2106
Legacy CG
Plano,
Texas
| US$3.97億 | +US$617萬 | +2% | 0.2% | 62.6% | 56 | 33.93% | 1.5 |
|
| 2107 |
2107
Terril Brothers
St. Louis,
Missouri
| US$3.97億 | +US$879萬 | +2% | 4.18% | 112% | 83 | 18.07% | 3.4 |
|
| 2108 |
2108
Donoghue Forlines
Boston,
Massachusetts
| US$3.96億 | +US$947萬 | +2% | 9.64% | 229% | 168 | 58.93% | 0.7 |
|
| 2109 |
IFS
2109
Ifrah Financial Services
Little Rock,
Arkansas
| US$3.96億 | -US$1372萬 | -3% | 0.85% | 64.1% | 228 | 16.23% | 5.4 |
|
| 2110 |
2110
Prairiewood Capital
Fargo,
North Dakota
| US$3.96億 | +US$986萬 | +3% | 1.69% | 42.6% | 82 | 6.1% | 3.3 |
|
| 2111 |
2111
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| US$3.95億 | +US$1357萬 | +4% | 5.33% | 128% | 199 | 5.03% | 2.1 |
|
| 2112 |
2112
Argonautica Private Wealth Management
Wellesley,
Massachusetts
| US$3.94億 | -US$1511萬 | -4% | 1.27% | 167% | 189 | 8.47% | 2.3 |
|
| 2113 |
SHFA
2113
SS&H Financial Advisors
Troy,
Michigan
| US$3.94億 | +US$330萬 | +0.8% | 3.8% | – | 134 | 5.22% | 3.5 |
|
| 2114 |
2114
Financial Insights
Tacoma,
Washington
| US$3.94億 | +US$1391萬 | +4% | 2.23% | 82.1% | 159 | 12.58% | 3.3 |
|
| 2115 |
2115
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| US$3.94億 | +US$422萬 | +1% | 5.37% | 166% | 309 | 8.09% | 4.4 |
|
| 2116 |
2116
Parkshore Wealth Management
Granite Bay,
California
| US$3.94億 | +US$4541萬 | +13% | 1.36% | – | 74 | 9.46% | 1.5 |
|
| 2117 |
2117
Lynch Asset Management
Yardley,
Pennsylvania
| US$3.93億 | +US$2693萬 | +7% | 9.01% | 214% | 52 | 0% | 3.5 |
|
| 2118 |
2118
Retail Employees Superannuation Trust
Sydney,
| US$3.93億 | +US$1947萬 | +5% | 6.46% | – | 30 | 10% | 0.6 |
|
| 2119 |
SC
2119
Steph & Co
Marinette,
Wisconsin
| US$3.92億 | -US$259萬 | -0.7% | 0.46% | 61.6% | 293 | 8.19% | 3.9 |
|
| 2120 |
WPI
2120
Walter Public Investments
Westmount,
Canada
| US$3.92億 | -US$2320萬 | -6% | 5.21% | 85.1% | 63 | 28.57% | 1.7 |
|
| 2121 |
2121
Stiles Financial Services
Edina,
Minnesota
| US$3.92億 | -US$591萬 | -1% | 1.56% | 144% | 187 | 6.95% | 3.4 |
|
| 2122 |
2122
Hoxton Planning & Management
Shepherdstown,
West Virginia
| US$3.92億 | +US$891萬 | +2% | 0.86% | 77.8% | 242 | 12.4% | 2.3 |
|
| 2123 |
2123
Newton One Investments
Newark,
Delaware
| US$3.92億 | -US$505萬 | -1% | 1.48% | 42% | 175 | 30.29% | 2.4 |
|
| 2124 |
MI
2124
M3F Inc
Salt Lake City,
Utah
| US$3.91億 | -US$3083萬 | -7% | 12.3% | 139% | 25 | 28% | 4.5 |
|
| 2125 |
2125
Amicus Financial Advisors
Lubbock,
Texas
| US$3.91億 | -US$1569萬 | -4% | 1.53% | – | 100 | 14% | 0.7 |
|