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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4,548檔基金(占~51%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2176 |
2176
Seafarer Capital Partners
Larkspur,
California
| US$3.69億 | -US$6527萬 | -15% | 3.86% | 61.3% | 9 | 0% | 3.8 |
|
| 2177 |
FSA
2177
Financial Services Advisory
Rockville,
Maryland
| US$3.68億 | -US$3091萬 | -8% | 0.76% | 82.5% | 92 | 43.48% | 1.2 |
|
| 2178 |
2178
PCA Investment Advisory Services
Cincinnati,
Ohio
| US$3.68億 | +US$1000萬 | +3% | 0.87% | 71.4% | 61 | 4.92% | 2.5 |
|
| 2179 |
2179
Cabot-Wellington
Boston,
Massachusetts
| US$3.68億 | -US$1190萬 | -3% | 0.76% | 73.1% | 5 | 0% | 6.1 |
|
| 2180 |
2180
Quantum Financial Planning Services
Spokane,
Washington
| US$3.67億 | +US$4452萬 | +14% | 0.54% | – | 60 | 13.33% | 1.2 |
|
| 2181 |
ITIM
2181
Indiana Trust & Investment Management
Mishawaka,
Indiana
| US$3.67億 | +US$107萬 | +0.3% | 1.65% | 114% | 485 | 7.01% | 4.1 |
|
| 2182 |
2182
25 LLC
St. Louis,
Missouri
| US$3.67億 | +US$170萬 | +0.5% | 0.96% | 48.7% | 83 | 12.05% | 2.2 |
|
| 2183 |
2183
Southern Financial Group
Birmingham,
Alabama
| US$3.66億 | -US$2555萬 | -7% | 4.08% | – | 96 | 8.33% | 0.7 |
|
| 2184 |
2184
Purus Wealth Management
Newport Beach,
California
| US$3.66億 | +US$304萬 | +0.8% | 4.14% | 174% | 183 | 13.66% | 3 |
|
| 2185 |
2185
Gill Capital Partners
Denver,
Colorado
| US$3.66億 | -US$1175萬 | -3% | 0.28% | 59% | 703 | 78.52% | 4.1 |
|
| 2186 |
2186
Barrett & Company
Providence,
Rhode Island
| US$3.66億 | +US$851萬 | +2% | 1.91% | 83.6% | 727 | 10.45% | 3 |
|
| 2187 |
2187
Essential Planning
Portsmouth,
New Hampshire
| US$3.65億 | +US$1159萬 | +3% | 0.82% | 40.9% | 90 | 5.56% | 2.7 |
|
| 2188 |
2188
Planned Solutions
Folsom,
California
| US$3.65億 | +US$1618萬 | +5% | 1.59% | 68.3% | 164 | 10.37% | 2.8 |
|
| 2189 |
2189
Sterling Financial Planning
Sparta,
New Jersey
| US$3.65億 | -US$287萬 | -0.8% | 1.31% | 59.3% | 127 | 5.51% | 4.1 |
|
| 2190 |
2190
Impact Capital Partners
Greenwood Village,
Colorado
| US$3.65億 | -US$188萬 | -0.5% | 3.47% | – | 297 | 14.81% | 1.4 |
|
| 2191 |
2191
HT Partners
Centerbrook,
Connecticut
| US$3.64億 | +US$329萬 | +0.9% | 1.14% | 71.1% | 56 | 5.36% | 6 |
|
| 2192 |
CCM
2192
Consolidated Capital Management
Burbank,
California
| US$3.64億 | -US$1088萬 | -3% | 0.9% | 166% | 74 | 4.05% | 2.7 |
|
| 2193 |
2193
Firetrail Investments
Sydney, NSW,
Australia
| US$3.64億 | +US$887萬 | +2% | 1.88% | 139% | 34 | 5.88% | 1.5 |
|
| 2194 |
2194
Centerpoint Advisors
Needham,
Massachusetts
| US$3.63億 | +US$1110萬 | +3% | 1.38% | 82.6% | 507 | 34.12% | 3.9 |
|
| 2195 |
2195
Verger Capital Management
Winston-Salem,
North Carolina
| US$3.63億 | +US$2172萬 | +6% | 1.13% | 58.3% | 14 | 21.43% | 8.1 |
|
| 2196 |
2196
Family Legacy Inc
Greenville,
South Carolina
| US$3.63億 | -US$1194萬 | -3% | 2.48% | 89% | 128 | 6.25% | 6.2 |
|
| 2197 |
2197
Wright Investors Service
Shelton,
Connecticut
| US$3.63億 | -US$287萬 | -0.8% | 4.41% | 161% | 167 | 23.95% | 4.6 |
|
| 2198 |
2198
Global Financial Private Client
Sarasota,
Florida
| US$3.62億 | -US$639萬 | -2% | 2.2% | 100% | 253 | 9.49% | 4.3 |
|
| 2199 |
2199
PhiloSmith Capital
Stamford,
Connecticut
| US$3.62億 | -US$663萬 | -2% | 1.14% | 47% | 23 | 4.35% | 7.8 |
|
| 2200 |
2200
Kercheville Advisors
San Antonio,
Texas
| US$3.61億 | +US$3294萬 | +10% | 5.57% | 261% | 125 | 18.4% | 2.6 |
|