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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4,554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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
PhiloSmith Capital
Stamford,
Connecticut
| US$3.62億 | -US$663萬 | -2% | 1.14% | 47% | 23 | 4.35% | 7.8 |
|
| 2202 |
2202
Kercheville Advisors
San Antonio,
Texas
| US$3.61億 | +US$3294萬 | +10% | 5.57% | 261% | 125 | 18.4% | 2.6 |
|
| 2203 |
2203
Grandview Asset Management
Harrisburg,
Pennsylvania
| US$3.61億 | -US$4154萬 | -10% | 6.77% | 200% | 156 | 21.79% | 2.6 |
|
| 2204 |
2204
Range Financial Group
Tigard,
Oregon
| US$3.61億 | -US$503萬 | -1% | 2.6% | 195% | 240 | 27.92% | 1.9 |
|
| 2205 |
2205
Evexia Wealth
Stevens Point,
Wisconsin
| US$3.6億 | -US$917萬 | -2% | 0.38% | 95% | 80 | 3.75% | 2.1 |
|
| 2206 |
2206
Riverwater Partners
Milwaukee,
Wisconsin
| US$3.6億 | +US$2339萬 | +7% | 0.45% | 112% | 224 | 14.29% | 2.2 |
|
| 2207 |
2207
Lawson Kroeker Investment Management
Omaha,
Nebraska
| US$3.6億 | -US$55萬 | -0.2% | 4.19% | 69.7% | 61 | 6.56% | 6.9 |
|
| 2208 |
2208
Autumn Glory Partners
Dallas,
Texas
| US$3.6億 | +US$706萬 | +2% | 1.14% | 76% | 219 | 15.98% | 2.5 |
|
| 2209 |
2209
Greystone Financial Group
Bloomfield Hills,
Michigan
| US$3.6億 | +US$179萬 | +0.5% | 5.65% | 79.3% | 84 | 25% | 2.3 |
|
| 2210 |
2210
LifeWealth Investments
Winter Garden,
Florida
| US$3.6億 | -US$1461萬 | -4% | 1.06% | – | 150 | 16.67% | 1.2 |
|
| 2211 |
FRIHG
2211
Fund Resources Investment Holding Group
Hong Kong,
| US$3.59億 | -US$4.58億 | -56% | 12.8% | – | 9 | 55.56% | 0.2 |
|
| 2212 |
2212
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| US$3.59億 | -US$1146萬 | -3% | 2.54% | 961% | 78 | 64.1% | 0.6 |
|
| 2213 |
2213
Rakuten Securities
Tokyo,
Japan
| US$3.59億 | -US$7154萬 | -17% | 0.85% | 999% | 1,024 | 17.38% | 1.7 |
|
| 2214 |
2214
Baker Boyer National Bank
Walla Walla,
Washington
| US$3.58億 | -US$568萬 | -2% | 0.37% | 49.3% | 103 | 21.36% | 4.9 |
|
| 2215 |
2215
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| US$3.58億 | +US$1147萬 | +3% | 2.41% | 107% | 246 | 12.6% | 2.6 |
|
| 2216 |
2216
Gold Investment Management
Edmonton,
Alberta, Canada
| US$3.58億 | -US$1100萬 | -3% | 1.14% | 117% | 202 | 1.98% | 2.6 |
|
| 2217 |
2217
Bear Mountain Capital
Seattle,
Washington
| US$3.58億 | +US$1259萬 | +4% | 0.85% | 43% | 245 | 20% | 1.8 |
|
| 2218 |
2218
WT Wealth Management
Scottsdale,
Arizona
| US$3.57億 | -US$392萬 | -1% | 1.33% | 72% | 174 | 37.36% | 2.3 |
|
| 2219 |
CAM
2219
CPA Asset Management
West Palm Beach,
Florida
| US$3.57億 | +US$982萬 | +3% | 0.32% | 53.3% | 101 | 18.81% | 2.6 |
|
| 2220 |
2220
Elevated Financial Group
Indianapolis,
Indiana
| US$3.57億 | -US$781萬 | -2% | 0.59% | – | 142 | 29.58% | 0.6 |
|
| 2221 |
2221
O'Brien Greene & Co
Media,
Pennsylvania
| US$3.57億 | -US$573萬 | -2% | 5.97% | 90.9% | 149 | 10.07% | 4.3 |
|
| 2222 |
2222
Arkfeld Wealth Strategies
Omaha,
Nebraska
| US$3.57億 | +US$2217萬 | +7% | 4.6% | 90.8% | 127 | 11.02% | 3.5 |
|
| 2223 |
2223
TSA Wealth Management
Houston,
Texas
| US$3.56億 | +US$276萬 | +0.8% | 0.15% | 62.4% | 132 | 15.91% | 1.4 |
|
| 2224 |
2224
Gen-Wealth Partners
Zeeland,
Michigan
| US$3.56億 | -US$361萬 | -1% | 0.53% | – | 811 | 17.02% | 1.7 |
|
| 2225 |
SIIL
2225
Sinvest Investments II Ltd
Nassau, New Providence,
| US$3.56億 | +US$5853萬 | +20% | 13.5% | – | 2 | 50% | 0.4 |
|