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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4,658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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2276 |
2276
Elevated Financial Group
Indianapolis,
Indiana
| US$3.57億 | -US$781萬 | -2% | 0.59% | – | 142 | 29.58% | 0.6 |
|
| 2277 |
2277
O'Brien Greene & Co
Media,
Pennsylvania
| US$3.57億 | -US$573萬 | -2% | 5.97% | 90.9% | 149 | 10.07% | 4.3 |
|
| 2278 |
2278
Arkfeld Wealth Strategies
Omaha,
Nebraska
| US$3.57億 | +US$2217萬 | +7% | 4.6% | 90.8% | 127 | 11.02% | 3.5 |
|
| 2279 |
2279
TSA Wealth Management
Houston,
Texas
| US$3.56億 | +US$276萬 | +0.8% | 0.15% | 62.4% | 132 | 15.91% | 1.4 |
|
| 2280 |
2280
Gen-Wealth Partners
Zeeland,
Michigan
| US$3.56億 | -US$361萬 | -1% | 0.53% | – | 811 | 17.02% | 1.7 |
|
| 2281 |
SIIL
2281
Sinvest Investments II Ltd
Nassau, New Providence,
| US$3.56億 | +US$5853萬 | +20% | 13.5% | – | 2 | 50% | 0.4 |
|
| 2282 |
2282
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| US$3.56億 | +US$479萬 | +1% | 2.75% | 35.4% | 49 | 12.24% | 2.9 |
|
| 2283 |
2283
BCR Wealth Strategies
Vestavia,
Alabama
| US$3.56億 | -US$9.9萬 | -0% | 1.39% | 45.1% | 33 | 6.06% | 3 |
|
| 2284 |
2284
Elevation Wealth Partners
Santa Rosa,
California
| US$3.56億 | +US$2202萬 | +7% | 0.31% | 69.9% | 1,423 | 13.91% | 1.3 |
|
| 2285 |
RC
2285
Reik & Co
New York
| US$3.56億 | -US$2839萬 | -7% | 1.75% | 47.2% | 60 | 0% | 8.6 |
|
| 2286 |
IAS
2286
Investment Advisory Services
The Woodlands,
Texas
| US$3.55億 | +US$794萬 | +2% | 3.16% | 74.9% | 144 | 9.03% | 4.1 |
|
| 2287 |
2287
Owl Creek Wealth Partners
Denver,
Colorado
| US$3.55億 | +US$1316萬 | +4% | 1.15% | – | 1,376 | 10.54% | 0.4 |
|
| 2288 |
SCH
2288
Shengqi Capital (HK)
Hong Kong
| US$3.55億 | -US$1.29億 | -27% | 5.14% | – | 16 | 87.5% | 0.2 |
|
| 2289 |
BWIA
2289
Bryant Woods Investment Advisors
Getzville,
New York
| US$3.55億 | -US$475萬 | -1% | 0.44% | 74.4% | 90 | 30% | 2.7 |
|
| 2290 |
AFP
2290
Advus Financial Partners
Winter Park,
Florida
| US$3.55億 | +US$382萬 | +1% | 0.34% | 56.5% | 148 | 7.43% | 1.6 |
|
| 2291 |
2291
Rise Advisors
Rochester,
New York
| US$3.55億 | -US$63.7萬 | -0.2% | 0.65% | 62.8% | 112 | 15.18% | 3.6 |
|
| 2292 |
2292
Genesis Private Wealth
Ashburn,
Virginia
| US$3.54億 | -US$177萬 | -0.5% | 0.65% | – | 206 | 19.42% | 1.2 |
|
| 2293 |
2293
Spectrum Wealth Advisory Group
Granite Bay,
California
| US$3.54億 | +US$288萬 | +0.8% | 0.97% | 76.1% | 543 | 86.19% | 2.7 |
|
| 2294 |
2294
Prudent Man Investment Management
Louisville,
Colorado
| US$3.54億 | +US$6085萬 | +21% | 0.27% | – | 268 | 39.18% | 1 |
|
| 2295 |
GBFG
2295
Gerald Baker Financial Group
Arlington,
Texas
| US$3.54億 | +US$254萬 | +0.7% | 0.92% | – | 129 | 6.98% | 0.5 |
|
| 2296 |
2296
Somerset Trust
Somerset,
Pennsylvania
| US$3.54億 | +US$35.3萬 | +0.1% | 2.71% | 80.5% | 192 | 6.25% | 5.4 |
|
| 2297 |
WA
2297
Wealthstar Advisors
Plano,
Texas
| US$3.54億 | +US$1087萬 | +3% | 1.57% | – | 126 | 19.05% | 1.5 |
|
| 2298 |
GWMT
2298
Guardian Wealth Management (Tennessee)
Chattanooga,
Tennessee
| US$3.53億 | -US$336萬 | -0.9% | 1.21% | – | 31 | 6.45% | 0.7 |
|
| 2299 |
2299
RIA Advisory Group
Des Moines,
Iowa
| US$3.53億 | -US$1.06億 | -23% | 4.12% | – | 167 | 27.54% | 1.7 |
|
| 2300 |
2300
Equita Financial Network
Fort Washington,
Pennsylvania
| US$3.53億 | -US$702萬 | -2% | 0.51% | 50.5% | 98 | 15.31% | 2.1 |
|