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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
2301
Auour Investments
Woburn,
Massachusetts
| US$3.53億 | +US$441萬 | +1% | 0.12% | 39.2% | 97 | 4.12% | 2.4 |
|
| 2302 |
2302
Westwood Wealth Management
Los Angeles,
California
| US$3.53億 | +US$789萬 | +2% | 9.19% | 495% | 48 | 12.5% | 1.5 |
|
| 2303 |
2303
Your Advocates Ltd
Houston,
Texas
| US$3.52億 | +US$258萬 | +0.7% | 0.26% | 53.6% | 217 | 6.45% | 3.2 |
|
| 2304 |
2304
Financial Life Advisors
San Antonio,
Texas
| US$3.52億 | +US$51.2萬 | +0.1% | 1.05% | 47% | 68 | 23.53% | 3.1 |
|
| 2305 |
2305
Pines Wealth Management
Southern Pines,
North Carolina
| US$3.52億 | +US$408萬 | +1% | 1.93% | – | 228 | 6.14% | 1.5 |
|
| 2306 |
2306
Silverleafe Capital Partners
Germantown,
Tennessee
| US$3.51億 | -US$1548萬 | -4% | 2.29% | 87.7% | 117 | 29.91% | 2.4 |
|
| 2307 |
2307
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| US$3.51億 | +US$218萬 | +0.6% | 0.51% | 59.6% | 152 | 7.89% | 3.2 |
|
| 2308 |
PAM
2308
Pegasus Asset Management
Montebello,
New York
| US$3.51億 | -US$20.7萬 | -0.1% | 3.04% | 101% | 77 | 11.69% | 5.3 |
|
| 2309 |
2309
Boothe Investment Group
Dover,
Delaware
| US$3.51億 | +US$3321萬 | +10% | 6.8% | 75.6% | 40 | 7.5% | 2.5 |
|
| 2310 |
2310
Jeppson Wealth Management
Manhattan Beach,
California
| US$3.5億 | +US$1109萬 | +3% | 4.57% | 107% | 257 | 10.89% | 3.7 |
|
| 2311 |
2311
Wilson Asset Management
Sydney,
Australia
| US$3.5億 | -US$1366萬 | -4% | 3.83% | 58% | 47 | 38.3% | 1.3 |
|
| 2312 |
2312
Ameliora Wealth Management
Zurich,
Switzerland
| US$3.5億 | +US$1337萬 | +4% | 0.77% | 73.9% | 251 | 13.55% | 2.3 |
|
| 2313 |
2313
Inlight Wealth Management
Atlanta,
Georgia
| US$3.5億 | +US$3560萬 | +11% | 1.35% | – | 79 | 22.78% | 1.1 |
|
| 2314 |
2314
Argyle Capital Management
Center Valley,
Pennsylvania
| US$3.49億 | +US$222萬 | +0.6% | 3.81% | 106% | 140 | 5% | 9.5 |
|
| 2315 |
2315
DHJJ Financial Advisors
Naperville,
Illinois
| US$3.49億 | +US$189萬 | +0.5% | 0.04% | 62.5% | 1,110 | 4.41% | 2.6 |
|
| 2316 |
2316
Jacobsen Capital Management
Salt Lake City,
Utah
| US$3.48億 | +US$631萬 | +2% | 1.75% | 97.3% | 133 | 10.53% | 2.7 |
|
| 2317 |
2317
Avaii Wealth Management
Appleton,
Wisconsin
| US$3.48億 | +US$767萬 | +2% | 0.91% | 100% | 196 | 17.86% | 2 |
|
| 2318 |
2318
Dorval Corp
Maple Grove,
Minnesota
| US$3.48億 | +US$40.3萬 | +0.1% | 1.92% | 29.6% | 50 | 8% | 2 |
|
| 2319 |
2319
Warner Financial
Bethesda,
Maryland
| US$3.48億 | +US$778萬 | +2% | 0.19% | 69.2% | 151 | 4.64% | 3 |
|
| 2320 |
VST
2320
Van Strum & Towne
San Francisco,
California
| US$3.48億 | -US$1902萬 | -5% | 5.78% | 72.3% | 122 | 13.93% | 6.2 |
|
| 2321 |
2321
N10 Wealth
Greenwich,
Connecticut
| US$3.48億 | +US$6573萬 | +23% | 0.76% | – | 69 | 43.48% | 0.2 |
|
| 2322 |
2322
B.O.S.S. Retirement Advisors
Lehi,
Utah
| US$3.47億 | -US$2288萬 | -6% | 1.25% | 78.2% | 172 | 23.84% | 1.4 |
|
| 2323 |
2323
JVL Associates
Wyoming,
Michigan
| US$3.47億 | -US$506萬 | -1% | 0.54% | 81% | 83 | 14.46% | 3.9 |
|
| 2324 |
2324
Weybosset Research & Management
Province,
Rhode Island
| US$3.47億 | -US$3368萬 | -9% | 5.29% | 74.8% | 33 | 6.06% | 6.7 |
|
| 2325 |
2325
National Wealth Management Group
Cincinnati,
Ohio
| US$3.47億 | +US$2371萬 | +7% | 1.41% | 128% | 251 | 24.7% | 1.8 |
|