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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4,696檔基金(占~53%)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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
2326
Silverleafe Capital Partners
Germantown,
Tennessee
| US$3.51億 | -US$1548萬 | -4% | 2.29% | 87.7% | 117 | 29.91% | 2.4 |
|
| 2327 |
2327
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| US$3.51億 | +US$218萬 | +0.6% | 0.51% | 59.6% | 152 | 7.89% | 3.2 |
|
| 2328 |
PAM
2328
Pegasus Asset Management
Montebello,
New York
| US$3.51億 | -US$20.7萬 | -0.1% | 3.04% | 101% | 77 | 11.69% | 5.3 |
|
| 2329 |
2329
Boothe Investment Group
Dover,
Delaware
| US$3.51億 | +US$3321萬 | +10% | 6.8% | 75.6% | 40 | 7.5% | 2.5 |
|
| 2330 |
2330
Jeppson Wealth Management
Manhattan Beach,
California
| US$3.5億 | +US$1109萬 | +3% | 4.57% | 107% | 257 | 10.89% | 3.7 |
|
| 2331 |
2331
Wilson Asset Management
Sydney,
Australia
| US$3.5億 | -US$1366萬 | -4% | 3.83% | 58% | 47 | 38.3% | 1.3 |
|
| 2332 |
2332
Ameliora Wealth Management
Zurich,
Switzerland
| US$3.5億 | +US$1337萬 | +4% | 0.77% | 73.9% | 251 | 13.55% | 2.3 |
|
| 2333 |
2333
Inlight Wealth Management
Atlanta,
Georgia
| US$3.5億 | +US$3560萬 | +11% | 1.35% | – | 79 | 22.78% | 1.1 |
|
| 2334 |
2334
Argyle Capital Management
Center Valley,
Pennsylvania
| US$3.49億 | +US$222萬 | +0.6% | 3.81% | 106% | 140 | 5% | 9.5 |
|
| 2335 |
2335
DHJJ Financial Advisors
Naperville,
Illinois
| US$3.49億 | +US$189萬 | +0.5% | 0.04% | 62.5% | 1,110 | 4.41% | 2.6 |
|
| 2336 |
2336
Jacobsen Capital Management
Salt Lake City,
Utah
| US$3.48億 | +US$631萬 | +2% | 1.75% | 97.3% | 133 | 10.53% | 2.7 |
|
| 2337 |
2337
Avaii Wealth Management
Appleton,
Wisconsin
| US$3.48億 | +US$767萬 | +2% | 0.91% | 100% | 196 | 17.86% | 2 |
|
| 2338 |
2338
Dorval Corp
Maple Grove,
Minnesota
| US$3.48億 | +US$40.3萬 | +0.1% | 1.92% | 29.6% | 50 | 8% | 2 |
|
| 2339 |
2339
Warner Financial
Bethesda,
Maryland
| US$3.48億 | +US$778萬 | +2% | 0.19% | 69.2% | 151 | 4.64% | 3 |
|
| 2340 |
VST
2340
Van Strum & Towne
San Francisco,
California
| US$3.48億 | -US$1902萬 | -5% | 5.78% | 72.3% | 122 | 13.93% | 6.2 |
|
| 2341 |
2341
N10 Wealth
Greenwich,
Connecticut
| US$3.48億 | +US$6573萬 | +23% | 0.76% | – | 69 | 43.48% | 0.2 |
|
| 2342 |
2342
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 |
|
| 2343 |
2343
JVL Associates
Wyoming,
Michigan
| US$3.47億 | -US$506萬 | -1% | 0.54% | 81% | 83 | 14.46% | 3.9 |
|
| 2344 |
2344
Weybosset Research & Management
Province,
Rhode Island
| US$3.47億 | -US$3368萬 | -9% | 5.29% | 74.8% | 33 | 6.06% | 6.7 |
|
| 2345 |
2345
National Wealth Management Group
Cincinnati,
Ohio
| US$3.47億 | +US$2371萬 | +7% | 1.41% | 128% | 251 | 24.7% | 1.8 |
|
| 2346 |
2346
First United Bank & Trust
Oakland,
Maryland
| US$3.47億 | -US$81.3萬 | -0.2% | 1.85% | 78% | 427 | 6.09% | 4.3 |
|
| 2347 |
2347
Hixon Zuercher
Findlay,
Ohio
| US$3.47億 | +US$596萬 | +2% | 3.39% | 101% | 95 | 10.53% | 3.5 |
|
| 2348 |
2348
Spectrum Asset Management (California)
Newport Beach,
California
| US$3.46億 | -US$1410萬 | -4% | 1.8% | 68.3% | 126 | 18.25% | 3.6 |
|
| 2349 |
2349
MTM Investment Management
Spartanburg,
South Carolina
| US$3.46億 | -US$428萬 | -1% | 0.96% | 87.7% | 724 | 4.7% | 2.4 |
|
| 2350 |
AG
2350
ASO Group
Road Town,
| US$3.46億 | +US$1.1億 | +47% | 0.44% | – | 68 | 22.06% | 0.6 |
|