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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4,666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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2351 |
MCG
2351
McCollum Christoferson Group
Amherst,
New York
| US$3.43億 | +US$172萬 | +0.5% | 3.26% | 59.4% | 93 | 19.35% | 3.8 |
|
| 2352 |
WOCP
2352
White Oak Capital Partners
Singapore
| US$3.43億 | -US$8259萬 | -19% | 5.74% | – | 21 | 23.81% | 1.1 |
|
| 2353 |
2353
Midwest Heritage Bank
West Des Moines,
Iowa
| US$3.42億 | -US$1038萬 | -3% | 1.31% | 52.2% | 54 | 5.56% | 3.2 |
|
| 2354 |
2354
Realta Investment Advisors
Wilmington,
Delaware
| US$3.42億 | +US$2044萬 | +6% | 6.59% | 151% | 423 | 25.53% | 2.9 |
|
| 2355 |
2355
Iams Wealth Management
Omaha,
Nebraska
| US$3.42億 | +US$974萬 | +3% | 1.5% | 57.7% | 221 | 30.77% | 1.6 |
|
| 2356 |
2356
Amtrust Financial Services
New York
| US$3.42億 | +US$544萬 | +2% | 1.68% | 61.9% | 18 | 22.22% | 3.5 |
|
| 2357 |
2357
Stash Investments
New York
| US$3.42億 | +US$3129萬 | +10% | 0.27% | 40.7% | 21 | 28.57% | 0.9 |
|
| 2358 |
2358
Walker Financial Services
Bowling Green,
Kentucky
| US$3.41億 | +US$1812萬 | +6% | 0.4% | 20.8% | 50 | 20% | 2.3 |
|
| 2359 |
2359
Greenbush Financial Group
Albany,
New York
| US$3.41億 | +US$135萬 | +0.4% | 0.41% | – | 38 | 7.89% | 1.4 |
|
| 2360 |
2360
Quaker Wealth Management
Moorestown,
New Jersey
| US$3.41億 | -US$213萬 | -0.6% | 0.22% | – | 1,023 | 11.73% | 1 |
|
| 2361 |
2361
Nova R Wealth
Overland Park,
Kansas
| US$3.41億 | -US$142萬 | -0.4% | 0% | 60.7% | 91 | 6.59% | 3 |
|
| 2362 |
2362
S.A. Mason
Holland,
Michigan
| US$3.41億 | +US$1511萬 | +5% | 2.92% | 116% | 292 | 6.16% | 4.7 |
|
| 2363 |
2363
Prosperity Financial Group
San Ramon,
California
| US$3.41億 | +US$1790萬 | +6% | 2.62% | 121% | 206 | 16.99% | 1.9 |
|
| 2364 |
2364
Old Point Trust & Financial Services N A
Newport News,
Virginia
| US$3.41億 | +US$1105萬 | +3% | 5.67% | 87.3% | 345 | 13.91% | 3.7 |
|
| 2365 |
2365
Act Wealth Management
Plano,
Texas
| US$3.4億 | -US$19.1萬 | -0.1% | 0.79% | 70% | 67 | 7.46% | 2.9 |
|
| 2366 |
2366
SVB Capital Management
Menlo Park,
California
| US$3.4億 | +US$3.32億 | +4,489% | 11.6% | – | 9 | 44.44% | 1 |
|
| 2367 |
2367
PKO BP Bankowy Universal Pension Society
Warsaw,
Poland
| US$3.4億 | -US$1015萬 | -3% | 0.26% | – | 14 | 14.29% | 1.5 |
|
| 2368 |
EWA
2368
ERTS Wealth Advisors
Marquette,
Michigan
| US$3.4億 | -US$182萬 | -0.5% | 1.74% | 39.3% | 34 | 8.82% | 4.8 |
|
| 2369 |
2369
Lazari Capital Management
Woodland Hills,
California
| US$3.39億 | +US$1486萬 | +5% | 6.17% | 145% | 198 | 10.61% | 2.2 |
|
| 2370 |
2370
School Employees Retirement Board of Ohio
Columbus,
Ohio
| US$3.39億 | +US$6177萬 | +22% | 2.07% | – | 6 | 16.67% | 1.4 |
|
| 2371 |
2371
Penney Financial
Houston,
Texas
| US$3.39億 | +US$5281萬 | +18% | 0.15% | 54.8% | 54 | 20.37% | 1.8 |
|
| 2372 |
2372
Consilium Wealth Advisory
Richardson,
Texas
| US$3.38億 | +US$148萬 | +0.4% | 1.15% | 126% | 104 | 5.77% | 2.8 |
|
| 2373 |
2373
Vert Asset Management
Sausalito,
California
| US$3.38億 | -US$2725萬 | -7% | 6.47% | 43.1% | 49 | 14.29% | 3.6 |
|
| 2374 |
2374
Redmond Asset Management
Henrico,
Virginia
| US$3.38億 | -US$6261萬 | -16% | 0.55% | 68.2% | 203 | 10.34% | 5 |
|
| 2375 |
FP
2375
FFG Partners
Fort Lauderdale,
Florida
| US$3.38億 | -US$1464萬 | -4% | 2.3% | 277% | 57 | 38.6% | 0.9 |
|