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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4,675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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2376 |
2376
Consilium Wealth Advisory
Richardson,
Texas
| US$3.38億 | +US$148萬 | +0.4% | 1.15% | 126% | 104 | 5.77% | 2.8 |
|
| 2377 |
2377
Vert Asset Management
Sausalito,
California
| US$3.38億 | -US$2725萬 | -7% | 6.47% | 43.1% | 49 | 14.29% | 3.6 |
|
| 2378 |
2378
Redmond Asset Management
Henrico,
Virginia
| US$3.38億 | -US$6261萬 | -16% | 0.55% | 68.2% | 203 | 10.34% | 5 |
|
| 2379 |
FP
2379
FFG Partners
Fort Lauderdale,
Florida
| US$3.38億 | -US$1464萬 | -4% | 2.3% | 277% | 57 | 38.6% | 0.9 |
|
| 2380 |
2380
IronBridge Private Wealth
Austin,
Texas
| US$3.38億 | +US$3320萬 | +11% | 9.38% | 143% | 58 | 36.21% | 1.8 |
|
| 2381 |
2381
Red Lighthouse Investment Management
New York
| US$3.38億 | +US$197萬 | +0.6% | 1.4% | 71.1% | 86 | 2.33% | 2.3 |
|
| 2382 |
2382
Aikya Investment Management
London,
United Kingdom
| US$3.37億 | -US$317萬 | -0.9% | 5.92% | 11.1% | 5 | 0% | 2 |
|
| 2383 |
2383
PFW Advisors
Atlanta,
Georgia
| US$3.37億 | -US$626萬 | -2% | 0.21% | – | 135 | 17.78% | 4.7 |
|
| 2384 |
2384
L.K. Benson & Company
Baltimore,
Maryland
| US$3.37億 | +US$516萬 | +2% | 3.61% | – | 125 | 13.6% | 1.4 |
|
| 2385 |
2385
Investment Research & Advisory Group
Atlanta,
Georgia
| US$3.37億 | +US$1269萬 | +4% | 5.35% | 105% | 352 | 16.76% | 2.8 |
|
| 2386 |
2386
NKCFO LLC
Geneva,
Illinois
| US$3.37億 | +US$636萬 | +2% | 8.78% | 237% | 117 | 47.86% | 1.1 |
|
| 2387 |
2387
Empirical Capital Management
Hendersonville,
Tennessee
| US$3.36億 | -US$2948萬 | -8% | 1.33% | 205% | 34 | 47.06% | 1.7 |
|
| 2388 |
2388
Triton Wealth Management
Sun City,
Arizona
| US$3.36億 | +US$1084萬 | +3% | 2.1% | – | 149 | 20.13% | 2.7 |
|
| 2389 |
LWMM
2389
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| US$3.36億 | -US$5332萬 | -14% | 4.47% | 105% | 132 | 19.7% | 2.9 |
|
| 2390 |
2390
Corbyn Investment Management
Lutherville,
Maryland
| US$3.36億 | -US$1008萬 | -3% | 4.95% | 71% | 68 | 4.41% | 5.6 |
|
| 2391 |
2391
Nicollet Investment Management
Minneapolis,
Minnesota
| US$3.36億 | +US$1220萬 | +4% | 8.91% | 104% | 81 | 9.88% | 5.2 |
|
| 2392 |
2392
United Community Bank
Greenville,
South Carolina
| US$3.36億 | +US$1252萬 | +4% | 1.42% | 72.7% | 595 | 16.64% | 2.3 |
|
| 2393 |
2393
HF Advisory Group
Annapolis,
Maryland
| US$3.36億 | +US$1230萬 | +4% | 2.33% | 73.2% | 175 | 4.57% | 3 |
|
| 2394 |
2394
Core Wealth Management
Jupiter,
Florida
| US$3.36億 | -US$2009萬 | -6% | 1.42% | 44.5% | 44 | 31.82% | 2.5 |
|
| 2395 |
ICM
2395
Isabella Capital Management
London,
| US$3.35億 | +US$1.47億 | +78% | 0.63% | – | 13 | 23.08% | 0.3 |
|
| 2396 |
2396
Wilkerson Advisory Group
Columbia,
Missouri
| US$3.35億 | +US$971萬 | +3% | 1.11% | – | 678 | 13.72% | 0.6 |
|
| 2397 |
2397
Prodigy Asset Management
Omaha,
Nebraska
| US$3.35億 | +US$316萬 | +1% | 0.68% | – | 31 | 6.45% | 1.3 |
|
| 2398 |
2398
Shayne & Jacobs LLC
Nashville,
Tennessee
| US$3.35億 | -US$224萬 | -0.7% | 0.42% | 79.4% | 103 | 4.85% | 4.4 |
|
| 2399 |
2399
Roth Financial Partners
Kingwood,
Texas
| US$3.35億 | -US$157萬 | -0.5% | 0.14% | 61% | 37 | 10.81% | 3.7 |
|
| 2400 |
2400
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| US$3.35億 | -US$3855萬 | -10% | 0.61% | 83% | 175 | 19.43% | 2.3 |
|