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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4,676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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2426 |
2426
TMB Capital Partners
Little Rock,
Arkansas
| US$3.29億 | +US$818萬 | +3% | 1.06% | – | 192 | 13.54% | 0.7 |
|
| 2427 |
2427
Montgomery Investment Management
Rockville,
Maryland
| US$3.29億 | -US$93.1萬 | -0.3% | 2.76% | 105% | 109 | 4.59% | 7.2 |
|
| 2428 |
2428
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
| US$3.29億 | -US$1115萬 | -3% | 1.85% | – | 119 | 41.18% | 1.1 |
|
| 2429 |
2429
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| US$3.28億 | +US$973萬 | +3% | 0.17% | 55.5% | 73 | 24.66% | 2.2 |
|
| 2430 |
2430
Sunpointe
St. Louis,
Missouri
| US$3.28億 | -US$2379萬 | -7% | 2.84% | 122% | 305 | 28.2% | 1.5 |
|
| 2431 |
2431
Wealth Quarterback
Toms River,
New Jersey
| US$3.28億 | +US$428萬 | +1% | 2.37% | 109% | 185 | 9.73% | 2.9 |
|
| 2432 |
2432
LifeGoal Wealth Advisors
Saratoga Springs,
New York
| US$3.28億 | +US$1.1億 | +50% | 2.29% | – | 232 | 41.38% | 0.6 |
|
| 2433 |
2433
Richards, Merrill & Peterson
Spokane,
Washington
| US$3.28億 | +US$1290萬 | +4% | 3.12% | – | 302 | 8.61% | 1.3 |
|
| 2434 |
2434
Seven Post Investment Office
San Francisco,
California
| US$3.28億 | -US$2448萬 | -7% | 4.15% | 44.4% | 44 | 9.09% | 4.2 |
|
| 2435 |
2435
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| US$3.28億 | -US$3784萬 | -10% | 0.35% | 70.3% | 157 | 8.92% | 5 |
|
| 2436 |
2436
Argentarii
Cincinnati,
Ohio
| US$3.28億 | -US$394萬 | -1% | 4.4% | – | 217 | 7.83% | 1.3 |
|
| 2437 |
2437
IMZ Advisory
Boca Raton,
Florida
| US$3.27億 | +US$1137萬 | +4% | 1.58% | 73.1% | 38 | 5.26% | 2.5 |
|
| 2438 |
2438
Bennett Selby Investments
Falmouth,
Maine
| US$3.27億 | +US$1397萬 | +4% | 5.28% | 82.1% | 89 | 8.99% | 3.4 |
|
| 2439 |
2439
Royal Harbor Partners
Houston,
Texas
| US$3.27億 | +US$415萬 | +1% | 0.13% | 54.6% | 57 | 3.51% | 2.4 |
|
| 2440 |
2440
Vigilare Wealth Management
Scottsdale,
Arizona
| US$3.27億 | +US$58.9萬 | +0.2% | 0.37% | 59.5% | 137 | 20.44% | 2.7 |
|
| 2441 |
2441
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| US$3.26億 | +US$820萬 | +3% | 1.05% | 72.4% | 110 | 10.91% | 2.7 |
|
| 2442 |
2442
Raub Brock Capital Management
Larkspur,
California
| US$3.26億 | -US$3728萬 | -10% | 2% | 54.7% | 51 | 19.61% | 2.6 |
|
| 2443 |
2443
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| US$3.26億 | +US$504萬 | +2% | 0.12% | 63.1% | 647 | 9.43% | 2.8 |
|
| 2444 |
2444
Paragon Private Wealth Management
Lexington,
Kentucky
| US$3.26億 | -US$5720萬 | -15% | 1.09% | 104% | 235 | 22.13% | 2.7 |
|
| 2445 |
2445
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| US$3.26億 | +US$2895萬 | +10% | 2.28% | 68.8% | 136 | 8.82% | 3.4 |
|
| 2446 |
2446
Bluesphere Advisors
East Norriton,
Pennsylvania
| US$3.25億 | +US$125萬 | +0.4% | 2.26% | 105% | 125 | 11.2% | 2.7 |
|
| 2447 |
2447
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| US$3.25億 | +US$336萬 | +1% | 0.05% | 65% | 39 | 7.69% | 3.7 |
|
| 2448 |
2448
Berkeley Inc
Boise,
Idaho
| US$3.24億 | +US$554萬 | +2% | 3.02% | 49.4% | 91 | 13.19% | 3.3 |
|
| 2449 |
2449
Robinswood Financial
Kirkland,
Washington
| US$3.24億 | -US$2480萬 | -7% | 0.62% | 43.2% | 428 | 83.18% | 3 |
|
| 2450 |
2450
River Street Advisors
Aurora,
Illinois
| US$3.24億 | -US$1541萬 | -5% | 0.14% | 93.5% | 185 | 9.19% | 2.3 |
|