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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
2451
Royal Harbor Partners
Houston,
Texas
| US$3.27億 | +US$415萬 | +1% | 0.13% | 54.6% | 57 | 3.51% | 2.4 |
|
| 2452 |
2452
Vigilare Wealth Management
Scottsdale,
Arizona
| US$3.27億 | +US$58.9萬 | +0.2% | 0.37% | 59.5% | 137 | 20.44% | 2.7 |
|
| 2453 |
2453
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| US$3.26億 | +US$820萬 | +3% | 1.05% | 72.4% | 110 | 10.91% | 2.7 |
|
| 2454 |
2454
Raub Brock Capital Management
Larkspur,
California
| US$3.26億 | -US$3728萬 | -10% | 2% | 54.7% | 51 | 19.61% | 2.6 |
|
| 2455 |
2455
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| US$3.26億 | +US$504萬 | +2% | 0.12% | 63.1% | 647 | 9.43% | 2.8 |
|
| 2456 |
2456
Paragon Private Wealth Management
Lexington,
Kentucky
| US$3.26億 | -US$5720萬 | -15% | 1.09% | 104% | 235 | 22.13% | 2.7 |
|
| 2457 |
2457
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| US$3.26億 | +US$2895萬 | +10% | 2.28% | 68.8% | 136 | 8.82% | 3.4 |
|
| 2458 |
2458
Bluesphere Advisors
East Norriton,
Pennsylvania
| US$3.25億 | +US$125萬 | +0.4% | 2.26% | 105% | 125 | 11.2% | 2.7 |
|
| 2459 |
2459
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| US$3.25億 | +US$336萬 | +1% | 0.05% | 65% | 39 | 7.69% | 3.7 |
|
| 2460 |
2460
Berkeley Inc
Boise,
Idaho
| US$3.24億 | +US$554萬 | +2% | 3.02% | 49.4% | 91 | 13.19% | 3.3 |
|
| 2461 |
2461
Robinswood Financial
Kirkland,
Washington
| US$3.24億 | -US$2480萬 | -7% | 0.62% | 43.2% | 428 | 83.18% | 3 |
|
| 2462 |
2462
River Street Advisors
Aurora,
Illinois
| US$3.24億 | -US$1541萬 | -5% | 0.14% | 93.5% | 185 | 9.19% | 2.3 |
|
| 2463 |
2463
Traveka Wealth
Los Altos,
California
| US$3.24億 | +US$2336萬 | +8% | 1.38% | 78.1% | 221 | 13.57% | 1.6 |
|
| 2464 |
2464
ticino wealth
Mission Viejo,
California
| US$3.24億 | +US$687萬 | +2% | 1.92% | – | 140 | 6.43% | 0.7 |
|
| 2465 |
2465
Wealth Management Resources
Smithfield,
Rhode Island
| US$3.24億 | -US$42.7萬 | -0.1% | 2.21% | 37.7% | 31 | 6.45% | 3.5 |
|
| 2466 |
2466
Mullooly Asset Management
Wall Township,
New Jersey
| US$3.24億 | -US$123萬 | -0.4% | 2.91% | – | 60 | 5% | 1.3 |
|
| 2467 |
VPC
2467
Valen Private Capital
Paoli,
Pennsylvania
| US$3.23億 | – | – | 0.58% | – | 88 | – | 0 |
|
| 2468 |
2468
Essex Woodlands Management
The Woodlands,
Texas
| US$3.23億 | +US$6892萬 | +27% | 33.7% | 119% | 5 | 0% | 7.4 |
|
| 2469 |
2469
Harper Investing
Santa Clara,
California
| US$3.23億 | +US$2647萬 | +9% | 2.84% | 58.7% | 88 | 6.82% | 1.8 |
|
| 2470 |
LA
2470
Latitude Advisors
Vero Beach,
Florida
| US$3.23億 | +US$7222萬 | +29% | 1.25% | 79.6% | 1,384 | 82.44% | 0.5 |
|
| 2471 |
2471
Omega Financial Group
Santa Barbara,
California
| US$3.23億 | -US$577萬 | -2% | 2.87% | 47% | 107 | 16.82% | 4.4 |
|
| 2472 |
2472
Biltmore Wealth Management
Tempe,
Arizona
| US$3.23億 | +US$248萬 | +0.8% | 0.85% | 59.8% | 61 | 8.2% | 4.7 |
|
| 2473 |
2473
Bishop & Co Investment Management
Erie,
Pennsylvania
| US$3.23億 | -US$228萬 | -0.7% | 0.24% | 53.7% | 26 | 0% | 7.2 |
|
| 2474 |
LFP
2474
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| US$3.23億 | +US$1186萬 | +4% | 2.28% | 65.4% | 102 | 14.71% | 1.9 |
|
| 2475 |
2475
Davis Investment Partners
Charlotte,
North Carolina
| US$3.22億 | -US$603萬 | -2% | 0.71% | 97.8% | 184 | 16.3% | 2 |
|