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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。

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)
Vodafone Ventures
2476
Vodafone Ventures
United Kingdom
US$3.22億 -US$1.64億 -34% 33.8% – 1 0% 0.8
SA
2477
Skyline Advisors
Washington
US$3.22億 +US$289萬 +0.9% 2.07% 52% 128 10.16% 1.8
Foundry Financial
2478
Foundry Financial
California
US$3.22億 +US$2461萬 +8% 0.05% – 103 24.27% 0.5
Raleigh Capital Management
2479
Raleigh Capital Management
North Carolina
US$3.22億 +US$819萬 +3% 1.27% 79.9% 593 22.09% 2.8
Invesco LLC (Illinois)
2480
Invesco LLC (Illinois)
Illinois
US$3.21億 -US$217萬 -0.7% 3.14% 122% 137 7.3% 2.6
Global Trust Asset Management
2481
Global Trust Asset Management
Florida
US$3.21億 +US$119萬 +0.4% 0.22% 178% 548 22.99% 3.9
Asset Allocation & Management Company
2482
Asset Allocation & Management Company
Illinois
US$3.21億 +US$1397萬 +5% 0.53% 58.5% 71 8.45% 3.5
Centerline Wealth Advisors
2483
Centerline Wealth Advisors
Kentucky
US$3.21億 +US$155萬 +0.5% 1.11% – 83 6.02% 1
Sims Investment Management
2484
Sims Investment Management
Ohio
US$3.2億 -US$312萬 -1% 1.73% – 184 78.8% 1.4
LRZ Capital
2485
LRZ Capital
Florida
US$3.2億 +US$1.23億 +62% 5.95% – 32 53.13% 0.3
Register Financial Advisors
2486
Register Financial Advisors
Georgia
US$3.2億 -US$601萬 -2% 0.49% 130% 454 9.91% 2.2
Adirondack Trust Company
2487
Adirondack Trust Company
New York
US$3.2億 -US$1584萬 -5% 2.92% 96.7% 575 6.43% 6.4
Bell & Brown Wealth Advisors
2488
Bell & Brown Wealth Advisors
California
US$3.2億 -US$1036萬 -3% 4.67% 125% 74 4.05% 6.2
Tiller Private Wealth
2489
Tiller Private Wealth
Pennsylvania
US$3.2億 +US$34.9萬 +0.1% 0.94% 60.2% 72 5.56% 3.5
Viewpoint Investment Partners
2490
Viewpoint Investment Partners
Alberta, Canada
US$3.19億 +US$2977萬 +10% 0.47% 38.4% 150 20.67% 0.7
Maryland Capital Advisors
2491
Maryland Capital Advisors
Maryland
US$3.19億 +US$731萬 +2% 0.06% – 1,088 7.63% 1.1
Samalin Investment Counsel
2492
Samalin Investment Counsel
New York
US$3.19億 -US$66.6萬 -0.2% 0.71% 68.3% 359 14.21% 3.3
William Mack & Associates
2493
William Mack & Associates
Michigan
US$3.19億 +US$3555萬 +13% 1.26% – 876 87.33% 0.1
Carlton Hofferkamp & Jenks Wealth Management
2494
Carlton Hofferkamp & Jenks Wealth Management
Texas
US$3.19億 +US$896萬 +3% 1.26% 63.9% 147 2.72% 6.5
Defender Capital
2495
Defender Capital
North Carolina
US$3.19億 +US$1118萬 +4% 7.68% 101% 39 7.69% 0.6
Advisortrust Partners
2496
Advisortrust Partners
North Carolina
US$3.18億 +US$2581萬 +9% 0.6% – 223 17.94% 0.6
Stonebridge Financial Planning Group
2497
Stonebridge Financial Planning Group
Florida
US$3.18億 +US$391萬 +1% 0.27% 72.4% 191 7.85% 3.6
Genesee Capital Advisors
2498
Genesee Capital Advisors
New York
US$3.18億 +US$17萬 +0.1% 0.92% 107% 197 19.8% 2
Nepsis Inc
2499
Nepsis Inc
Minnesota
US$3.17億 +US$2263萬 +8% 8.98% 131% 29 6.9% 4.6
TrustBank
2500
TrustBank
Illinois
US$3.17億 +US$2283萬 +8% 0.52% – 193 12.44% 0.6