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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4,690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)
Cambridge Financial Group (Arizona)
2501
Cambridge Financial Group (Arizona)
Arizona
US$3.17億 -US$54.6萬 -0.2% 0.76% 69.5% 155 1.29% 2.2
Glass Wealth Management
2502
Glass Wealth Management
Texas
US$3.17億 +US$1821萬 +6% 3.96% – 75 13.33% 1.8
Financial Council
2503
Financial Council
Maryland
US$3.17億 +US$833萬 +3% 0.58% 88.6% 112 7.14% 2.8
Alliance Wealth Advisors (Pennsylvania)
2504
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
US$3.17億 +US$882萬 +3% 0.2% 74.4% 179 6.7% 3.5
Leisure Capital Management
2505
Leisure Capital Management
California
US$3.16億 -US$411萬 -1% 3.43% 111% 166 9.04% 5.3
Mills Wealth Advisors
2506
Mills Wealth Advisors
Texas
US$3.16億 -US$143萬 -0.5% 1.64% 37.9% 81 9.88% 1.9
RBA Wealth Management
2507
RBA Wealth Management
California
US$3.16億 +US$4329萬 +16% 4.88% 91% 123 38.21% 2.2
RIS
2508
Richmond Investment Services
Wisconsin
US$3.16億 -US$30.4萬 -0.1% 0.55% – 158 15.19% 1.3
Beacon Wealthcare LLC
2509
Beacon Wealthcare LLC
North Carolina
US$3.15億 +US$332萬 +1% 0.54% 47% 32 18.75% 2.8
Trinity Wealth Management
2510
Trinity Wealth Management
Pennsylvania
US$3.15億 +US$24.1萬 +0.1% 0.78% 56.7% 94 24.47% 2.5
Townsend Asset Management
2511
Townsend Asset Management
North Carolina
US$3.15億 +US$349萬 +1% 2.72% 88.5% 201 9.45% 4.6
FCT
2512
Family Capital Trust
Massachusetts
US$3.15億 +US$791萬 +3% 4.2% 39.1% 83 0% 4.9
MMA Asset Management
2513
MMA Asset Management
Pennsylvania
US$3.15億 +US$93.6萬 +0.3% 0.55% 61.2% 202 16.83% 2.2
Shore Point Advisors
2514
Shore Point Advisors
New Jersey
US$3.15億 +US$2281萬 +8% 1.04% 54.6% 86 11.63% 2.7
Weinberger Asset Management
2515
Weinberger Asset Management
California
US$3.15億 +US$315萬 +1% 0.97% 89.6% 104 3.85% 3.2
NAH
2516
Neumann Advisory (HK)
Hong Kong
US$3.14億 -US$4156萬 -12% 10.1% 77.3% 6 16.67% 7
FSA Investment Group
2517
FSA Investment Group
Florida
US$3.14億 +US$628萬 +2% 1.72% – 57 43.86% 0.8
Axis Capital Holdings
2518
Axis Capital Holdings
US$3.14億 +US$475萬 +2% 1.56% 76% 3 0% 5.7
LJHT
2519
Laurie J. Hall Trustee
US$3.14億 -US$775萬 -2% 0.91% 105% 104 6.73% 9.9
New York University
2520
New York University
New York
US$3.14億 +US$1.86億 +146% 1.02% – 2 50% 0.1
Sonata Capital Group
2521
Sonata Capital Group
Washington
US$3.14億 +US$362萬 +1% 1.97% 66.5% 133 7.52% 6
Peachtree Investment Partners
2522
Peachtree Investment Partners
Florida
US$3.13億 +US$142萬 +0.5% 6.62% 111% 148 12.84% 3.9
Financial Symmetry
2523
Financial Symmetry
North Carolina
US$3.13億 +US$1333萬 +4% 0.55% 68.4% 72 13.89% 1.8
Firethorn Wealth Partners
2524
Firethorn Wealth Partners
Georgia
US$3.13億 +US$282萬 +0.9% 1.09% 75.1% 208 9.13% 2.9
Powell Investment Advisors
2525
Powell Investment Advisors
Florida
US$3.13億 -US$402萬 -1% 0.24% 82.4% 175 6.86% 3.6