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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)
AJ Advisors
2526
AJ Advisors
Tennessee
US$3.12億 -US$945萬 -3% 0.68% 64.6% 37 18.92% 3
PI
2527
Pachira Investments
California
US$3.12億 +US$4719萬 +18% 0.78% 82.3% 85 11.76% 2.7
SoundView Advisors
2528
SoundView Advisors
Washington
US$3.12億 +US$512萬 +2% 0.52% – 32 3.13% 1.1
MKT Advisors
2529
MKT Advisors
California
US$3.12億 -US$1019萬 -3% 0.68% 55.5% 160 11.25% 3.3
Malaga Cove Capital
2530
Malaga Cove Capital
California
US$3.11億 -US$276萬 -0.9% 2.05% 97.3% 198 14.14% 3
GKV Capital Management
2531
GKV Capital Management
California
US$3.11億 +US$93.9萬 +0.3% 1.95% – 85 5.88% 1.5
Kennedy Investment Group
2532
Kennedy Investment Group
New Jersey
US$3.11億 +US$1615萬 +5% 1.91% 95.4% 157 12.74% 2.4
StoneCrest Wealth Management
2533
StoneCrest Wealth Management
Arizona
US$3.11億 -US$215萬 -0.7% 0.57% 168% 78 8.97% 1.6
GGM Financials
2534
GGM Financials
Ohio
US$3.11億 +US$4697萬 +18% 0.66% – 300 15.67% 1
American Assets Inc
2535
American Assets Inc
California
US$3.1億 -US$2189萬 -7% 8.49% 49.9% 19 36.84% 4
Zullo Investment Group
2536
Zullo Investment Group
Pennsylvania
US$3.1億 +US$1661萬 +6% 7.44% 143% 163 7.98% 3.6
Legacy Bridge
2537
Legacy Bridge
Iowa
US$3.1億 -US$1416萬 -4% 0.92% 236% 334 5.39% 4.6
Blue Water Asset Management
2538
Blue Water Asset Management
Michigan
US$3.09億 -US$45.5萬 -0.1% 0.85% – 115 7.83% 0.7
BCU Wealth Advisors
2539
BCU Wealth Advisors
Illinois
US$3.09億 +US$826萬 +3% 0.42% 57.7% 66 7.58% 1.9
BKM Wealth Management
2540
BKM Wealth Management
Wisconsin
US$3.09億 +US$2697萬 +10% 1.8% 69.6% 159 10.06% 2.1
First Citizens Asset Management
2541
First Citizens Asset Management
North Carolina
US$3.09億 -US$383萬 -1% 0.44% 48.4% 33 12.12% 2.8
CNBT
2542
Cornerstone National Bank & Trust
Illinois
US$3.09億 +US$1315萬 +4% 0.11% 38.5% 241 12.86% 2.3
Maltin Wealth Management
2543
Maltin Wealth Management
New Jersey
US$3.08億 +US$937萬 +3% 1% 58.2% 160 14.38% 3.4
Excalibur Management
2544
Excalibur Management
Massachusetts
US$3.08億 +US$480萬 +2% 2.83% 93% 178 8.43% 6.6
Investmark Advisory Group
2545
Investmark Advisory Group
Connecticut
US$3.08億 +US$4487萬 +17% 1.66% 73.8% 174 16.67% 2.6
ACT Advisors
2546
ACT Advisors
North Carolina
US$3.08億 +US$700萬 +2% 0.71% 75.4% 97 24.74% 1.8
BE
2547
Bonness Enterprises
District of Columbia
US$3.07億 -US$261萬 -0.8% 0.82% 98.6% 39 5.13% 11.8
Singapore Technologies Telemedia
2548
Singapore Technologies Telemedia
Singapore
US$3.07億 +US$1180萬 +4% 4% 185% 1 0% 9.5
Patriot Financial Partners GP II
2549
Patriot Financial Partners GP II
Pennsylvania
US$3.07億 -US$8422萬 -22% 3.9% – 12 8.33% 0.9
Armor Investment Advisors
2550
Armor Investment Advisors
North Carolina
US$3.07億 -US$475萬 -2% 0.01% 62% 160 8.13% 5.4