我們已在上線! 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。

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)
BE
2551
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
2552
Singapore Technologies Telemedia
Singapore
US$3.07億 +US$1180萬 +4% 4% 185% 1 0% 9.5
Patriot Financial Partners GP II
2553
Patriot Financial Partners GP II
Pennsylvania
US$3.07億 -US$8422萬 -22% 3.9% – 12 8.33% 0.9
Armor Investment Advisors
2554
Armor Investment Advisors
North Carolina
US$3.07億 -US$475萬 -2% 0.01% 62% 160 8.13% 5.4
Continuum Wealth Advisors
2555
Continuum Wealth Advisors
New York
US$3.07億 +US$1056萬 +4% 2.25% 69% 88 19.32% 1.9
Texas Bank & Trust
2556
Texas Bank & Trust
Texas
US$3.06億 +US$135萬 +0.4% 4.31% – 195 10.26% 1.4
Lincoln Capital Corp
2557
Lincoln Capital Corp
Rhode Island
US$3.06億 -US$132萬 -0.4% 1.21% 82% 109 17.43% 3.4
Sculati Wealth Management
2558
Sculati Wealth Management
Michigan
US$3.06億 +US$642萬 +2% 2.73% 80.3% 125 5.6% 4.1
Kerusso Capital Management
2559
Kerusso Capital Management
North Carolina
US$3.06億 +US$3177萬 +12% 3.27% – 63 14.29% 1.6
Bull Oak Capital
2560
Bull Oak Capital
California
US$3.06億 +US$597萬 +2% 1.23% 62.1% 41 7.32% 1.6
Meridian Financial Partners
2561
Meridian Financial Partners
Virginia
US$3.06億 +US$1282萬 +4% 2.33% 80.8% 128 10.16% 2.6
MBA Advisors
2562
MBA Advisors
Pennsylvania
US$3.06億 +US$897萬 +3% 1.87% 66.1% 181 14.92% 3.2
EFM
2563
Eley Financial Management
Vermont
US$3.06億 -US$295萬 -1% 0.26% 74.9% 73 5.48% 3.2
MG
2564
Magnolia Group
Nebraska
US$3.06億 -US$1.71億 -36% 5.53% 11.4% 25 36% 1.8
Freedom Financial Partners
2565
Freedom Financial Partners
Minnesota
US$3.05億 -US$164萬 -0.5% 0.24% – 94 10.64% 1.4
Silphium Asset Management
2566
Silphium Asset Management
United Kingdom
US$3.05億 +US$853萬 +3% 2.98% 118% 58 12.07% 1.4
Rede Wealth
2567
Rede Wealth
Virginia
US$3.04億 +US$240萬 +0.8% 1.83% 84.4% 119 4.2% 1.8
Endure Capital Management
2568
Endure Capital Management
Texas
US$3.04億 -US$1.47億 -33% 4.51% – 59 49.15% 0.3
Equity Wealth Partners
2569
Equity Wealth Partners
Missouri
US$3.04億 +US$2562萬 +9% 0.42% – 115 10.43% 0.7
FCG Investment Company
2570
FCG Investment Company
Tennessee
US$3.04億 +US$1449萬 +5% 3.18% – 130 13.08% 1
Brick & Kyle Associates
2571
Brick & Kyle Associates
Pennsylvania
US$3.04億 +US$61.5萬 +0.2% 7.43% 116% 99 41.41% 5.3
Clarus Group
2572
Clarus Group
Texas
US$3.03億 +US$827萬 +3% 1.95% 67.5% 134 13.43% 2.8
Shaker Financial Services
2573
Shaker Financial Services
Virginia
US$3.03億 -US$1610萬 -5% 5.35% 12.9% 167 25.15% 2.4
Wrenne Financial Planning
2574
Wrenne Financial Planning
Kentucky
US$3.03億 +US$699萬 +2% 1.27% 54.3% 64 6.25% 1.8
Ted Buchan & Co
2575
Ted Buchan & Co
California
US$3.03億 -US$263萬 -0.9% 0.75% 65.2% 100 11% 2.2