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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)
Alpha Zero
2576
Alpha Zero
Florida
US$3.03億 +US$3912萬 +15% 1.57% – 114 23.68% 1.2
Lynx Investment Advisory
2577
Lynx Investment Advisory
District of Columbia
US$3.03億 -US$241萬 -0.8% 0.37% – 245 13.06% 1.3
GAMC
2578
Garner Asset Management Corp
Texas
US$3.03億 -US$566萬 -2% 0.73% 103% 177 12.99% 5.2
Armstrong Fleming & Moore
2579
Armstrong Fleming & Moore
District of Columbia
US$3.03億 +US$74.2萬 +0.2% 0.68% 135% 116 5.17% 1.4
Heritage Family Offices
2580
Heritage Family Offices
Arizona
US$3.03億 +US$4361萬 +17% 2.45% – 1,024 77.05% 0.3
FIDELIS iM
2581
FIDELIS iM
Oregon
US$3.02億 +US$921萬 +3% 0.65% 44.8% 36 27.78% 2.5
David Kennon
2582
David Kennon
Florida
US$3.02億 -US$29.4萬 -0.1% 0.21% 52.4% 45 0% 2.8
Decker Retirement Planning
2583
Decker Retirement Planning
Utah
US$3.02億 +US$818萬 +3% 4.27% – 497 39.03% 0.8
LAM
2584
Lountzis Asset Management
Pennsylvania
US$3.02億 -US$1427萬 -5% 5.74% 124% 63 20.63% 3.5
Breakwater Investment Management
2585
Breakwater Investment Management
Washington
US$3.02億 +US$797萬 +3% 1.36% – 845 37.4% 1
Acorn Creek Capital
2586
Acorn Creek Capital
Colorado
US$3.02億 +US$239萬 +0.8% 0.7% 66.6% 96 17.71% 1.9
Providence First Trust
2587
Providence First Trust
Arizona
US$3.02億 -US$5605萬 -16% 0.73% 68.4% 236 42.8% 2.2
LWMI
2588
Landmark Wealth Management (Illinois)
Illinois
US$3.02億 -US$69.3萬 -0.2% 0.23% 42.4% 46 10.87% 1.9
Denver PWM
2589
Denver PWM
Colorado
US$3.01億 -US$432萬 -1% 0.76% 48.6% 91 3.3% 3.2
Muzinich & Co
2590
Muzinich & Co
New York
US$3.01億 +US$859萬 +3% 0.15% 13.5% 38 39.47% 9.7
Western Financial Corp
2591
Western Financial Corp
California
US$3億 -US$4112萬 -12% 0.89% 275% 159 31.45% 1.7
Heathbridge Capital Management
2592
Heathbridge Capital Management
Ontario, Canada
US$3億 +US$798萬 +3% 2.25% 73.6% 31 9.68% 5.1
Elevated Capital Advisors
2593
Elevated Capital Advisors
Utah
US$3億 -US$6330萬 -17% 0.03% 50.2% 892 6.95% 1.4
First Community Trust
2594
First Community Trust
Iowa
US$3億 +US$7881萬 +36% 3.05% 128% 360 13.61% 3.2
Kondo Wealth Advisors
2595
Kondo Wealth Advisors
California
US$3億 +US$101萬 +0.3% 0.17% – 79 11.39% 1.4
Foundation Wealth Management (Pennsylvania)
2596
Foundation Wealth Management (Pennsylvania)
Pennsylvania
US$3億 -US$3160萬 -10% 0.65% – 107 10.28% 1.5
Wealth Advisors Northwest
2597
Wealth Advisors Northwest
Oregon
US$2.99億 +US$610萬 +2% 0.34% – 65 4.62% 1.5
Trellis Wealth Advisors
2598
Trellis Wealth Advisors
California
US$2.99億 +US$793萬 +3% 0.03% 62.2% 116 58.62% 0.9
BWA
2599
BlueChip Wealth Advisors
Georgia
US$2.98億 +US$3460萬 +13% 1.04% 62.2% 197 17.26% 1.5
Monte Financial Group
2600
Monte Financial Group
Connecticut
US$2.98億 -US$1399萬 -4% 3.25% 66.7% 105 8.57% 4.1