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)
Maestria Partners
2601
Maestria Partners
Georgia
US$2.98億 +US$1025萬 +4% 1.96% – 15 6.67% 1.2
Sage Private Wealth Group
2602
Sage Private Wealth Group
Illinois
US$2.98億 +US$7526萬 +34% 0.28% 72.3% 138 29.71% 2
SC
2603
Sawyer & Company
Massachusetts
US$2.98億 -US$24.9萬 -0.1% 5.26% 111% 210 9.05% 4.6
Shrier Wealth Management
2604
Shrier Wealth Management
California
US$2.98億 +US$114萬 +0.4% 1% – 137 5.11% 0.7
Weitzel Financial Services
2605
Weitzel Financial Services
Iowa
US$2.98億 +US$341萬 +1% 0.71% 46.3% 56 14.29% 3.5
HCC
2606
Hatch Cove Capital
Illinois
US$2.97億 +US$7196萬 +32% 15.6% – 32 40.63% 0.3
Lodestone Wealth Management
2607
Lodestone Wealth Management
Washington
US$2.97億 +US$1400萬 +5% 2.05% 87.1% 821 7.67% 1.2
Citrine Capital
2608
Citrine Capital
California
US$2.97億 +US$2705萬 +10% 4.58% – 65 15.38% 1.2
Mainsail Financial Group
2609
Mainsail Financial Group
Washington
US$2.97億 +US$269萬 +0.9% 0.87% 61.9% 75 9.33% 2.5
RGC
2610
Rubicon Global Capital
United Kingdom
US$2.97億 +US$2417萬 +9% 10.3% – 14 14.29% 1.3
Torrey Growth & Income Advisors
2611
Torrey Growth & Income Advisors
California
US$2.97億 +US$255萬 +0.9% 4.39% – 121 17.36% 0.8
Marathon Wealth Advisors
2612
Marathon Wealth Advisors
Massachusetts
US$2.97億 +US$433萬 +1% 3.21% – 77 3.9% 0.7
Fidelity D&D Bancorp
2613
Fidelity D&D Bancorp
Pennsylvania
US$2.97億 +US$520萬 +2% 0.01% 63.8% 118 5.93% 2.5
Advisor Resource Council
2614
Advisor Resource Council
Texas
US$2.96億 -US$5855萬 -17% 2.52% 84.8% 310 28.71% 0.7
TradeWell Securities
2615
TradeWell Securities
Indiana
US$2.96億 +US$1557萬 +6% 5.39% – 55 10.91% 1.3
RHS Financial
2616
RHS Financial
California
US$2.96億 +US$4762萬 +19% 2.03% 65.6% 198 23.23% 2.2
Power Wealth Management
2617
Power Wealth Management
Georgia
US$2.95億 +US$450萬 +2% 0.48% 41.8% 140 23.57% 1.5
Midwest Financial Group
2618
Midwest Financial Group
Kansas
US$2.95億 +US$1029萬 +4% 0.63% 103% 144 9.72% 2.2
Investment Research Partners
2619
Investment Research Partners
Pennsylvania
US$2.95億 -US$16萬 -0.1% 3% – 301 14.62% 0.8
CCAM
2620
Codex Capital Asset Management
Texas
US$2.95億 +US$616萬 +2% 4.63% – 33 0% 1.8
McCarter Private Wealth Services
2621
McCarter Private Wealth Services
Massachusetts
US$2.95億 +US$476萬 +2% 3.32% – 198 16.67% 1.2
Cisco Systems
2622
Cisco Systems
California
US$2.94億 -US$1.11億 -27% 4.48% 210% 7 42.86% 2
Pavaki Capital Management
2623
Pavaki Capital Management
Colorado
US$2.94億 +US$741萬 +3% 6.28% – 171 9.94% 0.6
TTA
2624
Thor Trading Advisors
Pennsylvania
US$2.94億 -US$2498萬 -8% 2.21% – 44 50% 0.4
Lewis Asset Management
2625
Lewis Asset Management
California
US$2.94億 +US$824萬 +3% 3.49% 142% 239 15.06% 1.5