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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)
Verde Servicos Internacionais
2626
Verde Servicos Internacionais
Brazil
US$2.94億 +US$2068萬 +8% 1.92% 130% 58 56.9% 0.6
Beacon Financial Planning
2627
Beacon Financial Planning
Massachusetts
US$2.94億 -US$99萬 -0.3% 0.95% 74.3% 86 2.33% 1.8
Bourne Lent Asset Management
2628
Bourne Lent Asset Management
New York
US$2.93億 +US$364萬 +1% 6.78% 95.1% 67 8.96% 8
American Capital Advisory
2629
American Capital Advisory
Idaho
US$2.93億 +US$1818萬 +7% 1.42% 69% 1,231 10.15% 1.4
Sharper & Granite
2630
Sharper & Granite
California
US$2.93億 -US$3002萬 -9% 0.62% 50.8% 109 1.83% 3.2
TCFG Investment Advisors
2631
TCFG Investment Advisors
California
US$2.93億 -US$417萬 -1% 2.99% – 317 14.83% 0.4
TKG Advisors
2632
TKG Advisors
Indiana
US$2.92億 +US$458萬 +2% 3.89% 116% 108 23.15% 2.1
Endowment Wealth Management
2633
Endowment Wealth Management
Wisconsin
US$2.92億 +US$3369萬 +13% 0.76% 70.7% 192 7.81% 2.3
Fluent Financial
2634
Fluent Financial
Texas
US$2.92億 +US$1199萬 +4% 1.06% 46.9% 69 50.72% 2.1
Stonehearth Capital Management
2635
Stonehearth Capital Management
Massachusetts
US$2.92億 -US$113萬 -0.4% 0.42% 87.5% 98 10.2% 3.7
Eagle Capital Management (Louisiana)
2636
Eagle Capital Management (Louisiana)
Louisiana
US$2.92億 -US$99.1萬 -0.3% 2.48% 103% 54 14.81% 4.5
Vertrix Wealth Management
2637
Vertrix Wealth Management
Michigan
US$2.92億 -US$533萬 -2% 1.2% – 108 12.96% 0.4
Jackson Creek Investment Advisors
2638
Jackson Creek Investment Advisors
Colorado
US$2.92億 -US$1016萬 -3% 2.05% 245% 386 39.9% 0.8
Kaydan Wealth Management
2639
Kaydan Wealth Management
Michigan
US$2.91億 -US$3676萬 -11% 0.5% 58% 122 10.66% 3.2
AAFMAA Wealth Management & Trust
2640
AAFMAA Wealth Management & Trust
North Carolina
US$2.91億 +US$457萬 +2% 0.15% 62.3% 100 11% 2
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
2641
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
US$2.91億 -US$949萬 -3% 4.42% 215% 217 12.44% 1.9
Eagle Bluffs Wealth Management
2642
Eagle Bluffs Wealth Management
Missouri
US$2.91億 -US$840萬 -3% 4.31% 95.5% 88 5.68% 3.3
Steadview Capital Management
2643
Steadview Capital Management
United Kingdom
US$2.91億 -US$4172萬 -13% 2.66% 839% 14 35.71% 1.7
Delap Wealth Advisory
2644
Delap Wealth Advisory
Oregon
US$2.91億 -US$535萬 -2% 0.96% 73% 93 17.2% 2.6
Colorado Capital Management
2645
Colorado Capital Management
Colorado
US$2.91億 -US$254萬 -0.9% 0.1% 60.4% 105 8.57% 5.6
Buska Wealth Management
2646
Buska Wealth Management
Wisconsin
US$2.91億 +US$1322萬 +5% 0.24% – 83 12.05% 1.7
Luken Investment Analytics
2647
Luken Investment Analytics
Tennessee
US$2.9億 +US$429萬 +1% 0.02% 51% 171 3.51% 3.5
Valued Wealth Advisors
2648
Valued Wealth Advisors
Utah
US$2.9億 +US$1485萬 +5% 0.19% 62% 973 10.07% 1.7
Thomas Story & Son
2649
Thomas Story & Son
Indiana
US$2.9億 +US$710萬 +3% 2.8% 101% 55 7.27% 7.6
WIA
2650
Wetzel Investment Advisors
Indiana
US$2.9億 +US$122萬 +0.4% 0.73% 72.2% 143 9.79% 2.1