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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)
Beaumont Asset Management
2651
Beaumont Asset Management
Texas
US$2.89億 +US$3191萬 +12% 1.69% 73.1% 85 12.94% 3.2
HWMC
2652
Heritage Wealth Management (California)
California
US$2.89億 +US$2607萬 +10% 4.32% 78.5% 105 7.62% 2
Choice Wealth Advisors
2653
Choice Wealth Advisors
Maine
US$2.89億 +US$435萬 +2% 1.31% 60.3% 37 10.81% 2.6
Compass Financial Services
2654
Compass Financial Services
Iowa
US$2.89億 +US$2172萬 +8% 0.41% – 61 8.2% 1.5
Buckhead Capital Management
2655
Buckhead Capital Management
Georgia
US$2.89億 -US$238萬 -0.8% 3.26% 76.1% 153 5.88% 5.2
eCIO Inc
2656
eCIO Inc
Wisconsin
US$2.89億 -US$6671萬 -19% 1.49% – 53 33.96% 1.1
Deseret Mutual Benefit Administrators
2657
Deseret Mutual Benefit Administrators
Utah
US$2.89億 -US$1730萬 -6% 1.06% 81.9% 520 1.35% 4.5
Burns Matteson Capital Management
2658
Burns Matteson Capital Management
New York
US$2.89億 -US$3100萬 -10% 6.91% 137% 256 51.56% 1.6
Rainwater Charitable Foundation
2659
Rainwater Charitable Foundation
Texas
US$2.89億 -US$1143萬 -4% 1.15% 44% 4 0% 4.6
Packer & Co
2660
Packer & Co
Australia
US$2.89億 – – 10.3% – 9 – 1.2
Northbridge Financial Group
2661
Northbridge Financial Group
Florida
US$2.89億 +US$2781萬 +11% 6.54% – 193 8.29% 0.7
Burk Holdings
2662
Burk Holdings
Oklahoma
US$2.89億 +US$1803萬 +7% 0.86% – 989 38.22% 0.4
Arch Capital Group
2663
Arch Capital Group
Bermuda
US$2.88億 -US$249萬 -0.9% 0.84% 2.89% 4 0% 4.1
SI
2664
Saxon Interests
Texas
US$2.88億 -US$7364萬 -20% 0.75% 81.2% 257 31.13% 1.9
Tranquility Partners
2665
Tranquility Partners
Tennessee
US$2.88億 -US$266萬 -0.9% 3.95% 77.3% 241 12.03% 4.2
Stableford Capital II
2666
Stableford Capital II
Arizona
US$2.88億 -US$37.6萬 -0.1% 4.47% 66.9% 164 22.56% 2
YP
2667
YANKCOM Partnership
South Dakota
US$2.88億 +US$942萬 +3% 1.34% – 344 16.86% 1.3
Shira Ridge Wealth Management
2668
Shira Ridge Wealth Management
California
US$2.88億 +US$105萬 +0.4% 0.84% 72.8% 87 9.2% 2.6
Murphy Pohlad Asset Management
2669
Murphy Pohlad Asset Management
Minnesota
US$2.88億 +US$52.5萬 +0.2% 3.86% 83% 146 11.64% 6.1
SEP
2670
Signature Equity Partners
Ohio
US$2.87億 +US$6912萬 +32% 0.89% – 1,851 19.56% 0.6
Timonier Family Office
2671
Timonier Family Office
North Carolina
US$2.87億 -US$6727萬 -19% 0.91% – 57 5.26% 1.6
Stone Wealth Partners
2672
Stone Wealth Partners
Louisiana
US$2.87億 +US$1.5億 +110% 4.3% – 92 35.87% 0.5
Wealth Analytics Partners
2673
Wealth Analytics Partners
California
US$2.87億 +US$1098萬 +4% 2.13% – 200 74.5% 0.2
Mid-American Wealth Advisory Group
2674
Mid-American Wealth Advisory Group
Missouri
US$2.87億 +US$1000萬 +4% 0.41% 14.4% 75 13.33% 1.4
Hendley & Co
2675
Hendley & Co
Ohio
US$2.87億 +US$397萬 +1% 3.52% 64.9% 51 13.73% 6