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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)
Bluestem Financial Advisors
2676
Bluestem Financial Advisors
Illinois
US$2.86億 +US$82.5萬 +0.3% 2.03% 42.2% 34 0% 4.9
McNaughton Wealth Management
2677
McNaughton Wealth Management
California
US$2.86億 +US$460萬 +2% 0.19% 55.6% 78 7.69% 4
Juno Financial Group
2678
Juno Financial Group
Virginia
US$2.86億 +US$409萬 +1% 0.56% – 75 6.67% 0.7
Boyd Wealth Management
2679
Boyd Wealth Management
California
US$2.86億 +US$2155萬 +8% 0.36% 56.8% 63 26.98% 2.7
Chris Bulman
2680
Chris Bulman
California
US$2.85億 +US$1152萬 +4% 1.07% – 179 13.41% 1.3
Montz Harcus Wealth Management
2681
Montz Harcus Wealth Management
Louisiana
US$2.85億 +US$425萬 +2% 2.01% 84.1% 103 8.74% 2.8
Agate Pass Investment Management
2682
Agate Pass Investment Management
Washington
US$2.85億 +US$1372萬 +5% 2.55% 76% 119 15.13% 3.3
Flagship Private Wealth
2683
Flagship Private Wealth
Massachusetts
US$2.85億 +US$177萬 +0.6% 0.33% 70.2% 119 8.4% 3.5
Foronjy Financial
2684
Foronjy Financial
California
US$2.85億 +US$1241萬 +5% 0.44% – 119 14.29% 1
Advantage Trust Company
2685
Advantage Trust Company
Kansas
US$2.85億 +US$30.2萬 +0.1% 0.57% 77.6% 197 2.03% 1.6
Solstein Capital
2686
Solstein Capital
California
US$2.84億 -US$760萬 -3% 4.27% 102% 435 67.82% 3.7
Selby Wealth Management
2687
Selby Wealth Management
California
US$2.84億 +US$220萬 +0.8% 0.9% – 88 7.95% 0.7
Towerpoint Wealth
2688
Towerpoint Wealth
California
US$2.84億 -US$484萬 -2% 0.43% 67.7% 120 10.83% 3.9
Trueblood Wealth Management
2689
Trueblood Wealth Management
Ohio
US$2.84億 -US$237萬 -0.8% 0.94% 89.9% 272 7.72% 2.2
ShariaPortfolio
2690
ShariaPortfolio
Florida
US$2.84億 +US$149萬 +0.5% 1.74% 254% 47 29.79% 1.2
Bayshore Asset Management
2691
Bayshore Asset Management
Florida
US$2.84億 +US$428萬 +2% 0.03% 66.1% 56 23.21% 3
First Financial Corp
2692
First Financial Corp
Indiana
US$2.84億 -US$496萬 -2% 1.5% 95.3% 310 7.42% 8.7
Altman Advisors
2693
Altman Advisors
Illinois
US$2.84億 +US$539萬 +2% 5.1% 143% 96 11.46% 3
MBE Wealth Management
2694
MBE Wealth Management
Wisconsin
US$2.84億 -US$53.3萬 -0.2% 0.65% 66.5% 180 8.89% 2.6
NavPoint Financial
2695
NavPoint Financial
Minnesota
US$2.83億 +US$1344萬 +5% 1.39% 58.5% 76 3.95% 2
Keener Financial Planning
2696
Keener Financial Planning
Texas
US$2.83億 +US$342萬 +1% 0.15% 70.5% 67 13.43% 2.2
VU
2697
Valence8 US
Massachusetts
US$2.83億 -US$1755萬 -6% 0.07% 76.6% 15 6.67% 2.4
Red Spruce Capital
2698
Red Spruce Capital
Pennsylvania
US$2.83億 -US$390萬 -1% 0.64% 98.4% 96 4.17% 4.2
Hillcrest Wealth Advisors
2699
Hillcrest Wealth Advisors
New Jersey
US$2.82億 +US$301萬 +1% 1.45% 58.7% 57 5.26% 5.3
Sentry LLC
2700
Sentry LLC
Tennessee
US$2.82億 -US$7511萬 -21% 1.35% 52.6% 135 5.19% 2.8