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)
Sellwood Investment Partners
2726
Sellwood Investment Partners
Oregon
US$2.79億 -US$429萬 -2% 0.61% – 60 3.33% 1.5
Martin Capital Partners
2727
Martin Capital Partners
Oregon
US$2.79億 +US$714萬 +3% 2.79% 42.3% 74 4.05% 4.5
Parker Financial
2728
Parker Financial
Washington
US$2.79億 +US$544萬 +2% 0.67% 49.7% 38 5.26% 3.1
My Personal CFO LLC
2729
My Personal CFO LLC
Washington
US$2.79億 +US$2264萬 +9% 6.78% 83.4% 96 7.29% 1.6
Keystone Global Partners
2730
Keystone Global Partners
Colorado
US$2.78億 +US$1391萬 +5% 0.5% – 66 21.21% 1.1
WJ Interests
2731
WJ Interests
Texas
US$2.78億 +US$1841萬 +7% 1.67% 55.2% 23 4.35% 2.4
Meritas Wealth Management
2732
Meritas Wealth Management
California
US$2.78億 +US$2154萬 +8% 2.14% 69.4% 74 16.22% 2.3
Evolution Advisers
2733
Evolution Advisers
Virginia
US$2.77億 +US$540萬 +2% 0.98% 44.8% 949 94.31% 3.6
Mendel Money Management
2734
Mendel Money Management
Illinois
US$2.77億 +US$408萬 +1% 2.94% 88.8% 129 9.3% 4.8
Mitchell & Pahl Private Wealth
2735
Mitchell & Pahl Private Wealth
Oklahoma
US$2.77億 +US$499萬 +2% 2% 82.3% 149 1.34% 5
Dupree Financial Group
2736
Dupree Financial Group
Kentucky
US$2.77億 +US$1031萬 +4% 4.82% 75.8% 90 22.22% 1.7
Howard Wealth Management
2737
Howard Wealth Management
Connecticut
US$2.77億 +US$640萬 +2% 2.05% 69.9% 158 6.33% 3.1
Bell Asset Management
2738
Bell Asset Management
Australia
US$2.77億 -US$9777萬 -26% 5.19% 45.3% 75 25.33% 2.5
HIC
2739
Harbor Island Capital
Massachusetts
US$2.76億 -US$9910萬 -26% 8.68% 218% 16 0% 7.3
MFC
2740
Mechanics Financial Corp
Ohio
US$2.76億 -US$311萬 -1% 0.07% 82.7% 319 15.99% 2.9
Investors Asset Management of Georgia
2741
Investors Asset Management of Georgia
Georgia
US$2.76億 -US$1140萬 -4% 1.5% 118% 199 4.52% 6.7
Christensen King & Associates Investment Services
2742
Christensen King & Associates Investment Services
Washington
US$2.76億 +US$2446萬 +10% 0.11% 57.9% 124 15.32% 2.1
INCA Investments
2743
INCA Investments
Florida
US$2.76億 -US$7720萬 -22% 8.93% 120% 10 0% 5.7
Henderson Brothers Financial Partners
2744
Henderson Brothers Financial Partners
Pennsylvania
US$2.76億 +US$6450萬 +31% 0.94% – 82 14.63% 1.3
AAF Wealth Management
2745
AAF Wealth Management
Massachusetts
US$2.75億 +US$402萬 +1% 1.48% 75.1% 64 18.75% 2.9
Iridian Asset Management
2746
Iridian Asset Management
Connecticut
US$2.75億 -US$1615萬 -6% 0.12% 88.4% 44 13.64% 4.2
Johnson & White Wealth Management
2747
Johnson & White Wealth Management
Pennsylvania
US$2.75億 +US$744萬 +3% 0.77% 85.1% 120 6.67% 2.1
DLK Investment Management
2748
DLK Investment Management
California
US$2.75億 +US$3962萬 +17% 4.71% 80.4% 130 50% 1.6
Clarus Wealth Advisors
2749
Clarus Wealth Advisors
Arizona
US$2.75億 +US$1520萬 +6% 1.76% 89.7% 96 20.83% 3.1
Burford Brothers
2750
Burford Brothers
Texas
US$2.75億 +US$202萬 +0.7% 2.76% 97.4% 199 15.08% 2