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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)
Financial Futures
2776
Financial Futures
New Jersey
US$2.7億 +US$722萬 +3% 0.6% 48.5% 87 18.39% 2.3
QTR Family Wealth
2777
QTR Family Wealth
Florida
US$2.7億 -US$1750萬 -6% 4.86% – 375 27.47% 0.9
Retirement Guys Formula
2778
Retirement Guys Formula
Ohio
US$2.69億 +US$365萬 +1% 0.36% 75.7% 182 18.13% 1.8
Oak Harbor Wealth Partners
2779
Oak Harbor Wealth Partners
North Carolina
US$2.69億 +US$71.2萬 +0.3% 0.96% 73.9% 233 4.72% 3.1
Alliance Private Wealth
2780
Alliance Private Wealth
Massachusetts
US$2.69億 -US$1900萬 -7% 0.25% – 86 5.81% 0.7
Quarry Hill Advisors
2781
Quarry Hill Advisors
Minnesota
US$2.69億 +US$855萬 +3% 0.7% 65% 60 13.33% 2.8
Cane Capital Partners
2782
Cane Capital Partners
Louisiana
US$2.69億 +US$1586萬 +6% 1.52% – 170 35.29% 0.5
Alternative Investment Advisors
2783
Alternative Investment Advisors
Florida
US$2.68億 +US$500萬 +2% 2.99% 78.6% 90 38.89% 1.5
Brindle & Bay Financial Advisors
2784
Brindle & Bay Financial Advisors
Texas
US$2.68億 +US$6795萬 +34% 1.38% – 105 20.95% 0.5
Purkiss Capital Advisors
2785
Purkiss Capital Advisors
Connecticut
US$2.68億 +US$510萬 +2% 4.66% – 194 11.34% 1.3
Shaker Investments
2786
Shaker Investments
Ohio
US$2.68億 -US$1063萬 -4% 0.46% 216% 96 16.67% 2.2
Gables Capital Management
2787
Gables Capital Management
Florida
US$2.67億 -US$941萬 -3% 4.8% 173% 519 5.59% 4.7
One Wealth Capital Management
2788
One Wealth Capital Management
Arizona
US$2.67億 -US$8765萬 -25% 7.15% – 261 65.13% 0.9
MRA Advisory Group
2789
MRA Advisory Group
New Jersey
US$2.67億 -US$861萬 -3% 1.47% 86.8% 178 25.28% 2.4
Orange County Employees Retirement System
2790
Orange County Employees Retirement System
California
US$2.67億 -US$1282萬 -5% 4.77% – 3 33.33% 0.5
Heritage Wealth Management (Texas)
2791
Heritage Wealth Management (Texas)
Texas
US$2.67億 +US$700萬 +3% 0.88% 55.9% 46 13.04% 2.5
OGF
2792
Orin Green Financial
California
US$2.67億 -US$452萬 -2% 0.64% 59.1% 84 3.57% 1.3
Eurizon SLJ Capital
2793
Eurizon SLJ Capital
US$2.67億 -US$465萬 -2% 6.93% – 188 13.83% 0.6
MYeCFO
2794
MYeCFO
California
US$2.66億 +US$133萬 +0.5% 0.65% 58.5% 74 4.05% 2.6
Southern Capital Advisors
2795
Southern Capital Advisors
Tennessee
US$2.66億 +US$2668萬 +11% 0.01% 66.8% 89 6.74% 2.9
Altus Wealth Group
2796
Altus Wealth Group
Colorado
US$2.66億 -US$1089萬 -4% 1.39% 76.7% 158 8.86% 3.3
Ballentine Capital Advisors
2797
Ballentine Capital Advisors
South Carolina
US$2.66億 +US$49.1萬 +0.2% 0.94% 48.8% 27 7.41% 2.4
AAG
2798
Avalon Advisory Group
Pennsylvania
US$2.66億 -US$490萬 -2% 1.13% 46% 15 6.67% 4
Horizon Financial Services
2799
Horizon Financial Services
North Carolina
US$2.66億 +US$474萬 +2% 1.11% 42.6% 698 28.65% 1.2
Mach-1 Financial Group
2800
Mach-1 Financial Group
Arkansas
US$2.65億 +US$732萬 +3% 1.01% 85.3% 152 32.89% 1