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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)
St. Johns Investment Management
2826
St. Johns Investment Management
Florida
US$2.63億 -US$169萬 -0.6% 2.41% 91.9% 203 2.46% 6.8
Private Wealth Group
2827
Private Wealth Group
Florida
US$2.63億 +US$371萬 +1% 0.31% 52.9% 79 12.66% 3.6
Lunt Capital Management
2828
Lunt Capital Management
Utah
US$2.63億 -US$1005萬 -4% 2.85% 36.9% 96 13.54% 2.3
FAG
2829
Fortitude Advisory Group
Washington
US$2.62億 +US$74萬 +0.3% 1.54% 142% 256 11.72% 2.8
Smith Shellnut Wilson
2830
Smith Shellnut Wilson
Mississippi
US$2.62億 -US$552萬 -2% 0.26% 98.6% 167 10.78% 4.9
Robbins Farley
2831
Robbins Farley
New Hampshire
US$2.62億 +US$183萬 +0.7% 0.69% 106% 162 5.56% 3.2
Level Wealth Management
2832
Level Wealth Management
North Carolina
US$2.62億 +US$1248萬 +5% 0.61% – 91 25.27% 1.1
WA
2833
Win Advisors
Florida
US$2.62億 -US$1846萬 -7% 9.98% 266% 131 83.21% 0.2
Five Oceans Advisors
2834
Five Oceans Advisors
California
US$2.62億 -US$4931萬 -16% 1.5% 85.3% 211 16.11% 3
Emprise Bank
2835
Emprise Bank
Kansas
US$2.62億 -US$985萬 -4% 1.3% – 114 11.4% 2
Aviso Wealth Management
2836
Aviso Wealth Management
Washington
US$2.61億 -US$3228萬 -11% 4.24% 153% 145 5.52% 2.2
JCFM
2837
JBR Co Financial Management
Oklahoma
US$2.61億 -US$1281萬 -5% 1.14% 126% 133 5.26% 2
Family Capital Management
2838
Family Capital Management
Michigan
US$2.61億 +US$287萬 +1% 0.92% 78.7% 121 9.09% 2.2
Cherry Creek Investment Advisors
2839
Cherry Creek Investment Advisors
Colorado
US$2.61億 +US$668萬 +3% 5.64% 151% 132 6.82% 2.9
626 Financial
2840
626 Financial
Michigan
US$2.61億 +US$391萬 +2% 1.95% 81.1% 135 9.63% 3.4
Hillman Company
2841
Hillman Company
Pennsylvania
US$2.61億 -US$2194萬 -8% 9.11% 118% 15 6.67% 2
Guardian Financial Partners
2842
Guardian Financial Partners
California
US$2.61億 +US$371萬 +1% 0.03% 53.9% 80 18.75% 2
CSA
2843
Cottage Street Advisors
Massachusetts
US$2.61億 +US$200萬 +0.8% 1.26% 95.8% 160 14.38% 2.9
Midwest Financial Partners Investments
2844
Midwest Financial Partners Investments
Minnesota
US$2.6億 +US$1931萬 +8% 1.9% – 85 11.76% 0.6
Family Office Research
2845
Family Office Research
Maryland
US$2.6億 -US$657萬 -2% 0.93% – 94 19.15% 1.2
Jim Saulnier & Associates
2846
Jim Saulnier & Associates
Colorado
US$2.59億 +US$1080萬 +4% 0.1% – 161 13.66% 1.4
Howard Bailey Securities
2847
Howard Bailey Securities
Indiana
US$2.59億 -US$751萬 -3% 0.46% – 123 21.95% 1.4
NBZ Investment Advisors
2848
NBZ Investment Advisors
Tennessee
US$2.59億 +US$245萬 +1% 0.76% – 93 13.98% 1.2
Verity Asset Management
2849
Verity Asset Management
North Carolina
US$2.59億 -US$547萬 -2% 1.9% 87% 245 20.41% 3.1
William John Sempolinski
2850
William John Sempolinski
Massachusetts
US$2.59億 +US$1120萬 +5% 5.33% – 112 12.5% 0.6