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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)
West Bancorporation
2876
West Bancorporation
Iowa
US$2.55億 +US$2123萬 +9% 1.8% 72.5% 102 18.63% 3.8
Elevation Capital Advisory
2877
Elevation Capital Advisory
Oregon
US$2.55億 -US$395萬 -2% 1.05% – 90 53.33% 0.7
Melone Private Wealth
2878
Melone Private Wealth
Michigan
US$2.55億 -US$763萬 -3% 4.85% 30.4% 58 6.9% 3.6
Seamount Financial Group
2879
Seamount Financial Group
Colorado
US$2.55億 +US$676萬 +3% 1.92% 79.7% 148 8.11% 1.9
Integrity Investment Advisors
2880
Integrity Investment Advisors
Colorado
US$2.55億 +US$2497萬 +11% 0.03% – 86 20.93% 0.9
Woodward Diversified Capital
2881
Woodward Diversified Capital
California
US$2.54億 +US$2778萬 +12% 3.85% 118% 209 17.7% 2.7
Eos Management LP
2882
Eos Management LP
New York
US$2.54億 +US$212萬 +0.8% 2.81% 149% 37 10.81% 3.5
RASP Wealth Solutions
2883
RASP Wealth Solutions
Indiana
US$2.54億 -US$4598萬 -15% 0.96% – 103 14.56% 0.2
Lynx Capital Group
2884
Lynx Capital Group
Ohio
US$2.54億 +US$674萬 +3% 0.67% 65.6% 96 6.25% 2
Shelton Wealth Management
2885
Shelton Wealth Management
Texas
US$2.54億 -US$49.8萬 -0.2% 1.07% 89.4% 166 28.31% 2.1
CCAM
2886
Capelight Capital Asset Management
New York
US$2.54億 +US$4592萬 +22% 5.78% – 64 67.19% 0.3
McKinney Capital Management
2887
McKinney Capital Management
Texas
US$2.54億 +US$52.5萬 +0.2% 2.97% – 107 38.32% 0.3
Kaizen Financial Strategies
2888
Kaizen Financial Strategies
California
US$2.54億 -US$5352萬 -17% 1.19% 126% 190 14.21% 2.4
Physician Wealth Solutions
2889
Physician Wealth Solutions
Nevada
US$2.54億 -US$958萬 -4% 1.86% 43.6% 47 8.51% 2.5
Hippocratic Financial Advisors
2890
Hippocratic Financial Advisors
California
US$2.54億 -US$1097萬 -4% 0.35% – 54 33.33% 0.8
Granville Capital
2891
Granville Capital
North Carolina
US$2.54億 +US$3012萬 +13% 0.41% – 105 20% 0.6
Woodward Financial Advisors
2892
Woodward Financial Advisors
North Carolina
US$2.54億 -US$4527萬 -15% 0.15% 55% 68 5.88% 3.2
Haven Private
2893
Haven Private
Florida
US$2.53億 -US$953萬 -4% 3.17% – 180 10.56% 1.3
Udine Wealth Management
2894
Udine Wealth Management
Florida
US$2.53億 +US$1056萬 +4% 4.64% 141% 46 30.43% 1.9
State of New Jersey Common Pension Fund A
2895
State of New Jersey Common Pension Fund A
New Jersey
US$2.53億 +US$3003萬 +13% 4.52% – 4 25% 1.1
Ergawealth Advisors
2896
Ergawealth Advisors
Illinois
US$2.53億 -US$412萬 -2% 1.58% 50% 54 1.85% 2.5
Davidson Kahn Capital Management
2897
Davidson Kahn Capital Management
California
US$2.53億 +US$2028萬 +9% 0.52% – 76 14.47% 1.3
TFG
2898
Team Financial Group
California
US$2.53億 +US$1754萬 +7% 0.99% 46% 306 81.7% 0.4
Davidson Trust Company
2899
Davidson Trust Company
Washington
US$2.53億 -US$332萬 -1% 3.84% 77% 194 7.73% 3.9
CWMG
2900
Compass Wealth Management (Georgia)
Georgia
US$2.53億 +US$202萬 +0.8% 0.9% – 79 10.13% 1