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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)
Finer Wealth Management
2901
Finer Wealth Management
Massachusetts
US$2.53億 +US$2908萬 +13% 8.23% 175% 94 8.51% 3.1
Optima Capital
2902
Optima Capital
Oregon
US$2.53億 -US$67.9萬 -0.3% 1.65% – 182 20.88% 1.3
I2I
2903
Insight 2811 Inc
Illinois
US$2.52億 -US$608萬 -2% 1.38% 31.3% 116 11.21% 4.6
MW Advisory
2904
MW Advisory
Georgia
US$2.52億 +US$174萬 +0.7% 3.03% – 167 25.75% 0.2
TTP Investments
2905
TTP Investments
California
US$2.52億 +US$542萬 +2% 4.7% 232% 36 47.22% 2.3
Cornerstone Wealth Partners
2906
Cornerstone Wealth Partners
Michigan
US$2.52億 +US$3669萬 +17% 2.07% – 17 23.53% 0.8
Pennsylvania State University
2907
Pennsylvania State University
Pennsylvania
US$2.52億 +US$312萬 +1% 1.46% – 3 0% 0.6
Applied Capital LLC
2908
Applied Capital LLC
Florida
US$2.52億 +US$542萬 +2% 1.45% 78.3% 97 8.25% 2.7
Aurelius Family Office
2909
Aurelius Family Office
New Hampshire
US$2.52億 -US$227萬 -0.9% 1.52% – 50 2% 1.6
GEM Asset Management
2910
GEM Asset Management
Michigan
US$2.52億 -US$230萬 -0.9% 0.35% 62.9% 123 13.01% 2.6
Kieckhefer Group
2911
Kieckhefer Group
Wisconsin
US$2.52億 +US$578萬 +2% 10.7% – 68 13.24% 1.2
ASBI
2912
American State Bank (Iowa)
Iowa
US$2.52億 +US$501萬 +2% 1.66% 149% 142 5.63% 4.6
Griffith & Werner
2913
Griffith & Werner
Georgia
US$2.52億 +US$3811萬 +18% 4.39% – 82 17.07% 1.3
Client First Capital
2914
Client First Capital
California
US$2.51億 +US$19.2萬 +0.1% 0.88% 54.6% 35 25.71% 1.6
Blue Square Asset Management
2915
Blue Square Asset Management
New York
US$2.51億 +US$430萬 +2% 3.99% 117% 79 8.86% 2.6
Tealwood Asset Management
2916
Tealwood Asset Management
Minnesota
US$2.51億 -US$940萬 -4% 0.87% 128% 126 7.14% 3.9
HRC Wealth Management
2917
HRC Wealth Management
Idaho
US$2.51億 +US$661萬 +3% 1.85% 82.2% 71 11.27% 1.8
Visionary Horizons
2918
Visionary Horizons
Tennessee
US$2.51億 +US$1175萬 +5% 0.92% 69.2% 157 15.92% 1.4
Darden Wealth Group
2919
Darden Wealth Group
Michigan
US$2.51億 -US$145萬 -0.6% 3.03% 243% 170 16.47% 1.6
Taylor Securities Services
2920
Taylor Securities Services
Pennsylvania
US$2.5億 +US$454萬 +2% 1.89% – 65 12.31% 0.7
Summit Creek Advisors
2921
Summit Creek Advisors
Minnesota
US$2.5億 -US$4340萬 -15% 4.07% 84.6% 68 26.47% 3.6
Darrow Company
2922
Darrow Company
Massachusetts
US$2.5億 -US$772萬 -3% 0.64% 44.5% 60 6.67% 3
EAM
2923
Eukles Asset Management
Ohio
US$2.5億 +US$789萬 +3% 2.51% 87.9% 248 10.48% 4.7
GoalFusion Wealth Management
2924
GoalFusion Wealth Management
Texas
US$2.5億 +US$241萬 +1% 0.1% 47.6% 35 11.43% 2.5
Union Savings Bank
2925
Union Savings Bank
Connecticut
US$2.5億 +US$117萬 +0.5% 0.08% – 333 5.41% 2.6