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)
First International Bank of Israel
2951
First International Bank of Israel
US$2.47億 -US$1.19億 -33% 0.16% – 84 35.71% 0.7
Spice Expeditions
2952
Spice Expeditions
Connecticut
US$2.47億 +US$2338萬 +10% 8.56% – 1 0% 0.3
InvesTrust
2953
InvesTrust
Oklahoma
US$2.47億 -US$1260萬 -5% 1.11% – 95 4.21% 1.7
Kaufman Rossin Wealth
2954
Kaufman Rossin Wealth
Florida
US$2.47億 +US$3605萬 +17% 2% – 187 43.85% 0.7
Wealthcare Capital Partners
2955
Wealthcare Capital Partners
Pennsylvania
US$2.47億 +US$508萬 +2% 0.32% – 185 12.43% 1.3
CCM
2956
Capstone Capital Management
US$2.47億 +US$2351萬 +11% 11.6% – 230 65.22% 0.2
Trademark Financial Management
2957
Trademark Financial Management
Minnesota
US$2.47億 +US$272萬 +1% 1.26% 67.5% 111 6.31% 1.7
Mitchell Sinkler & Starr
2958
Mitchell Sinkler & Starr
Pennsylvania
US$2.47億 +US$667萬 +3% 4.36% 85.6% 160 6.25% 5.4
MN Wealth Advisors
2959
MN Wealth Advisors
Kansas
US$2.47億 +US$1166萬 +5% 1.86% 68.3% 151 18.54% 1.6
Harold Davidson & Associates
2960
Harold Davidson & Associates
California
US$2.46億 +US$1580萬 +7% 6.64% – 67 14.93% 1.4
ADE LLC
2961
ADE LLC
Maryland
US$2.46億 +US$947萬 +4% 1.51% 59.8% 100 10% 3.6
Sound Stewardship
2962
Sound Stewardship
Kansas
US$2.46億 +US$369萬 +2% 1.15% 45.9% 81 16.05% 2.4
PFS Partners
2963
PFS Partners
New Jersey
US$2.46億 -US$89.6萬 -0.4% 0.97% 65.2% 624 6.73% 2.7
Fortune 45 LLC
2964
Fortune 45 LLC
Louisiana
US$2.46億 +US$1200萬 +5% 0.83% 85.2% 38 13.16% 2.8
Higgins & Schmidt Wealth Strategies
2965
Higgins & Schmidt Wealth Strategies
Colorado
US$2.46億 +US$371萬 +2% 0.09% 65.6% 68 7.35% 1.8
Heritage Wealth Architects
2966
Heritage Wealth Architects
Minnesota
US$2.46億 -US$517萬 -2% 0.14% – 74 10.81% 1.1
Victrix Investment Advisors
2967
Victrix Investment Advisors
Florida
US$2.46億 +US$733萬 +3% 3.91% – 78 8.97% 1.4
Optimist Retirement Group
2968
Optimist Retirement Group
Washington
US$2.46億 -US$1334萬 -5% 1.34% 92.2% 126 19.05% 1.8
WJ Wealth Management
2969
WJ Wealth Management
Arizona
US$2.46億 -US$769萬 -3% 0.74% 95.6% 90 22.22% 2.5
Mad River Investors
2970
Mad River Investors
Massachusetts
US$2.46億 -US$2242萬 -8% 2.9% 169% 32 9.38% 3.5
Murphy Middleton Hinkle & Parker
2971
Murphy Middleton Hinkle & Parker
Georgia
US$2.46億 -US$55.2萬 -0.2% 0.18% 66.8% 146 6.16% 2.4
First Bancorp
2972
First Bancorp
Maine
US$2.45億 -US$796萬 -3% 0.21% 80.3% 579 10.71% 1.1
Gray Private Wealth
2973
Gray Private Wealth
Massachusetts
US$2.45億 +US$1403萬 +6% 1.26% – 67 17.91% 1.6
TFB Advisors
2974
TFB Advisors
Kansas
US$2.45億 +US$1836萬 +8% 1.07% 85% 205 12.68% 2.1
Cooper Capital Advisors
2975
Cooper Capital Advisors
California
US$2.45億 +US$1474萬 +6% 0.64% – 52 30.77% 0.9