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)
Finley Financial
3001
Finley Financial
Nevada
US$2.42億 -US$644萬 -3% 1.66% – 111 4.5% 1.7
Leicht Financial Planning & Wealth Management
3002
Leicht Financial Planning & Wealth Management
New Jersey
US$2.42億 -US$207萬 -0.8% 1.03% 50.2% 17 11.76% 3.8
93 Financial Group
3003
93 Financial Group
Massachusetts
US$2.42億 -US$1137萬 -4% 4.29% – 9 11.11% 0.8
Worth Financial Advisory Group
3004
Worth Financial Advisory Group
North Carolina
US$2.42億 +US$184萬 +0.8% 3.06% 93.3% 207 7.25% 0.6
Junk Investment Group
3005
Junk Investment Group
Maryland
US$2.41億 +US$1556萬 +7% 0.08% – 100 5% 0.5
Curry Webb Wealth Management
3006
Curry Webb Wealth Management
Indiana
US$2.41億 US$0 0% 0.95% – 67 0% 0.7
BWM
3007
Bullock Wealth Management
Indiana
US$2.41億 +US$1065萬 +5% 2.84% 101% 649 9.24% 3.4
Old North State Wealth Management
3008
Old North State Wealth Management
North Carolina
US$2.41億 +US$698萬 +3% 3.99% 91.5% 114 7.02% 3
Pearl Planning
3009
Pearl Planning
Michigan
US$2.41億 +US$2362萬 +11% 1.06% – 64 14.06% 0.6
Reflection Asset Management
3010
Reflection Asset Management
South Carolina
US$2.41億 +US$2701萬 +13% 4.53% – 165 10.3% 0.6
BCFD
3011
Boit C.F. David
US$2.41億 +US$335萬 +1% 3.47% 84.2% 111 27.93% 3.5
FFC
3012
Frederick Financial Consultants
Maryland
US$2.41億 +US$513萬 +2% 1.51% – 132 11.36% 1.3
Mader & Shannon Wealth Management
3013
Mader & Shannon Wealth Management
Missouri
US$2.41億 +US$2676萬 +13% 3.28% 62.5% 26 19.23% 2.8
AIA
3014
Arcadia Investment Advisors
Idaho
US$2.41億 +US$369萬 +2% 0.02% 56.4% 87 8.05% 5.5
Enterprise Financial Services Corp (EFSC)
3015
Enterprise Financial Services Corp (EFSC)
Missouri
US$2.41億 -US$414萬 -2% 2.3% 112% 200 16% 6.7
Foundry Financial Group
3016
Foundry Financial Group
New Hampshire
US$2.41億 +US$947萬 +4% 0.16% 57.4% 86 10.47% 1.7
Wingate Wealth Advisors
3017
Wingate Wealth Advisors
Massachusetts
US$2.41億 +US$1368萬 +6% 0.19% – 133 8.27% 1.4
IRON Financial
3018
IRON Financial
Illinois
US$2.41億 -US$170萬 -0.7% 3.86% 60.6% 173 26.01% 3.2
Matthews International Capital Management
3019
Matthews International Capital Management
California
US$2.41億 -US$5116萬 -18% 7.1% 186% 37 27.03% 2.9
Menlo Ventures Management
3020
Menlo Ventures Management
California
US$2.41億 -US$1.17億 -33% 27.3% – 5 40% 0.3
Arch Global Advisors
3021
Arch Global Advisors
New York
US$2.4億 +US$1444萬 +6% 2.07% – 65 18.46% 0.4
Define Financial
3022
Define Financial
California
US$2.4億 +US$2256萬 +10% 0.34% – 54 16.67% 1.2
SLFPAM
3023
St. Louis Financial Planners Asset Management
Missouri
US$2.4億 +US$5278萬 +28% 2.21% 139% 68 66.18% 0.4
Compass Financial Group (Florida)
3024
Compass Financial Group (Florida)
Florida
US$2.4億 +US$353萬 +1% 0.25% 47.5% 51 0% 4.3
LFG Wealth Partners
3025
LFG Wealth Partners
Kentucky
US$2.4億 +US$2682萬 +13% 4.62% – 121 31.4% 0.5