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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)
Brown Financial Advisory
3026
Brown Financial Advisory
Alabama
US$2.4億 +US$64.3萬 +0.3% 0.36% 73.2% 50 8% 3.1
Clarity Capital Advisors
3027
Clarity Capital Advisors
Florida
US$2.4億 +US$143萬 +0.6% 0.1% 57.9% 97 5.15% 2.4
Corecam Pte Ltd
3028
Corecam Pte Ltd
US$2.4億 -US$2417萬 -9% 4.94% 93.6% 89 19.1% 0.8
LS
3029
LCW Services
Virginia
US$2.4億 +US$1007萬 +4% 1.16% – 42 7.14% 0.7
JW Asset Management
3030
JW Asset Management
Florida
US$2.4億 -US$8018萬 -25% 17.4% 251% 32 43.75% 1.2
Socha Financial Group
3031
Socha Financial Group
New York
US$2.4億 -US$622萬 -3% 0.3% 88.4% 15 20% 2.8
Catalyst Private Wealth
3032
Catalyst Private Wealth
California
US$2.39億 +US$3240萬 +16% 12.9% 120% 107 24.3% 2.9
Koesten Hirschmann & Crabtree
3033
Koesten Hirschmann & Crabtree
Kansas
US$2.39億 -US$82.7萬 -0.3% 0.24% 68.7% 57 14.04% 2.5
Econ Financial Services
3034
Econ Financial Services
Pennsylvania
US$2.39億 +US$2512萬 +12% 4.5% 16.9% 115 63.48% 0.6
Olistico Wealth
3035
Olistico Wealth
Oklahoma
US$2.39億 +US$529萬 +2% 2.7% 108% 367 12.53% 1.4
Bright Financial Advisors
3036
Bright Financial Advisors
Michigan
US$2.39億 +US$14.9萬 +0.1% 0.34% – 73 2.74% 1.8
Brighton Securities
3037
Brighton Securities
New York
US$2.39億 +US$614萬 +3% 0.51% – 57 28.07% 1.2
One Plus One Wealth Management
3038
One Plus One Wealth Management
Florida
US$2.39億 +US$715萬 +3% 2.87% 71.9% 97 11.34% 2.9
International Private Wealth Advisors
3039
International Private Wealth Advisors
California
US$2.39億 +US$4460萬 +23% 1.15% 63.4% 185 16.76% 1.4
Ryan Investment Management
3040
Ryan Investment Management
Colorado
US$2.39億 +US$1776萬 +8% 0.32% – 46 41.3% 0.5
Blue Sky Capital Consultants Group
3041
Blue Sky Capital Consultants Group
California
US$2.39億 +US$473萬 +2% 7.41% – 81 11.11% 1.2
Sustainable Insight Capital Management
3042
Sustainable Insight Capital Management
New York
US$2.38億 +US$532萬 +2% 4.01% 168% 104 44.23% 1.5
Oasis Advisors
3043
Oasis Advisors
Iowa
US$2.38億 +US$8428萬 +55% 0.12% – 93 50.54% 0.2
Brucke Financial
3044
Brucke Financial
Indiana
US$2.38億 +US$1329萬 +6% 2.36% – 202 21.78% 1.1
10Elms LLP
3045
10Elms LLP
Oklahoma
US$2.38億 +US$185萬 +0.8% 0.97% – 571 16.11% 1.3
Saxony Capital Management
3046
Saxony Capital Management
Missouri
US$2.38億 +US$1977萬 +9% 3.06% 90% 215 24.19% 1.3
FCFC
3047
First Citizens Financial Corp
Iowa
US$2.38億 -US$126萬 -0.5% 0.45% 72.9% 142 5.63% 3.9
NFL
3048
Nova Financial LLC
Arizona
US$2.38億 – – 2.88% – 865 – 0
Wealth Science Advisors
3049
Wealth Science Advisors
Georgia
US$2.38億 +US$1287萬 +6% 0.01% – 98 19.39% 0.6
Truxt Investmentos
3050
Truxt Investmentos
Brazil
US$2.38億 +US$1.51億 +174% 2.33% – 34 85.29% 0.1