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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)
Collaborative Wealth Management
3051
Collaborative Wealth Management
Florida
US$2.38億 -US$90.9萬 -0.4% 0.47% 46.6% 183 12.57% 3.3
EV
3052
EJMK Ventures
Illinois
US$2.37億 +US$1698萬 +8% 1.75% – 185 18.38% 0.6
Ardent Capital Management
3053
Ardent Capital Management
Ohio
US$2.37億 -US$346萬 -1% 3.06% 87.2% 49 38.78% 3
Ironwood Wealth Management (West Virginia)
3054
Ironwood Wealth Management (West Virginia)
West Virginia
US$2.37億 +US$52.1萬 +0.2% 0.08% 38.1% 29 27.59% 3.4
Smallwood Wealth Investment Management
3055
Smallwood Wealth Investment Management
New Jersey
US$2.37億 +US$794萬 +3% 2.38% 78% 709 39.92% 1.3
GPM Growth Investors
3056
GPM Growth Investors
Michigan
US$2.37億 -US$278萬 -1% 3.19% – 44 4.55% 3.7
AIFS
3057
A&I Financial Services
Colorado
US$2.37億 +US$690萬 +3% 1.12% – 83 16.87% 1.9
HS Management Partners
3058
HS Management Partners
New York
US$2.36億 -US$5465萬 -19% 2.02% 36.2% 25 16% 4.1
Braeburn Wealth Management
3059
Braeburn Wealth Management
Michigan
US$2.36億 +US$340萬 +1% 2.45% – 122 38.52% 0.5
Trail Ridge Investment Advisors
3060
Trail Ridge Investment Advisors
Colorado
US$2.36億 -US$43.1萬 -0.2% 1.5% 83.9% 100 11% 3.4
Signature Resources Capital Management
3061
Signature Resources Capital Management
California
US$2.36億 -US$1738萬 -7% 0.81% 67.8% 1,001 37.46% 1.2
CWMGP
3062
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
US$2.36億 -US$4751萬 -17% 1.51% 85.4% 108 38.89% 2.4
PFG Private Wealth Management
3063
PFG Private Wealth Management
Florida
US$2.36億 +US$531萬 +2% 0.44% 52.6% 84 25% 1.7
SPAS
3064
Spectrum Planning & Advisory Services
California
US$2.36億 +US$1263萬 +6% 0.69% – 142 18.31% 1.7
BlueDoor Private Wealth
3065
BlueDoor Private Wealth
Massachusetts
US$2.36億 -US$175萬 -0.7% 1.16% – 171 8.77% 0.7
RCS
3066
R2 Capital Strategies
Nebraska
US$2.36億 +US$1499萬 +7% 3.82% – 118 5.93% 0.2
FG
3067
Franchise GP
US$2.36億 +US$2040萬 +9% 7.66% – 48 31.25% 0.5
LCM Capital Management
3068
LCM Capital Management
Illinois
US$2.35億 +US$536萬 +2% 4.98% 128% 136 13.24% 3.5
PTM Wealth Management
3069
PTM Wealth Management
United States
US$2.35億 +US$1325萬 +6% 1.19% – 63 4.76% 1.2
Lauterbach Financial Advisors
3070
Lauterbach Financial Advisors
Texas
US$2.35億 +US$206萬 +0.9% 0.9% 76.5% 92 9.78% 3.1
Cairn Investment Group
3071
Cairn Investment Group
Washington
US$2.35億 +US$776萬 +3% 2.19% 67.4% 67 4.48% 4.4
Signature Wealth Management Partners
3072
Signature Wealth Management Partners
New Jersey
US$2.34億 +US$1985萬 +9% 5.21% 97.9% 132 13.64% 3.4
Whalen Wealth Management
3073
Whalen Wealth Management
Nevada
US$2.34億 +US$1207萬 +5% 2.34% 90.2% 258 45.74% 0.8
Alhambra Investment Management
3074
Alhambra Investment Management
Florida
US$2.34億 +US$518萬 +2% 1.71% 67.7% 195 12.31% 3.9
GBI
3075
GP Brinson Investments
Illinois
US$2.34億 -US$1083萬 -4% 0.1% 51.2% 14 7.14% 4.8