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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)
Friedenthal Financial
3101
Friedenthal Financial
New Jersey
US$2.31億 +US$1412萬 +7% 1.05% 105% 401 50.62% 1.6
Aull & Monroe Investment Management
3102
Aull & Monroe Investment Management
Alabama
US$2.31億 -US$857萬 -4% 0.42% 98.3% 128 3.91% 9.2
Serenity Investment Advisors
3103
Serenity Investment Advisors
Illinois
US$2.3億 -US$421萬 -2% 0.13% – 77 10.39% 0.7
Laurel Wealth Planning
3104
Laurel Wealth Planning
Minnesota
US$2.3億 +US$425萬 +2% 0.01% 59.5% 72 9.72% 3.4
Ballast Asset Management
3105
Ballast Asset Management
Texas
US$2.3億 -US$2060萬 -8% 0.21% 123% 57 14.04% 2
OmniStar Financial Group
3106
OmniStar Financial Group
North Carolina
US$2.3億 +US$1289萬 +6% 2.01% 75.6% 152 46.05% 1.4
Tuttle Capital Management
3107
Tuttle Capital Management
Connecticut
US$2.3億 +US$8122萬 +55% 1.41% 115% 267 61.8% 0.2
Spear Advisors
3108
Spear Advisors
New York
US$2.3億 -US$6177萬 -21% 16.1% – 33 24.24% 0.5
Cresta Advisors
3109
Cresta Advisors
Texas
US$2.29億 -US$4926萬 -18% 0.34% 66.8% 54 7.41% 2.9
Cooper/Haims Advisors
3110
Cooper/Haims Advisors
New York
US$2.29億 -US$316萬 -1% 0.02% 58.8% 130 19.23% 3.6
AGP Franklin
3111
AGP Franklin
Tennessee
US$2.29億 -US$139萬 -0.6% 6.29% – 101 17.82% 1.2
Sowa Financial Group
3112
Sowa Financial Group
Rhode Island
US$2.29億 +US$1470萬 +7% 7.33% 100% 31 6.45% 3.6
W Advisors LLC
3113
W Advisors LLC
Tennessee
US$2.29億 +US$924萬 +4% 4.08% 88.7% 156 3.85% 3
KWM
3114
KRM Wealth Management
Nevada
US$2.29億 +US$185萬 +0.8% 1.08% – 47 6.38% 0.7
Trust Investment Advisors
3115
Trust Investment Advisors
Indiana
US$2.29億 +US$1963萬 +9% 1.99% 178% 114 25.44% 4.5
Yardley Wealth Management
3116
Yardley Wealth Management
Pennsylvania
US$2.29億 +US$891萬 +4% 1.25% – 41 12.2% 1.7
Capital Wealth Alliance
3117
Capital Wealth Alliance
Arizona
US$2.29億 +US$1354萬 +6% 6.19% 124% 108 15.74% 2.6
Bastion Asset Management
3118
Bastion Asset Management
Canada
US$2.29億 -US$6580萬 -22% 4.49% – 71 66.2% 0.3
TAP
3119
Tounjian Advisory Partners
Florida
US$2.29億 -US$496萬 -2% 1.96% – 882 14.17% 0.4
Tenret Company
3120
Tenret Company
Florida
US$2.29億 – – 1.6% – 39 – 3.6
Beach Point Capital Management
3121
Beach Point Capital Management
California
US$2.29億 -US$2935萬 -11% 20.3% 84.1% 21 42.86% 1
BankPlus Wealth Management
3122
BankPlus Wealth Management
Mississippi
US$2.29億 +US$646萬 +3% 0.99% – 128 10.16% 1.4
Smith Thornton Advisors
3123
Smith Thornton Advisors
Alabama
US$2.29億 +US$156萬 +0.7% 0.32% – 145 7.59% 1.8
Ariadne Wealth Management
3124
Ariadne Wealth Management
California
US$2.28億 +US$231萬 +1% 2.35% – 276 13.77% 1.4
Castleview Partners
3125
Castleview Partners
Texas
US$2.28億 +US$66.5萬 +0.3% 1.49% 61.3% 240 17.92% 2.6