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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)
Main Line Retirement Advisors
3126
Main Line Retirement Advisors
Montana
US$2.28億 +US$963萬 +4% 1% 47.6% 49 2.04% 2.3
Sterling Investment Advisors (Missouri)
3127
Sterling Investment Advisors (Missouri)
Missouri
US$2.28億 +US$489萬 +2% 1.73% 45.1% 39 2.56% 6.8
Pacific Wealth Management
3128
Pacific Wealth Management
California
US$2.27億 +US$180萬 +0.8% 0.51% 72.8% 23 30.43% 2.1
Disciplined Equity Management
3129
Disciplined Equity Management
Florida
US$2.27億 +US$129萬 +0.6% 0.93% 72.3% 48 8.33% 3.4
Lexington Hill Partners
3130
Lexington Hill Partners
Texas
US$2.27億 +US$2077萬 +10% 0.45% – 88 15.91% 0.6
Peoples Financial Services Corp
3131
Peoples Financial Services Corp
Pennsylvania
US$2.27億 -US$445萬 -2% 2.26% 104% 278 3.6% 8.5
Avondale Wealth Management
3132
Avondale Wealth Management
Texas
US$2.27億 -US$1828萬 -7% 0.44% 83.8% 70 18.57% 4
Capital Square
3133
Capital Square
Tennessee
US$2.27億 -US$95.2萬 -0.4% 0.7% 62.5% 266 14.66% 2.4
CMG Global Holdings
3134
CMG Global Holdings
Texas
US$2.26億 -US$948萬 -4% 2.69% 80.8% 112 12.5% 3.6
Tandem Capital Management
3135
Tandem Capital Management
New Jersey
US$2.26億 -US$1177萬 -5% 0.87% 128% 119 5.88% 3.8
Westhampton Capital
3136
Westhampton Capital
North Carolina
US$2.26億 -US$1520萬 -6% 0.15% 105% 134 8.21% 4.8
Wynn Capital
3137
Wynn Capital
Georgia
US$2.26億 +US$186萬 +0.8% 2.06% 115% 120 6.67% 2.3
Envision Financial
3138
Envision Financial
Wisconsin
US$2.25億 +US$824萬 +4% 1.43% – 52 15.38% 1.4
Niatross Investments
3139
Niatross Investments
US$2.25億 +US$3502萬 +18% 9.66% – 1 0% 0.8
KCM
3140
KRS Capital Management
Michigan
US$2.25億 +US$1019萬 +5% 7.86% 272% 132 13.64% 3.1
Base Wealth Management
3141
Base Wealth Management
Florida
US$2.25億 +US$999萬 +5% 0.46% – 74 13.51% 1.1
Guinness Atkinson Asset Management
3142
Guinness Atkinson Asset Management
California
US$2.25億 +US$167萬 +0.7% 5.21% 148% 108 0.93% 6.3
Chronos Wealth Management
3143
Chronos Wealth Management
Florida
US$2.25億 -US$73.1萬 -0.3% 1.68% 92.3% 38 2.63% 4.8
GAA
3144
Guardian Asset Advisors
Pennsylvania
US$2.24億 +US$758萬 +3% 4.58% 106% 131 8.4% 1.9
Sylvest Advisors
3145
Sylvest Advisors
Texas
US$2.24億 +US$256萬 +1% 1.87% – 81 7.41% 1.3
LI
3146
Latigo Investments
Florida
US$2.24億 -US$13.9萬 -0.1% 0.38% 62.6% 16 12.5% 3.8
Kingsman Wealth Management
3147
Kingsman Wealth Management
Florida
US$2.24億 +US$1045萬 +5% 4.67% – 91 26.37% 0.9
Vestment Financial
3148
Vestment Financial
Minnesota
US$2.24億 +US$66.3萬 +0.3% 1.18% – 47 19.15% 1.4
Banque de Luxembourg
3149
Banque de Luxembourg
Luxembourg
US$2.24億 +US$1164萬 +5% 8.07% – 86 10.47% 1.3
Polaris Financial Partners
3150
Polaris Financial Partners
Ohio
US$2.23億 – – 4.08% – 372 – 0