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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)
Omni 360 Wealth
3176
Omni 360 Wealth
New Jersey
US$2.21億 +US$423萬 +2% 0.09% 59.9% 143 7.69% 2
Baugh & Associates
3177
Baugh & Associates
Georgia
US$2.21億 -US$537萬 -2% 3.43% 98.8% 42 2.38% 6.3
Beech Hill Advisors
3178
Beech Hill Advisors
New York
US$2.2億 -US$576萬 -3% 1.65% 117% 102 7.84% 5.4
Charter Capital Management
3179
Charter Capital Management
Wisconsin
US$2.2億 -US$554萬 -2% 1.81% – 77 12.99% 1
Founders Capital Management (Texas)
3180
Founders Capital Management (Texas)
Texas
US$2.2億 -US$1083萬 -5% 2.72% 131% 420 84.05% 7.6
Stephenson & Company
3181
Stephenson & Company
California
US$2.2億 +US$663萬 +3% 1.12% 47% 63 26.98% 1.6
Riverbend Wealth Management
3182
Riverbend Wealth Management
South Carolina
US$2.2億 +US$2087萬 +10% 2.71% – 185 12.43% 1.3
SCA
3183
Sander Capital Advisors
Washington
US$2.2億 +US$3093萬 +16% 19.8% 113% 13 15.38% 5.9
Nipun Capital
3184
Nipun Capital
California
US$2.2億 +US$516萬 +2% 0.91% 30.2% 10 30% 1.6
SWP
3185
Semus Wealth Partners
Florida
US$2.2億 +US$1270萬 +6% 5% 107% 119 14.29% 2.5
Gerber LLC
3186
Gerber LLC
Ohio
US$2.2億 +US$697萬 +3% 1.75% 137% 97 12.37% 2.1
Echo45 Advisors
3187
Echo45 Advisors
California
US$2.19億 +US$2583萬 +13% 0.77% 53.6% 122 37.7% 1.6
WBWA
3188
William B. Walkup & Associates
South Carolina
US$2.19億 +US$1160萬 +6% 6.39% – 258 5.81% 1.4
Essential Partners
3189
Essential Partners
California
US$2.19億 +US$218萬 +1% 3.12% – 3,035 12.03% 1
Bradley & Co Private Wealth Management
3190
Bradley & Co Private Wealth Management
Florida
US$2.19億 +US$903萬 +4% 4.53% – 237 12.24% 3.5
Avid Wealth Partners
3191
Avid Wealth Partners
Texas
US$2.19億 +US$1226萬 +6% 0.7% 93.7% 88 22.73% 1.3
Ayrshire Capital Management
3192
Ayrshire Capital Management
Connecticut
US$2.19億 +US$529萬 +2% 1.53% 84.8% 54 14.81% 3.4
MH
3193
Mishpacha Holdings
US$2.19億 -US$4770萬 -18% 11.6% – 5 40% 0.4
Draper Asset Management
3194
Draper Asset Management
New York
US$2.19億 +US$2079萬 +11% 10.2% 187% 21 28.57% 2.7
Pinnacle Wealth Management Group
3195
Pinnacle Wealth Management Group
Michigan
US$2.18億 +US$395萬 +2% 1.43% 64.3% 135 12.59% 2.7
SCM
3196
Sunbeam Capital Management
Georgia
US$2.18億 -US$50.8萬 -0.2% 3.1% – 128 9.38% 1.3
CIA
3197
Citadel Investment Advisory
Ohio
US$2.18億 -US$203萬 -0.9% 1.1% 66.1% 77 2.6% 5.1
CAP Partners LLC
3198
CAP Partners LLC
Tennessee
US$2.18億 +US$1367萬 +7% 4.05% 97% 170 9.41% 1.8
Canerector Inc
3199
Canerector Inc
Ontario, Canada
US$2.18億 -US$108萬 -0.5% 0.83% – 9 0% 1.8
Wolff Wiese Magana
3200
Wolff Wiese Magana
California
US$2.18億 +US$63萬 +0.3% 1.16% 149% 1,077 8.17% 3.1