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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)
Sightline Wealth Advisors
3226
Sightline Wealth Advisors
Connecticut
US$2.15億 -US$5814萬 -21% 1.42% 48.5% 98 33.67% 3.3
Dutch Asset Corp
3227
Dutch Asset Corp
New York
US$2.15億 +US$1398萬 +7% 1.57% – 131 25.19% 0.6
Andrews Advisory Associates
3228
Andrews Advisory Associates
Hawaii
US$2.15億 +US$685萬 +3% 1.25% – 88 6.82% 0.7
Babb Wealth Advisors
3229
Babb Wealth Advisors
Arizona
US$2.15億 +US$736萬 +4% 1.43% – 22 18.18% 1.3
Constitution Capital
3230
Constitution Capital
Connecticut
US$2.15億 +US$2004萬 +10% 6.09% 91.1% 63 3.17% 4.1
CWC Advisors
3231
CWC Advisors
Oregon
US$2.15億 -US$1044萬 -5% 2.22% – 160 5.63% 1.5
Point Nemo Capital
3232
Point Nemo Capital
Texas
US$2.15億 +US$1733萬 +9% 5.16% – 202 38.12% 0.3
4Thought Financial Group
3233
4Thought Financial Group
New York
US$2.15億 +US$192萬 +0.9% 1.41% 40.8% 109 5.5% 3.7
Primoris Wealth Advisors
3234
Primoris Wealth Advisors
Florida
US$2.15億 -US$456萬 -2% 3.56% 206% 149 31.54% 2
Stegner Investment Associates
3235
Stegner Investment Associates
Kentucky
US$2.15億 +US$424萬 +2% 1.56% 84.8% 31 6.45% 4
Old Peak Finance
3236
Old Peak Finance
North Carolina
US$2.14億 +US$785萬 +4% 2.11% – 108 12.96% 0.6
Silver Grove Financial Group
3237
Silver Grove Financial Group
New York
US$2.14億 +US$2948萬 +16% 1.24% – 2,738 15.19% 0.3
Clay Northam Wealth Management
3238
Clay Northam Wealth Management
California
US$2.14億 +US$1098萬 +5% 5.78% 125% 114 8.77% 2.9
Ballast Rock Private Wealth
3239
Ballast Rock Private Wealth
South Carolina
US$2.14億 -US$230萬 -1% 0.61% – 211 13.27% 0.6
Clark Financial Services Group
3240
Clark Financial Services Group
Missouri
US$2.14億 +US$238萬 +1% 2.45% 116% 101 11.88% 2.5
Keyes Stange & Wooten Wealth Management
3241
Keyes Stange & Wooten Wealth Management
Florida
US$2.14億 -US$3650萬 -15% 0.2% 61.3% 78 14.1% 2
VCM
3242
Viewpoint Capital Management
Washington
US$2.14億 +US$1775萬 +9% 0.4% 127% 141 18.44% 3.4
PUREfi Wealth
3243
PUREfi Wealth
Massachusetts
US$2.14億 +US$3193萬 +18% 0.99% – 250 25.6% 1
MF
3244
Meridian Financial
Massachusetts
US$2.14億 +US$573萬 +3% 0.3% 58.5% 158 10.13% 2.9
Birch Financial Group
3245
Birch Financial Group
New Hampshire
US$2.14億 +US$1923萬 +10% 0.92% – 1,042 85.89% 0.2
Fortitude Financial
3246
Fortitude Financial
Washington
US$2.13億 +US$1.02億 +92% 1.19% – 43 34.88% 0.7
Schulz Wealth
3247
Schulz Wealth
Texas
US$2.13億 +US$1962萬 +10% 1.61% – 79 12.66% 1.9
Birch Capital Management
3248
Birch Capital Management
Texas
US$2.13億 +US$854萬 +4% 6.3% 62% 85 10.59% 4.6
Financial Harvest
3249
Financial Harvest
Florida
US$2.13億 -US$2882萬 -12% 1.02% – 72 19.44% 1
Greater Midwest Financial Group
3250
Greater Midwest Financial Group
Minnesota
US$2.13億 +US$1238萬 +6% 4.66% 157% 73 16.44% 1.6