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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)
Mitsubishi UFJ Asset Management (UK)
3251
Mitsubishi UFJ Asset Management (UK)
United Kingdom
US$2.13億 -US$231萬 -1% 1.24% 151% 116 26.72% 1.9
Monument Group Wealth Advisors
3252
Monument Group Wealth Advisors
Massachusetts
US$2.13億 +US$450萬 +2% 0.64% 68.6% 51 19.61% 2
ELCO Management
3253
ELCO Management
New York
US$2.13億 -US$1915萬 -8% 1.99% 98.3% 189 17.46% 4.2
Values First Advisors
3254
Values First Advisors
Tennessee
US$2.13億 -US$626萬 -3% 2.82% 87.6% 195 12.31% 3.1
Vaughan & Co Securities
3255
Vaughan & Co Securities
New Jersey
US$2.13億 -US$193萬 -0.9% 1.03% 70.7% 65 12.31% 4.4
Islay Capital Management
3256
Islay Capital Management
Texas
US$2.13億 -US$377萬 -2% 3.37% 72% 235 61.28% 3.8
SPI
3257
Sutton Place Investors
New York
US$2.12億 +US$584萬 +3% 1.73% 84% 158 10.13% 2.2
Destiny Capital
3258
Destiny Capital
Colorado
US$2.12億 -US$283萬 -1% 0.89% 60.5% 63 9.52% 2.5
BFI Infinity
3259
BFI Infinity
Switzerland
US$2.12億 -US$1.25億 -37% 3.6% – 79 27.85% 0.9
Commerce Advisors
3260
Commerce Advisors
Tennessee
US$2.12億 +US$2793萬 +15% 1.91% – 137 13.14% 0.4
HFS
3261
Hoge Financial Services
Pennsylvania
US$2.12億 +US$279萬 +1% 0.4% 60.8% 88 14.77% 1.8
Hager Investment Management Services
3262
Hager Investment Management Services
New Hampshire
US$2.12億 -US$577萬 -3% 1.55% – 374 11.76% 1.3
Crown Oak Advisors
3263
Crown Oak Advisors
California
US$2.12億 -US$311萬 -1% 0.9% 53.3% 23 0% 2.5
Rareview Capital
3264
Rareview Capital
Nevada
US$2.12億 +US$3274萬 +18% 4.81% 28.6% 62 20.97% 1.2
Gouws Capital LLC
3265
Gouws Capital LLC
North Carolina
US$2.12億 -US$337萬 -2% 0.44% 114% 56 7.14% 3.5
Cedar Cove Wealth Partners
3266
Cedar Cove Wealth Partners
Minnesota
US$2.11億 -US$140萬 -0.7% 0.11% – 95 15.79% 0.6
Code Waechter
3267
Code Waechter
Florida
US$2.11億 +US$1808萬 +9% 0.57% – 132 8.33% 1.4
SBCM
3268
Silverberg Bernstein Capital Management
New York
US$2.11億 -US$4970萬 -19% 10.3% 133% 71 14.08% 2.4
AUA Capital Management
3269
AUA Capital Management
Pennsylvania
US$2.11億 -US$452萬 -2% 1.88% 70.2% 85 7.06% 7.2
Shearwater Capital
3270
Shearwater Capital
Colorado
US$2.11億 +US$173萬 +0.8% 2.13% 74.4% 71 8.45% 2.9
Arta Finance Wealth Management
3271
Arta Finance Wealth Management
California
US$2.11億 -US$2253萬 -10% 3.43% – 116 18.97% 0.6
Independence Wealth Advisors (Ohio)
3272
Independence Wealth Advisors (Ohio)
Ohio
US$2.11億 +US$1150萬 +6% 3.36% – 93 15.05% 0.6
Insight Inv LLC
3273
Insight Inv LLC
California
US$2.1億 -US$171萬 -0.8% 1.29% 139% 111 4.5% 3.5
Client First Investment Management
3274
Client First Investment Management
Wisconsin
US$2.1億 -US$2720萬 -11% 3.48% 243% 37 59.46% 0.8
William Marsh Rice University
3275
William Marsh Rice University
Texas
US$2.1億 -US$913萬 -4% 2.22% 1.81% 2 0% 5.8