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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)
Align Financial
3276
Align Financial
Minnesota
US$2.1億 +US$835萬 +4% 0.09% – 663 47.21% 0.4
LECAP Asset Management
3277
LECAP Asset Management
United Kingdom
US$2.1億 -US$2334萬 -10% 0.68% 35.6% 391 68.29% 0.2
Catalys Pacific
3278
Catalys Pacific
Japan
US$2.1億 -US$1971萬 -9% 8.55% 189% 2 0% 2.8
LifeSteps Financial
3279
LifeSteps Financial
California
US$2.1億 -US$494萬 -2% 2.24% 98.4% 792 85.86% 3.9
Treasure Coast Financial Planning
3280
Treasure Coast Financial Planning
Florida
US$2.1億 +US$457萬 +2% 0.26% 35.5% 49 10.2% 2.9
WPA
3281
Wealth Preservation Advisors
Tennessee
US$2.1億 +US$3414萬 +19% 5.32% – 127 37.01% 0.9
Finivi Inc
3282
Finivi Inc
Massachusetts
US$2.1億 +US$1459萬 +7% 1.68% 144% 120 14.17% 2.4
Salus Financial Advisors
3283
Salus Financial Advisors
Colorado
US$2.1億 +US$669萬 +3% 0.86% – 44 13.64% 1.3
PIM
3284
Pullen Investment Management
Florida
US$2.09億 -US$676萬 -3% 0.18% – 106 12.26% 1.7
Harrington Investments
3285
Harrington Investments
California
US$2.09億 +US$275萬 +1% 4.45% 109% 84 7.14% 6.8
McCarthy Asset Management
3286
McCarthy Asset Management
California
US$2.09億 -US$190萬 -0.9% 0.08% – 30 10% 4
SBK Financial
3287
SBK Financial
Virginia
US$2.09億 +US$5732萬 +38% 0.71% – 211 13.74% 1.7
Wealth Intelligence
3288
Wealth Intelligence
Georgia
US$2.09億 -US$643萬 -3% 2.41% – 60 1.67% 0.7
Birchbrook
3289
Birchbrook
Maine
US$2.09億 -US$428萬 -2% 0.38% 49.1% 308 5.19% 2.2
Cornerstone Wealth
3290
Cornerstone Wealth
Tennessee
US$2.09億 +US$1099萬 +6% 0.91% – 108 10.19% 0.4
FOCUS Wealth Advisors
3291
FOCUS Wealth Advisors
Texas
US$2.09億 -US$705萬 -3% 0.11% 68.7% 63 4.76% 3.3
Hara Capital
3292
Hara Capital
Washington
US$2.09億 +US$1900萬 +10% 10.4% 65.4% 311 7.72% 1.9
Spring Capital Management
3293
Spring Capital Management
Texas
US$2.08億 +US$311萬 +2% 1.02% 73.6% 57 5.26% 2.7
Carson Advisory
3294
Carson Advisory
Georgia
US$2.08億 -US$953萬 -4% 1.34% 70.9% 210 9.52% 3
FWG Investments
3295
FWG Investments
Kentucky
US$2.08億 +US$1908萬 +10% 1.63% 67.5% 125 12% 1.3
Taylor & Morgan Wealth Management
3296
Taylor & Morgan Wealth Management
Michigan
US$2.08億 +US$515萬 +3% 1.09% 85.9% 91 4.4% 2.9
Brown Shipley & Co
3297
Brown Shipley & Co
United Kingdom
US$2.08億 +US$1469萬 +8% 9.99% 125% 78 5.13% 2.6
Bucket List Wealth Management
3298
Bucket List Wealth Management
Florida
US$2.08億 +US$475萬 +2% 0.28% – 64 3.13% 0.6
MLTEF
3299
Metatron Long Term Equity Fund
US$2.07億 -US$1278萬 -6% 4.43% – 70 21.43% 0.2
Kessler Investment Group
3300
Kessler Investment Group
Indiana
US$2.07億 -US$2696萬 -12% 6.52% 251% 85 8.24% 2.6