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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)
Beacon Advisors Holdings
3301
Beacon Advisors Holdings
Texas
US$2.07億 +US$284萬 +1% 0.02% – 38 2.63% 0.7
Stanich Group
3302
Stanich Group
New York
US$2.07億 +US$4833萬 +30% 0.12% – 64 18.75% 1.1
InTrack Investment Management
3303
InTrack Investment Management
Vermont
US$2.07億 +US$527萬 +3% 3.26% 99.2% 115 12.17% 2.9
Sherrill & Hutchins Financial Advisory
3304
Sherrill & Hutchins Financial Advisory
Georgia
US$2.07億 -US$244萬 -1% 1.44% 41.6% 20 5% 1.5
Rachor Investment Advisory Services
3305
Rachor Investment Advisory Services
Michigan
US$2.07億 +US$349萬 +2% 1.31% – 232 15.52% 0.6
Cassia Capital Partners
3306
Cassia Capital Partners
North Carolina
US$2.07億 +US$27.8萬 +0.1% 1.04% 59.9% 73 10.96% 3.1
Momentous Wealth Management
3307
Momentous Wealth Management
Washington
US$2.06億 +US$1127萬 +6% 0.47% – 55 21.82% 1.3
Delta Capital Management
3308
Delta Capital Management
New Jersey
US$2.06億 -US$1101萬 -5% 0.05% 129% 112 9.82% 6.1
IFS
3309
Intelligent Financial Strategies
Minnesota
US$2.06億 -US$177萬 -0.9% 0.61% 63.5% 79 26.58% 3.1
Riverchase Wealth Management
3310
Riverchase Wealth Management
Texas
US$2.06億 -US$861萬 -4% 0.59% – 85 14.12% 1.3
Instrumental Wealth
3311
Instrumental Wealth
Florida
US$2.06億 +US$846萬 +4% 0.75% 38.2% 92 6.52% 1.7
Hurley Capital
3312
Hurley Capital
New York
US$2.06億 +US$1269萬 +7% 1.2% – 723 14.8% 1.1
Cyr Financial
3313
Cyr Financial
Illinois
US$2.06億 +US$1376萬 +7% 0.26% – 63 9.52% 1.6
All-Stars Investment
3314
All-Stars Investment
Hong Kong
US$2.05億 +US$618萬 +3% 5.9% 30.1% 11 18.18% 1.1
Fortress Financial Group
3315
Fortress Financial Group
Minnesota
US$2.05億 +US$510萬 +3% 0.21% – 81 6.17% 1.4
Washburn Capital Management
3316
Washburn Capital Management
Florida
US$2.05億 +US$221萬 +1% 0.42% 123% 61 16.39% 3.3
Baron Financial Group
3317
Baron Financial Group
New Jersey
US$2.05億 -US$422萬 -2% 1.67% 55.5% 58 5.17% 4.3
Entrust Financial
3318
Entrust Financial
Pennsylvania
US$2.05億 +US$5107萬 +33% 0.45% – 538 21.56% 0.6
BCK Partners
3319
BCK Partners
New York
US$2.05億 -US$219萬 -1% 2.43% 46% 28 3.57% 4.5
Allen Wealth Management
3320
Allen Wealth Management
North Carolina
US$2.05億 -US$17.6萬 -0.1% 3.09% 60.3% 61 16.39% 2.3
Loudon Investment Management
3321
Loudon Investment Management
New Hampshire
US$2.05億 +US$125萬 +0.6% 3.29% 72.5% 98 8.16% 6.3
Hardin Capital Partners
3322
Hardin Capital Partners
South Carolina
US$2.05億 -US$1065萬 -5% 5.71% – 156 15.38% 1.6
Clarity Asset Management
3323
Clarity Asset Management
Iowa
US$2.05億 +US$71.1萬 +0.3% 0.02% 51.8% 69 10.14% 1.4
AtlasMark Financial
3324
AtlasMark Financial
Texas
US$2.04億 +US$138萬 +0.7% 0.65% – 50 16% 4.5
Stephens Group
3325
Stephens Group
Arkansas
US$2.04億 -US$193萬 -0.9% 1.28% 45% 4 0% 3.5