我們已在上線! 進一步了解

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)
MG
3326
McHugh Group
Ohio
US$2.04億 +US$842萬 +4% 5.02% – 90 6.67% 1.4
Pacific Asset Management
3327
Pacific Asset Management
Washington
US$2.04億 +US$25.6萬 +0.1% 0.51% – 83 15.66% 1.3
Echo Wealth Management
3328
Echo Wealth Management
Minnesota
US$2.04億 +US$794萬 +4% 1.14% 42.9% 50 8% 3.2
Optivise Advisory Services
3329
Optivise Advisory Services
Tennessee
US$2.04億 +US$667萬 +3% 1.85% – 253 18.18% 1.2
First City Capital Management
3330
First City Capital Management
Georgia
US$2.04億 -US$188萬 -0.9% 2.84% 86.4% 170 8.82% 6.9
Strategent Financial
3331
Strategent Financial
Virginia
US$2.03億 +US$2989萬 +17% 0.29% – 42 2.38% 1.5
Promethium Advisors
3332
Promethium Advisors
Maryland
US$2.03億 -US$488萬 -2% 1.87% – 128 12.5% 1.6
Beacon Financial Strategies
3333
Beacon Financial Strategies
North Carolina
US$2.03億 +US$220萬 +1% 0.71% 54.2% 245 17.14% 1.2
Spectrum Strategic Capital Management
3334
Spectrum Strategic Capital Management
Oregon
US$2.03億 +US$157萬 +0.8% 5.08% 85.6% 79 8.86% 1.4
Corrado Advisors
3335
Corrado Advisors
New Jersey
US$2.03億 -US$1416萬 -7% 0.76% 73.1% 124 12.9% 2.9
BDFS Capital
3336
BDFS Capital
Delaware
US$2.03億 -US$2718萬 -12% 0.04% – 125 13.6% 0.6
Virginia Wealth Management Group
3337
Virginia Wealth Management Group
Virginia
US$2.03億 +US$204萬 +1% 2.53% 49.4% 58 1.72% 3.2
Bauman Advisory Group
3338
Bauman Advisory Group
Nevada
US$2.03億 +US$1398萬 +7% 0.36% – 98 20.41% 0.5
Bullseye Investment Management
3339
Bullseye Investment Management
Ohio
US$2.03億 -US$84.2萬 -0.4% 0.9% 38.2% 326 79.14% 1.5
JKA
3340
Jones Kertz & Associates
Minnesota
US$2.02億 -US$1453萬 -7% 0.97% – 67 2.99% 0.7
Tassel Capital Management
3341
Tassel Capital Management
North Carolina
US$2.02億 -US$1143萬 -5% 1.45% – 48 10.42% 1.2
Legacy Financial Independent Advisors
3342
Legacy Financial Independent Advisors
Kentucky
US$2.02億 -US$1039萬 -5% 2.03% – 136 14.71% 0.4
NWA
3343
Northwest Wealth Advisors
Washington
US$2.02億 +US$2805萬 +16% 2.05% – 68 4.41% 0.7
Foresight Capital Management Advisors
3344
Foresight Capital Management Advisors
Michigan
US$2.02億 -US$364萬 -2% 1.59% 100% 326 75.15% 0.5
Kingstone Capital Partners Texas
3345
Kingstone Capital Partners Texas
Texas
US$2.02億 +US$1418萬 +8% 9.66% – 65 12.31% 1.3
Jericho Financial
3346
Jericho Financial
Ohio
US$2.02億 +US$898萬 +5% 6.61% – 41 4.88% 1.7
Flywheel Private Wealth
3347
Flywheel Private Wealth
California
US$2.02億 -US$102萬 -0.5% 1.12% – 117 11.97% 1.3
Merrion Investment Management
3348
Merrion Investment Management
New Jersey
US$2.02億 -US$963萬 -5% 1.91% 161% 113 9.73% 3.5
Topel & Distasi Wealth Management
3349
Topel & Distasi Wealth Management
California
US$2.02億 -US$575萬 -3% 1.4% 43.6% 59 5.08% 4.1
Guardian Wealth Advisors (Minnesota)
3350
Guardian Wealth Advisors (Minnesota)
Minnesota
US$2.01億 +US$160萬 +0.8% 0.77% 62.6% 73 17.81% 4.1