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)
Kerntke Otto McGlone Wealth Management Group
3351
Kerntke Otto McGlone Wealth Management Group
Wisconsin
US$2.01億 +US$3588萬 +22% 0.4% 64.9% 104 15.38% 3
Two West Capital Advisors
3352
Two West Capital Advisors
Kansas
US$2.01億 +US$13.6萬 +0.1% 0.64% – 107 14.02% 1.5
Ballew Advisors
3353
Ballew Advisors
Mississippi
US$2.01億 +US$776萬 +4% 0.23% 68% 146 20.55% 3.4
BCM
3354
Berbice Capital Management
New York
US$2.01億 +US$798萬 +4% 5.06% – 114 28.07% 1
Manuka Financial
3355
Manuka Financial
Virginia
US$2.01億 +US$823萬 +4% 1.66% – 56 1.79% 1.5
Torren Management
3356
Torren Management
California
US$2.01億 +US$415萬 +2% 0.12% – 993 9.37% 0.7
Members Wealth
3357
Members Wealth
Pennsylvania
US$2億 +US$1794萬 +10% 0.87% – 138 20.29% 1.5
KTC
3358
Kentucky Trust Company
Kentucky
US$2億 -US$777萬 -4% 0.06% – 320 2.5% 1.5
Kurv Investment Management
3359
Kurv Investment Management
California
US$2億 +US$3413萬 +21% 0% – 74 40.54% 0.4
Privium Fund Management (UK)
3360
Privium Fund Management (UK)
United Kingdom
US$2億 -US$4045萬 -17% 3.47% 34.4% 29 72.41% 0.6
Patrick Mauro Investment Advisor
3361
Patrick Mauro Investment Advisor
Illinois
US$2億 +US$100萬 +0.5% 0.88% 38.7% 46 34.78% 2.7
DCM
3362
Dilation Capital Management
New York
US$2億 -US$4787萬 -19% 7.23% – 28 50% 0.6
Arena Capital Advisors
3363
Arena Capital Advisors
California
US$2億 -US$813萬 -4% 1.75% 127% 24 8.33% 1.7
Gridiron Partners
3364
Gridiron Partners
Pennsylvania
US$1.99億 +US$894萬 +5% 4.45% 15.5% 52 1.92% 2.4
William Allan Corp
3365
William Allan Corp
Colorado
US$1.99億 -US$506萬 -2% 1.11% 94.2% 66 7.58% 2.7
Archvest Wealth Advisors
3366
Archvest Wealth Advisors
California
US$1.99億 +US$2659萬 +15% 0.13% 53.1% 83 15.66% 2.1
United Financial Planning Group
3367
United Financial Planning Group
New York
US$1.99億 +US$219萬 +1% 0.24% – 510 30% 0.6
SFM LLC
3368
SFM LLC
New Hampshire
US$1.99億 +US$393萬 +2% 2.55% 67.5% 73 10.96% 2
Ausbil Investment Management
3369
Ausbil Investment Management
Australia
US$1.99億 -US$2215萬 -10% 5.95% 115% 78 32.05% 1.3
LAM Group
3370
LAM Group
Oregon
US$1.99億 -US$278萬 -1% 0.26% 61.8% 138 1.45% 2.1
Buttonwood Financial Group
3371
Buttonwood Financial Group
Missouri
US$1.99億 +US$2354萬 +13% 0.47% 77.9% 42 28.57% 1.7
Eads & Heald Wealth Management
3372
Eads & Heald Wealth Management
Georgia
US$1.98億 -US$570萬 -3% 1.58% 93.3% 157 10.83% 8.2
Michael S. Ryan Inc
3373
Michael S. Ryan Inc
New York
US$1.98億 -US$212萬 -1% 1.75% 63.3% 58 5.17% 2
Pioneer Family Office
3374
Pioneer Family Office
Florida
US$1.98億 +US$398萬 +2% 1.03% – 136 8.09% 0.6
Marest Capital
3375
Marest Capital
California
US$1.98億 -US$300萬 -1% 3.22% 84.5% 32 21.88% 1.4