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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)
AMANSA Capital
3376
AMANSA Capital
Singapore
US$1.98億 -US$3697萬 -16% 7.97% 32% 2 0% 3.3
McClarren Financial Advisors
3377
McClarren Financial Advisors
Pennsylvania
US$1.98億 +US$423萬 +2% 0.68% 63% 90 12.22% 1.9
WESPAC Advisors
3378
WESPAC Advisors
California
US$1.98億 -US$759萬 -4% 3.39% 126% 240 32.5% 1.4
Klein Pavlis & Peasley Financial
3379
Klein Pavlis & Peasley Financial
California
US$1.98億 +US$542萬 +3% 2.12% 97.4% 107 26.17% 1.3
Systrade
3380
Systrade
Liechtenstein
US$1.97億 +US$3764萬 +24% 2.18% 152% 16 37.5% 1
Park Avenue Institutional Advisers
3381
Park Avenue Institutional Advisers
New York
US$1.97億 -US$133萬 -0.7% 0.67% – 2 0% 0.5
Walker Asset Management
3382
Walker Asset Management
Missouri
US$1.97億 -US$87.3萬 -0.4% 1.12% 87.6% 155 5.81% 3.1
Seros Financial
3383
Seros Financial
Arizona
US$1.97億 +US$491萬 +3% 1.55% – 76 23.68% 1.1
Eliot Finkel Investment Counsel
3384
Eliot Finkel Investment Counsel
California
US$1.97億 -US$1723萬 -8% 6.52% 85.5% 34 2.94% 5.9
PCM
3385
Park Capital Management
Wisconsin
US$1.97億 +US$2681萬 +16% 9.78% – 261 52.49% 0.5
Taylor Frigon Capital Management
3386
Taylor Frigon Capital Management
Arizona
US$1.97億 -US$1701萬 -8% 0.51% 152% 98 11.22% 4.6
WF
3387
Williams Financial
Vermont
US$1.97億 +US$309萬 +2% 0.55% 33.1% 31 3.23% 1
FSBI
3388
Fearless Solutions (Best Invest)
Texas
US$1.97億 +US$713萬 +4% 2.13% – 149 10.74% 1.3
GWMI
3389
Guardian Wealth Management (Illinois)
Illinois
US$1.96億 -US$703萬 -3% 3.15% 98.1% 71 12.68% 3.3
Alamar Capital Management
3390
Alamar Capital Management
California
US$1.96億 -US$130萬 -0.7% 4.51% – 92 14.13% 2.7
Carter Financial Group
3391
Carter Financial Group
Illinois
US$1.96億 +US$340萬 +2% 2.45% – 145 16.55% 1.8
LFWA
3392
LBJ Family Wealth Advisors
Texas
US$1.96億 -US$26.8萬 -0.1% 0.9% 64.9% 29 3.45% 7.9
Rainier Family Wealth
3393
Rainier Family Wealth
Washington
US$1.96億 +US$1997萬 +11% 3.12% – 106 3.77% 1.2
FAG
3394
Financial Architects (Georgia)
Georgia
US$1.96億 -US$1289萬 -6% 3.13% 35.9% 31 29.03% 1.6
Dickmeyer Boyce Financial Management
3395
Dickmeyer Boyce Financial Management
Indiana
US$1.95億 +US$236萬 +1% 1.06% – 132 6.06% 0.5
AI
3396
Arrien Investments
Idaho
US$1.95億 -US$315萬 -2% 2.23% 46% 49 14.29% 2.2
Mustard Seed Financial
3397
Mustard Seed Financial
Arkansas
US$1.95億 +US$244萬 +1% 0.19% 59.2% 99 8.08% 2.2
Defined Wealth Management
3398
Defined Wealth Management
Oregon
US$1.95億 +US$55.4萬 +0.3% 0.88% 78.1% 120 8.33% 3.7
IFS
3399
Integrated Financial Solutions
Virginia
US$1.95億 +US$966萬 +5% 5.47% – 38 13.16% 0.9
SVRN Asset Management
3400
SVRN Asset Management
Texas
US$1.95億 +US$16.7萬 +0.1% 0.02% – 52 3.85% 0.6