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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)
Councilmark Asset Management
3401
Councilmark Asset Management
Tennessee
US$1.94億 +US$558萬 +3% 4.76% – 89 7.87% 2.1
Elevate Wealth Advisory
3402
Elevate Wealth Advisory
Georgia
US$1.94億 +US$1930萬 +11% 0.04% 49.5% 140 12.86% 2.1
Lee-Kelleher Wealth Management
3403
Lee-Kelleher Wealth Management
Maryland
US$1.94億 +US$313萬 +2% 0.41% – 50 6% 1.4
Financial Designs
3404
Financial Designs
California
US$1.94億 +US$765萬 +4% 1.84% 49% 42 9.52% 1.4
Quantum Financial Partners
3405
Quantum Financial Partners
Kansas
US$1.94億 -US$150萬 -0.8% 1.53% – 169 19.53% 0.2
Lakewood Asset Management
3406
Lakewood Asset Management
Illinois
US$1.94億 +US$1171萬 +6% 1.65% 69.3% 114 9.65% 2.9
IMG Wealth Management
3407
IMG Wealth Management
Florida
US$1.94億 +US$1438萬 +8% 1.16% – 665 11.88% 1
NWM
3408
Navigoe Wealth Management
California
US$1.94億 +US$260萬 +1% 0.4% – 1,240 69.6% 0.9
Bayshore Capital Advisors
3409
Bayshore Capital Advisors
Florida
US$1.94億 -US$2044萬 -10% 5.86% – 48 18.75% 0.6
Invera Wealth Advisors
3410
Invera Wealth Advisors
Oregon
US$1.94億 +US$726萬 +4% 1.03% 102% 136 3.68% 1.3
Adirondack Capital Advisors
3411
Adirondack Capital Advisors
New York
US$1.94億 +US$722萬 +4% 0.48% – 45 0% 0.7
Inman Jager Wealth Management
3412
Inman Jager Wealth Management
Mississippi
US$1.94億 +US$569萬 +3% 4.23% – 93 7.53% 1.5
Rydar Equities
3413
Rydar Equities
Texas
US$1.94億 +US$1596萬 +9% 4.43% – 441 75.96% 0.2
Integrity Wealth Advisors
3414
Integrity Wealth Advisors
California
US$1.93億 – – 2.29% – 77 – 1.1
Ehrlich Financial Group
3415
Ehrlich Financial Group
California
US$1.93億 -US$111萬 -0.6% 0.29% 56.2% 132 18.94% 1.6
MAM
3416
Maytree Asset Management
Hong Kong
US$1.93億 +US$3920萬 +25% 1.1% 441% 48 68.75% 0.4
Ables Iannone Moore & Associates
3417
Ables Iannone Moore & Associates
Georgia
US$1.93億 +US$519萬 +3% 4.97% 116% 66 10.61% 2.2
Rayburn West Financial Services
3418
Rayburn West Financial Services
Tennessee
US$1.93億 +US$1137萬 +6% 3.93% – 87 10.34% 0.7
Stone Loft Wealth Management
3419
Stone Loft Wealth Management
Pennsylvania
US$1.93億 +US$1698萬 +10% 1% – 31 6.45% 0.7
Upper Left Wealth Management
3420
Upper Left Wealth Management
Florida
US$1.93億 +US$1225萬 +7% 2.4% 52.7% 79 21.52% 3.2
Martin Capital Advisors
3421
Martin Capital Advisors
Texas
US$1.93億 +US$192萬 +1% 3.66% 140% 78 5.13% 3.7
SA
3422
Sunesis Advisors
Kansas
US$1.93億 -US$4926萬 -20% 1.67% – 71 81.69% 2.6
Clark Wealth Partners
3423
Clark Wealth Partners
Illinois
US$1.93億 +US$1545萬 +9% 0.78% – 1,076 48.61% 0.7
ROI Financial Advisors
3424
ROI Financial Advisors
Oregon
US$1.93億 -US$73萬 -0.4% 2.39% 165% 74 8.11% 2
MBWA
3425
Marin Bay Wealth Advisors
California
US$1.92億 +US$621萬 +3% 4.4% – 138 11.59% 0.6