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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)
Stillwater Wealth Management Group
3476
Stillwater Wealth Management Group
Florida
US$1.87億 +US$710萬 +4% 2.81% – 78 16.67% 1.4
Arsenal Capital Advisors
3477
Arsenal Capital Advisors
Pennsylvania
US$1.87億 +US$1735萬 +10% 5.96% – 114 10.53% 0.6
BXM Wealth
3478
BXM Wealth
Colorado
US$1.87億 +US$297萬 +2% 1.91% – 172 13.95% 1.1
Hidden Cove Wealth Management
3479
Hidden Cove Wealth Management
Washington
US$1.87億 +US$520萬 +3% 3.59% – 164 28.05% 0.8
Shade Tree Advisors
3480
Shade Tree Advisors
New York
US$1.87億 +US$1498萬 +9% 2.61% – 69 65.22% 0.5
Erickson Financial Group
3481
Erickson Financial Group
Pennsylvania
US$1.87億 +US$3.59萬 +0% 0.77% 69.3% 25 0% 4
General Partner Inc
3482
General Partner Inc
Pennsylvania
US$1.87億 +US$75.1萬 +0.4% 1.97% 83.1% 171 4.09% 3
GCA
3483
Gallagher Capital Advisors
Texas
US$1.87億 +US$1164萬 +7% 9.79% – 77 15.58% 1.1
Foundation Wealth Management (Missouri)
3484
Foundation Wealth Management (Missouri)
Missouri
US$1.86億 +US$1720萬 +10% 2.97% 74.9% 67 31.34% 1.9
CPC
3485
CFC Planning Company
Indiana
US$1.86億 +US$1526萬 +9% 4.47% – 80 27.5% 1.2
EIM
3486
Ervin Investment Management
Washington
US$1.86億 +US$213萬 +1% 2.84% 92.9% 47 2.13% 3.4
Granite FO LLC
3487
Granite FO LLC
New Hampshire
US$1.86億 -US$288萬 -2% 0.91% 112% 172 0.58% 2.4
CFA
3488
Collaborative Fund Advisors
Nevada
US$1.86億 +US$1428萬 +8% 5.13% – 240 50.83% 0.3
Alan N. Hoffman Investment Management
3489
Alan N. Hoffman Investment Management
Massachusetts
US$1.86億 +US$1668萬 +10% 13% 114% 14 0% 4.4
Sage Advisory Services
3490
Sage Advisory Services
Texas
US$1.86億 -US$1757萬 -9% 0.57% 37.8% 47 12.77% 3.7
Opinicus Capital
3491
Opinicus Capital
Florida
US$1.86億 -US$120萬 -0.6% 2.62% 129% 107 10.28% 2.2
FSLI
3492
Funde Sino Life Insurance
China
US$1.86億 -US$1.21億 -40% 24.2% – 8 62.5% 0.2
Investment Partners Asset Management
3493
Investment Partners Asset Management
New Jersey
US$1.86億 +US$564萬 +3% 3.26% 86.1% 178 5.06% 2.1
BWM
3494
BCO Wealth Management
New Mexico
US$1.85億 +US$211萬 +1% 1.23% – 45 6.67% 1.5
CFP
3495
Comprehensive Financial Planning
Pennsylvania
US$1.85億 -US$214萬 -1% 4.43% – 462 20.35% 1.3
Flavin Financial Services
3496
Flavin Financial Services
Florida
US$1.85億 +US$973萬 +6% 2.13% – 83 9.64% 1.3
Live Oak Investment Partners
3497
Live Oak Investment Partners
Texas
US$1.85億 -US$63.9萬 -0.3% 1.62% – 96 7.29% 2.3
Paladin Wealth
3498
Paladin Wealth
Minnesota
US$1.85億 +US$1308萬 +8% 0.79% – 159 17.61% 1.2
WinCap Financial
3499
WinCap Financial
Massachusetts
US$1.85億 -US$16.6萬 -0.1% 1.47% – 93 9.68% 1.3
Hilton Head Capital Partners
3500
Hilton Head Capital Partners
South Carolina
US$1.85億 -US$1350萬 -7% 1.26% – 935 8.66% 0.7