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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)
GEN Financial Management
3501
GEN Financial Management
Minnesota
US$1.85億 +US$1785萬 +11% 0.32% – 59 32.2% 0.9
Cincinnati Casualty Company
3502
Cincinnati Casualty Company
Ohio
US$1.85億 -US$365萬 -2% 3.38% 68.7% 24 0% 9.5
BAM Wealth Management
3503
BAM Wealth Management
Colorado
US$1.85億 +US$2499萬 +16% 0.99% – 217 30.41% 0.6
PVAMC
3504
PPS&V Asset Management Consultants
Michigan
US$1.85億 -US$48.4萬 -0.3% 1.43% 80.7% 41 7.32% 3.1
RCS Financial Planning
3505
RCS Financial Planning
Maryland
US$1.85億 -US$2646萬 -13% 0.45% 48.2% 114 33.33% 2.2
Graphene Investments SAS
3506
Graphene Investments SAS
France
US$1.85億 +US$1297萬 +8% 5.13% 103% 45 13.33% 2.5
Dougherty Wealth Advisers
3507
Dougherty Wealth Advisers
Minnesota
US$1.85億 +US$216萬 +1% 0.94% 76.1% 146 29.45% 3.8
Financial Planning Hawaii
3508
Financial Planning Hawaii
Hawaii
US$1.85億 -US$179萬 -1% 3.81% – 140 13.57% 0.7
Pacific Wealth Strategies Group
3509
Pacific Wealth Strategies Group
California
US$1.85億 +US$1059萬 +6% 2.85% 85.3% 60 8.33% 4.4
MIM
3510
Meixler Investment Management
Arizona
US$1.85億 +US$346萬 +2% 0.29% 60.8% 110 24.55% 2
Certior Financial Group
3511
Certior Financial Group
Pennsylvania
US$1.84億 +US$195萬 +1% 4.01% – 157 15.92% 1.2
WPG Advisers
3512
WPG Advisers
Maryland
US$1.84億 +US$1433萬 +8% 4.19% – 1,657 9.84% 1.4
Quadratic Capital Management
3513
Quadratic Capital Management
Connecticut
US$1.84億 -US$6570萬 -26% 5.37% 0.6% 2 0% 5.4
Redwood Financial Network
3514
Redwood Financial Network
Ohio
US$1.84億 +US$399萬 +2% 2.16% 82.2% 210 15.71% 2.4
Sterling Investment Management
3515
Sterling Investment Management
Arizona
US$1.84億 +US$199萬 +1% 1.04% 45.3% 78 19.23% 3.5
Mountain Hill Investment Partners
3516
Mountain Hill Investment Partners
New Jersey
US$1.84億 +US$767萬 +4% 1.28% – 217 32.72% 1.2
Fidato Wealth
3517
Fidato Wealth
Ohio
US$1.84億 +US$1300萬 +8% 0.52% 61.1% 31 54.84% 1.3
Reicon Wealth Advisors
3518
Reicon Wealth Advisors
Georgia
US$1.84億 +US$2169萬 +13% 0.39% – 105 16.19% 0.5
GWM
3519
Global Wealth Management
New Jersey
US$1.84億 -US$1256萬 -6% 0.57% – 48 4.17% 1.4
Rochester Wealth Strategies
3520
Rochester Wealth Strategies
Michigan
US$1.84億 +US$285萬 +2% 0.24% – 29 20.69% 1.1
DQRIM
3521
Dale Q Rice Investment Management
Washington
US$1.84億 -US$93萬 -0.5% 0.84% – 70 5.71% 1.5
WPEP
3522
Walnut Private Equity Partners
Nebraska
US$1.83億 -US$173萬 -0.9% 1.83% 48% 15 0% 5
Taylor Financial Group
3523
Taylor Financial Group
Virginia
US$1.83億 +US$115萬 +0.6% 0.12% 79% 105 10.48% 2.5
Kuhn & Co Investment Counsel
3524
Kuhn & Co Investment Counsel
Illinois
US$1.83億 +US$1001萬 +6% 1.47% 88.7% 164 10.98% 2
Washington Growth Strategies
3525
Washington Growth Strategies
District of Columbia
US$1.83億 +US$282萬 +2% 0.05% – 64 3.13% 1.4