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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

所有基金經理人

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）
Pillar Financial Advisors
3526
Pillar Financial Advisors
Kentucky
US$1.83億 -US$836萬 -4% 0.9% – 125 19.2% 1.5
Robinson Value Management
3527
Robinson Value Management
Texas
US$1.83億 -US$409萬 -2% 1.82% 79.3% 82 14.63% 3.4
DecisionMap Wealth Management
3528
DecisionMap Wealth Management
Virginia
US$1.83億 +US$390萬 +2% 2.33% – 147 6.8% 1.4
Fee-Only Financial Planning
3529
Fee-Only Financial Planning
South Carolina
US$1.82億 -US$427萬 -2% 0.09% 72.6% 45 4.44% 3.1
Forbes Financial Planning
3530
Forbes Financial Planning
Rhode Island
US$1.82億 -US$412萬 -2% 0.62% 52.3% 39 5.13% 2.7
Hudson Canyon Capital Management
3531
Hudson Canyon Capital Management
New York
US$1.82億 -US$471萬 -3% 5.82% 182% 52 5.77% 3.4
Ridgepath Capital Management
3532
Ridgepath Capital Management
Tennessee
US$1.82億 -US$4438萬 -20% 0.45% 73.5% 62 17.74% 1.7
GA
3533
Gagnon Advisors
New York
US$1.82億 +US$2480萬 +16% 22.9% 214% 26 19.23% 4.7
Innealta Capital
3534
Innealta Capital
Texas
US$1.82億 -US$540萬 -3% 0.16% 69.8% 101 34.65% 2.5
TLW Wealth Management
3535
TLW Wealth Management
Florida
US$1.82億 +US$513萬 +3% 3.75% 98.3% 23 13.04% 4.3
Andrews Lucia Wealth Management
3536
Andrews Lucia Wealth Management
California
US$1.82億 -US$946萬 -5% 0.33% 64% 40 17.5% 3
BNB Wealth Management
3537
BNB Wealth Management
Maryland
US$1.82億 -US$131萬 -0.7% 0.25% – 100 12% 0.7
Brewster Financial Planning
3538
Brewster Financial Planning
New York
US$1.81億 -US$64.4萬 -0.4% 1.83% 44.3% 31 3.23% 2.8
Addis & Hill
3539
Addis & Hill
Pennsylvania
US$1.81億 US$0 0% 0.58% 65.1% 29 0% 2.3
Ledgewood Wealth Advisors
3540
Ledgewood Wealth Advisors
New Hampshire
US$1.81億 -US$688萬 -4% 1.43% 42.8% 79 10.13% 2.2
TI-Trust
3541
TI-Trust
Illinois
US$1.81億 -US$464萬 -2% 2.03% 88.8% 135 2.96% 4.9
W.H. Cornerstone Investments
3542
W.H. Cornerstone Investments
Massachusetts
US$1.81億 +US$440萬 +2% 1.68% 58.2% 144 7.64% 2.1
Columbia Advisory Partners
3543
Columbia Advisory Partners
Washington
US$1.81億 -US$11.2萬 -0.1% 1.06% 69.7% 121 25.62% 1.8
Dean Jacobson Financial Services
3544
Dean Jacobson Financial Services
Texas
US$1.81億 -US$55.6萬 -0.3% 1.01% 59.6% 23 4.35% 1.6
Gaddis Premier Wealth Advisors
3545
Gaddis Premier Wealth Advisors
Oklahoma
US$1.81億 +US$1643萬 +10% 0.01% – 117 21.37% 0.5
WealthTrust Asset Management
3546
WealthTrust Asset Management
Florida
US$1.81億 -US$379萬 -2% 1.1% 102% 121 20.66% 2
Canandaigua National Trust of Florida
3547
Canandaigua National Trust of Florida
New York
US$1.81億 – – 1.65% – 143 – 1.2
Madrid Financial Services
3548
Madrid Financial Services
California
US$1.81億 -US$813萬 -4% 1.65% – 29 24.14% 1
Holcombe Financial
3549
Holcombe Financial
Georgia
US$1.81億 +US$370萬 +2% 3.3% – 53 7.55% 1.3
WFG
3550
Wormser Freres Gestion
France
US$1.81億 +US$374萬 +2% 6.05% 67.4% 74 14.86% 1.4
140 141
142
143 144