我們已在上線! 進一步了解

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4,078檔基金(占~46%)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)
Chung Wu Investment Group
3551
Chung Wu Investment Group
Texas
US$1.37億 -US$1551萬 -10% 2.83% – 330 27.27% 0.9
Koenig Investment Advisory
3552
Koenig Investment Advisory
Oregon
US$1.37億 +US$785萬 +6% 2.68% – 38 2.63% 0.7
Roan Capital Partners
3553
Roan Capital Partners
Tennessee
US$1.37億 +US$1596萬 +13% 0.54% – 81 7.41% 0.4
ICG Advisors
3554
ICG Advisors
California
US$1.36億 +US$1.06億 +354% 1.37% – 7 28.57% 0.5
TABR Capital Management
3555
TABR Capital Management
California
US$1.36億 +US$1905萬 +16% 0.27% – 82 62.2% 0.6
Targeted Financial Services
3556
Targeted Financial Services
Florida
US$1.36億 +US$90.6萬 +0.7% 0.53% – 67 11.94% 0.6
Summit Financial Consulting
3557
Summit Financial Consulting
Michigan
US$1.36億 -US$1106萬 -8% 1.6% – 53 16.98% 1
Lynch Investment Planning
3558
Lynch Investment Planning
Pennsylvania
US$1.36億 +US$617萬 +5% 0.91% – 232 75.86% 0.2
Seelaus Asset Management
3559
Seelaus Asset Management
New Jersey
US$1.36億 -US$608萬 -4% 3.88% 134% 216 17.59% 3.3
Eagle Wealth Advisors
3560
Eagle Wealth Advisors
Connecticut
US$1.36億 +US$510萬 +4% 4.65% – 103 3.88% 0.6
Avail Investment Partners
3561
Avail Investment Partners
Pennsylvania
US$1.36億 +US$625萬 +5% 3.5% – 225 20.44% 0.4
Industrial Alliance Investment Management
3562
Industrial Alliance Investment Management
Quebec, Canada
US$1.36億 -US$7640萬 -36% 0.18% 88.8% 8 0% 3.4
Donalies Financial Planning
3563
Donalies Financial Planning
District of Columbia
US$1.36億 +US$36.6萬 +0.3% 0.81% – 82 9.76% 0.7
CrossGen Wealth
3564
CrossGen Wealth
North Carolina
US$1.36億 +US$729萬 +6% 7.07% – 231 19.91% 0.7
SeedSafe Financial
3565
SeedSafe Financial
Texas
US$1.36億 -US$325萬 -2% 1.31% – 42 14.29% 0.6
Finward Bancorp
3566
Finward Bancorp
Indiana
US$1.36億 +US$377萬 +3% 3.04% – 109 7.34% 1.6
Farnam Financial
3567
Farnam Financial
Arizona
US$1.35億 -US$166萬 -1% 0.11% – 62 20.97% 1.3
Broussard Financial Group
3568
Broussard Financial Group
Louisiana
US$1.35億 +US$1056萬 +8% 2.95% – 45 37.78% 0.5
Approach Retirement Advisors
3569
Approach Retirement Advisors
Alabama
US$1.35億 -US$231萬 -2% 0.81% – 85 9.41% 0.7
Capital CS Group
3570
Capital CS Group
California
US$1.35億 +US$846萬 +7% 3.77% 27.8% 113 58.41% 1
Dala Group
3571
Dala Group
Illinois
US$1.35億 +US$1365萬 +11% 1.7% – 72 6.94% 0.7
Golden Bell Financial Planning
3572
Golden Bell Financial Planning
Georgia
US$1.35億 -US$101萬 -0.7% 1.92% – 41 2.44% 1.5
Quest 10 Wealth Builders
3573
Quest 10 Wealth Builders
Virginia
US$1.35億 +US$606萬 +5% 1.14% – 817 6.61% 1.4
Total Wealth Planning & Management
3574
Total Wealth Planning & Management
Florida
US$1.35億 -US$1326萬 -9% 2.29% – 238 26.05% 1.2
BLVD Private Wealth
3575
BLVD Private Wealth
Kentucky
US$1.34億 -US$11.9萬 -0.1% 1.96% – 76 11.84% 0.9