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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)
Innovative Wealth Building
3551
Innovative Wealth Building
Maryland
US$1.81億 +US$856萬 +5% 1.06% – 92 15.22% 1.1
Dominguez Wealth Management Solutions
3552
Dominguez Wealth Management Solutions
Virginia
US$1.81億 -US$84.8萬 -0.5% 3.02% 59.7% 79 8.86% 2.8
Nolet Wealth Management
3553
Nolet Wealth Management
Texas
US$1.81億 -US$53.7萬 -0.3% 2.22% – 121 15.7% 0.6
CIG
3554
Cascade Investment Group
Colorado
US$1.81億 +US$221萬 +1% 1.83% 93.2% 169 13.02% 2.4
Livet Wealth
3555
Livet Wealth
Utah
US$1.8億 +US$707萬 +4% 0.52% – 130 14.62% 0.6
Sunrise Financial Services
3556
Sunrise Financial Services
Washington
US$1.8億 +US$1212萬 +7% 1% – 601 23.63% 0.7
Alterna Wealth Management
3557
Alterna Wealth Management
Texas
US$1.8億 +US$604萬 +3% 0.25% 52.9% 123 22.76% 2.5
Sanchez Gaunt Capital Management
3558
Sanchez Gaunt Capital Management
Nevada
US$1.8億 +US$100萬 +0.6% 1.55% – 209 17.7% 0.4
Shotwell Rutter Baer
3559
Shotwell Rutter Baer
Michigan
US$1.8億 -US$222萬 -1% 1.7% 45.5% 39 2.56% 2.3
Melfa Wealth Management
3560
Melfa Wealth Management
Massachusetts
US$1.8億 -US$558萬 -3% 2.33% 49.9% 204 6.37% 2.7
Daviman Financial
3561
Daviman Financial
Indiana
US$1.8億 -US$128萬 -0.7% 1.04% – 105 18.1% 0.6
SwitchPoint Financial Planning
3562
SwitchPoint Financial Planning
Utah
US$1.8億 +US$665萬 +4% 0.08% – 81 24.69% 1.3
Integras Partners
3563
Integras Partners
Georgia
US$1.8億 -US$140萬 -0.8% 0.18% – 105 8.57% 1
Regeneron Pharmaceuticals
3564
Regeneron Pharmaceuticals
New York
US$1.8億 +US$241萬 +1% 6.28% – 3 0% 1.3
Brian Low Financial Group
3565
Brian Low Financial Group
Louisiana
US$1.79億 +US$800萬 +5% 1.07% – 131 19.85% 0.9
Accredited Investor Services
3566
Accredited Investor Services
Minnesota
US$1.79億 +US$243萬 +1% 0.03% – 88 12.5% 1.3
Hamilton Lane Advisors
3567
Hamilton Lane Advisors
Pennsylvania
US$1.79億 +US$3070萬 +21% 9.17% 167% 25 68% 1.1
Blackston Financial Advisory Group
3568
Blackston Financial Advisory Group
Florida
US$1.79億 +US$185萬 +1% 2.34% 79.8% 117 11.11% 1.9
Thryve Wealth Management
3569
Thryve Wealth Management
Texas
US$1.79億 +US$29.4萬 +0.2% 0.82% – 41 9.76% 0.6
RFMS
3570
RWQ Financial Management Services
Florida
US$1.79億 -US$2817萬 -14% 3.38% 446% 28 25% 1.8
Byrne Asset Management
3571
Byrne Asset Management
New Jersey
US$1.79億 -US$593萬 -3% 1.34% 126% 672 19.64% 1.8
Transmarket Holdings
3572
Transmarket Holdings
Illinois
US$1.79億 +US$4280萬 +31% 4.03% – 74 87.84% 0.1
Grey Rock Energy Management
3573
Grey Rock Energy Management
Texas
US$1.79億 -US$6463萬 -27% 1.59% – 1 0% 1.8
Fort Henry Capital
3574
Fort Henry Capital
West Virginia
US$1.79億 -US$255萬 -1% 2.28% 39.3% 18 5.56% 4.4
Cascade Investment Advisors
3575
Cascade Investment Advisors
Oregon
US$1.79億 -US$435萬 -2% 1.37% 79.1% 116 4.31% 4.7