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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)
SummerHaven Investment Management
3576
SummerHaven Investment Management
Connecticut
US$1.79億 -US$772萬 -4% 4.81% 150% 323 78.33% 0.7
Capstone Capital
3577
Capstone Capital
Nevada
US$1.79億 +US$363萬 +2% 0.32% 62.8% 27 11.11% 2
Refined Wealth Management
3578
Refined Wealth Management
Utah
US$1.79億 +US$1290萬 +8% 6.91% 99.4% 50 6% 2.6
Astra Wealth Partners
3579
Astra Wealth Partners
New Jersey
US$1.79億 -US$952萬 -5% 1.53% – 120 24.17% 1.1
Cox Capital Management
3580
Cox Capital Management
Massachusetts
US$1.79億 -US$114萬 -0.6% 2.04% 106% 84 15.48% 3.2
Fjell Capital
3581
Fjell Capital
North Dakota
US$1.78億 +US$3182萬 +22% 1.17% – 86 25.58% 1.1
M.E. Allison & Co
3582
M.E. Allison & Co
Texas
US$1.78億 +US$458萬 +3% 1.12% – 201 7.46% 1.4
Accelerate Investment Advisors
3583
Accelerate Investment Advisors
California
US$1.78億 +US$414萬 +2% 0.49% – 161 16.15% 1.3
Welch Financial Planning
3584
Welch Financial Planning
Colorado
US$1.78億 +US$657萬 +4% 0.36% – 85 21.18% 0.5
Hartmann Taylor Wealth Management
3585
Hartmann Taylor Wealth Management
Texas
US$1.78億 +US$2714萬 +18% 0.95% – 64 20.31% 1.2
Strong Retirement Solutions
3586
Strong Retirement Solutions
Washington
US$1.78億 +US$1106萬 +7% 5.18% – 87 9.2% 0.7
Ariston Services Group
3587
Ariston Services Group
California
US$1.78億 -US$344萬 -2% 2.65% 71.7% 73 5.48% 0.2
DeLarme Wealth Management
3588
DeLarme Wealth Management
California
US$1.78億 +US$531萬 +3% 0.72% – 76 17.11% 0.6
Valley Brook Capital Group
3589
Valley Brook Capital Group
Pennsylvania
US$1.78億 +US$131萬 +0.7% 3.86% 122% 123 6.5% 4
GK Wealth Management
3590
GK Wealth Management
Nevada
US$1.78億 -US$1283萬 -7% 1.33% – 1,634 86.05% 0
Patrick M. Sweeney & Associates
3591
Patrick M. Sweeney & Associates
Illinois
US$1.77億 +US$328萬 +2% 2.84% 90.4% 181 7.18% 2.2
Wilkins Miller Wealth Management
3592
Wilkins Miller Wealth Management
Alabama
US$1.77億 -US$476萬 -3% 0.2% – 99 8.08% 1.5
CWD
3593
Clarity Wealth Development
Oregon
US$1.77億 -US$310萬 -2% 0.86% – 60 18.33% 1.2
Thor Investment Management
3594
Thor Investment Management
Ohio
US$1.77億 +US$106萬 +0.6% 3.95% 122% 61 24.59% 1.9
Five Pine Wealth Management
3595
Five Pine Wealth Management
Idaho
US$1.77億 +US$11萬 +0.1% 1.05% – 55 16.36% 1.4
Prentiss Smith & Co
3596
Prentiss Smith & Co
Vermont
US$1.77億 -US$561萬 -3% 0.33% 67.4% 71 7.04% 6.3
Ridgeline Wealth
3597
Ridgeline Wealth
Arizona
US$1.76億 +US$548萬 +3% 0.75% – 63 7.94% 1.3
Richardson Financial Services
3598
Richardson Financial Services
Massachusetts
US$1.76億 +US$2,417 +0% 1.87% 77.4% 647 14.37% 1.8
Aurora Investment Managers
3599
Aurora Investment Managers
Florida
US$1.76億 +US$1278萬 +8% 12.2% 74.4% 53 3.77% 1.9
Brookmont Capital Management
3600
Brookmont Capital Management
Texas
US$1.76億 -US$1042萬 -6% 5.59% 32.2% 66 10.61% 6.2