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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)
Stage Harbor Financial
3601
Stage Harbor Financial
Massachusetts
US$1.76億 +US$287萬 +2% 0.12% 56.4% 68 11.76% 1.9
Guerra Pan Advisors
3602
Guerra Pan Advisors
New Jersey
US$1.76億 -US$329萬 -2% 3.16% 149% 119 5.88% 3.4
Forthright Family Wealth Advisory
3603
Forthright Family Wealth Advisory
Texas
US$1.76億 -US$92.7萬 -0.5% 0.34% 60.2% 58 5.17% 1.5
Dedeker Financial
3604
Dedeker Financial
Minnesota
US$1.76億 -US$25.1萬 -0.1% 2.56% – 60 15% 0.6
Andera Partners
3605
Andera Partners
US$1.76億 -US$3078萬 -15% 0.51% – 8 12.5% 0.6
Herbst Group
3606
Herbst Group
Connecticut
US$1.76億 -US$778萬 -4% 0.31% 142% 84 36.9% 1.5
Orser Capital Management
3607
Orser Capital Management
Texas
US$1.76億 -US$2595萬 -13% 0.8% 128% 68 19.12% 3.7
Southern Capital Services
3608
Southern Capital Services
Alabama
US$1.76億 -US$261萬 -1% 1.15% – 31 9.68% 0.7
Sugar Maple Asset Management
3609
Sugar Maple Asset Management
Wisconsin
US$1.75億 +US$2033萬 +13% 5.88% – 98 26.53% 1.3
Cathy Pareto & Associates
3610
Cathy Pareto & Associates
Florida
US$1.75億 +US$487萬 +3% 1.04% – 106 11.32% 1.4
Salvus Wealth Management
3611
Salvus Wealth Management
New Jersey
US$1.75億 -US$310萬 -2% 1.69% 108% 137 12.41% 3.2
TPC
3612
Twin Peaks Capital
US$1.75億 -US$2780萬 -14% 5.18% – 30 50% 0.3
OMC Financial Services
3613
OMC Financial Services
New York
US$1.75億 -US$1.27億 -42% 8.93% – 63 53.97% 2.2
Braun-Bostich & Associates
3614
Braun-Bostich & Associates
Pennsylvania
US$1.75億 -US$401萬 -2% 0.26% 64.5% 145 13.79% 2.2
SGH
3615
Sivik Global Healthcare
Connecticut
US$1.75億 +US$4335萬 +33% 10.7% 83.8% 46 50% 1.8
Bannerman Wealth Management Group
3616
Bannerman Wealth Management Group
Texas
US$1.75億 +US$331萬 +2% 0.64% – 39 10.26% 1.4
Longview Financial Advisors
3617
Longview Financial Advisors
Alabama
US$1.75億 +US$372萬 +2% 2.78% 47.4% 48 14.58% 2.2
Marshall & Sterling Wealth Advisors
3618
Marshall & Sterling Wealth Advisors
New York
US$1.75億 +US$578萬 +3% 0.16% – 383 15.14% 1.4
Cedar Point Capital Partners
3619
Cedar Point Capital Partners
Iowa
US$1.75億 +US$81.2萬 +0.5% 0.16% 55.4% 82 14.63% 1.9
Arlington Capital Management
3620
Arlington Capital Management
Illinois
US$1.74億 +US$1359萬 +8% 3.4% 146% 135 33.33% 1
Wildcat Capital Management
3621
Wildcat Capital Management
New York
US$1.74億 -US$5415萬 -24% 23.8% 77.7% 6 66.67% 1.9
Providence Wealth Advisors
3622
Providence Wealth Advisors
Illinois
US$1.74億 +US$460萬 +3% 3.01% 121% 89 6.74% 5.3
Hopwood Financial Services
3623
Hopwood Financial Services
Virginia
US$1.74億 +US$168萬 +1% 0.36% – 95 8.42% 1.5
Elevate Capital Advisors
3624
Elevate Capital Advisors
Colorado
US$1.74億 -US$758萬 -4% 1.32% – 87 31.03% 1
NDWM LLC
3625
NDWM LLC
California
US$1.74億 +US$406萬 +2% 0.43% 50.3% 42 7.14% 1.7