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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)
Tower Trust & Investment Company
3626
Tower Trust & Investment Company
Iowa
US$1.74億 +US$945萬 +6% 5.41% – 260 21.54% 1.3
Shum Financial Group
3627
Shum Financial Group
California
US$1.74億 +US$826萬 +5% 3.2% – 113 8.85% 1.5
Networth Advisors
3628
Networth Advisors
Pennsylvania
US$1.74億 +US$198萬 +1% 0.76% – 416 12.98% 0.6
Evolution Wealth Management
3629
Evolution Wealth Management
Florida
US$1.74億 +US$383萬 +2% 0.46% – 1,074 26.72% 0.8
Ridgeline Wealth Planning
3630
Ridgeline Wealth Planning
Ohio
US$1.74億 +US$1606萬 +10% 0.19% – 55 5.45% 1.3
Income Insurance Ltd
3631
Income Insurance Ltd
US$1.74億 +US$600萬 +4% 6.03% – 194 11.86% 0.7
Grantvest Financial Group
3632
Grantvest Financial Group
New Jersey
US$1.74億 +US$117萬 +0.7% 0.13% – 200 10.5% 1.2
Wright Wealth
3633
Wright Wealth
Georgia
US$1.74億 +US$706萬 +4% 0.97% – 57 15.79% 0.7
Kestrel Investment Management
3634
Kestrel Investment Management
California
US$1.73億 -US$1030萬 -6% 4.97% 99.8% 43 16.28% 1.9
Vannoy Advisory Group
3635
Vannoy Advisory Group
Texas
US$1.73億 -US$375萬 -2% 1.13% 52.5% 30 6.67% 2.5
AMAL
3636
Asset Management Advisors LLC
Oklahoma
US$1.73億 -US$770萬 -4% 1.73% 125% 17 0% 5.8
6SA
3637
6th Street Advisors
Alabama
US$1.73億 -US$101萬 -0.6% 0.35% – 66 15.15% 0.4
Invariant Investment Management
3638
Invariant Investment Management
Pennsylvania
US$1.73億 +US$242萬 +1% 1.01% – 75 17.33% 0.7
AIFAIM
3639
American Institute for Advanced Investment Management
Arizona
US$1.73億 -US$23.9萬 -0.1% 0.72% 79.1% 161 3.11% 3.8
Sageworth Trust Company of South Dakota
3640
Sageworth Trust Company of South Dakota
South Dakota
US$1.73億 +US$1069萬 +7% 0.03% 75.6% 62 11.29% 3.1
Sterling Manor Financial
3641
Sterling Manor Financial
New York
US$1.73億 – – 1.46% – 37 – 2.1
Family Legacy Financial Solutions
3642
Family Legacy Financial Solutions
North Carolina
US$1.73億 +US$873萬 +5% 2.77% – 68 29.41% 1
Ellerson Group
3643
Ellerson Group
Maryland
US$1.73億 +US$336萬 +2% 12.1% 178% 72 22.22% 2.2
Guided Capital Wealth Management
3644
Guided Capital Wealth Management
Texas
US$1.72億 +US$142萬 +0.8% 2.62% – 38 10.53% 1.2
AGH Wealth Advisors
3645
AGH Wealth Advisors
Kansas
US$1.72億 +US$1394萬 +9% 3.83% – 139 16.55% 1.3
Atala Financial
3646
Atala Financial
California
US$1.72億 +US$786萬 +5% 1.88% – 129 12.4% 1.4
Cannon Advisors
3647
Cannon Advisors
North Carolina
US$1.72億 +US$797萬 +5% 0.08% – 127 41.73% 0.9
Gimbal Financial
3648
Gimbal Financial
Indiana
US$1.72億 +US$957萬 +6% 8.15% – 71 39.44% 1.4
Stonekeep Investments
3649
Stonekeep Investments
New Mexico
US$1.72億 +US$23.3萬 +0.1% 1.47% – 83 8.43% 1.6
Processus Wealth & Capital Management
3650
Processus Wealth & Capital Management
Tennessee
US$1.72億 +US$314萬 +2% 6.63% 160% 36 2.78% 2.4