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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)
Del-Sette Capital Management
3651
Del-Sette Capital Management
New York
US$1.72億 +US$50.6萬 +0.3% 0.41% 112% 57 26.32% 2.3
Waypoint Wealth Counsel
3652
Waypoint Wealth Counsel
Georgia
US$1.72億 +US$1177萬 +7% 4.56% 111% 181 27.62% 1.8
Lugano Financial Advisors SA (LFA)
3653
Lugano Financial Advisors SA (LFA)
Switzerland
US$1.71億 +US$532萬 +3% 1.56% 51.3% 296 26.01% 2.4
MontVue Capital Management
3654
MontVue Capital Management
Virginia
US$1.71億 -US$250萬 -1% 0.56% 76% 78 6.41% 2.2
Lakeside Advisors
3655
Lakeside Advisors
Washington
US$1.71億 +US$1245萬 +8% 9.32% 83.7% 70 12.86% 3.7
CE
3656
Cornerstone Enterprises
Wisconsin
US$1.71億 -US$5090萬 -23% 0.87% 85.7% 56 33.93% 1.1
TopTier Wealth Management
3657
TopTier Wealth Management
Wisconsin
US$1.71億 +US$556萬 +3% 0.77% – 138 7.25% 0.7
Evansbrook
3658
Evansbrook
Illinois
US$1.71億 +US$345萬 +2% 2.38% – 130 5.38% 0.7
SLT Holdings
3659
SLT Holdings
Arizona
US$1.71億 +US$826萬 +5% 11.7% – 196 44.39% 0.8
Northland Securities
3660
Northland Securities
Minnesota
US$1.71億 -US$73.6萬 -0.4% 0.91% – 121 12.4% 0.7
MQS Management
3661
MQS Management
New York
US$1.71億 +US$8905萬 +109% 5.77% 4.55% 545 81.83% 0.1
Fairscale Capital
3662
Fairscale Capital
New Hampshire
US$1.71億 +US$347萬 +2% 4.82% – 553 20.61% 1.5
Petros Family Wealth
3663
Petros Family Wealth
Minnesota
US$1.71億 +US$735萬 +4% 1.77% – 146 17.81% 1.2
Hahn Capital Management
3664
Hahn Capital Management
California
US$1.71億 +US$576萬 +3% 6.91% 71.7% 33 21.21% 7.3
Marathon Strategic Advisors
3665
Marathon Strategic Advisors
Pennsylvania
US$1.71億 -US$645萬 -4% 3.56% 110% 53 11.32% 1.8
Stolz & Associates
3666
Stolz & Associates
Washington
US$1.71億 +US$1040萬 +6% 0.59% – 42 26.19% 0.5
State of Wisconsin - Board of Commissioners of Public Lands
3667
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
US$1.71億 +US$1775萬 +12% 2.33% 4.78% 7 14.29% 3
Granite Islands Private Wealth
3668
Granite Islands Private Wealth
Connecticut
US$1.7億 +US$3524萬 +26% 5.24% – 94 25.53% 0.6
Capstone Wealth Management Group (Oregon)
3669
Capstone Wealth Management Group (Oregon)
Oregon
US$1.7億 +US$406萬 +2% 2.78% – 129 9.3% 1.3
Sarver Vrooman Wealth Advisors
3670
Sarver Vrooman Wealth Advisors
Missouri
US$1.7億 +US$221萬 +1% 1.38% – 152 11.18% 1.3
Pensionfund DSM Netherlands
3671
Pensionfund DSM Netherlands
Netherlands
US$1.7億 -US$2438萬 -13% 7.06% 36.9% 76 5.26% 8.5
Apex Wealth Management
3672
Apex Wealth Management
New Hampshire
US$1.7億 +US$617萬 +4% 0.97% – 70 24.29% 1.1
Credit Capital Investments
3673
Credit Capital Investments
New Jersey
US$1.7億 -US$477萬 -3% 1.01% 500% 51 37.25% 1.8
Mainstream Capital Management
3674
Mainstream Capital Management
California
US$1.7億 +US$379萬 +2% 3.07% – 304 71.05% 0.5
Hemming & Wealth Management
3675
Hemming & Wealth Management
Michigan
US$1.7億 +US$555萬 +3% 1.17% – 16 0% 0.7