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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)
Meadow Creek Wealth Advisors
3676
Meadow Creek Wealth Advisors
Georgia
US$1.7億 +US$600萬 +4% 2.57% 101% 149 16.78% 3.6
Aegis Wealth Management (Iowa)
3677
Aegis Wealth Management (Iowa)
Iowa
US$1.7億 +US$1460萬 +9% 0.29% – 143 25.17% 0.5
Penbrook Management
3678
Penbrook Management
New York
US$1.69億 +US$1272萬 +8% 1.85% 107% 106 8.49% 5.8
Rare Wolf Capital
3679
Rare Wolf Capital
Washington
US$1.69億 +US$1348萬 +9% 10.4% – 127 13.39% 0.7
Community Bank of Raymore
3680
Community Bank of Raymore
Missouri
US$1.69億 -US$62.4萬 -0.4% 3.41% 91.9% 79 11.39% 6.4
Williams & Novak
3681
Williams & Novak
California
US$1.69億 +US$1782萬 +12% 1.18% 61.6% 163 19.02% 1.6
Planning Strategies
3682
Planning Strategies
Pennsylvania
US$1.69億 +US$858萬 +5% 1.24% – 1,198 14.11% 0.2
Pacific Park Financial
3683
Pacific Park Financial
California
US$1.69億 -US$341萬 -2% 0.48% – 82 7.32% 0.7
bLong Financial
3684
bLong Financial
Tennessee
US$1.69億 +US$1530萬 +10% 8.75% – 86 11.63% 1.4
AI
3685
Axecap Investments
Ohio
US$1.69億 -US$1213萬 -7% 0.41% – 87 27.59% 0.8
3WPFI
3686
365 WMG Private Fund I
Ohio
US$1.69億 – – 0.41% – 77 – 0
MWS
3687
MFA Wealth Services
California
US$1.69億 +US$106萬 +0.6% 0.03% – 136 3.68% 1.4
Piedmont Capital Management (North Carolina)
3688
Piedmont Capital Management (North Carolina)
North Carolina
US$1.68億 +US$469萬 +3% 2.58% – 134 14.93% 0.6
Azarias Capital Management
3689
Azarias Capital Management
Pennsylvania
US$1.68億 -US$6138萬 -27% 2.53% 58.2% 24 8.33% 2.8
Vann Equity Management
3690
Vann Equity Management
Texas
US$1.68億 +US$350萬 +2% 5.18% – 189 19.05% 0.4
CSI
3691
Cross Staff Investments
New York
US$1.68億 -US$952萬 -5% 1.32% 80.3% 136 6.62% 3.7
Gordian Advisors
3692
Gordian Advisors
Arizona
US$1.68億 -US$215萬 -1% 0.16% 55.4% 65 7.69% 1.7
RiverTree Advisors
3693
RiverTree Advisors
Florida
US$1.68億 -US$148萬 -0.9% 1.01% 25.4% 84 30.95% 1.7
Orca Wealth Management
3694
Orca Wealth Management
Florida
US$1.68億 +US$120萬 +0.7% 0.64% – 89 12.36% 1.3
Vilga Financial Planning
3695
Vilga Financial Planning
New Jersey
US$1.68億 +US$3562萬 +27% 1.72% – 105 14.29% 0.6
AdviceOne Advisory Services
3696
AdviceOne Advisory Services
Connecticut
US$1.68億 -US$941萬 -5% 3.65% – 46 10.87% 1.3
VFS
3697
Valpey Financial Services
New Hampshire
US$1.67億 -US$57.2萬 -0.3% 1.2% – 77 2.6% 1.2
Good Steward Wealth Advisors
3698
Good Steward Wealth Advisors
Tennessee
US$1.67億 +US$170萬 +1% 0.3% – 72 13.89% 1.3
Davis Capital Management
3699
Davis Capital Management
Florida
US$1.67億 -US$166萬 -1% 1.78% – 1,379 22.7% 1.5
Jordan Park Trust
3700
Jordan Park Trust
New Hampshire
US$1.67億 +US$2388萬 +17% 16.6% – 17 11.76% 1.3