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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)
Collar Capital Management
3701
Collar Capital Management
Wisconsin
US$1.67億 -US$240萬 -1% 4.32% – 75 12% 1.4
Avantra Family Wealth
3702
Avantra Family Wealth
Pennsylvania
US$1.67億 +US$1037萬 +7% 4.77% – 178 16.29% 1.1
SMP
3703
Santa Monica Partners
Florida
US$1.67億 -US$1838萬 -10% 7.02% 102% 13 0% 6.6
GreatBanc Trust
3704
GreatBanc Trust
Illinois
US$1.67億 +US$575萬 +4% 0.36% – 71 8.45% 0.9
Macroview Investment Management
3705
Macroview Investment Management
Maryland
US$1.67億 +US$487萬 +3% 1.92% 76.6% 112 10.71% 4.7
Alpha Wealth Funds
3706
Alpha Wealth Funds
Utah
US$1.67億 -US$1657萬 -9% 0.16% – 76 60.53% 0.7
BRWM
3707
Blue Rock Wealth Management
North Carolina
US$1.67億 -US$1289萬 -7% 3.02% – 120 18.33% 1.3
Silvia McColl Wealth Management
3708
Silvia McColl Wealth Management
California
US$1.67億 +US$31.4萬 +0.2% 1.73% 82.7% 125 8% 3
Westco Advisory Services
3709
Westco Advisory Services
New York
US$1.66億 +US$77.5萬 +0.5% 2.85% – 103 8.74% 0.7
Hickory Point Bank & Trust
3710
Hickory Point Bank & Trust
Illinois
US$1.66億 +US$140萬 +0.8% 1.53% – 485 12.99% 0.8
Lifetime Wealth Management
3711
Lifetime Wealth Management
Texas
US$1.66億 -US$516萬 -3% 4.08% – 93 8.6% 0.7
Cottonwood Capital Advisors
3712
Cottonwood Capital Advisors
Utah
US$1.66億 +US$17.6萬 +0.1% 1.42% 79% 91 4.4% 3.9
MidAtlantic Capital Management
3713
MidAtlantic Capital Management
Virginia
US$1.66億 +US$514萬 +3% 0.37% 61.2% 251 65.74% 0.8
LDIC Inc
3714
LDIC Inc
US$1.66億 +US$639萬 +4% 4.54% – 25 24% 0.3
Cogent Private Wealth
3715
Cogent Private Wealth
Florida
US$1.66億 +US$586萬 +4% 0.18% – 131 15.27% 0.6
Albert D. Mason Inc
3716
Albert D. Mason Inc
Massachusetts
US$1.66億 -US$1019萬 -6% 1.89% 83.4% 147 10.2% 5.8
Seven Hills Financial
3717
Seven Hills Financial
Florida
US$1.66億 – – 1.69% – 109 – 0
MJPC
3718
Michael J. Porro & Co
New Jersey
US$1.66億 -US$1010萬 -6% 2.02% – 150 18% 0.6
MA
3719
McBroom & Associates
Nevada
US$1.65億 -US$3341萬 -17% 2.7% 148% 38 15.79% 3.2
JDH Wealth Management
3720
JDH Wealth Management
California
US$1.65億 +US$109萬 +0.7% 0.08% – 64 12.5% 1.4
Macco Financial Group
3721
Macco Financial Group
Wisconsin
US$1.65億 +US$1148萬 +7% 0.71% – 25 12% 0.6
Mascagni Wealth Management
3722
Mascagni Wealth Management
Mississippi
US$1.65億 +US$436萬 +3% 2.34% – 148 9.46% 1.3
Nautilus Advisors
3723
Nautilus Advisors
California
US$1.65億 -US$433萬 -3% 1.5% – 186 11.29% 1.3
Navigate Wealth Management
3724
Navigate Wealth Management
Alabama
US$1.65億 +US$387萬 +2% 0.22% – 87 16.09% 0.4
FIG Financial Advisory Services
3725
FIG Financial Advisory Services
Oklahoma
US$1.65億 -US$551萬 -3% 0.91% – 107 71.96% 0.4