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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)
SJBenen ADVISORY
3726
SJBenen ADVISORY
North Carolina
US$1.65億 -US$1145萬 -6% 7.65% – 37 18.92% 0.6
BAWM
3727
Bennett Associates Wealth Management
Pennsylvania
US$1.65億 +US$331萬 +2% 0.61% 51% 62 29.03% 1.4
Ahara Advisors
3728
Ahara Advisors
New Jersey
US$1.65億 +US$1704萬 +12% 6.28% – 61 9.84% 0.6
Nabity-Jensen Investment Management
3729
Nabity-Jensen Investment Management
Nebraska
US$1.65億 +US$174萬 +1% 1.81% 85.3% 71 2.82% 2.4
PIA
3730
Prakash Investment Advisors
Massachusetts
US$1.65億 -US$927萬 -5% 1.22% – 106 14.15% 0.9
McAlvany Wealth Management
3731
McAlvany Wealth Management
Colorado
US$1.65億 +US$3104萬 +23% 11.4% – 49 6.12% 0.6
Boyce & Associates Wealth Consulting
3732
Boyce & Associates Wealth Consulting
Texas
US$1.65億 +US$2047萬 +14% 1.6% 58.2% 89 19.1% 2.5
LWM
3733
Lighthouse Wealth Management
Ohio
US$1.65億 +US$366萬 +2% 1.43% – 52 13.46% 1.3
Ibex Investors
3734
Ibex Investors
Colorado
US$1.65億 -US$2938萬 -15% 4.69% 1.71% 16 31.25% 1.4
Somnio Financial Group
3735
Somnio Financial Group
Connecticut
US$1.65億 -US$415萬 -2% 2.09% – 14 0% 2.1
Avant Financial Advisors
3736
Avant Financial Advisors
Texas
US$1.64億 +US$386萬 +2% 0.24% – 71 4.23% 1.6
Flagship Capital Management
3737
Flagship Capital Management
Pennsylvania
US$1.64億 +US$590萬 +4% 5.79% – 53 7.55% 0.7
Beacon Hill Wealth Management
3738
Beacon Hill Wealth Management
US$1.64億 +US$1993萬 +14% 1.05% – 28 17.86% 0.2
SWM
3739
SpringVest Wealth Management
Texas
US$1.64億 +US$486萬 +3% 1.24% – 82 10.98% 1.3
Lancaster Investment Management
3740
Lancaster Investment Management
United Kingdom
US$1.64億 -US$172萬 -1% 5.92% 0.78% 12 33.33% 0.7
Robinson Smith Wealth Advisors
3741
Robinson Smith Wealth Advisors
Maine
US$1.64億 -US$325萬 -2% 1.11% 62.6% 100 3% 2
Climber Capital
3742
Climber Capital
Switzerland
US$1.64億 +US$12.5萬 +0.1% 0.83% – 68 8.82% 1.5
Income Research & Management
3743
Income Research & Management
Massachusetts
US$1.64億 -US$2089萬 -11% 0.5% 1.19% 33 9.09% 1.5
KRAVCF
3744
Karnit Road Accident Victims Compensation Fund
US$1.64億 -US$1243萬 -7% 1.85% – 20 15% 0.6
BFS
3745
Burr Financial Services
California
US$1.64億 +US$239萬 +1% 3.08% 478% 31 32.26% 1.7
Merkkuri Wealth Advisors
3746
Merkkuri Wealth Advisors
New York
US$1.63億 +US$221萬 +1% 0.32% – 84 10.71% 1.8
KLCM
3747
KG&L Capital Management
Louisiana
US$1.63億 -US$480萬 -3% 1.14% 91.9% 150 16.67% 3.9
Cooksen Wealth
3748
Cooksen Wealth
Texas
US$1.63億 +US$449萬 +3% 0.08% 70.7% 45 2.22% 2.7
Zeit Capital
3749
Zeit Capital
Colorado
US$1.63億 -US$278萬 -2% 0.47% 56.5% 53 15.09% 3.1
Cushing Capital Partners
3750
Cushing Capital Partners
Wisconsin
US$1.63億 +US$1784萬 +12% 2.04% – 115 15.65% 1.1