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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)
Future Financial Wealth Management
3751
Future Financial Wealth Management
Ohio
US$1.63億 +US$256萬 +2% 0.96% 65.2% 142 16.9% 3.2
Opulen Financial Group
3752
Opulen Financial Group
Virginia
US$1.63億 +US$396萬 +2% 0.27% – 119 5.04% 1.5
Murphy & Mullick Capital Management
3753
Murphy & Mullick Capital Management
New York
US$1.63億 +US$176萬 +1% 1.91% – 700 5.29% 1.5
TF
3754
TME Financial
California
US$1.63億 +US$93.4萬 +0.6% 1.89% – 71 2.82% 1.5
Oceanside Advisors
3755
Oceanside Advisors
South Carolina
US$1.63億 -US$3534萬 -18% 0.48% 52.4% 57 7.02% 2.3
Blue Jean Financial
3756
Blue Jean Financial
New York
US$1.63億 +US$1913萬 +13% 6.9% – 108 66.67% 0.2
Bonfire Financial
3757
Bonfire Financial
Colorado
US$1.63億 +US$714萬 +5% 1.31% – 64 10.94% 1.4
Christian Investment Advisors
3758
Christian Investment Advisors
Texas
US$1.63億 -US$698萬 -4% 4.59% – 15 33.33% 1.2
Sagace Wealth Management
3759
Sagace Wealth Management
Florida
US$1.63億 +US$325萬 +2% 2.41% – 86 32.56% 1.4
Clark & Stuart Inc
3760
Clark & Stuart Inc
Maine
US$1.62億 +US$310萬 +2% 2.03% – 59 15.25% 1.5
Paladin Partners
3761
Paladin Partners
Wisconsin
US$1.62億 +US$1124萬 +7% 2.39% – 218 9.63% 0.7
Bosman Wealth Management
3762
Bosman Wealth Management
California
US$1.62億 +US$112萬 +0.7% 4.87% – 63 14.29% 0.8
S&A Financial Services
3763
S&A Financial Services
Kansas
US$1.62億 -US$163萬 -1% 0.37% – 90 4.44% 0.5
Reyes Financial Architecture
3764
Reyes Financial Architecture
California
US$1.62億 -US$1640萬 -9% 2.54% – 579 50.43% 0.7
Sun Group Wealth Partners
3765
Sun Group Wealth Partners
California
US$1.62億 +US$1552萬 +11% 8.28% – 92 17.39% 0.5
Sierra Ocean
3766
Sierra Ocean
California
US$1.62億 +US$1751萬 +12% 1.28% – 84 27.38% 1.2
AMG Asset Management Group
3767
AMG Asset Management Group
Georgia
US$1.62億 +US$222萬 +1% 2.34% – 113 25.66% 0.4
Hegarty Advisors
3768
Hegarty Advisors
New York
US$1.62億 +US$1648萬 +11% 0.28% – 70 12.86% 0.6
Aureum Wealth Management
3769
Aureum Wealth Management
Florida
US$1.62億 +US$47.7萬 +0.3% 0.13% – 65 16.92% 0.6
Kagan Cocozza Asset Management
3770
Kagan Cocozza Asset Management
New Jersey
US$1.62億 +US$209萬 +1% 0.77% – 67 1.49% 1.6
Argyle Capital Partners
3771
Argyle Capital Partners
California
US$1.62億 +US$290萬 +2% 3.46% – 186 10.75% 1.4
PartnerRe Asset Management
3772
PartnerRe Asset Management
Connecticut
US$1.62億 +US$2011萬 +14% 2.62% – 3 33.33% 0.5
Exchange Bank
3773
Exchange Bank
California
US$1.62億 +US$95.5萬 +0.6% 1.75% 75.2% 135 8.15% 2.4
Michels Family Financial
3774
Michels Family Financial
Texas
US$1.62億 +US$558萬 +4% 1.81% – 159 10.06% 1.4
Gibson Wealth Advisors
3775
Gibson Wealth Advisors
Texas
US$1.62億 +US$120萬 +0.7% 0.57% – 32 6.25% 3.9