我們已在上線! 進一步了解

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6,641檔基金(占~74%)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)
MBA Advisors
3776
MBA Advisors
Pennsylvania
US$3.06億 +US$897萬 +3% 1.87% 66.1% 181 14.92% 3.2
EFM
3777
Eley Financial Management
Vermont
US$3.06億 -US$295萬 -1% 0.26% 74.9% 73 5.48% 3.2
MG
3778
Magnolia Group
Nebraska
US$3.06億 -US$1.71億 -36% 5.53% 11.4% 25 36% 1.8
Freedom Financial Partners
3779
Freedom Financial Partners
Minnesota
US$3.05億 -US$164萬 -0.5% 0.24% – 94 10.64% 1.4
Silphium Asset Management
3780
Silphium Asset Management
United Kingdom
US$3.05億 +US$853萬 +3% 2.98% 118% 58 12.07% 1.4
Landing Point Financial Group
3781
Landing Point Financial Group
Ohio
US$3.05億 +US$1066萬 +4% 0.26% – 105 9.52% 1.2
Rede Wealth
3782
Rede Wealth
Virginia
US$3.04億 +US$240萬 +0.8% 1.83% 84.4% 119 4.2% 1.8
Intrepid Capital Management
3783
Intrepid Capital Management
Florida
US$3.04億 +US$2221萬 +8% 0.64% 74.8% 114 8.77% 3
Endure Capital Management
3784
Endure Capital Management
Texas
US$3.04億 -US$1.47億 -33% 4.51% – 59 49.15% 0.3
BDA
3785
Borer Denton & Associates
Pennsylvania
US$3.04億 -US$93.3萬 -0.3% 3.13% 54.4% 76 7.89% 3.2
Equity Wealth Partners
3786
Equity Wealth Partners
Missouri
US$3.04億 +US$2562萬 +9% 0.42% – 115 10.43% 0.7
FCG Investment Company
3787
FCG Investment Company
Tennessee
US$3.04億 +US$1449萬 +5% 3.18% – 130 13.08% 1
Brick & Kyle Associates
3788
Brick & Kyle Associates
Pennsylvania
US$3.04億 +US$61.5萬 +0.2% 7.43% 116% 99 41.41% 5.3
Clarus Group
3789
Clarus Group
Texas
US$3.03億 +US$827萬 +3% 1.95% 67.5% 134 13.43% 2.8
Shaker Financial Services
3790
Shaker Financial Services
Virginia
US$3.03億 -US$1610萬 -5% 5.35% 12.9% 167 25.15% 2.4
Wrenne Financial Planning
3791
Wrenne Financial Planning
Kentucky
US$3.03億 +US$699萬 +2% 1.27% 54.3% 64 6.25% 1.8
RC
3792
Resolute Capital
South Carolina
US$3.03億 +US$1328萬 +5% 1.22% – 78 15.38% 0.6
Ted Buchan & Co
3793
Ted Buchan & Co
California
US$3.03億 -US$263萬 -0.9% 0.75% 65.2% 100 11% 2.2
Alpha Zero
3794
Alpha Zero
Florida
US$3.03億 +US$3912萬 +15% 1.57% – 114 23.68% 1.2
Lynx Investment Advisory
3795
Lynx Investment Advisory
District of Columbia
US$3.03億 -US$241萬 -0.8% 0.37% – 245 13.06% 1.3
Cypress Funds
3796
Cypress Funds
California
US$3.03億 -US$1132萬 -4% 8.14% 125% 15 13.33% 4.3
GAMC
3797
Garner Asset Management Corp
Texas
US$3.03億 -US$566萬 -2% 0.73% 103% 177 12.99% 5.2
Owen LaRue
3798
Owen LaRue
Kentucky
US$3.03億 +US$1515萬 +5% 4.31% 139% 167 31.74% 1.6
Armstrong Fleming & Moore
3799
Armstrong Fleming & Moore
District of Columbia
US$3.03億 +US$74.2萬 +0.2% 0.68% 135% 116 5.17% 1.4
Heritage Family Offices
3800
Heritage Family Offices
Arizona
US$3.03億 +US$4361萬 +17% 2.45% – 1,024 77.05% 0.3