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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)
Center for Wealth Management Advisory
3776
Center for Wealth Management Advisory
Ohio
US$1.61億 +US$196萬 +1% 0.07% – 77 38.96% 0.5
Mendota Financial Group
3777
Mendota Financial Group
Wisconsin
US$1.61億 -US$12.7萬 -0.1% 1.76% 50.1% 34 8.82% 2.2
Porter White Investment Advisors
3778
Porter White Investment Advisors
Alabama
US$1.61億 -US$9853萬 -38% 1.34% 58% 41 14.63% 2.7
Centerpoint Advisory Group
3779
Centerpoint Advisory Group
Kansas
US$1.61億 +US$342萬 +2% 2.04% – 122 5.74% 1.4
KFO
3780
Kopp Family Office
Minnesota
US$1.61億 -US$239萬 -1% 0.06% 47.9% 33 12.12% 2.2
Blue Capital Inc
3781
Blue Capital Inc
Nebraska
US$1.61億 +US$320萬 +2% 2.22% – 158 36.71% 0.6
ADG Wealth Management Group
3782
ADG Wealth Management Group
Louisiana
US$1.61億 +US$316萬 +2% 0.7% – 42 7.14% 1.2
Arbor Wealth Advisors
3783
Arbor Wealth Advisors
Michigan
US$1.61億 -US$299萬 -2% 1.82% 58.7% 62 6.45% 2.2
1620 Investment Advisors
3784
1620 Investment Advisors
Massachusetts
US$1.6億 -US$106萬 -0.7% 0.48% 71.4% 724 8.43% 2
Horizons Wealth Management
3785
Horizons Wealth Management
North Carolina
US$1.6億 – – 1.83% – 165 – 3.4
Cultivar Capital
3786
Cultivar Capital
Texas
US$1.6億 +US$495萬 +3% 0.23% 38.3% 47 21.28% 1.6
CCP
3787
Crocodile Capital Partners
Germany
US$1.6億 +US$1314萬 +9% 2.08% 126% 13 7.69% 1.3
Lauer Wealth
3788
Lauer Wealth
Indiana
US$1.6億 -US$649萬 -4% 4.16% 89.4% 112 49.11% 0.8
FFG
3789
Floyd Financial Group
Missouri
US$1.6億 +US$674萬 +4% 2.8% – 66 7.58% 1.4
Fairway Financial
3790
Fairway Financial
Florida
US$1.6億 +US$1362萬 +9% 0.73% – 27 18.52% 1.4
WSA
3791
Warm Springs Advisors
California
US$1.6億 +US$1516萬 +10% 4.93% – 51 27.45% 1.4
Collaborative Capital Advisors
3792
Collaborative Capital Advisors
New York
US$1.6億 +US$127萬 +0.8% 3.13% – 90 21.11% 0.2
Redstone Wealth Management
3793
Redstone Wealth Management
Oklahoma
US$1.59億 +US$622萬 +4% 0.56% – 35 17.14% 0.6
Accordant Advisory Group
3794
Accordant Advisory Group
Maryland
US$1.59億 +US$1116萬 +8% 8.09% – 254 6.3% 1.2
S.R. Schill & Associates
3795
S.R. Schill & Associates
Washington
US$1.59億 -US$624萬 -4% 1.75% 42.7% 25 12% 4.3
Goldenstone Wealth Management
3796
Goldenstone Wealth Management
California
US$1.59億 +US$643萬 +4% 2.93% – 82 8.54% 0.7
Seed Wealth Management
3797
Seed Wealth Management
Illinois
US$1.59億 +US$127萬 +0.8% 0.75% 62% 102 21.57% 2.8
Krane Financial Solutions
3798
Krane Financial Solutions
California
US$1.59億 -US$342萬 -2% 0.51% – 56 10.71% 0.5
BTC
3799
Bank & Trust Company
Illinois
US$1.59億 +US$57.3萬 +0.4% 4% – 309 2.27% 2
Verus Wealth Management
3800
Verus Wealth Management
Wisconsin
US$1.59億 +US$3748萬 +31% 0.95% – 74 39.19% 1.1