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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)
APW
3801
Aurora Private Wealth
New Jersey
US$1.59億 +US$111萬 +0.7% 2.33% – 184 12.5% 3.1
FWM
3802
FMA Wealth Management
Massachusetts
US$1.59億 +US$237萬 +2% 0.69% 40.8% 44 9.09% 2
SC
3803
Settian Capital
New York
US$1.58億 +US$264萬 +2% 3.08% 69% 28 21.43% 2.2
McAlister Sweet & Associates
3804
McAlister Sweet & Associates
Texas
US$1.58億 -US$2885萬 -15% 2.53% 83.6% 42 19.05% 1.9
Willner & Heller
3805
Willner & Heller
California
US$1.58億 -US$160萬 -1% 1.7% 131% 173 6.36% 3.1
Granite Group Advisors
3806
Granite Group Advisors
Connecticut
US$1.58億 -US$1057萬 -6% 5.17% 74% 87 13.79% 1.9
Joel Adams & Associates
3807
Joel Adams & Associates
North Carolina
US$1.58億 +US$231萬 +1% 1.5% – 70 8.57% 1.5
Bestgate Wealth Advisors
3808
Bestgate Wealth Advisors
Maryland
US$1.58億 +US$9522萬 +152% 0.01% – 77 41.56% 0.9
Eddie Patel Inc
3809
Eddie Patel Inc
Illinois
US$1.58億 -US$935萬 -6% 3.13% – 147 31.29% 0.4
Entruity Wealth
3810
Entruity Wealth
California
US$1.58億 +US$336萬 +2% 0.36% – 56 5.36% 1.2
DKM Wealth Management
3811
DKM Wealth Management
California
US$1.58億 +US$493萬 +3% 0.68% – 77 5.19% 1.4
JWM
3812
JP Wealth Management
South Carolina
US$1.58億 -US$102萬 -0.6% 1.04% – 14 0% 1.5
J2 Capital Management
3813
J2 Capital Management
Michigan
US$1.58億 +US$907萬 +6% 1.77% – 137 23.36% 2.1
Mueller Wealth
3814
Mueller Wealth
Wisconsin
US$1.58億 +US$1086萬 +7% 0.2% – 19 5.26% 0.7
Madrid Wealth Management
3815
Madrid Wealth Management
New Mexico
US$1.57億 +US$507萬 +3% 0.41% – 77 10.39% 0.7
Liberty Atlantic Advisors
3816
Liberty Atlantic Advisors
Texas
US$1.57億 +US$1835萬 +13% 0.07% – 94 15.96% 0.6
Schwallier Wealth Management
3817
Schwallier Wealth Management
Michigan
US$1.57億 -US$104萬 -0.7% 0.83% 42.3% 72 9.72% 1.3
Outbound Financial Inc
3818
Outbound Financial Inc
Colorado
US$1.57億 +US$282萬 +2% 0.07% – 47 6.38% 1.1
Lakeshore Capital Group
3819
Lakeshore Capital Group
Illinois
US$1.57億 +US$2210萬 +16% 1.61% – 79 7.59% 1.5
Chartist Inc
3820
Chartist Inc
California
US$1.57億 -US$332萬 -2% 3.11% – 22 4.55% 6.7
Guardian Investment Management
3821
Guardian Investment Management
California
US$1.57億 +US$194萬 +1% 3.97% 103% 61 3.28% 7.1
Covestor
3822
Covestor
United Kingdom
US$1.57億 -US$1632萬 -9% 1.73% 134% 2,984 12.63% 3.6
Guild Investment Management
3823
Guild Investment Management
California
US$1.57億 +US$1035萬 +7% 7.38% 119% 66 22.73% 2.1
Capital Squared Financial
3824
Capital Squared Financial
Maryland
US$1.57億 +US$381萬 +2% 0.03% – 91 5.49% 1.1
Redwood Park Advisors
3825
Redwood Park Advisors
California
US$1.57億 +US$449萬 +3% 3.24% – 466 25.97% 1.1