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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)
Scratch Capital
3826
Scratch Capital
Idaho
US$1.57億 -US$4482萬 -22% 1.41% – 48 20.83% 1.4
Safir Wealth Advisors
3827
Safir Wealth Advisors
New Hampshire
US$1.57億 +US$273萬 +2% 0.53% 52.1% 18 5.56% 3.7
Gladwyn Financial Advisors
3828
Gladwyn Financial Advisors
Virginia
US$1.57億 -US$330萬 -2% 1.22% – 82 1.22% 1.2
Town Capital
3829
Town Capital
Maryland
US$1.57億 -US$116萬 -0.7% 0.24% – 86 23.26% 0.5
Prota Financial
3830
Prota Financial
Texas
US$1.57億 +US$461萬 +3% 0.41% – 71 4.23% 0.7
ATX Financial Planning
3831
ATX Financial Planning
Texas
US$1.56億 +US$540萬 +4% 1.56% – 94 27.66% 0.6
Kopion Asset Management
3832
Kopion Asset Management
Texas
US$1.56億 -US$173萬 -1% 4.38% 80.5% 21 4.76% 4.3
Polaris Investment Advisors
3833
Polaris Investment Advisors
Massachusetts
US$1.56億 +US$30.8萬 +0.2% 0.59% – 82 13.41% 0.7
46 Peaks LLC
3834
46 Peaks LLC
Pennsylvania
US$1.56億 -US$267萬 -2% 1.6% – 31 29.03% 0.7
Aspetuck Financial Management
3835
Aspetuck Financial Management
Connecticut
US$1.56億 -US$1353萬 -8% 2.42% – 85 11.76% 1.5
True Wind Capital Management
3836
True Wind Capital Management
California
US$1.56億 -US$6976萬 -31% 22.9% 59.6% 2 50% 4.8
Paradigm Strategies in Wealth Management
3837
Paradigm Strategies in Wealth Management
Minnesota
US$1.56億 -US$806萬 -5% 0.34% 41.2% 62 11.29% 3
Madison Park Capital Advisors
3838
Madison Park Capital Advisors
Washington
US$1.56億 +US$1559萬 +11% 2.1% 62.4% 76 18.42% 1.9
AlpenGlobal Capital
3839
AlpenGlobal Capital
California
US$1.56億 +US$2.69萬 +0% 1.29% – 38 18.42% 1.4
Winebrenner Capital Management
3840
Winebrenner Capital Management
Kentucky
US$1.55億 -US$878萬 -5% 0.54% – 161 13.04% 1.3
Terra Nova Asset Management
3841
Terra Nova Asset Management
New York
US$1.55億 -US$791萬 -5% 1.29% 172% 107 24.3% 3.2
Seek First
3842
Seek First
California
US$1.55億 -US$310萬 -2% 0.89% – 68 8.82% 1.3
Lederer & Associates Investment Counsel
3843
Lederer & Associates Investment Counsel
California
US$1.55億 +US$318萬 +2% 5.63% 92.7% 90 8.89% 5.9
ML
3844
MTCO Ltd
US$1.55億 -US$1.16億 -43% 26.3% – 6 33.33% 0.4
DW
3845
Durante & Waters
New York
US$1.55億 +US$214萬 +1% 0.42% 59.1% 37 16.22% 2.2
MJT & Associates Financial Advisory
3846
MJT & Associates Financial Advisory
Minnesota
US$1.55億 +US$341萬 +2% 0.33% – 490 15.92% 1.2
Richard Young Associates
3847
Richard Young Associates
Georgia
US$1.55億 +US$408萬 +3% 1.62% – 33 18.18% 0.6
Rye Brook Capital
3848
Rye Brook Capital
Connecticut
US$1.54億 +US$1186萬 +8% 0.98% 77.2% 44 18.18% 1.1
Koa Wealth Management
3849
Koa Wealth Management
California
US$1.54億 +US$738萬 +5% 6.45% 74.8% 57 8.77% 2
Abbington Investment Group
3850
Abbington Investment Group
Connecticut
US$1.54億 -US$280萬 -2% 7.53% – 53 5.66% 0.9