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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)
Sage Investment Advisers
3851
Sage Investment Advisers
New York
US$1.54億 +US$551萬 +4% 1.2% – 101 7.92% 2.8
DIS
3852
Diversified Investment Strategies
Louisiana
US$1.54億 -US$45.5萬 -0.3% 5.81% 93.8% 57 10.53% 5.4
Oath Planning
3853
Oath Planning
Oklahoma
US$1.54億 +US$1940萬 +14% 1.14% – 78 14.1% 0.7
Steinberg Asset Management
3854
Steinberg Asset Management
New York
US$1.54億 -US$667萬 -4% 2.34% 108% 46 6.52% 4.2
ACPLP
3855
ACT Capital Partners, L.P.
Pennsylvania
US$1.54億 – – 1.02% – 58 – 0
LP
3856
LB Partners
Virginia
US$1.54億 +US$713萬 +5% 13.6% 136% 42 28.57% 1.3
SageOak Financial
3857
SageOak Financial
Oklahoma
US$1.54億 -US$6.08萬 -0% 1.28% – 37 5.41% 1.5
Visa Foundation
3858
Visa Foundation
California
US$1.54億 -US$154萬 -1% 2.2% 58.1% 2 0% 2.5
TMT General Partner
3859
TMT General Partner
Hong Kong
US$1.54億 -US$4025萬 -21% 19.2% – 3 0% 1.6
AC
3860
Anson Capital
Georgia
US$1.53億 -US$23.9萬 -0.2% 0.31% 50.5% 97 7.22% 2.5
Spartan Planning & Wealth Management
3861
Spartan Planning & Wealth Management
North Carolina
US$1.53億 +US$319萬 +2% 3.68% – 88 30.68% 1.3
Morey & Quinn Wealth Partners
3862
Morey & Quinn Wealth Partners
Nebraska
US$1.53億 -US$210萬 -1% 1.28% – 147 8.16% 1.5
Sincerus Advisory
3863
Sincerus Advisory
New York
US$1.53億 +US$601萬 +4% 0.83% – 87 6.9% 1.4
HFAS
3864
Hummer Financial Advisory Services
Illinois
US$1.53億 +US$98.4萬 +0.6% 3.87% 71.8% 135 10.37% 4.2
A4 Wealth Advisors
3865
A4 Wealth Advisors
North Carolina
US$1.53億 +US$215萬 +1% 0.13% – 95 25.26% 0.8
Stewardship Concepts Financial Services
3866
Stewardship Concepts Financial Services
Washington
US$1.53億 +US$405萬 +3% 0.2% – 74 10.81% 0.6
Harpswell Capital Advisors
3867
Harpswell Capital Advisors
Maine
US$1.52億 -US$342萬 -2% 1.41% – 53 32.08% 0.7
Pine Haven Investment Counsel
3868
Pine Haven Investment Counsel
Massachusetts
US$1.52億 +US$357萬 +2% 4.73% 86.3% 118 5.08% 3.7
GraniteShares Advisors
3869
GraniteShares Advisors
New York
US$1.52億 -US$323萬 -2% 0.92% 88.4% 91 2.2% 2
Womack Financial
3870
Womack Financial
Texas
US$1.52億 +US$95.1萬 +0.6% 0.99% – 74 9.46% 1.5
AllStreet Capital Advisors
3871
AllStreet Capital Advisors
California
US$1.52億 -US$160萬 -1% 0.21% – 70 5.71% 0.7
CFG
3872
Chapman Financial Group
Hawaii
US$1.52億 +US$159萬 +1% 3.84% – 272 7.72% 1.4
Nestegg Advisors
3873
Nestegg Advisors
New York
US$1.52億 +US$1063萬 +8% 0.11% – 62 19.35% 1.3
HC
3874
Hoese & Co
Minnesota
US$1.52億 -US$191萬 -1% 0.23% 51% 185 7.57% 2.8
Northern Financial Advisors
3875
Northern Financial Advisors
Michigan
US$1.52億 +US$80.5萬 +0.5% 2.95% 120% 104 5.77% 2.9