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)
Moulton Wealth Management
3926
Moulton Wealth Management
Washington
US$1.48億 -US$448萬 -3% 0.8% 47.8% 69 13.04% 0.9
Green Alpha Advisors
3927
Green Alpha Advisors
Colorado
US$1.48億 -US$144萬 -1% 7.35% 316% 120 14.17% 3.6
Cravens & Co Advisors
3928
Cravens & Co Advisors
Tennessee
US$1.47億 -US$147萬 -1% 1.59% 70.4% 72 22.22% 2.3
Ipsen Advisor Group
3929
Ipsen Advisor Group
Arkansas
US$1.47億 -US$812萬 -5% 1.01% – 107 1.87% 2.7
Tenzing Financial
3930
Tenzing Financial
Virginia
US$1.47億 +US$171萬 +1% 0.22% – 87 13.79% 0.7
Brown University
3931
Brown University
Rhode Island
US$1.47億 +US$3550萬 +32% 6.95% 40.1% 17 64.71% 1.1
Ball & Co Wealth Management
3932
Ball & Co Wealth Management
Tennessee
US$1.47億 +US$591萬 +4% 1.66% – 76 67.11% 1.3
Turn8 Private Wealth
3933
Turn8 Private Wealth
US$1.47億 -US$297萬 -2% 3.25% – 63 28.57% 1
Midwest Financial Network
3934
Midwest Financial Network
Illinois
US$1.47億 +US$34.6萬 +0.2% 0.05% – 111 10.81% 1
Blodgett Wealth Advisors
3935
Blodgett Wealth Advisors
California
US$1.47億 -US$249萬 -2% 8.22% 150% 74 13.51% 3.2
BCG
3936
BRIA Capital Group
Florida
US$1.47億 +US$1121萬 +8% 4.31% – 74 8.11% 0.5
PVG Asset Management
3937
PVG Asset Management
Colorado
US$1.47億 -US$2653萬 -15% 0.49% – 150 28% 0.9
Arnold Financial Planning
3938
Arnold Financial Planning
Iowa
US$1.47億 +US$1258萬 +9% 1.29% – 46 13.04% 0.5
Peak Wealth Management
3939
Peak Wealth Management
New Hampshire
US$1.47億 +US$412萬 +3% 0.25% – 69 17.39% 0.6
ALAM
3940
Asahi Life Asset Management
Japan
US$1.47億 -US$3035萬 -17% 3.06% 133% 213 54.93% 2.2
Virtue Asset Management
3941
Virtue Asset Management
Illinois
US$1.47億 +US$413萬 +3% 2.74% – 109 3.67% 0.9
Clear Point Advisors
3942
Clear Point Advisors
New York
US$1.46億 +US$3366萬 +30% 1.38% 56.7% 138 37.68% 0.7
Collier Financial
3943
Collier Financial
Colorado
US$1.46億 +US$14.2萬 +0.1% 1.55% – 155 9.68% 1.3
AF
3944
ASL Financial
California
US$1.46億 +US$427萬 +3% 0.65% – 102 6.86% 0.7
Clarity Retirement & Wealth
3945
Clarity Retirement & Wealth
Massachusetts
US$1.46億 +US$111萬 +0.8% 0.83% – 36 13.89% 0.6
HRC
3946
Hoertkorn Richard Charles
US$1.46億 -US$320萬 -2% 0.33% 182% 71 4.23% 8.9
LTG Capital
3947
LTG Capital
Massachusetts
US$1.46億 -US$358萬 -2% 4.48% 59% 25 4% 4.3
Woodside Wealth Management
3948
Woodside Wealth Management
Massachusetts
US$1.46億 +US$240萬 +2% 0.36% – 46 8.7% 1.4
BFI Wealth Solutions
3949
BFI Wealth Solutions
Texas
US$1.46億 +US$1088萬 +8% 0.83% – 85 4.71% 0.7
SC
3950
Simcoe Capital
Washington
US$1.46億 -US$1816萬 -11% 3.09% – 37 8.11% 0.6