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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)
South Shore Capital Advisors
3951
South Shore Capital Advisors
Massachusetts
US$1.46億 -US$354萬 -2% 2.7% – 187 33.69% 1.6
PR
3952
PSP Research
Pennsylvania
US$1.46億 -US$4205萬 -22% 0.09% – 76 43.42% 0.6
Bridgelight Financial Advisors
3953
Bridgelight Financial Advisors
Connecticut
US$1.46億 -US$22.5萬 -0.2% 1.27% – 49 6.12% 0.6
Post Resch Tallon Group
3954
Post Resch Tallon Group
New York
US$1.46億 +US$107萬 +0.7% 0.71% – 151 17.22% 1.2
Delta Wealth Advisors
3955
Delta Wealth Advisors
Indiana
US$1.46億 +US$560萬 +4% 0.51% – 48 4.17% 1.8
Piscataqua Savings Bank
3956
Piscataqua Savings Bank
New Hampshire
US$1.46億 -US$261萬 -2% 3.17% 96.8% 416 2.4% 4
KL
3957
Keenan LLC
Massachusetts
US$1.46億 +US$397萬 +3% 0.58% – 48 8.33% 0.7
Greenhouse Wealth Management
3958
Greenhouse Wealth Management
Connecticut
US$1.45億 +US$318萬 +2% 0.93% 87.2% 56 8.93% 3.9
Blake Schutter Theil Wealth Advisors
3959
Blake Schutter Theil Wealth Advisors
Ohio
US$1.45億 -US$246萬 -2% 0.66% – 114 7.89% 1.6
Strategic Advisory Partners
3960
Strategic Advisory Partners
North Carolina
US$1.45億 +US$414萬 +3% 0.26% – 44 4.55% 0.7
Platt Investment Counsel
3961
Platt Investment Counsel
Florida
US$1.45億 -US$396萬 -3% 1.93% 62.9% 15 6.67% 2.8
Tepp RIA
3962
Tepp RIA
New Jersey
US$1.45億 -US$238萬 -2% 0.43% – 53 11.32% 0.9
Leibman Financial Services
3963
Leibman Financial Services
Nebraska
US$1.45億 -US$545萬 -4% 1.84% 59.2% 49 14.29% 1.6
Lesa Sroufe & Co
3964
Lesa Sroufe & Co
Washington
US$1.45億 +US$447萬 +3% 7.38% – 71 11.27% 5.5
ML
3965
MILFAM LLC
Florida
US$1.45億 +US$1648萬 +13% 20.9% – 16 31.25% 0.3
Renaissance Capital
3966
Renaissance Capital
Connecticut
US$1.45億 -US$3671萬 -20% 3.3% 392% 61 26.23% 0.9
Bright Futures Wealth Management
3967
Bright Futures Wealth Management
New York
US$1.45億 -US$1022萬 -7% 0.08% – 224 20.09% 1.2
Vanguard Capital Wealth Advisors
3968
Vanguard Capital Wealth Advisors
Colorado
US$1.45億 -US$302萬 -2% 1.23% 234% 151 27.81% 3.4
4Wealth Advisors
3969
4Wealth Advisors
Illinois
US$1.45億 +US$1430萬 +11% 0.15% – 169 25.44% 1.2
Ares Financial Consulting
3970
Ares Financial Consulting
California
US$1.45億 +US$517萬 +4% 0.94% – 1,148 8.28% 0.7
LC
3971
Lawood & Co
Pennsylvania
US$1.45億 -US$310萬 -2% 0.5% – 97 5.15% 0.7
New Covenant Trust Company
3972
New Covenant Trust Company
Indiana
US$1.44億 +US$1182萬 +9% 2.38% – 115 10.43% 1.7
DWR Wealth Management
3973
DWR Wealth Management
California
US$1.44億 +US$1071萬 +8% 0.83% – 59 6.78% 0.7
Enhancing Capital
3974
Enhancing Capital
Pennsylvania
US$1.44億 -US$124萬 -0.8% 2.81% – 93 8.6% 3.4
Carbahal Olsen Financial Services Group
3975
Carbahal Olsen Financial Services Group
California
US$1.44億 +US$14.6萬 +0.1% 1.23% – 41 9.76% 1.5