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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)
K2 Financial
3976
K2 Financial
California
US$1.44億 +US$247萬 +2% 1.48% – 62 4.84% 1.6
Exane Asset Management
3977
Exane Asset Management
France
US$1.44億 -US$1.33億 -48% 1.4% 74.5% 36 66.67% 0.6
Merited Wealth
3978
Merited Wealth
Florida
US$1.44億 +US$268萬 +2% 0.52% – 77 12.99% 0.7
Bradyco Inc
3979
Bradyco Inc
Massachusetts
US$1.44億 +US$5685萬 +65% 6.73% – 37 10.81% 1.6
Corepath Wealth Partners
3980
Corepath Wealth Partners
Arizona
US$1.44億 -US$1630萬 -10% 0.09% 62.1% 46 30.43% 3.9
HAM
3981
Hedges Asset Management
Nevada
US$1.44億 -US$844萬 -6% 2.32% – 110 5.45% 3.2
GPCM
3982
Guardsman Private Capital Management
Florida
US$1.44億 +US$126萬 +0.9% 0.28% – 44 2.27% 0.7
Prosperity Advisers
3983
Prosperity Advisers
Pennsylvania
US$1.44億 +US$581萬 +4% 0.32% – 48 12.5% 0.6
Illumine Investment Management
3984
Illumine Investment Management
Washington
US$1.44億 -US$988萬 -6% 0.84% – 107 0% 0
Fulcrum Wealth Advisors
3985
Fulcrum Wealth Advisors
Washington
US$1.44億 +US$1280萬 +10% 3.61% – 92 25% 0.6
Semitam Bonam
3986
Semitam Bonam
New York
US$1.44億 +US$754萬 +6% 0.86% – 52 15.38% 1.1
Wiregrass Investment Management
3987
Wiregrass Investment Management
Georgia
US$1.44億 -US$310萬 -2% 1% – 116 9.48% 0.6
Rubicon Advisors
3988
Rubicon Advisors
California
US$1.44億 +US$635萬 +5% 2.91% – 93 11.83% 0.6
Madson Wealth Advisors
3989
Madson Wealth Advisors
California
US$1.44億 -US$347萬 -2% 1.14% – 101 11.88% 0.4
Fountainhead AM
3990
Fountainhead AM
New Jersey
US$1.43億 +US$893萬 +7% 5.02% 80.4% 229 56.33% 2.4
DMC Group
3991
DMC Group
Alabama
US$1.43億 -US$251萬 -2% 5.73% 116% 137 17.52% 2.8
Hofer & Associates
3992
Hofer & Associates
California
US$1.43億 -US$6350萬 -31% 1.85% 61.7% 130 86.15% 0.8
Red Crane Wealth Management
3993
Red Crane Wealth Management
California
US$1.43億 +US$740萬 +5% 1.85% – 82 8.54% 1.4
SIMA Wealth Partners
3994
SIMA Wealth Partners
Virginia
US$1.43億 +US$221萬 +2% 0.55% – 138 5.8% 2
Slocum, Gordon & Co
3995
Slocum, Gordon & Co
Rhode Island
US$1.43億 -US$722萬 -5% 2.53% 65.3% 72 11.11% 2.4
Sacks & Associates
3996
Sacks & Associates
New Jersey
US$1.43億 -US$499萬 -3% 0.31% – 83 8.43% 0.7
Fundamenta Capital
3997
Fundamenta Capital
US$1.43億 -US$2931萬 -17% 2.94% – 16 37.5% 0.3
Vested Financial Planning
3998
Vested Financial Planning
California
US$1.43億 -US$587萬 -4% 0.65% – 36 36.11% 1.2
RCM
3999
RMR Capital Management
California
US$1.43億 -US$231萬 -2% 0.35% 57% 79 10.13% 2.3
Cannon Capital Management
4000
Cannon Capital Management
Utah
US$1.43億 +US$2514萬 +21% 1.73% – 31 9.68% 0.7