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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)
NorthLanding Financial Partners
4001
NorthLanding Financial Partners
New York
US$1.43億 -US$186萬 -1% 0.1% 54.7% 46 6.52% 3.1
Mallini Complete Financial Planning
4002
Mallini Complete Financial Planning
Florida
US$1.43億 +US$250萬 +2% 1.23% – 73 4.11% 1.3
Spectrum Advisors
4003
Spectrum Advisors
Texas
US$1.43億 +US$123萬 +0.9% 0.24% – 57 10.53% 0.5
Sidoxia Capital Management
4004
Sidoxia Capital Management
California
US$1.42億 +US$605萬 +4% 2.14% – 91 8.79% 0.5
Sound Portfolio Advisors
4005
Sound Portfolio Advisors
Connecticut
US$1.42億 +US$154萬 +1% 0.51% – 49 4.08% 0.6
Marrick Wealth
4006
Marrick Wealth
California
US$1.42億 +US$158萬 +1% 0.19% – 63 3.17% 0.6
Gilbert Capital Group
4007
Gilbert Capital Group
Maine
US$1.42億 -US$38.6萬 -0.3% 0.86% – 63 15.87% 0.9
Tenet Wealth Partners
4008
Tenet Wealth Partners
Illinois
US$1.42億 +US$785萬 +6% 0.8% – 112 14.29% 0.2
GJ
4009
Greg Jennings
New York
US$1.42億 – – 6.33% – 49 – 0
Ulland Investment Advisors
4010
Ulland Investment Advisors
Minnesota
US$1.42億 +US$672萬 +5% 1.64% 161% 240 7.92% 3
Alessandra Capital Management
4011
Alessandra Capital Management
California
US$1.42億 +US$91.3萬 +0.6% 1.1% – 142 25.35% 0.6
AC
4012
Agman Capital
Nebraska
US$1.42億 -US$1644萬 -10% 12.3% – 21 19.05% 0.6
SPAL
4013
StoneRidge PMG Advisors, LLC
Pennsylvania
US$1.42億 – – 3.15% – 147 – 0
Blueline Advisors
4014
Blueline Advisors
New Hampshire
US$1.42億 -US$252萬 -2% 1.22% – 297 25.25% 0.6
Stirlingshire Investments
4015
Stirlingshire Investments
New York
US$1.42億 +US$696萬 +5% 0.09% – 266 33.08% 0.5
NorthAvenue LLC
4016
NorthAvenue LLC
Ohio
US$1.42億 +US$220萬 +2% 0.72% – 316 14.87% 0.7
PM
4017
Parametrica Management
Hong Kong
US$1.42億 +US$1417萬 +11% 2.07% 543% 35 60% 1
Forest Hill Capital
4018
Forest Hill Capital
Arkansas
US$1.42億 +US$1169萬 +9% 9.71% 132% 24 25% 4.1
Richwood Investment Advisors
4019
Richwood Investment Advisors
Ohio
US$1.42億 -US$56.2萬 -0.4% 0.6% 71.9% 112 8.93% 3.8
PCG Asset Management
4020
PCG Asset Management
New Jersey
US$1.42億 +US$202萬 +1% 2.03% – 147 70.75% 0.6
RHDIC
4021
R.H. Dinel Investment Counsel
California
US$1.42億 +US$1131萬 +9% 14.6% 55.9% 40 2.5% 10.7
LifePlan Financial
4022
LifePlan Financial
Minnesota
US$1.41億 -US$151萬 -1% 2.3% 69.9% 95 10.53% 1.9
MCM
4023
Magnolia Capital Management
New York
US$1.41億 -US$367萬 -3% 1.26% 85.9% 75 5.33% 4.7
Rhodes Investment Advisors
4024
Rhodes Investment Advisors
Texas
US$1.41億 +US$511萬 +4% 4% – 141 21.99% 0.6
Western Reserve Capital Management
4025
Western Reserve Capital Management
Ohio
US$1.41億 +US$609萬 +5% 1.32% – 54 1.85% 0.7