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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)
Tortuga Wealth Management
4026
Tortuga Wealth Management
California
US$1.41億 +US$901萬 +7% 5.36% – 146 10.96% 0.6
Sherman Wealth Management
4027
Sherman Wealth Management
Maryland
US$1.41億 +US$794萬 +6% 1.02% – 88 9.09% 0.7
FDx Advisors
4028
FDx Advisors
Illinois
US$1.41億 -US$1.91億 -58% 1.1% 73.2% 186 52.15% 1.1
Daytona Street Capital
4029
Daytona Street Capital
Missouri
US$1.41億 +US$361萬 +3% 0.22% – 319 21.63% 0.6
HBE Wealth Management
4030
HBE Wealth Management
Nebraska
US$1.41億 +US$130萬 +0.9% 0.08% – 61 13.11% 0.7
Odyssey Capital Advisors
4031
Odyssey Capital Advisors
Pennsylvania
US$1.4億 +US$84.4萬 +0.6% 3.13% – 104 6.73% 0.7
WealthPoint Financial
4032
WealthPoint Financial
North Carolina
US$1.4億 +US$306萬 +2% 0.63% – 133 10.53% 0.7
Partnership Wealth Management
4033
Partnership Wealth Management
Maryland
US$1.4億 -US$778萬 -5% 1.26% 67.6% 69 5.8% 2.4
UFA
4034
Uptown Financial Advisors
Texas
US$1.4億 -US$1177萬 -8% 0.5% – 93 22.58% 1.5
North Capital
4035
North Capital
Utah
US$1.4億 +US$770萬 +6% 0.9% – 111 21.62% 1.2
Perkins Capital Management
4036
Perkins Capital Management
Minnesota
US$1.4億 +US$705萬 +5% 13.5% 389% 91 17.58% 5.2
NA
4037
Nearside Advisors
Indiana
US$1.4億 – – 1.05% – 47 – 0
FF
4038
Fox Financial
Pennsylvania
US$1.4億 -US$369萬 -3% 0.35% 78.9% 15 26.67% 2.1
Fairman Group
4039
Fairman Group
Pennsylvania
US$1.4億 +US$1245萬 +10% 6.41% 46.8% 345 7.54% 1.9
Journey Retirement Planning & Investment Management
4040
Journey Retirement Planning & Investment Management
Idaho
US$1.4億 +US$1130萬 +9% 4.21% – 181 20.99% 0.6
ICMP
4041
Integrated Capital Management (Pennsylvania)
Pennsylvania
US$1.39億 -US$383萬 -3% 1.35% 39.7% 66 13.64% 2.9
ACM
4042
Appalachian Capital Management
Ohio
US$1.39億 +US$155萬 +1% 0.37% – 48 10.42% 0.7
GS Investments
4043
GS Investments
Minnesota
US$1.39億 +US$95.3萬 +0.7% 3.83% 108% 137 5.84% 4.5
Legacy Advisory Services
4044
Legacy Advisory Services
Pennsylvania
US$1.39億 -US$272萬 -2% 1.07% 59.4% 88 47.73% 1
Athena Wealth Management
4045
Athena Wealth Management
Nevada
US$1.39億 +US$483萬 +4% 3.85% – 113 16.81% 0.6
New Dimensions Wealth Management
4046
New Dimensions Wealth Management
Texas
US$1.39億 +US$687萬 +5% 1.06% – 22 9.09% 1.4
Palatine Hill Wealth Management
4047
Palatine Hill Wealth Management
Michigan
US$1.39億 +US$1504萬 +12% 6.51% – 57 8.77% 0.6
APS Management Group
4048
APS Management Group
California
US$1.39億 +US$899萬 +7% 3.46% – 81 16.05% 0.9
Global Trust Wealth Management
4049
Global Trust Wealth Management
Florida
US$1.39億 -US$621萬 -4% 0.29% – 76 7.89% 0.7
Syntax Research
4050
Syntax Research
Florida
US$1.39億 +US$190萬 +1% 0.27% 50.7% 206 19.42% 2.2