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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)
Chung Wu Investment Group
4076
Chung Wu Investment Group
Texas
US$1.37億 -US$1551萬 -10% 2.83% – 330 27.27% 0.9
Koenig Investment Advisory
4077
Koenig Investment Advisory
Oregon
US$1.37億 +US$785萬 +6% 2.68% – 38 2.63% 0.7
Roan Capital Partners
4078
Roan Capital Partners
Tennessee
US$1.37億 +US$1596萬 +13% 0.54% – 81 7.41% 0.4
ICG Advisors
4079
ICG Advisors
California
US$1.36億 +US$1.06億 +354% 1.37% – 7 28.57% 0.5
TABR Capital Management
4080
TABR Capital Management
California
US$1.36億 +US$1905萬 +16% 0.27% – 82 62.2% 0.6
Targeted Financial Services
4081
Targeted Financial Services
Florida
US$1.36億 +US$90.6萬 +0.7% 0.53% – 67 11.94% 0.6
Summit Financial Consulting
4082
Summit Financial Consulting
Michigan
US$1.36億 -US$1106萬 -8% 1.6% – 53 16.98% 1
Lynch Investment Planning
4083
Lynch Investment Planning
Pennsylvania
US$1.36億 +US$617萬 +5% 0.91% – 232 75.86% 0.2
Seelaus Asset Management
4084
Seelaus Asset Management
New Jersey
US$1.36億 -US$608萬 -4% 3.88% 134% 216 17.59% 3.3
Eagle Wealth Advisors
4085
Eagle Wealth Advisors
Connecticut
US$1.36億 +US$510萬 +4% 4.65% – 103 3.88% 0.6
Avail Investment Partners
4086
Avail Investment Partners
Pennsylvania
US$1.36億 +US$625萬 +5% 3.5% – 225 20.44% 0.4
Industrial Alliance Investment Management
4087
Industrial Alliance Investment Management
Quebec, Canada
US$1.36億 -US$7640萬 -36% 0.18% 88.8% 8 0% 3.4
Donalies Financial Planning
4088
Donalies Financial Planning
District of Columbia
US$1.36億 +US$36.6萬 +0.3% 0.81% – 82 9.76% 0.7
CrossGen Wealth
4089
CrossGen Wealth
North Carolina
US$1.36億 +US$729萬 +6% 7.07% – 231 19.91% 0.7
ALS
4090
Andrew L. Share
US$1.36億 -US$5760萬 -30% 5.83% 3.31% 52 63.46% 0.8
SeedSafe Financial
4091
SeedSafe Financial
Texas
US$1.36億 -US$325萬 -2% 1.31% – 42 14.29% 0.6
Finward Bancorp
4092
Finward Bancorp
Indiana
US$1.36億 +US$377萬 +3% 3.04% – 109 7.34% 1.6
Providence Financial Advisors
4093
Providence Financial Advisors
Kansas
US$1.36億 -US$4025萬 -23% 1.22% – 62 14.52% 0.8
Farnam Financial
4094
Farnam Financial
Arizona
US$1.35億 -US$166萬 -1% 0.11% – 62 20.97% 1.3
Broussard Financial Group
4095
Broussard Financial Group
Louisiana
US$1.35億 +US$1056萬 +8% 2.95% – 45 37.78% 0.5
Approach Retirement Advisors
4096
Approach Retirement Advisors
Alabama
US$1.35億 -US$231萬 -2% 0.81% – 85 9.41% 0.7
Capital CS Group
4097
Capital CS Group
California
US$1.35億 +US$846萬 +7% 3.77% 27.8% 113 58.41% 1
SR
4098
Summer Road
Florida
US$1.35億 -US$2584萬 -16% 16.7% 214% 26 30.77% 1.7
Littlejohn Financial Services
4099
Littlejohn Financial Services
Oregon
US$1.35億 -US$249萬 -2% 1.91% – 82 28.05% 0.9
Dala Group
4100
Dala Group
Illinois
US$1.35億 +US$1365萬 +11% 1.7% – 72 6.94% 0.7