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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4,496檔基金(占~50%)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)
GC
4101
Gruss & Co
Florida
US$1.2億 +US$7903萬 +194% 6.57% 173% 43 23.26% 2.1
BankChampaign National Association
4102
BankChampaign National Association
Illinois
US$1.2億 -US$1048萬 -8% 0.38% – 227 22.91% 0.5
HighRoad Wealth Advisors
4103
HighRoad Wealth Advisors
Oregon
US$1.2億 +US$106萬 +0.9% 0.17% – 46 32.61% 0.6
Cooke Wealth Management
4104
Cooke Wealth Management
California
US$1.2億 -US$250萬 -2% 1.43% – 40 7.5% 0.7
Morangie Management
4105
Morangie Management
Florida
US$1.19億 -US$102萬 -0.8% 4.11% – 37 10.81% 1.4
Bedminster
4106
Bedminster
South Carolina
US$1.19億 +US$227萬 +2% 0.55% – 52 5.77% 0.7
River's Edge Wealth Management
4107
River's Edge Wealth Management
Pennsylvania
US$1.19億 +US$561萬 +5% 1.83% – 50 14% 0.7
Clio Asset Management
4108
Clio Asset Management
Virginia
US$1.19億 -US$675萬 -5% 4.87% 60.6% 16 12.5% 1.8
CDM Financial Counseling Services
4109
CDM Financial Counseling Services
Connecticut
US$1.19億 +US$289萬 +2% 1.98% – 77 0% 0.7
D
4110
Drystone
Virginia
US$1.19億 -US$268萬 -2% 1.77% – 18 0% 4.2
Wisconsin Wealth Advisors
4111
Wisconsin Wealth Advisors
Wisconsin
US$1.19億 +US$223萬 +2% 3.02% – 92 10.87% 1.4
Prospect Financial Group
4112
Prospect Financial Group
Virginia
US$1.19億 -US$523萬 -4% 0.64% – 74 21.62% 1.5
Bretton Capital Management
4113
Bretton Capital Management
California
US$1.19億 -US$652萬 -5% 0.03% – 22 18.18% 1.8
Western Pacific Wealth Management
4114
Western Pacific Wealth Management
Illinois
US$1.19億 +US$813萬 +7% 5.85% 91.4% 186 5.91% 3
Belleair Asset Management
4115
Belleair Asset Management
Florida
US$1.19億 -US$12.4萬 -0.1% 0.74% – 87 10.34% 0.7
Barnes Dennig Private Wealth Management
4116
Barnes Dennig Private Wealth Management
Ohio
US$1.19億 -US$635萬 -5% 0.74% – 412 23.3% 1
Worthington Financial Partners
4117
Worthington Financial Partners
Ohio
US$1.18億 -US$256萬 -2% 0.7% – 100 3% 0.7
Anchor Capital Management Group
4118
Anchor Capital Management Group
California
US$1.18億 -US$2686萬 -19% 0.81% – 16 25% 1.4
Peck Wealth Management
4119
Peck Wealth Management
New York
US$1.18億 -US$52.9萬 -0.4% 1.84% – 139 11.51% 0.9
Midway Capital Research & Management
4120
Midway Capital Research & Management
Illinois
US$1.18億 -US$772萬 -6% 2.88% – 116 58.62% 0.7
Wheels Up Wealth
4121
Wheels Up Wealth
California
US$1.18億 +US$14萬 +0.1% 1.54% – 25 8% 0.7
WG
4122
Wealth Group
North Carolina
US$1.18億 -US$2.83億 -71% 2.66% – 122 38.52% 1.8
Savoir Faire Capital Management
4123
Savoir Faire Capital Management
Connecticut
US$1.18億 -US$4301萬 -27% 10.3% 0.01% 47 19.15% 1.6
Fortress Financial Solutions
4124
Fortress Financial Solutions
Arizona
US$1.18億 – – 1% – 66 – 1.2
Brandywine Financial Group
4125
Brandywine Financial Group
Tennessee
US$1.18億 +US$1.09億 +1,305% 0.12% – 71 74.65% 0.2