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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)
Golden Bell Financial Planning
4101
Golden Bell Financial Planning
Georgia
US$1.35億 -US$101萬 -0.7% 1.92% – 41 2.44% 1.5
Core Wealth Advisors (Indiana)
4102
Core Wealth Advisors (Indiana)
Indiana
US$1.35億 -US$84.9萬 -0.6% 0.91% – 36 13.89% 0.6
Quest 10 Wealth Builders
4103
Quest 10 Wealth Builders
Virginia
US$1.35億 +US$606萬 +5% 1.14% – 817 6.61% 1.4
Total Wealth Planning & Management
4104
Total Wealth Planning & Management
Florida
US$1.35億 -US$1326萬 -9% 2.29% – 238 26.05% 1.2
BLVD Private Wealth
4105
BLVD Private Wealth
Kentucky
US$1.34億 -US$11.9萬 -0.1% 1.96% – 76 11.84% 0.9
CPR Investments
4106
CPR Investments
Michigan
US$1.34億 +US$446萬 +3% 2.3% 84% 74 39.19% 0.8
Capital Today Evergreen Fund
4107
Capital Today Evergreen Fund
Cayman Islands
US$1.34億 +US$481萬 +4% 3.82% 0.74% 3 0% 3.3
Elevated Private Wealth
4108
Elevated Private Wealth
Wisconsin
US$1.34億 +US$2860萬 +27% 12.4% – 91 28.57% 0.6
Sherman Asset Management
4109
Sherman Asset Management
California
US$1.34億 +US$537萬 +4% 1.48% – 140 25% 1.5
Birchwood Financial Partners
4110
Birchwood Financial Partners
Minnesota
US$1.34億 +US$1195萬 +10% 0.9% – 704 51.42% 0.4
Trace Wealth Advisors
4111
Trace Wealth Advisors
California
US$1.34億 -US$1872萬 -12% 0.35% – 75 28% 1.4
Peapod Lane Capital
4112
Peapod Lane Capital
New York
US$1.34億 -US$1412萬 -10% 1.66% – 63 9.52% 1.2
Hingham Institution for Savings
4113
Hingham Institution for Savings
Massachusetts
US$1.34億 -US$25.4萬 -0.2% 0.15% – 15 0% 0.7
Strategic Wealth Advisors
4114
Strategic Wealth Advisors
Arizona
US$1.34億 +US$1693萬 +14% 0.65% – 260 80.38% 0.8
Kraematon Investment Advisors
4115
Kraematon Investment Advisors
Massachusetts
US$1.34億 -US$42.2萬 -0.3% 0.58% 89.8% 109 6.42% 2.8
Waystone Advisors
4116
Waystone Advisors
Washington
US$1.34億 -US$45.1萬 -0.3% 2.91% – 110 0% 0.6
Harbor Asset Planning
4117
Harbor Asset Planning
Massachusetts
US$1.33億 +US$29.5萬 +0.2% 0.18% – 423 3.55% 1.2
Clearview Wealth Management
4118
Clearview Wealth Management
California
US$1.33億 -US$2221萬 -14% 1.42% – 66 13.64% 0.5
Eagle Harbor Asset Management
4119
Eagle Harbor Asset Management
Washington
US$1.33億 +US$598萬 +5% 1.02% 76.2% 158 25.32% 2.7
Axos Invest
4120
Axos Invest
Nevada
US$1.33億 -US$368萬 -3% 0.19% – 22 13.64% 1.5
SIM
4121
Summitas Investment Management
Texas
US$1.33億 -US$189萬 -1% 1.83% – 10 0% 0.8
SBI Holdings USA
4122
SBI Holdings USA
California
US$1.33億 +US$3154萬 +31% 31.2% – 1 0% 0.8
Poinciana Advisors Group
4123
Poinciana Advisors Group
Florida
US$1.32億 -US$227萬 -2% 1.01% – 125 16% 1.2
RM Financial Services
4124
RM Financial Services
Maine
US$1.32億 -US$209萬 -2% 0.91% – 81 6.17% 0.7
LWM Advisors
4125
LWM Advisors
California
US$1.32億 -US$163萬 -1% 0.87% – 40 20% 1.2