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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4,597檔基金(占~51%)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)
Fulcrum Equity Management
4126
Fulcrum Equity Management
Texas
US$1.26億 -US$1053萬 -8% 0.99% 116% 166 33.73% 1.5
CenturyLink Investment Management
4127
CenturyLink Investment Management
Colorado
US$1.26億 -US$322萬 -2% 2.37% – 3 0% 1.9
KDK Private Wealth Management
4128
KDK Private Wealth Management
Texas
US$1.26億 +US$506萬 +4% 4.44% – 58 1.72% 1.6
Kennebec Savings Bank
4129
Kennebec Savings Bank
Maine
US$1.26億 +US$97.6萬 +0.8% 4.29% – 284 7.39% 1.7
Kelsey Financial
4130
Kelsey Financial
California
US$1.25億 -US$642萬 -5% 0.59% – 67 8.96% 0.7
Life Planning Partners
4131
Life Planning Partners
Florida
US$1.25億 -US$929萬 -7% 0.73% 50.3% 72 5.56% 3.7
Kane Co Wealth Management
4132
Kane Co Wealth Management
Iowa
US$1.25億 -US$658萬 -5% 1.25% – 57 12.28% 0.7
Mann Financial Group
4133
Mann Financial Group
Minnesota
US$1.25億 +US$567萬 +5% 0.21% – 47 27.66% 0.7
J.M. Arbour
4134
J.M. Arbour
Maine
US$1.25億 +US$896萬 +8% 1.58% – 144 15.97% 0.6
Boyer Financial Services
4135
Boyer Financial Services
California
US$1.25億 +US$651萬 +5% 1.87% – 64 15.63% 0.5
Alexander Randolph Advisory
4136
Alexander Randolph Advisory
Virginia
US$1.25億 +US$347萬 +3% 2.5% 56% 42 4.76% 2.4
Connecticut Capital Management Group
4137
Connecticut Capital Management Group
Connecticut
US$1.25億 +US$71.7萬 +0.6% 1.74% – 144 19.44% 0.6
Powerhouse Assets
4138
Powerhouse Assets
Massachusetts
US$1.25億 +US$192萬 +2% 0.72% – 57 5.26% 0.7
DBK Financial Counsel
4139
DBK Financial Counsel
Ohio
US$1.25億 +US$534萬 +4% 0.06% 58.1% 59 8.47% 3.2
Sawyer Falduto Asset Management
4140
Sawyer Falduto Asset Management
Illinois
US$1.24億 +US$171萬 +1% 0.31% – 279 8.24% 0.7
William Howard & Co Financial Advisors
4141
William Howard & Co Financial Advisors
Tennessee
US$1.24億 -US$439萬 -3% 1.57% – 56 12.5% 2.2
First Growth Capital
4142
First Growth Capital
Maryland
US$1.24億 -US$772萬 -6% 4.12% – 147 14.29% 0.6
Infinity Wealth Counsel
4143
Infinity Wealth Counsel
Ohio
US$1.24億 +US$25.6萬 +0.2% 0.56% – 67 7.46% 1.5
WW
4144
Wavvest Wealth
Illinois
US$1.24億 – – 0.52% – 97 – 0
Miller Global Investments
4145
Miller Global Investments
Texas
US$1.24億 +US$328萬 +3% 3.44% – 338 15.98% 0.6
DAM
4146
Directional Asset Management
Illinois
US$1.24億 +US$566萬 +5% 1.16% – 105 24.76% 0.6
Artesa Financial Group
4147
Artesa Financial Group
Texas
US$1.24億 +US$688萬 +6% 0.84% – 69 17.39% 0.6
PIS
4148
POM Investment Strategies
North Carolina
US$1.24億 +US$3564萬 +40% 1.58% 67.9% 425 22.82% 0.9
Waycross Investment Management
4149
Waycross Investment Management
Washington
US$1.24億 -US$755萬 -6% 0.31% 49.6% 61 8.2% 1.9
Auctus Advisors
4150
Auctus Advisors
North Carolina
US$1.24億 +US$479萬 +4% 4.96% – 34 11.76% 0.7