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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)
Lord & Richards Wealth Management
4151
Lord & Richards Wealth Management
Colorado
US$1.31億 +US$316萬 +2% 1.17% – 84 46.43% 0.9
Virtus Family Office
4152
Virtus Family Office
Texas
US$1.31億 +US$439萬 +3% 4.63% 60.9% 63 3.17% 1.5
First Financial Group
4153
First Financial Group
North Carolina
US$1.31億 -US$748萬 -5% 3.13% – 92 18.48% 1.3
Haven Capital Group
4154
Haven Capital Group
California
US$1.31億 +US$631萬 +5% 4.34% – 41 14.63% 1.3
City Center Advisors LLC
4155
City Center Advisors LLC
Michigan
US$1.31億 +US$728萬 +6% 1.43% – 208 29.33% 1.2
Kennon-Green & Company
4156
Kennon-Green & Company
Ohio
US$1.31億 +US$228萬 +2% 4.84% 58.4% 43 6.98% 3
JHP Wealth Management
4157
JHP Wealth Management
Colorado
US$1.3億 +US$840萬 +7% 0% – 43 18.6% 0.6
Roxbury Financial
4158
Roxbury Financial
New Jersey
US$1.3億 +US$389萬 +3% 3.84% – 446 12.78% 1.3
B
4159
Bayban
Minnesota
US$1.3億 US$0 0% 1.2% – 595 0% 0.7
Paller Financial Services
4160
Paller Financial Services
Colorado
US$1.3億 -US$346萬 -3% 4.51% – 47 10.64% 0.6
Benchmark Financial
4161
Benchmark Financial
Delaware
US$1.3億 +US$748萬 +6% 1.25% – 61 13.11% 0.6
Freestate Advisors
4162
Freestate Advisors
Kansas
US$1.3億 -US$388萬 -3% 0.97% – 43 2.33% 1.9
Hudson Oak Wealth Advisory
4163
Hudson Oak Wealth Advisory
New Jersey
US$1.3億 +US$33.5萬 +0.3% 0.1% – 55 7.27% 0.7
O'Domhnaill Enterprises
4164
O'Domhnaill Enterprises
Wyoming
US$1.3億 +US$472萬 +4% 3.09% – 67 16.42% 0.6
Aldebaran Financial
4165
Aldebaran Financial
US$1.3億 +US$666萬 +5% 5.88% 115% 90 12.22% 5.7
Grand Central Investment Group
4166
Grand Central Investment Group
Florida
US$1.3億 +US$1020萬 +9% 6.48% – 43 9.3% 3.3
M Wealth Management LLC
4167
M Wealth Management LLC
California
US$1.3億 +US$238萬 +2% 0.76% – 61 6.56% 1.3
Ramiah Investment Group
4168
Ramiah Investment Group
Wisconsin
US$1.3億 -US$132萬 -1% 0.38% 62.2% 91 29.67% 2.3
EDMP Inc
4169
EDMP Inc
Florida
US$1.3億 +US$531萬 +4% 1.73% 78% 75 8% 4.3
KW Wealth Management
4170
KW Wealth Management
California
US$1.3億 – – 4.06% – 79 – 0.9
Tandem Investment Partners
4171
Tandem Investment Partners
New Jersey
US$1.29億 -US$33.7萬 -0.3% 1.56% – 77 2.6% 1.5
Ativo Capital Management
4172
Ativo Capital Management
Illinois
US$1.29億 -US$121萬 -0.9% 0.18% 63.2% 61 18.03% 2.1
Corps Capital Advisors
4173
Corps Capital Advisors
Texas
US$1.29億 +US$533萬 +4% 8.16% – 102 8.82% 1.1
Orca Investment Management
4174
Orca Investment Management
Oregon
US$1.29億 -US$853萬 -6% 3.35% 139% 62 12.9% 8.4
Integrity Wealth Partners
4175
Integrity Wealth Partners
California
US$1.29億 – – 1.57% – 103 – 0.5