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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4,646檔基金(占~52%)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)
Mann Financial Group
4176
Mann Financial Group
Minnesota
US$1.25億 +US$567萬 +5% 0.21% – 47 27.66% 0.7
J.M. Arbour
4177
J.M. Arbour
Maine
US$1.25億 +US$896萬 +8% 1.58% – 144 15.97% 0.6
Boyer Financial Services
4178
Boyer Financial Services
California
US$1.25億 +US$651萬 +5% 1.87% – 64 15.63% 0.5
Alexander Randolph Advisory
4179
Alexander Randolph Advisory
Virginia
US$1.25億 +US$347萬 +3% 2.5% 56% 42 4.76% 2.4
Connecticut Capital Management Group
4180
Connecticut Capital Management Group
Connecticut
US$1.25億 +US$71.7萬 +0.6% 1.74% – 144 19.44% 0.6
Powerhouse Assets
4181
Powerhouse Assets
Massachusetts
US$1.25億 +US$192萬 +2% 0.72% – 57 5.26% 0.7
DBK Financial Counsel
4182
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
4183
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
4184
William Howard & Co Financial Advisors
Tennessee
US$1.24億 -US$439萬 -3% 1.57% – 56 12.5% 2.2
First Growth Capital
4185
First Growth Capital
Maryland
US$1.24億 -US$772萬 -6% 4.12% – 147 14.29% 0.6
Infinity Wealth Counsel
4186
Infinity Wealth Counsel
Ohio
US$1.24億 +US$25.6萬 +0.2% 0.56% – 67 7.46% 1.5
WW
4187
Wavvest Wealth
Illinois
US$1.24億 – – 0.52% – 97 – 0
Miller Global Investments
4188
Miller Global Investments
Texas
US$1.24億 +US$328萬 +3% 3.44% – 338 15.98% 0.6
DAM
4189
Directional Asset Management
Illinois
US$1.24億 +US$566萬 +5% 1.16% – 105 24.76% 0.6
Artesa Financial Group
4190
Artesa Financial Group
Texas
US$1.24億 +US$688萬 +6% 0.84% – 69 17.39% 0.6
PIS
4191
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
4192
Waycross Investment Management
Washington
US$1.24億 -US$755萬 -6% 0.31% 49.6% 61 8.2% 1.9
Auctus Advisors
4193
Auctus Advisors
North Carolina
US$1.24億 +US$479萬 +4% 4.96% – 34 11.76% 0.7
Accuvest Global Advisors
4194
Accuvest Global Advisors
Utah
US$1.24億 +US$730萬 +6% 13% 163% 91 45.05% 1.3
Milestones Private Investment Advisors
4195
Milestones Private Investment Advisors
New York
US$1.23億 -US$223萬 -2% 0.06% – 78 7.69% 1.2
Stephen J. Garry & Associates
4196
Stephen J. Garry & Associates
New York
US$1.23億 -US$1388萬 -10% 0.12% 67.2% 56 12.5% 2.1
Wolfstich Capital
4197
Wolfstich Capital
Massachusetts
US$1.23億 -US$632萬 -5% 1.99% – 24 33.33% 0.8
Shuttleworth & Co
4198
Shuttleworth & Co
Ohio
US$1.23億 -US$208萬 -2% 1.16% – 51 1.96% 1
Financial Management Inc
4199
Financial Management Inc
Arkansas
US$1.23億 +US$93.7萬 +0.8% 1.9% – 53 24.53% 0.6
Smith Asset Management
4200
Smith Asset Management
Florida
US$1.23億 -US$438萬 -3% 3.63% – 75 9.33% 1.5