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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4,657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)
Hardworking Capital Advisors
4226
Hardworking Capital Advisors
California
US$1.21億 -US$119萬 -1% 3.28% – 109 45.87% 0.5
Wall Capital Group
4227
Wall Capital Group
Arizona
US$1.21億 -US$99.4萬 -0.8% 1.11% – 34 17.65% 2.2
North Forty Two & Co
4228
North Forty Two & Co
Oregon
US$1.21億 +US$331萬 +3% 1.98% – 108 5.56% 1.5
Forteris Wealth Management
4229
Forteris Wealth Management
New York
US$1.21億 -US$128萬 -1% 2.13% – 73 10.96% 0.7
Investment Insight Wealth Management
4230
Investment Insight Wealth Management
New York
US$1.21億 +US$551萬 +5% 7.46% – 45 4.44% 0.6
MKD Wealth Coaches
4231
MKD Wealth Coaches
Michigan
US$1.21億 +US$387萬 +3% 0.17% – 36 19.44% 3.5
3 Factor Indexing
4232
3 Factor Indexing
California
US$1.21億 +US$270萬 +2% 0.08% – 453 10.6% 0.5
Portfolio Resources Advisor Group
4233
Portfolio Resources Advisor Group
Florida
US$1.21億 +US$259萬 +2% 0.26% – 201 28.86% 0.4
Drum Hill Capital
4234
Drum Hill Capital
Connecticut
US$1.21億 +US$2280萬 +23% 9.07% – 49 12.24% 1.4
AIM
4235
Axiom Investment Management
New York
US$1.21億 -US$2887萬 -19% 1.07% – 544 50.55% 1.3
IWA
4236
Independent Wealth Advisors
North Carolina
US$1.21億 +US$1021萬 +9% 0.5% – 83 12.05% 0.6
SA
4237
Stonebridge Advisors
Connecticut
US$1.21億 +US$3767萬 +45% 6.88% 0.03% 4 25% 1.5
Twin Cities Retirement Group
4238
Twin Cities Retirement Group
Minnesota
US$1.21億 +US$370萬 +3% 1.77% – 27 18.52% 0.6
Red Mountain Financial
4239
Red Mountain Financial
Colorado
US$1.2億 +US$68.4萬 +0.6% 0.54% – 85 8.24% 2
GC
4240
Gruss & Co
Florida
US$1.2億 +US$7903萬 +194% 6.57% 173% 43 23.26% 2.1
BankChampaign National Association
4241
BankChampaign National Association
Illinois
US$1.2億 -US$1048萬 -8% 0.38% – 227 22.91% 0.5
HighRoad Wealth Advisors
4242
HighRoad Wealth Advisors
Oregon
US$1.2億 +US$106萬 +0.9% 0.17% – 46 32.61% 0.6
Cooke Wealth Management
4243
Cooke Wealth Management
California
US$1.2億 -US$250萬 -2% 1.43% – 40 7.5% 0.7
Morangie Management
4244
Morangie Management
Florida
US$1.19億 -US$102萬 -0.8% 4.11% – 37 10.81% 1.4
Bedminster
4245
Bedminster
South Carolina
US$1.19億 +US$227萬 +2% 0.55% – 52 5.77% 0.7
River's Edge Wealth Management
4246
River's Edge Wealth Management
Pennsylvania
US$1.19億 +US$561萬 +5% 1.83% – 50 14% 0.7
Clio Asset Management
4247
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
4248
CDM Financial Counseling Services
Connecticut
US$1.19億 +US$289萬 +2% 1.98% – 77 0% 0.7
D
4249
Drystone
Virginia
US$1.19億 -US$268萬 -2% 1.77% – 18 0% 4.2
Wisconsin Wealth Advisors
4250
Wisconsin Wealth Advisors
Wisconsin
US$1.19億 +US$223萬 +2% 3.02% – 92 10.87% 1.4