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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4,661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)
CDM Financial Counseling Services
4251
CDM Financial Counseling Services
Connecticut
US$1.19億 +US$289萬 +2% 1.98% – 77 0% 0.7
D
4252
Drystone
Virginia
US$1.19億 -US$268萬 -2% 1.77% – 18 0% 4.2
Wisconsin Wealth Advisors
4253
Wisconsin Wealth Advisors
Wisconsin
US$1.19億 +US$223萬 +2% 3.02% – 92 10.87% 1.4
Prospect Financial Group
4254
Prospect Financial Group
Virginia
US$1.19億 -US$523萬 -4% 0.64% – 74 21.62% 1.5
Bretton Capital Management
4255
Bretton Capital Management
California
US$1.19億 -US$652萬 -5% 0.03% – 22 18.18% 1.8
Western Pacific Wealth Management
4256
Western Pacific Wealth Management
Illinois
US$1.19億 +US$813萬 +7% 5.85% 91.4% 186 5.91% 3
Belleair Asset Management
4257
Belleair Asset Management
Florida
US$1.19億 -US$12.4萬 -0.1% 0.74% – 87 10.34% 0.7
Barnes Dennig Private Wealth Management
4258
Barnes Dennig Private Wealth Management
Ohio
US$1.19億 -US$635萬 -5% 0.74% – 412 23.3% 1
Worthington Financial Partners
4259
Worthington Financial Partners
Ohio
US$1.18億 -US$256萬 -2% 0.7% – 100 3% 0.7
Anchor Capital Management Group
4260
Anchor Capital Management Group
California
US$1.18億 -US$2686萬 -19% 0.81% – 16 25% 1.4
Peck Wealth Management
4261
Peck Wealth Management
New York
US$1.18億 -US$52.9萬 -0.4% 1.84% – 139 11.51% 0.9
Midway Capital Research & Management
4262
Midway Capital Research & Management
Illinois
US$1.18億 -US$772萬 -6% 2.88% – 116 58.62% 0.7
Wheels Up Wealth
4263
Wheels Up Wealth
California
US$1.18億 +US$14萬 +0.1% 1.54% – 25 8% 0.7
WG
4264
Wealth Group
North Carolina
US$1.18億 -US$2.83億 -71% 2.66% – 122 38.52% 1.8
Savoir Faire Capital Management
4265
Savoir Faire Capital Management
Connecticut
US$1.18億 -US$4301萬 -27% 10.3% 0.01% 47 19.15% 1.6
Fortress Financial Solutions
4266
Fortress Financial Solutions
Arizona
US$1.18億 – – 1% – 66 – 1.2
Brandywine Financial Group
4267
Brandywine Financial Group
Tennessee
US$1.18億 +US$1.09億 +1,305% 0.12% – 71 74.65% 0.2
TrustWell Financial Advisors
4268
TrustWell Financial Advisors
Florida
US$1.18億 -US$13.5萬 -0.1% 0.31% – 79 7.59% 0.6
Turner Capital Investments
4269
Turner Capital Investments
Texas
US$1.18億 – – 0.63% – 6 – 0
Larry Mathis Financial Planning
4270
Larry Mathis Financial Planning
Arizona
US$1.18億 -US$1376萬 -10% 0.54% – 157 30.57% 0.6
CG
4271
Curat Global
New Hampshire
US$1.17億 -US$491萬 -4% 3.14% – 260 5% 1.4
Invested Advisors
4272
Invested Advisors
Pennsylvania
US$1.17億 +US$417萬 +4% 1.36% – 169 14.2% 0.7
ORBA Wealth Advisors
4273
ORBA Wealth Advisors
Illinois
US$1.17億 +US$18.8萬 +0.2% 2.58% 70.5% 86 6.98% 1.6
MS
4274
Monetary Solutions
Ohio
US$1.17億 +US$97.7萬 +0.8% 0.1% – 644 39.6% 0.4
Linden Rose Investment
4275
Linden Rose Investment
Texas
US$1.17億 -US$1172萬 -9% 4.1% – 9 22.22% 0.4