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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4,643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)
21 West Wealth Management
4276
21 West Wealth Management
California
US$1.15億 -US$183萬 -2% 1.26% – 70 15.71% 1.1
Aubrey Capital Management
4277
Aubrey Capital Management
United Kingdom
US$1.15億 -US$4444萬 -28% 11.4% 319% 56 62.5% 0.6
J. Team Financial
4278
J. Team Financial
Texas
US$1.15億 +US$1217萬 +12% 2.85% – 114 25.44% 0.7
Ebert Capital Management
4279
Ebert Capital Management
California
US$1.15億 +US$855萬 +8% 5.86% – 30 10% 0.6
Helium Advisors
4280
Helium Advisors
Washington
US$1.15億 -US$534萬 -4% 3.21% – 110 10% 1.3
Value Investment Professionals
4281
Value Investment Professionals
New York
US$1.15億 -US$399萬 -3% 0.48% – 107 14.95% 0.4
Gainline Financial Partners
4282
Gainline Financial Partners
Colorado
US$1.15億 +US$771萬 +7% 0.34% – 60 16.67% 0.2
Members Capital Advisors Inc
4283
Members Capital Advisors Inc
Wisconsin
US$1.15億 -US$165萬 -1% 0.54% – 7 0% 2.5
Vavra Capital Management
4284
Vavra Capital Management
Pennsylvania
US$1.15億 +US$45.1萬 +0.4% 0.22% – 25 16% 0.6
MH & Associates Securities Management
4285
MH & Associates Securities Management
California
US$1.15億 +US$320萬 +3% 3.68% – 103 3.88% 0.7
KAM
4286
Kazazian Asset Management
Florida
US$1.15億 +US$334萬 +3% 0.26% – 66 34.85% 1.8
FCM
4287
Floyd Capital Management
Texas
US$1.15億 -US$1691萬 -13% 2.12% – 1 0% 1.8
Lakehouse Capital
4288
Lakehouse Capital
Australia
US$1.14億 +US$2359萬 +26% 23.5% 87.4% 12 0% 4.2
Valued Retirements
4289
Valued Retirements
Texas
US$1.14億 +US$262萬 +2% 2.43% 84.6% 110 19.09% 1.8
Unified Investment Management
4290
Unified Investment Management
Georgia
US$1.14億 +US$535萬 +5% 4.22% – 157 14.65% 1.4
Arrow Capital
4291
Arrow Capital
Australia
US$1.13億 -US$403萬 -3% 4.85% – 34 73.53% 0.3
Briggs Wealth Management
4292
Briggs Wealth Management
Connecticut
US$1.13億 +US$391萬 +4% 0.63% – 65 10.77% 0.6
Opus Financial Solutions
4293
Opus Financial Solutions
Illinois
US$1.13億 -US$1082萬 -9% 1.16% – 125 24.8% 0.6
Eleva Capital
4294
Eleva Capital
France
US$1.13億 -US$2.3億 -67% 11.2% – 43 83.72% 0.2
IMT
4295
Investment Management Trust
Massachusetts
US$1.13億 +US$157萬 +1% 3.31% – 82 10.98% 0.5
Redwood Family Wealth
4296
Redwood Family Wealth
Texas
US$1.13億 -US$94.1萬 -0.8% 1.52% – 116 14.66% 0.7
JBGlobal.com
4297
JBGlobal.com
New York
US$1.13億 -US$135萬 -1% 1.43% – 35 8.57% 0.9
Townsend Financial Planning
4298
Townsend Financial Planning
Kentucky
US$1.13億 -US$185萬 -2% 2.16% – 31 3.23% 0.7
Jefferson Bridge Capital
4299
Jefferson Bridge Capital
Tennessee
US$1.13億 -US$256萬 -2% 1.9% – 54 9.26% 0.7
Catalyst Investment Management
4300
Catalyst Investment Management
New Hampshire
US$1.13億 +US$251萬 +2% 0.48% – 83 22.89% 0.6