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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)
Lakehouse Capital
4301
Lakehouse Capital
Australia
US$1.14億 +US$2359萬 +26% 23.5% 87.4% 12 0% 4.2
Valued Retirements
4302
Valued Retirements
Texas
US$1.14億 +US$262萬 +2% 2.43% 84.6% 110 19.09% 1.8
Unified Investment Management
4303
Unified Investment Management
Georgia
US$1.14億 +US$535萬 +5% 4.22% – 157 14.65% 1.4
Arrow Capital
4304
Arrow Capital
Australia
US$1.13億 -US$403萬 -3% 4.85% – 34 73.53% 0.3
Briggs Wealth Management
4305
Briggs Wealth Management
Connecticut
US$1.13億 +US$391萬 +4% 0.63% – 65 10.77% 0.6
Opus Financial Solutions
4306
Opus Financial Solutions
Illinois
US$1.13億 -US$1082萬 -9% 1.16% – 125 24.8% 0.6
Eleva Capital
4307
Eleva Capital
France
US$1.13億 -US$2.3億 -67% 11.2% – 43 83.72% 0.2
IMT
4308
Investment Management Trust
Massachusetts
US$1.13億 +US$157萬 +1% 3.31% – 82 10.98% 0.5
Redwood Family Wealth
4309
Redwood Family Wealth
Texas
US$1.13億 -US$94.1萬 -0.8% 1.52% – 116 14.66% 0.7
JBGlobal.com
4310
JBGlobal.com
New York
US$1.13億 -US$135萬 -1% 1.43% – 35 8.57% 0.9
Townsend Financial Planning
4311
Townsend Financial Planning
Kentucky
US$1.13億 -US$185萬 -2% 2.16% – 31 3.23% 0.7
Jefferson Bridge Capital
4312
Jefferson Bridge Capital
Tennessee
US$1.13億 -US$256萬 -2% 1.9% – 54 9.26% 0.7
Catalyst Investment Management
4313
Catalyst Investment Management
New Hampshire
US$1.13億 +US$251萬 +2% 0.48% – 83 22.89% 0.6
FinArc Investments
4314
FinArc Investments
Massachusetts
US$1.13億 +US$238萬 +2% 3.99% – 58 25.86% 0.5
AlphaCentric Advisors
4315
AlphaCentric Advisors
Puerto Rico
US$1.13億 -US$541萬 -5% 3.08% – 292 27.4% 1.2
Variant Private Wealth
4316
Variant Private Wealth
Virginia
US$1.13億 +US$2363萬 +27% 8.8% – 47 14.89% 1.3
Royal Palms Capital
4317
Royal Palms Capital
Montana
US$1.13億 -US$116萬 -1% 2.91% – 61 16.39% 0.6
Stonebridge Wealth Management
4318
Stonebridge Wealth Management
Illinois
US$1.12億 +US$69.5萬 +0.6% 0.65% – 38 10.53% 1.1
Zenith Solutions
4319
Zenith Solutions
Pennsylvania
US$1.12億 +US$198萬 +2% 1.02% – 96 23.96% 0.2
Vericrest Private Wealth
4320
Vericrest Private Wealth
Pennsylvania
US$1.12億 -US$19.5萬 -0.2% 0% – 44 6.82% 2.7
Fortune Financial Group
4321
Fortune Financial Group
Florida
US$1.12億 -US$1555萬 -12% 0.24% – 121 28.93% 0.6
Haven Global Partners
4322
Haven Global Partners
Georgia
US$1.12億 -US$1832萬 -14% 1.12% – 9 11.11% 1.2
Teza Capital Management
4323
Teza Capital Management
Illinois
US$1.12億 +US$6019萬 +116% 6.67% 133% 295 71.19% 0.3
Banta Asset Management
4324
Banta Asset Management
California
US$1.12億 -US$11.7萬 -0.1% 1.3% – 21 19.05% 4.8
Plus Group Wealth Advisors
4325
Plus Group Wealth Advisors
Wisconsin
US$1.12億 +US$548萬 +5% 0.93% – 54 16.67% 0.6