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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)
Arbor Wealth Management (Arizona)
4326
Arbor Wealth Management (Arizona)
Arizona
US$1.12億 -US$87.4萬 -0.8% 0.43% – 27 18.52% 0.7
Urban Wealth Management
4327
Urban Wealth Management
California
US$1.12億 -US$309萬 -3% 2.45% – 118 17.8% 1.5
Objective Capital Management
4328
Objective Capital Management
Ohio
US$1.12億 -US$106萬 -0.9% 1.78% – 111 18.02% 2.7
Sensenig Capital Advisors
4329
Sensenig Capital Advisors
Pennsylvania
US$1.11億 +US$200萬 +2% 0.64% – 37 18.92% 0.7
Atlas Venture Advisors
4330
Atlas Venture Advisors
Massachusetts
US$1.11億 -US$3225萬 -22% 21.5% 34.6% 3 0% 6.9
Thayer Financial
4331
Thayer Financial
North Carolina
US$1.11億 +US$104萬 +0.9% 0.43% – 39 33.33% 0.6
Merrithew & Thorsten Inc
4332
Merrithew & Thorsten Inc
California
US$1.11億 -US$678萬 -6% 0.07% – 108 82.41% 0.7
Hallstatt Advisors
4333
Hallstatt Advisors
New York
US$1.11億 -US$3135萬 -22% 9.58% – 16 37.5% 0.5
Layline Advisors
4334
Layline Advisors
New York
US$1.11億 -US$94.2萬 -0.8% 0.05% – 80 8.75% 0.4
RCW Management
4335
RCW Management
Florida
US$1.11億 -US$103萬 -0.9% 0.47% – 68 1.47% 0.7
IronOak Wealth
4336
IronOak Wealth
Texas
US$1.1億 – – 2.81% – 59 – 0.8
Chicago Capital Management
4337
Chicago Capital Management
Illinois
US$1.1億 -US$187萬 -2% 7.44% 270% 37 48.65% 0.5
Decision Investments
4338
Decision Investments
California
US$1.1億 +US$52.3萬 +0.5% 2.62% – 155 9.68% 0.7
Michael Brady & Co
4339
Michael Brady & Co
Ohio
US$1.1億 -US$314萬 -3% 1.01% – 58 5.17% 0.7
Barden Capital Management
4340
Barden Capital Management
Texas
US$1.1億 +US$157萬 +1% 1.21% 80.1% 58 8.62% 3
Deer Park Road Corp
4341
Deer Park Road Corp
Colorado
US$1.1億 +US$8525萬 +347% 52.9% 55.9% 6 16.67% 3.5
Weber Capital Management
4342
Weber Capital Management
California
US$1.1億 -US$781萬 -7% 0.07% – 13 0% 0.8
Kachkovsky & Fisher Inc
4343
Kachkovsky & Fisher Inc
California
US$1.1億 +US$555萬 +5% 2.34% – 74 16.22% 0.2
American National Bank of Texas
4344
American National Bank of Texas
Texas
US$1.09億 -US$8.87萬 -0.1% 0.16% – 57 10.53% 0.9
Aspirean Wealth
4345
Aspirean Wealth
California
US$1.09億 +US$157萬 +1% 0.05% – 20 10% 0.7
Karras Company
4346
Karras Company
Utah
US$1.09億 -US$120萬 -1% 0.13% – 66 9.09% 0.7
Yanni & Associates Investment Advisors
4347
Yanni & Associates Investment Advisors
Pennsylvania
US$1.09億 +US$65.7萬 +0.6% 1.41% – 38 13.16% 0.7
Unify Financial Advisors
4348
Unify Financial Advisors
Florida
US$1.09億 +US$72.5萬 +0.7% 1.7% – 95 14.74% 0.7
CFG Wealth Management Services
4349
CFG Wealth Management Services
Indiana
US$1.09億 +US$243萬 +2% 2.54% – 173 64.16% 0.3
Ramsey Quantitative Systems
4350
Ramsey Quantitative Systems
Kentucky
US$1.09億 -US$263萬 -2% 1.3% 51.1% 83 49.4% 0.3