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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4,646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)
Grange Capital
4351
Grange Capital
Oregon
US$1.07億 -US$165萬 -2% 2.34% – 55 12.73% 1.3
SG
4352
Sherry Group
Arkansas
US$1.07億 +US$411萬 +4% 2.01% – 57 19.3% 0.6
Ballast Financial Advisors
4353
Ballast Financial Advisors
Pennsylvania
US$1.06億 -US$433萬 -4% 0.49% – 74 8.11% 0.7
Burkett Asset Management
4354
Burkett Asset Management
US$1.06億 -US$91.1萬 -0.9% 0.18% – 66 21.21% 0.6
SCCL
4355
Split Creek Capital LLC
Virginia
US$1.06億 -US$225萬 -2% 0.96% – 149 20.13% 0.6
Kingsbury Capital Investment Advisors
4356
Kingsbury Capital Investment Advisors
Illinois
US$1.06億 -US$1221萬 -10% 0.54% – 129 23.26% 1.9
PWM
4357
Puff Wealth Management
New Jersey
US$1.06億 +US$785萬 +8% 0.94% – 83 10.84% 1.2
Stonehaven Wealth & Tax Solutions
4358
Stonehaven Wealth & Tax Solutions
Wisconsin
US$1.05億 -US$1944萬 -16% 0.68% – 102 27.45% 1.1
Prism Planning Partners
4359
Prism Planning Partners
Illinois
US$1.05億 +US$1084萬 +11% 0.82% – 53 33.96% 0.5
MI
4360
Moneywise Inc
Virginia
US$1.05億 -US$1.63億 -61% 1.23% 60.8% 95 43.16% 3.3
Cogent Strategic Wealth
4361
Cogent Strategic Wealth
Illinois
US$1.05億 +US$19.9萬 +0.2% 0.88% – 61 9.84% 0.6
Corecam AG
4362
Corecam AG
US$1.05億 -US$1212萬 -10% 5.32% – 53 16.98% 0.5
Geremia Financial Services
4363
Geremia Financial Services
New Jersey
US$1.05億 +US$1053萬 +11% 0.88% – 9 0% 0.7
Amitell Capital
4364
Amitell Capital
Singapore
US$1.05億 -US$456萬 -4% 0.58% 188% 33 45.45% 0.6
Xena Financial Planning
4365
Xena Financial Planning
Oregon
US$1.05億 +US$55.2萬 +0.5% 1.08% – 40 10% 0.7
Hyposwiss Advisors
4366
Hyposwiss Advisors
US$1.05億 -US$80.6萬 -0.8% 0.21% – 104 1.92% 0.7
Reality Financial Planning Services
4367
Reality Financial Planning Services
Florida
US$1.05億 +US$112萬 +1% 0.65% – 20 10% 0.7
Freemont Management
4368
Freemont Management
Switzerland
US$1.05億 +US$135萬 +1% 6.64% 102% 17 23.53% 2.5
CF
4369
Calder Financial
Pennsylvania
US$1.05億 -US$156萬 -1% 0.67% – 43 2.33% 0.7
Surience Private Wealth
4370
Surience Private Wealth
Washington
US$1.04億 -US$952萬 -8% 0.47% 169% 64 62.5% 0.4
Q Fund Management (Hong Kong)
4371
Q Fund Management (Hong Kong)
US$1.04億 -US$552萬 -5% 9.72% – 42 47.62% 0.4
Montchanin Asset Management
4372
Montchanin Asset Management
Delaware
US$1.04億 +US$589萬 +6% 7.66% 120% 66 12.12% 2.4
Succession Financial
4373
Succession Financial
Texas
US$1.04億 -US$123萬 -1% 2.69% – 55 21.82% 0.2
T3 Companies
4374
T3 Companies
New York
US$1.03億 +US$970萬 +10% 1.69% – 292 72.26% 0.2
UPWM
4375
UMB Private Wealth Management
Missouri
US$1.03億 – – 1.91% – 1,409 – 0