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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4,696檔基金(占~53%)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)
Barden Capital Management
4376
Barden Capital Management
Texas
US$1.1億 +US$157萬 +1% 1.21% 80.1% 58 8.62% 3
Deer Park Road Corp
4377
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
4378
Weber Capital Management
California
US$1.1億 -US$781萬 -7% 0.07% – 13 0% 0.8
Kachkovsky & Fisher Inc
4379
Kachkovsky & Fisher Inc
California
US$1.1億 +US$555萬 +5% 2.34% – 74 16.22% 0.2
American National Bank of Texas
4380
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
4381
Aspirean Wealth
California
US$1.09億 +US$157萬 +1% 0.05% – 20 10% 0.7
Karras Company
4382
Karras Company
Utah
US$1.09億 -US$120萬 -1% 0.13% – 66 9.09% 0.7
Yanni & Associates Investment Advisors
4383
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
4384
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
4385
CFG Wealth Management Services
Indiana
US$1.09億 +US$243萬 +2% 2.54% – 173 64.16% 0.3
Ramsey Quantitative Systems
4386
Ramsey Quantitative Systems
Kentucky
US$1.09億 -US$263萬 -2% 1.3% 51.1% 83 49.4% 0.3
Rosenthal Henry Capital Advisors
4387
Rosenthal Henry Capital Advisors
Indiana
US$1.09億 -US$545萬 -5% 5.47% 80.2% 51 9.8% 3.7
Zinnia Wealth Advisory
4388
Zinnia Wealth Advisory
Florida
US$1.09億 +US$1058萬 +11% 2.56% – 115 22.61% 0.6
PMG Family Office
4389
PMG Family Office
Texas
US$1.08億 -US$39.4萬 -0.4% 1.58% – 117 6.84% 0.9
Oregon Pacific Wealth Management
4390
Oregon Pacific Wealth Management
Oregon
US$1.08億 +US$128萬 +1% 0.15% – 128 21.09% 1.1
RFL
4391
RD Finance Ltd
Cyprus
US$1.08億 +US$634萬 +6% 1.74% – 37 56.76% 0.3
CogentBlue Wealth Advisors
4392
CogentBlue Wealth Advisors
Tennessee
US$1.08億 -US$6698萬 -38% 0.22% – 104 50.96% 1.4
Shelter Rock Management
4393
Shelter Rock Management
New York
US$1.07億 +US$429萬 +4% 1.45% – 42 19.05% 0.6
Lubar & Co
4394
Lubar & Co
Wisconsin
US$1.07億 -US$1923萬 -15% 14.3% – 3 0% 9.1
Fullerton Advisors
4395
Fullerton Advisors
California
US$1.07億 +US$27.3萬 +0.3% 0.18% – 56 7.14% 0.7
Good Harbor Advisors
4396
Good Harbor Advisors
Massachusetts
US$1.07億 +US$496萬 +5% 1.51% – 92 9.78% 0.7
Grange Capital
4397
Grange Capital
Oregon
US$1.07億 -US$165萬 -2% 2.34% – 55 12.73% 1.3
SG
4398
Sherry Group
Arkansas
US$1.07億 +US$411萬 +4% 2.01% – 57 19.3% 0.6
Ballast Financial Advisors
4399
Ballast Financial Advisors
Pennsylvania
US$1.06億 -US$433萬 -4% 0.49% – 74 8.11% 0.7
Burkett Asset Management
4400
Burkett Asset Management
US$1.06億 -US$91.1萬 -0.9% 0.18% – 66 21.21% 0.6