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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4,681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)
CF
4401
Calder Financial
Pennsylvania
US$1.05億 -US$156萬 -1% 0.67% – 43 2.33% 0.7
Surience Private Wealth
4402
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)
4403
Q Fund Management (Hong Kong)
US$1.04億 -US$552萬 -5% 9.72% – 42 47.62% 0.4
Montchanin Asset Management
4404
Montchanin Asset Management
Delaware
US$1.04億 +US$589萬 +6% 7.66% 120% 66 12.12% 2.4
Succession Financial
4405
Succession Financial
Texas
US$1.04億 -US$123萬 -1% 2.69% – 55 21.82% 0.2
T3 Companies
4406
T3 Companies
New York
US$1.03億 +US$970萬 +10% 1.69% – 292 72.26% 0.2
UPWM
4407
UMB Private Wealth Management
Missouri
US$1.03億 – – 1.91% – 1,409 – 0
Strategic Financial Group
4408
Strategic Financial Group
Michigan
US$1.03億 -US$112萬 -1% 2.08% – 20 5% 0.5
Gritstone Asset Management
4409
Gritstone Asset Management
Maryland
US$1.03億 -US$84.6萬 -0.8% 0.36% – 226 36.73% 0.6
Provident Living Financial Services
4410
Provident Living Financial Services
Utah
US$1.03億 +US$143萬 +1% 2.03% – 54 9.26% 0.7
Willow Creek Capital Management
4411
Willow Creek Capital Management
Montana
US$1.03億 -US$23.3萬 -0.2% 0.55% – 101 1.98% 0.2
Parrish Capital
4412
Parrish Capital
Georgia
US$1.03億 -US$109萬 -1% 2.12% – 88 5.68% 0.7
PBK
4413
Peoples Bank (Kansas)
Kansas
US$1.03億 -US$33.9萬 -0.3% 3.28% 74.5% 101 6.93% 2.6
RCDBASW
4414
Rudd Co d/b/a Styre Wealth
Texas
US$1.03億 – – 2.29% – 75 – 0
Langley Wealth Management
4415
Langley Wealth Management
Mississippi
US$1.02億 -US$20.9萬 -0.2% 1.68% – 139 23.02% 0.2
Guilbault Capital
4416
Guilbault Capital
Louisiana
US$1.02億 +US$244萬 +2% 1.75% – 81 19.75% 0.6
Schuylkill Financial
4417
Schuylkill Financial
Pennsylvania
US$1.02億 -US$623萬 -6% 2.19% – 72 16.67% 0.2
IWMO
4418
Integrated Wealth Management (Ohio)
Ohio
US$1.02億 +US$690萬 +7% 1.93% – 104 17.31% 0.5
Financial Network Wealth Advisors
4419
Financial Network Wealth Advisors
Utah
US$1.01億 +US$273萬 +3% 1.88% 57.7% 973 18.5% 1.4
Englebert Financial Advisers
4420
Englebert Financial Advisers
Pennsylvania
US$1.01億 -US$47.8萬 -0.5% 0.58% – 80 41.25% 0.5
Katamaran Capital
4421
Katamaran Capital
United Kingdom
US$1.01億 -US$2447萬 -19% 0.1% – 49 57.14% 0.6
Aspen Private Advisors
4422
Aspen Private Advisors
South Dakota
US$1.01億 +US$121萬 +1% 0.33% – 17 58.82% 0.1
KFP
4423
Kroeger Financial Partners
California
US$1.01億 -US$260萬 -3% 1.07% – 143 11.19% 0.2
Chiron Capital Management
4424
Chiron Capital Management
Florida
US$1.01億 -US$1090萬 -10% 4.32% – 144 18.75% 2.2
Sulzberger Capital Advisors
4425
Sulzberger Capital Advisors
Florida
US$1.01億 -US$191萬 -2% 2.6% – 59 15.25% 1.3