我們已在上線! 進一步了解

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5,393檔基金(占~60%)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)
EDMP Inc
4776
EDMP Inc
Florida
US$1.3億 +US$531萬 +4% 1.73% 78% 75 8% 4.3
KW Wealth Management
4777
KW Wealth Management
California
US$1.3億 – – 4.06% – 79 – 0.9
Tandem Investment Partners
4778
Tandem Investment Partners
New Jersey
US$1.29億 -US$33.7萬 -0.3% 1.56% – 77 2.6% 1.5
Ativo Capital Management
4779
Ativo Capital Management
Illinois
US$1.29億 -US$121萬 -0.9% 0.18% 63.2% 61 18.03% 2.1
Corps Capital Advisors
4780
Corps Capital Advisors
Texas
US$1.29億 +US$533萬 +4% 8.16% – 102 8.82% 1.1
Cedrus Wealth Group LLC
4781
Cedrus Wealth Group LLC
Minnesota
US$1.29億 +US$1478萬 +13% 0.1% – 55 9.09% 0.5
Orca Investment Management
4782
Orca Investment Management
Oregon
US$1.29億 -US$853萬 -6% 3.35% 139% 62 12.9% 8.4
Integrity Wealth Partners
4783
Integrity Wealth Partners
California
US$1.29億 – – 1.57% – 103 – 0.5
Tribridge Partners Financial
4784
Tribridge Partners Financial
Maryland
US$1.29億 -US$1.26億 -49% 0.18% – 86 38.37% 1.1
Blue Line Capital
4785
Blue Line Capital
Illinois
US$1.29億 +US$888萬 +7% 6.56% – 96 35.42% 0.6
Pandowealth
4786
Pandowealth
Georgia
US$1.29億 +US$726萬 +6% 0.06% – 30 50% 0.4
Argus Investors Counsel
4787
Argus Investors Counsel
New York
US$1.29億 -US$123萬 -0.9% 2.13% 132% 115 15.65% 5.5
Platt Wealth Management
4788
Platt Wealth Management
California
US$1.29億 +US$416萬 +3% 0.64% – 66 16.67% 0.6
Frisco Financial Planning
4789
Frisco Financial Planning
Texas
US$1.29億 -US$418萬 -3% 3.15% – 34 14.71% 1.2
C2C Wealth Management
4790
C2C Wealth Management
Arizona
US$1.28億 +US$79萬 +0.6% 3.62% 77.2% 97 9.28% 3.7
MSK
4791
Melissa S. Kampmann
US$1.28億 -US$395萬 -3% 2.89% 82.1% 44 9.09% 2.5
RWIA
4792
Roger Wittlin Investment Advisory
California
US$1.28億 +US$98.5萬 +0.8% 0.93% 61.3% 48 14.58% 2.5
Cornerstone Financial Management
4793
Cornerstone Financial Management
Massachusetts
US$1.28億 +US$355萬 +3% 0.09% – 2,126 33.02% 0.4
BI
4794
BluePrint Investing
California
US$1.28億 -US$558萬 -4% 0.38% – 26 3.85% 0.8
Purewater Capital
4795
Purewater Capital
Texas
US$1.28億 -US$1038萬 -7% 7.41% – 70 30% 0.4
Graham Capital Wealth Management
4796
Graham Capital Wealth Management
District of Columbia
US$1.28億 -US$119萬 -0.9% 3.43% 50.6% 66 21.21% 1.7
Financial Concepts Unlimited
4797
Financial Concepts Unlimited
Maine
US$1.28億 +US$37.1萬 +0.3% 0.58% – 44 6.82% 0.5
WWMP
4798
Wagner Wealth Management (Pennsylvania)
Pennsylvania
US$1.28億 +US$396萬 +3% 0.76% – 117 28.21% 0.6
DWM Financial Group
4799
DWM Financial Group
Illinois
US$1.28億 +US$1554萬 +14% 0.41% – 68 45.59% 0.8
AK Global Asset Management
4800
AK Global Asset Management
California
US$1.28億 +US$961萬 +8% 11.1% – 30 20% 0.6