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)
JC
4876
JCSD Capital
California
US$1.22億 +US$5292萬 +77% 0.36% – 28 50% 1.1
Lotus Asset Management
4877
Lotus Asset Management
Tennessee
US$1.22億 +US$852萬 +8% 4.89% – 49 16.33% 0.2
ETF Store
4878
ETF Store
Kansas
US$1.22億 +US$200萬 +2% 0.22% 61% 117 9.4% 2.9
SFI Advisors
4879
SFI Advisors
New Jersey
US$1.22億 +US$562萬 +5% 2.07% 95.9% 65 15.38% 2.4
DB Fitzpatrick & Co
4880
DB Fitzpatrick & Co
Idaho
US$1.21億 -US$226萬 -2% 0.47% 42.7% 107 13.08% 2.8
Montgomery Financial Services
4881
Montgomery Financial Services
Maryland
US$1.21億 +US$638萬 +6% 0.78% – 383 16.19% 0.2
ASCM
4882
Adkins Seale Capital Management
Louisiana
US$1.21億 +US$890萬 +8% 1.94% – 242 4.55% 0.7
Hardworking Capital Advisors
4883
Hardworking Capital Advisors
California
US$1.21億 -US$119萬 -1% 3.28% – 109 45.87% 0.5
Wall Capital Group
4884
Wall Capital Group
Arizona
US$1.21億 -US$99.4萬 -0.8% 1.11% – 34 17.65% 2.2
North Forty Two & Co
4885
North Forty Two & Co
Oregon
US$1.21億 +US$331萬 +3% 1.98% – 108 5.56% 1.5
Forteris Wealth Management
4886
Forteris Wealth Management
New York
US$1.21億 -US$128萬 -1% 2.13% – 73 10.96% 0.7
Investment Insight Wealth Management
4887
Investment Insight Wealth Management
New York
US$1.21億 +US$551萬 +5% 7.46% – 45 4.44% 0.6
MKD Wealth Coaches
4888
MKD Wealth Coaches
Michigan
US$1.21億 +US$387萬 +3% 0.17% – 36 19.44% 3.5
3 Factor Indexing
4889
3 Factor Indexing
California
US$1.21億 +US$270萬 +2% 0.08% – 453 10.6% 0.5
Portfolio Resources Advisor Group
4890
Portfolio Resources Advisor Group
Florida
US$1.21億 +US$259萬 +2% 0.26% – 201 28.86% 0.4
Drum Hill Capital
4891
Drum Hill Capital
Connecticut
US$1.21億 +US$2280萬 +23% 9.07% – 49 12.24% 1.4
AIM
4892
Axiom Investment Management
New York
US$1.21億 -US$2887萬 -19% 1.07% – 544 50.55% 1.3
IWA
4893
Independent Wealth Advisors
North Carolina
US$1.21億 +US$1021萬 +9% 0.5% – 83 12.05% 0.6
SA
4894
Stonebridge Advisors
Connecticut
US$1.21億 +US$3767萬 +45% 6.88% 0.03% 4 25% 1.5
Twin Cities Retirement Group
4895
Twin Cities Retirement Group
Minnesota
US$1.21億 +US$370萬 +3% 1.77% – 27 18.52% 0.6
Blom & Howell Financial Planning
4896
Blom & Howell Financial Planning
California
US$1.2億 +US$17.1萬 +0.1% 0.79% – 71 15.49% 0.7
Red Mountain Financial
4897
Red Mountain Financial
Colorado
US$1.2億 +US$68.4萬 +0.6% 0.54% – 85 8.24% 2
Finhabits Advisors
4898
Finhabits Advisors
New York
US$1.2億 +US$91.7萬 +0.8% 1.88% – 15 0% 0.8
GC
4899
Gruss & Co
Florida
US$1.2億 +US$7903萬 +194% 6.57% 173% 43 23.26% 2.1
BankChampaign National Association
4900
BankChampaign National Association
Illinois
US$1.2億 -US$1048萬 -8% 0.38% – 227 22.91% 0.5