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)
Three Bearings Fiduciary Advisors
4976
Three Bearings Fiduciary Advisors
New Hampshire
US$1.13億 +US$150萬 +1% 1.98% – 316 4.11% 0.7
Redwood Family Wealth
4977
Redwood Family Wealth
Texas
US$1.13億 -US$94.1萬 -0.8% 1.52% – 116 14.66% 0.7
JBGlobal.com
4978
JBGlobal.com
New York
US$1.13億 -US$135萬 -1% 1.43% – 35 8.57% 0.9
Townsend Financial Planning
4979
Townsend Financial Planning
Kentucky
US$1.13億 -US$185萬 -2% 2.16% – 31 3.23% 0.7
Jefferson Bridge Capital
4980
Jefferson Bridge Capital
Tennessee
US$1.13億 -US$256萬 -2% 1.9% – 54 9.26% 0.7
Catalyst Investment Management
4981
Catalyst Investment Management
New Hampshire
US$1.13億 +US$251萬 +2% 0.48% – 83 22.89% 0.6
FinArc Investments
4982
FinArc Investments
Massachusetts
US$1.13億 +US$238萬 +2% 3.99% – 58 25.86% 0.5
AlphaCentric Advisors
4983
AlphaCentric Advisors
Puerto Rico
US$1.13億 -US$541萬 -5% 3.08% – 292 27.4% 1.2
Variant Private Wealth
4984
Variant Private Wealth
Virginia
US$1.13億 +US$2363萬 +27% 8.8% – 47 14.89% 1.3
Royal Palms Capital
4985
Royal Palms Capital
Montana
US$1.13億 -US$116萬 -1% 2.91% – 61 16.39% 0.6
Stonebridge Wealth Management
4986
Stonebridge Wealth Management
Illinois
US$1.12億 +US$69.5萬 +0.6% 0.65% – 38 10.53% 1.1
Zenith Solutions
4987
Zenith Solutions
Pennsylvania
US$1.12億 +US$198萬 +2% 1.02% – 96 23.96% 0.2
Vericrest Private Wealth
4988
Vericrest Private Wealth
Pennsylvania
US$1.12億 -US$19.5萬 -0.2% 0% – 44 6.82% 2.7
Fortune Financial Group
4989
Fortune Financial Group
Florida
US$1.12億 -US$1555萬 -12% 0.24% – 121 28.93% 0.6
Haven Global Partners
4990
Haven Global Partners
Georgia
US$1.12億 -US$1832萬 -14% 1.12% – 9 11.11% 1.2
Teza Capital Management
4991
Teza Capital Management
Illinois
US$1.12億 +US$6019萬 +116% 6.67% 133% 295 71.19% 0.3
Banta Asset Management
4992
Banta Asset Management
California
US$1.12億 -US$11.7萬 -0.1% 1.3% – 21 19.05% 4.8
Plus Group Wealth Advisors
4993
Plus Group Wealth Advisors
Wisconsin
US$1.12億 +US$548萬 +5% 0.93% – 54 16.67% 0.6
Arbor Wealth Management (Arizona)
4994
Arbor Wealth Management (Arizona)
Arizona
US$1.12億 -US$87.4萬 -0.8% 0.43% – 27 18.52% 0.7
Urban Wealth Management
4995
Urban Wealth Management
California
US$1.12億 -US$309萬 -3% 2.45% – 118 17.8% 1.5
Objective Capital Management
4996
Objective Capital Management
Ohio
US$1.12億 -US$106萬 -0.9% 1.78% – 111 18.02% 2.7
Expressive Wealth
4997
Expressive Wealth
Illinois
US$1.11億 +US$550萬 +5% 3.29% – 155 23.23% 0.5
Sensenig Capital Advisors
4998
Sensenig Capital Advisors
Pennsylvania
US$1.11億 +US$200萬 +2% 0.64% – 37 18.92% 0.7
Atlas Venture Advisors
4999
Atlas Venture Advisors
Massachusetts
US$1.11億 -US$3225萬 -22% 21.5% 34.6% 3 0% 6.9
Thayer Financial
5000
Thayer Financial
North Carolina
US$1.11億 +US$104萬 +0.9% 0.43% – 39 33.33% 0.6