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)
Virginia Estate & Retirement Planning Advisors
5176
Virginia Estate & Retirement Planning Advisors
Virginia
US$7908萬 -US$397萬 -5% 2.18% – 262 42.75% 0.3
Avory & Company
5177
Avory & Company
Florida
US$7891萬 -US$112萬 -1% 5.29% 74.9% 34 5.88% 2.3
Alken Asset Management
5178
Alken Asset Management
United Kingdom
US$7849萬 -US$1109萬 -12% 1.61% 2.19% 31 3.23% 0.9
Norwood Investment Partners
5179
Norwood Investment Partners
California
US$7734萬 +US$493萬 +7% 5.1% 24.4% 17 29.41% 1.4
JAWA
5180
John A. Wolfe & Associates
Michigan
US$7733萬 +US$473萬 +7% 1.23% – 47 10.64% 0.6
Stapp Wealth Management
5181
Stapp Wealth Management
Washington
US$7723萬 +US$70.6萬 +0.9% 1.88% 54.4% 34 14.71% 1.7
OR
5182
Olympiad Research
Connecticut
US$7703萬 +US$2898萬 +60% 3.3% 187% 335 82.69% 0.1
Wellington Shields & Co
5183
Wellington Shields & Co
New York
US$7597萬 -US$3.7億 -83% 2.19% 127% 333 87.69% 4.8
CMANY
5184
Capital Management Associates (New York)
New York
US$7597萬 -US$175萬 -2% 2.19% 215% 50 22% 3.1
Wellington Shields Capital Management
5185
Wellington Shields Capital Management
New York
US$7597萬 -US$7.12億 -90% 2.19% 157% 337 87.54% 6.3
Spectrum Asset Management (Connecticut)
5186
Spectrum Asset Management (Connecticut)
Connecticut
US$7591萬 +US$628萬 +9% 5.59% 2.88% 5 40% 3.9
Triad Investment Management
5187
Triad Investment Management
California
US$7544萬 -US$1525萬 -17% 1.69% – 37 21.62% 3.5
Optimas Capital
5188
Optimas Capital
Hong Kong
US$7525萬 -US$2165萬 -22% 3.5% 358% 27 81.48% 0.1
BWM
5189
Blossom Wealth Management
California
US$7452萬 +US$355萬 +5% 3.37% 104% 77 6.49% 3.2
FCI
5190
Financial Counselors Inc
Kansas
US$7398萬 +US$132萬 +2% 1.39% 84.8% 13 0% 9.1
APEIRON Capital Ltd
5191
APEIRON Capital Ltd
Hong Kong
US$7365萬 -US$8202萬 -53% 23.8% 362% 14 50% 1
Harrison Street Private Wealth
5192
Harrison Street Private Wealth
Colorado
US$7304萬 +US$206萬 +3% 8.26% – 21 0% 0.5
Empower Harvest Management Services
5193
Empower Harvest Management Services
Cayman Islands
US$7253萬 -US$31.1萬 -0.4% 1.85% – 1 0% 1.8
Stronghold Wealth Management
5194
Stronghold Wealth Management
Florida
US$7237萬 -US$234萬 -3% 1.27% – 143 20.98% 0.6
XXEC Inc
5195
XXEC Inc
Oklahoma
US$7181萬 -US$6.98億 -91% 5.93% 30.1% 26 26.92% 2.7
Fourier Capital Management
5196
Fourier Capital Management
US$7073萬 +US$673萬 +11% 16.5% – 20 80% 0.1
University of Maryland Foundation
5197
University of Maryland Foundation
Maryland
US$7037萬 +US$1430萬 +25% 1.22% 54.9% 5 20% 2.8
Lockerman Financial Group
5198
Lockerman Financial Group
California
US$6973萬 +US$430萬 +7% 0.25% 70.4% 97 15.46% 2
Sapphire Ventures
5199
Sapphire Ventures
Texas
US$6952萬 -US$3428萬 -33% 24.2% 7.75% 4 25% 3.3
Andina Capital Management
5200
Andina Capital Management
Utah
US$6939萬 +US$743萬 +12% 0.87% 38.9% 86 33.72% 1.2