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6,148檔基金(占~69%)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)
Farnam Financial
5351
Farnam Financial
Arizona
US$1.35億 -US$166萬 -1% 0.11% – 62 20.97% 1.3
Broussard Financial Group
5352
Broussard Financial Group
Louisiana
US$1.35億 +US$1056萬 +8% 2.95% – 45 37.78% 0.5
Approach Retirement Advisors
5353
Approach Retirement Advisors
Alabama
US$1.35億 -US$231萬 -2% 0.81% – 85 9.41% 0.7
Capital CS Group
5354
Capital CS Group
California
US$1.35億 +US$846萬 +7% 3.77% 27.8% 113 58.41% 1
SR
5355
Summer Road
Florida
US$1.35億 -US$2584萬 -16% 16.7% 214% 26 30.77% 1.7
Littlejohn Financial Services
5356
Littlejohn Financial Services
Oregon
US$1.35億 -US$249萬 -2% 1.91% – 82 28.05% 0.9
LI
5357
Latash Investments
Alaska
US$1.35億 -US$138萬 -1% 3.31% 111% 21 9.52% 5
Dala Group
5358
Dala Group
Illinois
US$1.35億 +US$1365萬 +11% 1.7% – 72 6.94% 0.7
Golden Bell Financial Planning
5359
Golden Bell Financial Planning
Georgia
US$1.35億 -US$101萬 -0.7% 1.92% – 41 2.44% 1.5
Core Wealth Advisors (Indiana)
5360
Core Wealth Advisors (Indiana)
Indiana
US$1.35億 -US$84.9萬 -0.6% 0.91% – 36 13.89% 0.6
Quest 10 Wealth Builders
5361
Quest 10 Wealth Builders
Virginia
US$1.35億 +US$606萬 +5% 1.14% – 817 6.61% 1.4
Severin Investments
5362
Severin Investments
Missouri
US$1.35億 +US$197萬 +1% 1.53% – 189 18.52% 1.1
Total Wealth Planning & Management
5363
Total Wealth Planning & Management
Florida
US$1.35億 -US$1326萬 -9% 2.29% – 238 26.05% 1.2
BLVD Private Wealth
5364
BLVD Private Wealth
Kentucky
US$1.34億 -US$11.9萬 -0.1% 1.96% – 76 11.84% 0.9
CPR Investments
5365
CPR Investments
Michigan
US$1.34億 +US$446萬 +3% 2.3% 84% 74 39.19% 0.8
Capital Today Evergreen Fund
5366
Capital Today Evergreen Fund
Cayman Islands
US$1.34億 +US$481萬 +4% 3.82% 0.74% 3 0% 3.3
Elevated Private Wealth
5367
Elevated Private Wealth
Wisconsin
US$1.34億 +US$2860萬 +27% 12.4% – 91 28.57% 0.6
Sherman Asset Management
5368
Sherman Asset Management
California
US$1.34億 +US$537萬 +4% 1.48% – 140 25% 1.5
Birchwood Financial Partners
5369
Birchwood Financial Partners
Minnesota
US$1.34億 +US$1195萬 +10% 0.9% – 704 51.42% 0.4
Trace Wealth Advisors
5370
Trace Wealth Advisors
California
US$1.34億 -US$1872萬 -12% 0.35% – 75 28% 1.4
B
5371
Bayban
Minnesota
US$1.34億 +US$376萬 +3% 0.13% – 618 18.77% 0.7
Peapod Lane Capital
5372
Peapod Lane Capital
New York
US$1.34億 -US$1412萬 -10% 1.66% – 63 9.52% 1.2
Hingham Institution for Savings
5373
Hingham Institution for Savings
Massachusetts
US$1.34億 -US$25.4萬 -0.2% 0.15% – 15 0% 0.7
Hershey Financial Advisers
5374
Hershey Financial Advisers
Pennsylvania
US$1.34億 -US$525萬 -4% 5.58% – 118 54.24% 0.8
McCartney Wealth Management
5375
McCartney Wealth Management
Missouri
US$1.34億 +US$209萬 +2% 1.02% – 68 7.35% 0.7