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)
Vavra Capital Management
5651
Vavra Capital Management
Pennsylvania
US$1.15億 +US$45.1萬 +0.4% 0.22% – 25 16% 0.6
MH & Associates Securities Management
5652
MH & Associates Securities Management
California
US$1.15億 +US$320萬 +3% 3.68% – 103 3.88% 0.7
KAM
5653
Kazazian Asset Management
Florida
US$1.15億 +US$334萬 +3% 0.26% – 66 34.85% 1.8
FCM
5654
Floyd Capital Management
Texas
US$1.15億 -US$1691萬 -13% 2.12% – 1 0% 1.8
Traub Capital Management
5655
Traub Capital Management
Massachusetts
US$1.14億 +US$221萬 +2% 2.91% – 137 8.76% 1.1
Lakehouse Capital
5656
Lakehouse Capital
Australia
US$1.14億 +US$2359萬 +26% 23.5% 87.4% 12 0% 4.2
AIM
5657
Athena Investment Management
California
US$1.14億 -US$5465萬 -32% 1.41% 88.5% 137 18.98% 3.9
Valued Retirements
5658
Valued Retirements
Texas
US$1.14億 +US$262萬 +2% 2.43% 84.6% 110 19.09% 1.8
Unified Investment Management
5659
Unified Investment Management
Georgia
US$1.14億 +US$535萬 +5% 4.22% – 157 14.65% 1.4
Arrow Capital
5660
Arrow Capital
Australia
US$1.13億 -US$403萬 -3% 4.85% – 34 73.53% 0.3
Briggs Wealth Management
5661
Briggs Wealth Management
Connecticut
US$1.13億 +US$391萬 +4% 0.63% – 65 10.77% 0.6
Opus Financial Solutions
5662
Opus Financial Solutions
Illinois
US$1.13億 -US$1082萬 -9% 1.16% – 125 24.8% 0.6
Eleva Capital
5663
Eleva Capital
France
US$1.13億 -US$2.3億 -67% 11.2% – 43 83.72% 0.2
IMT
5664
Investment Management Trust
Massachusetts
US$1.13億 +US$157萬 +1% 3.31% – 82 10.98% 0.5
Three Bearings Fiduciary Advisors
5665
Three Bearings Fiduciary Advisors
New Hampshire
US$1.13億 +US$150萬 +1% 1.98% – 316 4.11% 0.7
Redwood Family Wealth
5666
Redwood Family Wealth
Texas
US$1.13億 -US$94.1萬 -0.8% 1.52% – 116 14.66% 0.7
JBGlobal.com
5667
JBGlobal.com
New York
US$1.13億 -US$135萬 -1% 1.43% – 35 8.57% 0.9
Townsend Financial Planning
5668
Townsend Financial Planning
Kentucky
US$1.13億 -US$185萬 -2% 2.16% – 31 3.23% 0.7
Jefferson Bridge Capital
5669
Jefferson Bridge Capital
Tennessee
US$1.13億 -US$256萬 -2% 1.9% – 54 9.26% 0.7
Catalyst Investment Management
5670
Catalyst Investment Management
New Hampshire
US$1.13億 +US$251萬 +2% 0.48% – 83 22.89% 0.6
FinArc Investments
5671
FinArc Investments
Massachusetts
US$1.13億 +US$238萬 +2% 3.99% – 58 25.86% 0.5
AlphaCentric Advisors
5672
AlphaCentric Advisors
Puerto Rico
US$1.13億 -US$541萬 -5% 3.08% – 292 27.4% 1.2
Variant Private Wealth
5673
Variant Private Wealth
Virginia
US$1.13億 +US$2363萬 +27% 8.8% – 47 14.89% 1.3
Royal Palms Capital
5674
Royal Palms Capital
Montana
US$1.13億 -US$116萬 -1% 2.91% – 61 16.39% 0.6
Stonebridge Wealth Management
5675
Stonebridge Wealth Management
Illinois
US$1.12億 +US$69.5萬 +0.6% 0.65% – 38 10.53% 1.1