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)
Fullerton Advisors
5726
Fullerton Advisors
California
US$1.07億 +US$27.3萬 +0.3% 0.18% – 56 7.14% 0.7
Good Harbor Advisors
5727
Good Harbor Advisors
Massachusetts
US$1.07億 +US$496萬 +5% 1.51% – 92 9.78% 0.7
Heronetta Management
5728
Heronetta Management
New York
US$1.07億 -US$181萬 -2% 1.44% 55.4% 15 0% 8.8
American Wealth Advisors
5729
American Wealth Advisors
Georgia
US$1.07億 +US$44.9萬 +0.4% 0.51% – 43 4.65% 1
Grange Capital
5730
Grange Capital
Oregon
US$1.07億 -US$165萬 -2% 2.34% – 55 12.73% 1.3
SG
5731
Sherry Group
Arkansas
US$1.07億 +US$411萬 +4% 2.01% – 57 19.3% 0.6
Ballast Financial Advisors
5732
Ballast Financial Advisors
Pennsylvania
US$1.06億 -US$433萬 -4% 0.49% – 74 8.11% 0.7
Burkett Asset Management
5733
Burkett Asset Management
US$1.06億 -US$91.1萬 -0.9% 0.18% – 66 21.21% 0.6
SCCL
5734
Split Creek Capital LLC
Virginia
US$1.06億 -US$225萬 -2% 0.96% – 149 20.13% 0.6
Kingsbury Capital Investment Advisors
5735
Kingsbury Capital Investment Advisors
Illinois
US$1.06億 -US$1221萬 -10% 0.54% – 129 23.26% 1.9
PWM
5736
Puff Wealth Management
New Jersey
US$1.06億 +US$785萬 +8% 0.94% – 83 10.84% 1.2
Stonehaven Wealth & Tax Solutions
5737
Stonehaven Wealth & Tax Solutions
Wisconsin
US$1.05億 -US$1944萬 -16% 0.68% – 102 27.45% 1.1
Prism Planning Partners
5738
Prism Planning Partners
Illinois
US$1.05億 +US$1084萬 +11% 0.82% – 53 33.96% 0.5
Willow Financial
5739
Willow Financial
Arkansas
US$1.05億 – – 2.21% – 63 – 0.3
MI
5740
Moneywise Inc
Virginia
US$1.05億 -US$1.63億 -61% 1.23% 60.8% 95 43.16% 3.3
Cogent Strategic Wealth
5741
Cogent Strategic Wealth
Illinois
US$1.05億 +US$19.9萬 +0.2% 0.88% – 61 9.84% 0.6
SPWM Advisors
5742
SPWM Advisors
Michigan
US$1.05億 -US$322萬 -3% 2.05% – 96 13.54% 0.6
Corecam AG
5743
Corecam AG
US$1.05億 -US$1212萬 -10% 5.32% – 53 16.98% 0.5
Geremia Financial Services
5744
Geremia Financial Services
New Jersey
US$1.05億 +US$1053萬 +11% 0.88% – 9 0% 0.7
Amitell Capital
5745
Amitell Capital
Singapore
US$1.05億 -US$456萬 -4% 0.58% 188% 33 45.45% 0.6
Xena Financial Planning
5746
Xena Financial Planning
Oregon
US$1.05億 +US$55.2萬 +0.5% 1.08% – 40 10% 0.7
Hyposwiss Advisors
5747
Hyposwiss Advisors
US$1.05億 -US$80.6萬 -0.8% 0.21% – 104 1.92% 0.7
Reality Financial Planning Services
5748
Reality Financial Planning Services
Florida
US$1.05億 +US$112萬 +1% 0.65% – 20 10% 0.7
Freemont Management
5749
Freemont Management
Switzerland
US$1.05億 +US$135萬 +1% 6.64% 102% 17 23.53% 2.5
Trailhead Planners
5750
Trailhead Planners
Minnesota
US$1.05億 +US$121萬 +1% 0.29% – 57 3.51% 0.6