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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2,475檔基金(占~28%)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)
Detalus Advisors
851
Detalus Advisors
Missouri
US$5.07億 -US$568萬 -1% 0.64% 75.7% 199 9.55% 3.3
Founders Grove Wealth Partners
852
Founders Grove Wealth Partners
Virginia
US$5.07億 +US$618萬 +1% 1.21% – 203 15.27% 1.2
Richard P. Slaughter Associates
853
Richard P. Slaughter Associates
Texas
US$5.06億 -US$404萬 -0.8% 0.46% 55.7% 118 13.56% 2.7
Friday Financial
854
Friday Financial
Iowa
US$5.06億 +US$1.32億 +35% 0.09% – 123 15.45% 1.2
Cypress Asset Management
855
Cypress Asset Management
Texas
US$5.06億 -US$792萬 -2% 2.09% 141% 110 5.45% 7.6
Shulman DeMeo Asset Management
856
Shulman DeMeo Asset Management
New York
US$5.05億 -US$2962萬 -6% 1.45% 79.3% 150 6.67% 3.4
Beirne Wealth Consulting Services
857
Beirne Wealth Consulting Services
Connecticut
US$5.05億 +US$254萬 +0.5% 0.15% 81.9% 107 12.15% 4.2
Towneley Capital Management
858
Towneley Capital Management
California
US$5.05億 -US$479萬 -0.9% 0.13% 50.2% 46 2.17% 2.1
Benedict Financial Advisors
859
Benedict Financial Advisors
Georgia
US$5.04億 -US$1090萬 -2% 2.16% 72.4% 144 6.94% 6.8
Parisi Gray Wealth Management
860
Parisi Gray Wealth Management
New Jersey
US$5.04億 +US$1665萬 +3% 5.25% 137% 165 18.18% 4.2
FNBOMD
861
First National Bank of Mount Dora
Florida
US$5.03億 +US$390萬 +0.8% 3.52% 96.2% 134 10.45% 6.3
Essex Savings Bank
862
Essex Savings Bank
Connecticut
US$5.03億 +US$4007萬 +9% 4.93% 95.2% 337 11.28% 4.3
Whitener Capital Management
863
Whitener Capital Management
North Carolina
US$5.01億 +US$2593萬 +5% 2.97% 113% 195 9.74% 4.8
Old Second National Bank of Aurora
864
Old Second National Bank of Aurora
Illinois
US$5.01億 -US$2969萬 -6% 0.07% 93.7% 287 8.01% 7.6
Old Port Advisors
865
Old Port Advisors
Maine
US$5億 -US$765萬 -2% 0.93% 114% 282 9.22% 4.4
CMAI
866
Capital Management Associates Inc
Minnesota
US$4.99億 +US$172萬 +0.3% 0.87% 75.6% 165 10.3% 1.7
Sage Capital Advisors
867
Sage Capital Advisors
South Dakota
US$4.98億 +US$1656萬 +3% 4.21% 105% 148 7.43% 4.1
Polunin Capital Partners
868
Polunin Capital Partners
United Kingdom
US$4.97億 +US$8936萬 +22% 1.15% 268% 24 20.83% 1.4
Fairvoy Private Wealth
869
Fairvoy Private Wealth
Alabama
US$4.96億 +US$154萬 +0.3% 1.75% – 232 23.28% 1.2
Genworth Financial
870
Genworth Financial
Virginia
US$4.95億 +US$847萬 +2% 1.71% 73.6% 2 0% 5.4
Wolff Financial Management
871
Wolff Financial Management
Michigan
US$4.94億 -US$722萬 -1% 1.28% 56.7% 107 5.61% 3.4
Mezzasalma Advisors
872
Mezzasalma Advisors
New Jersey
US$4.93億 -US$492萬 -1% 2.15% 203% 175 11.43% 2.3
Decker Wealth Management LLC
873
Decker Wealth Management LLC
Tennessee
US$4.93億 +US$2167萬 +5% 3.41% – 124 15.32% 0.6
Builder Investment Group
874
Builder Investment Group
Georgia
US$4.93億 -US$1200萬 -2% 5.79% 169% 108 5.56% 3
Waller Financial Planning Group
875
Waller Financial Planning Group
Ohio
US$4.93億 +US$701萬 +1% 0.18% 47.5% 82 7.32% 4.7