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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4,293檔基金(占~48%)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)
Legacy Wealth Asset Management
1751
Legacy Wealth Asset Management
Minnesota
US$4.56億 +US$62.9萬 +0.1% 3.66% 116% 405 18.02% 3.2
BWM
1752
Brown Wealth Management
Illinois
US$4.56億 +US$861萬 +2% 0.46% 51.2% 144 13.19% 1.8
Stokes Capital Advisors
1753
Stokes Capital Advisors
South Carolina
US$4.55億 -US$1147萬 -2% 0.01% 61.3% 125 11.2% 3.5
Flagstone Financial Management
1754
Flagstone Financial Management
Nebraska
US$4.55億 +US$800萬 +2% 0.85% 46.2% 78 5.13% 2.4
DI
1755
Diligent Investors
California
US$4.55億 +US$591萬 +1% 2.43% 82.2% 373 7.24% 4.6
Able Wealth Management
1756
Able Wealth Management
New Jersey
US$4.55億 +US$1904萬 +4% 1.14% 58.1% 236 39.41% 1
Freedom Day Solutions
1757
Freedom Day Solutions
Texas
US$4.55億 +US$287萬 +0.6% 0.32% 86.6% 146 17.12% 3.1
Cincinnati Specialty Underwriters Insurance
1758
Cincinnati Specialty Underwriters Insurance
Ohio
US$4.54億 +US$533萬 +1% 4.67% 137% 45 0% 7.3
Atwater Malick
1759
Atwater Malick
Pennsylvania
US$4.54億 -US$483萬 -1% 1.01% 83.4% 139 12.23% 2.9
Guidance Capital
1760
Guidance Capital
Kentucky
US$4.54億 -US$1335萬 -3% 1.24% 63.7% 238 8.4% 1.8
CWS Financial Advisors
1761
CWS Financial Advisors
Michigan
US$4.54億 +US$350萬 +0.8% 0.72% 55.7% 176 5.68% 3.6
Mokosak Advisory Group
1762
Mokosak Advisory Group
Iowa
US$4.54億 -US$787萬 -2% 2.99% 59.2% 43 11.63% 4.2
RS
1763
Retirement Solution
Washington
US$4.54億 +US$2.29億 +102% 1.62% 77.3% 66 22.73% 2
MIO Partners
1764
MIO Partners
New York
US$4.54億 +US$8207萬 +22% 2.12% – 6 33.33% 0.6
Syquant Capital SAS
1765
Syquant Capital SAS
France
US$4.53億 +US$627萬 +1% 6.4% 160% 71 61.97% 0.3
Briaud Financial Planning
1766
Briaud Financial Planning
Texas
US$4.53億 +US$7310萬 +19% 5.67% 113% 46 13.04% 2.1
Brown, Lisle/Cummings
1767
Brown, Lisle/Cummings
Rhode Island
US$4.53億 +US$722萬 +2% 3.36% 82.3% 1,081 4.63% 2.5
Level Financial Advisors
1768
Level Financial Advisors
New York
US$4.53億 +US$501萬 +1% 1.07% 44% 99 12.12% 3.3
Global Assets Advisory
1769
Global Assets Advisory
Florida
US$4.52億 -US$600萬 -1% 2.64% 95.9% 341 15.25% 1
Atticus Wealth Management
1770
Atticus Wealth Management
Florida
US$4.52億 +US$3155萬 +8% 2.38% 73.9% 192 11.46% 3.8
Progressive Investment Management
1771
Progressive Investment Management
Oregon
US$4.52億 -US$286萬 -0.6% 3.14% 139% 56 0% 5.1
MAM
1772
Mystic Asset Management
Rhode Island
US$4.51億 -US$1703萬 -4% 2.02% 114% 229 8.3% 3.3
CGC Financial Services
1773
CGC Financial Services
Oregon
US$4.51億 +US$615萬 +1% 0.21% 46% 347 5.48% 2.6
Prosperity Planning
1774
Prosperity Planning
Missouri
US$4.51億 +US$1440萬 +3% 1% 43.5% 124 8.06% 3.3
CWM
1775
Cordatus Wealth Management
Pennsylvania
US$4.51億 -US$473萬 -1% 4.99% 108% 196 32.65% 1.7