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5,013檔基金(占~56%)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)
PPI
1801
Platinum Paramount Investment
US$5.46億 -US$1.58億 -22% 11% – 4 25% 0.4
MBM Wealth Consultants
1802
MBM Wealth Consultants
Missouri
US$5.46億 +US$2706萬 +5% 0.7% 57.1% 125 6.4% 4.2
Global Wealth Strategies & Associates
1803
Global Wealth Strategies & Associates
Colorado
US$5.46億 +US$1804萬 +3% 0% 68.7% 115 16.52% 2.3
Louisbourg Investments
1804
Louisbourg Investments
New Brunswick, Canada
US$5.45億 +US$322萬 +0.6% 6.52% 93.1% 221 10.41% 2
Scissortail Wealth Management
1805
Scissortail Wealth Management
Oklahoma
US$5.45億 +US$2558萬 +5% 3.38% 71.9% 119 13.45% 1.9
Moller Wealth Partners
1806
Moller Wealth Partners
US$5.45億 -US$766萬 -1% 1.51% 44.1% 77 14.29% 6.6
MIC
1807
Maxi Investments CY
Cyprus
US$5.45億 +US$5108萬 +10% 0.23% 83.2% 98 60.2% 0.7
Phraction Management
1808
Phraction Management
Connecticut
US$5.45億 -US$5041萬 -8% 4.05% 106% 72 15.28% 2.9
Archer Investment Corporation
1809
Archer Investment Corporation
Indiana
US$5.45億 +US$2249萬 +4% 1.99% 76.1% 1,328 10.39% 3.6
Hedeker Wealth
1810
Hedeker Wealth
Illinois
US$5.45億 +US$2068萬 +4% 4.79% 161% 94 3.19% 3.5
Nuance Investments
1811
Nuance Investments
Missouri
US$5.44億 -US$4329萬 -7% 0.04% 8.87% 60 23.33% 2.3
WealthPLAN Partners
1812
WealthPLAN Partners
Nebraska
US$5.44億 +US$2082萬 +4% 2.59% 71.6% 243 12.76% 4.5
Paragon Capital Management (Colorado)
1813
Paragon Capital Management (Colorado)
Colorado
US$5.44億 +US$1553萬 +3% 6.03% 109% 231 13.85% 3.1
PA
1814
Paragon Advisors
Texas
US$5.43億 +US$6691萬 +14% 5.93% 138% 111 34.23% 2
Coyle Financial Counsel
1815
Coyle Financial Counsel
Illinois
US$5.43億 -US$501萬 -0.9% 0.3% 67.3% 130 8.46% 3
Stordahl Capital Management
1816
Stordahl Capital Management
Colorado
US$5.42億 -US$420萬 -0.8% 1.02% 54% 69 4.35% 5.4
Drummond Knight Asset Management
1817
Drummond Knight Asset Management
Australia
US$5.41億 -US$341萬 -0.6% 4.36% – 19 47.37% 0.6
Ping Capital Management
1818
Ping Capital Management
New York
US$5.41億 +US$1.4億 +35% 6.59% – 101 22.77% 1.1
Riggs Asset Management
1819
Riggs Asset Management
Pennsylvania
US$5.41億 -US$1927萬 -3% 1.94% 219% 146 21.92% 3.5
Activest Wealth Management
1820
Activest Wealth Management
Florida
US$5.4億 +US$2275萬 +4% 2.2% 117% 1,414 30.91% 1.5
RIA
1821
RPG Investment Advisory
California
US$5.4億 -US$4.33億 -44% 7.76% 186% 94 10.64% 4.9
The Wealth Group
1822
The Wealth Group
Minnesota
US$5.4億 +US$1745萬 +3% 2.06% 71.9% 98 4.08% 1.9
McRae Capital Management
1823
McRae Capital Management
New Jersey
US$5.4億 +US$3177萬 +6% 7.01% 78.2% 118 8.47% 6.3
Voisard Asset Management Group
1824
Voisard Asset Management Group
Michigan
US$5.38億 +US$970萬 +2% 0.49% 50.5% 119 11.76% 1.8
Abound Wealth Management
1825
Abound Wealth Management
Tennessee
US$5.37億 +US$3299萬 +7% 0.27% 65.7% 1,533 17.16% 2.3