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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4,623檔基金(占~52%)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)
Harmony Asset Management
2101
Harmony Asset Management
Arizona
US$3.98億 +US$2543萬 +7% 4.55% 138% 211 11.37% 1.9
Shikiar Asset Management
2102
Shikiar Asset Management
New York
US$3.98億 +US$192萬 +0.5% 4.84% 117% 124 17.74% 3.8
IWN
2103
Independent Wealth Network
Iowa
US$3.97億 +US$397萬 +1% 0.1% 78.2% 371 18.06% 2.4
TSP Capital Management Group
2104
TSP Capital Management Group
New Jersey
US$3.97億 -US$2095萬 -5% 3.05% 186% 44 2.27% 0.5
Net Worth Advisory Group
2105
Net Worth Advisory Group
Utah
US$3.97億 +US$11.9萬 +0% 0.79% – 470 21.06% 1.3
Legacy CG
2106
Legacy CG
Texas
US$3.97億 +US$617萬 +2% 0.2% 62.6% 56 33.93% 1.5
Terril Brothers
2107
Terril Brothers
Missouri
US$3.97億 +US$879萬 +2% 4.18% 112% 83 18.07% 3.4
Donoghue Forlines
2108
Donoghue Forlines
Massachusetts
US$3.96億 +US$947萬 +2% 9.64% 229% 168 58.93% 0.7
IFS
2109
Ifrah Financial Services
Arkansas
US$3.96億 -US$1372萬 -3% 0.85% 64.1% 228 16.23% 5.4
Prairiewood Capital
2110
Prairiewood Capital
North Dakota
US$3.96億 +US$986萬 +3% 1.69% 42.6% 82 6.1% 3.3
Gilliland Jeter Wealth Management
2111
Gilliland Jeter Wealth Management
Arkansas
US$3.95億 +US$1357萬 +4% 5.33% 128% 199 5.03% 2.1
Argonautica Private Wealth Management
2112
Argonautica Private Wealth Management
Massachusetts
US$3.94億 -US$1511萬 -4% 1.27% 167% 189 8.47% 2.3
SHFA
2113
SS&H Financial Advisors
Michigan
US$3.94億 +US$330萬 +0.8% 3.8% – 134 5.22% 3.5
Financial Insights
2114
Financial Insights
Washington
US$3.94億 +US$1391萬 +4% 2.23% 82.1% 159 12.58% 3.3
Supplemental Annuity Collective Trust (SACT) of New Jersey
2115
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
US$3.94億 +US$422萬 +1% 5.37% 166% 309 8.09% 4.4
Parkshore Wealth Management
2116
Parkshore Wealth Management
California
US$3.94億 +US$4541萬 +13% 1.36% – 74 9.46% 1.5
Lynch Asset Management
2117
Lynch Asset Management
Pennsylvania
US$3.93億 +US$2693萬 +7% 9.01% 214% 52 0% 3.5
Retail Employees Superannuation Trust
2118
Retail Employees Superannuation Trust
US$3.93億 +US$1947萬 +5% 6.46% – 30 10% 0.6
SC
2119
Steph & Co
Wisconsin
US$3.92億 -US$259萬 -0.7% 0.46% 61.6% 293 8.19% 3.9
WPI
2120
Walter Public Investments
Canada
US$3.92億 -US$2320萬 -6% 5.21% 85.1% 63 28.57% 1.7
Stiles Financial Services
2121
Stiles Financial Services
Minnesota
US$3.92億 -US$591萬 -1% 1.56% 144% 187 6.95% 3.4
Hoxton Planning & Management
2122
Hoxton Planning & Management
West Virginia
US$3.92億 +US$891萬 +2% 0.86% 77.8% 242 12.4% 2.3
Newton One Investments
2123
Newton One Investments
Delaware
US$3.92億 -US$505萬 -1% 1.48% 42% 175 30.29% 2.4
MI
2124
M3F Inc
Utah
US$3.91億 -US$3083萬 -7% 12.3% 139% 25 28% 4.5
Amicus Financial Advisors
2125
Amicus Financial Advisors
Texas
US$3.91億 -US$1569萬 -4% 1.53% – 100 14% 0.7