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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4,554檔基金(占~51%)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)
PhiloSmith Capital
2201
PhiloSmith Capital
Connecticut
US$3.62億 -US$663萬 -2% 1.14% 47% 23 4.35% 7.8
Kercheville Advisors
2202
Kercheville Advisors
Texas
US$3.61億 +US$3294萬 +10% 5.57% 261% 125 18.4% 2.6
Grandview Asset Management
2203
Grandview Asset Management
Pennsylvania
US$3.61億 -US$4154萬 -10% 6.77% 200% 156 21.79% 2.6
Range Financial Group
2204
Range Financial Group
Oregon
US$3.61億 -US$503萬 -1% 2.6% 195% 240 27.92% 1.9
Evexia Wealth
2205
Evexia Wealth
Wisconsin
US$3.6億 -US$917萬 -2% 0.38% 95% 80 3.75% 2.1
Riverwater Partners
2206
Riverwater Partners
Wisconsin
US$3.6億 +US$2339萬 +7% 0.45% 112% 224 14.29% 2.2
Lawson Kroeker Investment Management
2207
Lawson Kroeker Investment Management
Nebraska
US$3.6億 -US$55萬 -0.2% 4.19% 69.7% 61 6.56% 6.9
Autumn Glory Partners
2208
Autumn Glory Partners
Texas
US$3.6億 +US$706萬 +2% 1.14% 76% 219 15.98% 2.5
Greystone Financial Group
2209
Greystone Financial Group
Michigan
US$3.6億 +US$179萬 +0.5% 5.65% 79.3% 84 25% 2.3
LifeWealth Investments
2210
LifeWealth Investments
Florida
US$3.6億 -US$1461萬 -4% 1.06% – 150 16.67% 1.2
FRIHG
2211
Fund Resources Investment Holding Group
US$3.59億 -US$4.58億 -56% 12.8% – 9 55.56% 0.2
Gunderson Capital Management
2212
Gunderson Capital Management
South Carolina
US$3.59億 -US$1146萬 -3% 2.54% 961% 78 64.1% 0.6
Rakuten Securities
2213
Rakuten Securities
Japan
US$3.59億 -US$7154萬 -17% 0.85% 999% 1,024 17.38% 1.7
Baker Boyer National Bank
2214
Baker Boyer National Bank
Washington
US$3.58億 -US$568萬 -2% 0.37% 49.3% 103 21.36% 4.9
Key Client Fiduciary Advisors
2215
Key Client Fiduciary Advisors
New Jersey
US$3.58億 +US$1147萬 +3% 2.41% 107% 246 12.6% 2.6
Gold Investment Management
2216
Gold Investment Management
Alberta, Canada
US$3.58億 -US$1100萬 -3% 1.14% 117% 202 1.98% 2.6
Bear Mountain Capital
2217
Bear Mountain Capital
Washington
US$3.58億 +US$1259萬 +4% 0.85% 43% 245 20% 1.8
WT Wealth Management
2218
WT Wealth Management
Arizona
US$3.57億 -US$392萬 -1% 1.33% 72% 174 37.36% 2.3
CAM
2219
CPA Asset Management
Florida
US$3.57億 +US$982萬 +3% 0.32% 53.3% 101 18.81% 2.6
Elevated Financial Group
2220
Elevated Financial Group
Indiana
US$3.57億 -US$781萬 -2% 0.59% – 142 29.58% 0.6
O'Brien Greene & Co
2221
O'Brien Greene & Co
Pennsylvania
US$3.57億 -US$573萬 -2% 5.97% 90.9% 149 10.07% 4.3
Arkfeld Wealth Strategies
2222
Arkfeld Wealth Strategies
Nebraska
US$3.57億 +US$2217萬 +7% 4.6% 90.8% 127 11.02% 3.5
TSA Wealth Management
2223
TSA Wealth Management
Texas
US$3.56億 +US$276萬 +0.8% 0.15% 62.4% 132 15.91% 1.4
Gen-Wealth Partners
2224
Gen-Wealth Partners
Michigan
US$3.56億 -US$361萬 -1% 0.53% – 811 17.02% 1.7
SIIL
2225
Sinvest Investments II Ltd
US$3.56億 +US$5853萬 +20% 13.5% – 2 50% 0.4