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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

所有基金經理人

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7,143檔基金（占~80%）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）
Keating Financial Advisory Services
2226
Keating Financial Advisory Services
Kansas
US$7.75億 +US$1567萬 +2% 4.33% – 2,736 9.54% 0.7
Hendershot Investments
2227
Hendershot Investments
Virginia
US$7.74億 +US$852萬 +1% 5.61% 61.9% 140 6.43% 5.8
Thames Capital Management
2228
Thames Capital Management
New Jersey
US$7.74億 -US$4.42億 -36% 4.71% 1,159% 69 63.77% 1.9
TFI
2229
Tapp Finance, Inc.
Washington
US$7.74億 +US$2.17億 +39% 1.85% – 12 83.33% 0
Alpine Bank Wealth Management
2230
Alpine Bank Wealth Management
Colorado
US$7.73億 -US$616萬 -0.8% 0.41% – 450 14.67% 0.8
Bearing Point Capital
2231
Bearing Point Capital
Minnesota
US$7.73億 +US$3309萬 +4% 6.05% – 218 12.39% 1.2
Strategic Point Investment Advisors
2232
Strategic Point Investment Advisors
Rhode Island
US$7.72億 +US$466萬 +0.6% 0.51% 58.2% 38 7.89% 5.3
Pacific Sage Partners
2233
Pacific Sage Partners
Washington
US$7.72億 +US$6755萬 +10% 4.28% 58.9% 148 10.14% 2.3
Ironwood Investment Counsel
2234
Ironwood Investment Counsel
Arizona
US$7.71億 +US$928萬 +1% 3.28% 78.2% 276 7.61% 5.7
Seilern Investment Management
2235
Seilern Investment Management
United Kingdom
US$7.71億 -US$2254萬 -3% 9.22% – 24 0% 1.6
Cigna Investments
2236
Cigna Investments
Connecticut
US$7.7億 -US$236萬 -0.3% 3.99% 154% 494 8.7% 6.6
Heirloom Wealth Management
2237
Heirloom Wealth Management
Colorado
US$7.69億 +US$7937萬 +12% 2.75% 81.8% 68 16.18% 2
Fourpath Capital Management
2238
Fourpath Capital Management
Oklahoma
US$7.69億 +US$967萬 +1% 2.43% 82.1% 243 13.17% 2.3
Ignite Planners
2239
Ignite Planners
California
US$7.69億 +US$3967萬 +5% 2.27% 83.8% 480 18.54% 2.2
Stone House Investment Management
2240
Stone House Investment Management
Pennsylvania
US$7.68億 +US$1593萬 +2% 0.7% 57.9% 1,358 85.64% 1.6
Virtue Capital Management
2241
Virtue Capital Management
Tennessee
US$7.68億 +US$1916萬 +3% 0.59% 97.9% 443 37.02% 1.9
Schnieders Capital Management
2242
Schnieders Capital Management
California
US$7.68億 +US$611萬 +0.8% 4.31% 118% 260 9.62% 5.6
Horst & Graben Wealth Management
2243
Horst & Graben Wealth Management
Oregon
US$7.67億 +US$697萬 +0.9% 0.03% 62.2% 217 10.6% 3.3
MA
2244
Madrone Advisors
California
US$7.67億 -US$6.28億 -45% 37.4% 29.5% 6 0% 2
Kinsale Capital Group
2245
Kinsale Capital Group
Virginia
US$7.66億 +US$1202萬 +2% 0.34% 75.2% 43 16.28% 2.5
Tulsa Wealth Advisors
2246
Tulsa Wealth Advisors
Oklahoma
US$7.66億 +US$5595萬 +8% 1.37% – 178 11.24% 0.6
TFHU
2247
TLT Family Holdco ULC
US$7.66億 +US$6215萬 +9% 11% – 9 0% 1.1
Marquette Asset Management
2248
Marquette Asset Management
Minnesota
US$7.66億 -US$1269萬 -2% 0.62% 69.6% 934 26.98% 1.4
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
2249
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
US$7.65億 -US$4378萬 -5% 1.24% 86.7% 81 18.52% 2.8
TSG Advice Partners
2250
TSG Advice Partners
Ohio
US$7.64億 – – 0.3% – 141 – 0.6
88 89
90
91 92