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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）
HC
2251
Headland Capital
South Carolina
US$4.1億 +US$439萬 +1% 0.52% – 81 35.8% 1.1
Fruth Investment Management
2252
Fruth Investment Management
Texas
US$4.09億 -US$1136萬 -3% 2.62% 79.4% 230 5.65% 8.8
Winthrop Capital Management
2253
Winthrop Capital Management
Indiana
US$4.09億 -US$539萬 -1% 0.76% 68.1% 359 3.9% 1.7
Rooted Wealth Advisors
2254
Rooted Wealth Advisors
Illinois
US$4.08億 US$0 0% 0.48% 57.3% 149 0% 2.1
S.E.E.D. Planning Group
2255
S.E.E.D. Planning Group
New York
US$4.08億 +US$2939萬 +8% 3.79% 57.3% 103 19.42% 3
Seaside Wealth Management
2256
Seaside Wealth Management
California
US$4.08億 +US$364萬 +0.9% 0.38% 58.1% 75 8% 2.8
DMKC Advisory Services
2257
DMKC Advisory Services
Iowa
US$4.07億 -US$1.22億 -23% 0.26% – 100 30% 1.3
Acorn Wealth Advisors
2258
Acorn Wealth Advisors
Michigan
US$4.07億 -US$326萬 -0.8% 0.17% 58.8% 317 9.15% 3.4
Pier 88 Investment Partners
2259
Pier 88 Investment Partners
California
US$4.07億 -US$1382萬 -3% 2.19% 40.3% 121 25.62% 1.5
Prospera Capital Management
2260
Prospera Capital Management
Arizona
US$4.06億 +US$8652萬 +27% 0.03% – 77 20.78% 0.9
Fischer Financial Services
2261
Fischer Financial Services
Pennsylvania
US$4.06億 +US$814萬 +2% 3.67% – 65 6.15% 1.5
Tucker Asset Management
2262
Tucker Asset Management
Colorado
US$4.06億 +US$97.5萬 +0.2% 1.92% 71.6% 454 63.44% 2.1
HCM
2263
Hudson Capital Management
New Jersey
US$4.05億 -US$820萬 -2% 1.11% 66.8% 81 12.35% 4.2
Valley Forge Investment Consultants
2264
Valley Forge Investment Consultants
Pennsylvania
US$4.05億 +US$1665萬 +4% 0.37% 67.9% 87 5.75% 3.8
Butensky & Cohen Financial Security
2265
Butensky & Cohen Financial Security
Florida
US$4.05億 +US$56.8萬 +0.1% 1.01% 81% 99 1.01% 6.9
Arcataur Capital Management
2266
Arcataur Capital Management
Wisconsin
US$4.05億 +US$131萬 +0.3% 0.63% 65.4% 106 6.6% 2.8
Xcel Wealth Management
2267
Xcel Wealth Management
Florida
US$4.04億 -US$1481萬 -4% 2.23% 98.8% 146 8.22% 3.8
Revisor Wealth Management
2268
Revisor Wealth Management
Ohio
US$4.04億 -US$1211萬 -3% 2.18% 72% 403 18.36% 1.5
Valtinson Bruner Financial Planning
2269
Valtinson Bruner Financial Planning
Minnesota
US$4.04億 +US$489萬 +1% 0.22% 40.3% 195 8.72% 3.3
Keystone Financial Planning
2270
Keystone Financial Planning
Ohio
US$4.04億 +US$1592萬 +4% 3.95% 46% 40 5% 7.2
Crown Wealth Group
2271
Crown Wealth Group
North Carolina
US$4.04億 +US$1054萬 +3% 3.69% 98.2% 162 16.05% 2
SC
2272
Saybrook Capital
North Carolina
US$4.03億 +US$381萬 +1% 2.01% 72.5% 43 2.33% 9.3
Summit Investment Advisory Services
2273
Summit Investment Advisory Services
Minnesota
US$4.03億 +US$464萬 +1% 0.04% 74.2% 90 4.44% 1.8
First American Financial Corporation
2274
First American Financial Corporation
California
US$4.03億 +US$1225萬 +3% 0.82% 83% 4 25% 2.1
Burke & Herbert Bank & Trust
2275
Burke & Herbert Bank & Trust
Virginia
US$4.03億 -US$86.7萬 -0.2% 2.08% 81.5% 249 5.22% 5.4
89 90
91
92 93