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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4,658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)
Auour Investments
2301
Auour Investments
Massachusetts
US$3.53億 +US$441萬 +1% 0.12% 39.2% 97 4.12% 2.4
Westwood Wealth Management
2302
Westwood Wealth Management
California
US$3.53億 +US$789萬 +2% 9.19% 495% 48 12.5% 1.5
Your Advocates Ltd
2303
Your Advocates Ltd
Texas
US$3.52億 +US$258萬 +0.7% 0.26% 53.6% 217 6.45% 3.2
Financial Life Advisors
2304
Financial Life Advisors
Texas
US$3.52億 +US$51.2萬 +0.1% 1.05% 47% 68 23.53% 3.1
Pines Wealth Management
2305
Pines Wealth Management
North Carolina
US$3.52億 +US$408萬 +1% 1.93% – 228 6.14% 1.5
Silverleafe Capital Partners
2306
Silverleafe Capital Partners
Tennessee
US$3.51億 -US$1548萬 -4% 2.29% 87.7% 117 29.91% 2.4
USAdvisors Wealth Management
2307
USAdvisors Wealth Management
Minnesota
US$3.51億 +US$218萬 +0.6% 0.51% 59.6% 152 7.89% 3.2
PAM
2308
Pegasus Asset Management
New York
US$3.51億 -US$20.7萬 -0.1% 3.04% 101% 77 11.69% 5.3
Boothe Investment Group
2309
Boothe Investment Group
Delaware
US$3.51億 +US$3321萬 +10% 6.8% 75.6% 40 7.5% 2.5
Jeppson Wealth Management
2310
Jeppson Wealth Management
California
US$3.5億 +US$1109萬 +3% 4.57% 107% 257 10.89% 3.7
Wilson Asset Management
2311
Wilson Asset Management
Australia
US$3.5億 -US$1366萬 -4% 3.83% 58% 47 38.3% 1.3
Ameliora Wealth Management
2312
Ameliora Wealth Management
Switzerland
US$3.5億 +US$1337萬 +4% 0.77% 73.9% 251 13.55% 2.3
Inlight Wealth Management
2313
Inlight Wealth Management
Georgia
US$3.5億 +US$3560萬 +11% 1.35% – 79 22.78% 1.1
Argyle Capital Management
2314
Argyle Capital Management
Pennsylvania
US$3.49億 +US$222萬 +0.6% 3.81% 106% 140 5% 9.5
DHJJ Financial Advisors
2315
DHJJ Financial Advisors
Illinois
US$3.49億 +US$189萬 +0.5% 0.04% 62.5% 1,110 4.41% 2.6
Jacobsen Capital Management
2316
Jacobsen Capital Management
Utah
US$3.48億 +US$631萬 +2% 1.75% 97.3% 133 10.53% 2.7
Avaii Wealth Management
2317
Avaii Wealth Management
Wisconsin
US$3.48億 +US$767萬 +2% 0.91% 100% 196 17.86% 2
Dorval Corp
2318
Dorval Corp
Minnesota
US$3.48億 +US$40.3萬 +0.1% 1.92% 29.6% 50 8% 2
Warner Financial
2319
Warner Financial
Maryland
US$3.48億 +US$778萬 +2% 0.19% 69.2% 151 4.64% 3
VST
2320
Van Strum & Towne
California
US$3.48億 -US$1902萬 -5% 5.78% 72.3% 122 13.93% 6.2
N10 Wealth
2321
N10 Wealth
Connecticut
US$3.48億 +US$6573萬 +23% 0.76% – 69 43.48% 0.2
B.O.S.S. Retirement Advisors
2322
B.O.S.S. Retirement Advisors
Utah
US$3.47億 -US$2288萬 -6% 1.25% 78.2% 172 23.84% 1.4
JVL Associates
2323
JVL Associates
Michigan
US$3.47億 -US$506萬 -1% 0.54% 81% 83 14.46% 3.9
Weybosset Research & Management
2324
Weybosset Research & Management
Rhode Island
US$3.47億 -US$3368萬 -9% 5.29% 74.8% 33 6.06% 6.7
National Wealth Management Group
2325
National Wealth Management Group
Ohio
US$3.47億 +US$2371萬 +7% 1.41% 128% 251 24.7% 1.8