我們已在上線! 進一步了解

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4,666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)
MCG
2351
McCollum Christoferson Group
New York
US$3.43億 +US$172萬 +0.5% 3.26% 59.4% 93 19.35% 3.8
WOCP
2352
White Oak Capital Partners
Singapore
US$3.43億 -US$8259萬 -19% 5.74% – 21 23.81% 1.1
Midwest Heritage Bank
2353
Midwest Heritage Bank
Iowa
US$3.42億 -US$1038萬 -3% 1.31% 52.2% 54 5.56% 3.2
Realta Investment Advisors
2354
Realta Investment Advisors
Delaware
US$3.42億 +US$2044萬 +6% 6.59% 151% 423 25.53% 2.9
Iams Wealth Management
2355
Iams Wealth Management
Nebraska
US$3.42億 +US$974萬 +3% 1.5% 57.7% 221 30.77% 1.6
Amtrust Financial Services
2356
Amtrust Financial Services
New York
US$3.42億 +US$544萬 +2% 1.68% 61.9% 18 22.22% 3.5
Stash Investments
2357
Stash Investments
New York
US$3.42億 +US$3129萬 +10% 0.27% 40.7% 21 28.57% 0.9
Walker Financial Services
2358
Walker Financial Services
Kentucky
US$3.41億 +US$1812萬 +6% 0.4% 20.8% 50 20% 2.3
Greenbush Financial Group
2359
Greenbush Financial Group
New York
US$3.41億 +US$135萬 +0.4% 0.41% – 38 7.89% 1.4
Quaker Wealth Management
2360
Quaker Wealth Management
New Jersey
US$3.41億 -US$213萬 -0.6% 0.22% – 1,023 11.73% 1
Nova R Wealth
2361
Nova R Wealth
Kansas
US$3.41億 -US$142萬 -0.4% 0% 60.7% 91 6.59% 3
S.A. Mason
2362
S.A. Mason
Michigan
US$3.41億 +US$1511萬 +5% 2.92% 116% 292 6.16% 4.7
Prosperity Financial Group
2363
Prosperity Financial Group
California
US$3.41億 +US$1790萬 +6% 2.62% 121% 206 16.99% 1.9
Old Point Trust & Financial Services N A
2364
Old Point Trust & Financial Services N A
Virginia
US$3.41億 +US$1105萬 +3% 5.67% 87.3% 345 13.91% 3.7
Act Wealth Management
2365
Act Wealth Management
Texas
US$3.4億 -US$19.1萬 -0.1% 0.79% 70% 67 7.46% 2.9
SVB Capital Management
2366
SVB Capital Management
California
US$3.4億 +US$3.32億 +4,489% 11.6% – 9 44.44% 1
PKO BP Bankowy Universal Pension Society
2367
PKO BP Bankowy Universal Pension Society
Poland
US$3.4億 -US$1015萬 -3% 0.26% – 14 14.29% 1.5
EWA
2368
ERTS Wealth Advisors
Michigan
US$3.4億 -US$182萬 -0.5% 1.74% 39.3% 34 8.82% 4.8
Lazari Capital Management
2369
Lazari Capital Management
California
US$3.39億 +US$1486萬 +5% 6.17% 145% 198 10.61% 2.2
School Employees Retirement Board of Ohio
2370
School Employees Retirement Board of Ohio
Ohio
US$3.39億 +US$6177萬 +22% 2.07% – 6 16.67% 1.4
Penney Financial
2371
Penney Financial
Texas
US$3.39億 +US$5281萬 +18% 0.15% 54.8% 54 20.37% 1.8
Consilium Wealth Advisory
2372
Consilium Wealth Advisory
Texas
US$3.38億 +US$148萬 +0.4% 1.15% 126% 104 5.77% 2.8
Vert Asset Management
2373
Vert Asset Management
California
US$3.38億 -US$2725萬 -7% 6.47% 43.1% 49 14.29% 3.6
Redmond Asset Management
2374
Redmond Asset Management
Virginia
US$3.38億 -US$6261萬 -16% 0.55% 68.2% 203 10.34% 5
FP
2375
FFG Partners
Florida
US$3.38億 -US$1464萬 -4% 2.3% 277% 57 38.6% 0.9