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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4,675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)
Consilium Wealth Advisory
2376
Consilium Wealth Advisory
Texas
US$3.38億 +US$148萬 +0.4% 1.15% 126% 104 5.77% 2.8
Vert Asset Management
2377
Vert Asset Management
California
US$3.38億 -US$2725萬 -7% 6.47% 43.1% 49 14.29% 3.6
Redmond Asset Management
2378
Redmond Asset Management
Virginia
US$3.38億 -US$6261萬 -16% 0.55% 68.2% 203 10.34% 5
FP
2379
FFG Partners
Florida
US$3.38億 -US$1464萬 -4% 2.3% 277% 57 38.6% 0.9
IronBridge Private Wealth
2380
IronBridge Private Wealth
Texas
US$3.38億 +US$3320萬 +11% 9.38% 143% 58 36.21% 1.8
Red Lighthouse Investment Management
2381
Red Lighthouse Investment Management
New York
US$3.38億 +US$197萬 +0.6% 1.4% 71.1% 86 2.33% 2.3
Aikya Investment Management
2382
Aikya Investment Management
United Kingdom
US$3.37億 -US$317萬 -0.9% 5.92% 11.1% 5 0% 2
PFW Advisors
2383
PFW Advisors
Georgia
US$3.37億 -US$626萬 -2% 0.21% – 135 17.78% 4.7
L.K. Benson & Company
2384
L.K. Benson & Company
Maryland
US$3.37億 +US$516萬 +2% 3.61% – 125 13.6% 1.4
Investment Research & Advisory Group
2385
Investment Research & Advisory Group
Georgia
US$3.37億 +US$1269萬 +4% 5.35% 105% 352 16.76% 2.8
NKCFO LLC
2386
NKCFO LLC
Illinois
US$3.37億 +US$636萬 +2% 8.78% 237% 117 47.86% 1.1
Empirical Capital Management
2387
Empirical Capital Management
Tennessee
US$3.36億 -US$2948萬 -8% 1.33% 205% 34 47.06% 1.7
Triton Wealth Management
2388
Triton Wealth Management
Arizona
US$3.36億 +US$1084萬 +3% 2.1% – 149 20.13% 2.7
LWMM
2389
Legacy Wealth Management (Mississippi)
Mississippi
US$3.36億 -US$5332萬 -14% 4.47% 105% 132 19.7% 2.9
Corbyn Investment Management
2390
Corbyn Investment Management
Maryland
US$3.36億 -US$1008萬 -3% 4.95% 71% 68 4.41% 5.6
Nicollet Investment Management
2391
Nicollet Investment Management
Minnesota
US$3.36億 +US$1220萬 +4% 8.91% 104% 81 9.88% 5.2
United Community Bank
2392
United Community Bank
South Carolina
US$3.36億 +US$1252萬 +4% 1.42% 72.7% 595 16.64% 2.3
HF Advisory Group
2393
HF Advisory Group
Maryland
US$3.36億 +US$1230萬 +4% 2.33% 73.2% 175 4.57% 3
Core Wealth Management
2394
Core Wealth Management
Florida
US$3.36億 -US$2009萬 -6% 1.42% 44.5% 44 31.82% 2.5
ICM
2395
Isabella Capital Management
US$3.35億 +US$1.47億 +78% 0.63% – 13 23.08% 0.3
Wilkerson Advisory Group
2396
Wilkerson Advisory Group
Missouri
US$3.35億 +US$971萬 +3% 1.11% – 678 13.72% 0.6
Prodigy Asset Management
2397
Prodigy Asset Management
Nebraska
US$3.35億 +US$316萬 +1% 0.68% – 31 6.45% 1.3
Shayne & Jacobs LLC
2398
Shayne & Jacobs LLC
Tennessee
US$3.35億 -US$224萬 -0.7% 0.42% 79.4% 103 4.85% 4.4
Roth Financial Partners
2399
Roth Financial Partners
Texas
US$3.35億 -US$157萬 -0.5% 0.14% 61% 37 10.81% 3.7
Hutchens & Kramer Investment Management Group
2400
Hutchens & Kramer Investment Management Group
Indiana
US$3.35億 -US$3855萬 -10% 0.61% 83% 175 19.43% 2.3