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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4,676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)
TMB Capital Partners
2426
TMB Capital Partners
Arkansas
US$3.29億 +US$818萬 +3% 1.06% – 192 13.54% 0.7
Montgomery Investment Management
2427
Montgomery Investment Management
Maryland
US$3.29億 -US$93.1萬 -0.3% 2.76% 105% 109 4.59% 7.2
Heritage Oak Wealth Advisors
2428
Heritage Oak Wealth Advisors
Florida
US$3.29億 -US$1115萬 -3% 1.85% – 119 41.18% 1.1
Arcadia Wealth Management (New Hampshire)
2429
Arcadia Wealth Management (New Hampshire)
New Hampshire
US$3.28億 +US$973萬 +3% 0.17% 55.5% 73 24.66% 2.2
Sunpointe
2430
Sunpointe
Missouri
US$3.28億 -US$2379萬 -7% 2.84% 122% 305 28.2% 1.5
Wealth Quarterback
2431
Wealth Quarterback
New Jersey
US$3.28億 +US$428萬 +1% 2.37% 109% 185 9.73% 2.9
LifeGoal Wealth Advisors
2432
LifeGoal Wealth Advisors
New York
US$3.28億 +US$1.1億 +50% 2.29% – 232 41.38% 0.6
Richards, Merrill & Peterson
2433
Richards, Merrill & Peterson
Washington
US$3.28億 +US$1290萬 +4% 3.12% – 302 8.61% 1.3
Seven Post Investment Office
2434
Seven Post Investment Office
California
US$3.28億 -US$2448萬 -7% 4.15% 44.4% 44 9.09% 4.2
First National Bank Sioux Falls
2435
First National Bank Sioux Falls
South Dakota
US$3.28億 -US$3784萬 -10% 0.35% 70.3% 157 8.92% 5
Argentarii
2436
Argentarii
Ohio
US$3.28億 -US$394萬 -1% 4.4% – 217 7.83% 1.3
IMZ Advisory
2437
IMZ Advisory
Florida
US$3.27億 +US$1137萬 +4% 1.58% 73.1% 38 5.26% 2.5
Bennett Selby Investments
2438
Bennett Selby Investments
Maine
US$3.27億 +US$1397萬 +4% 5.28% 82.1% 89 8.99% 3.4
Royal Harbor Partners
2439
Royal Harbor Partners
Texas
US$3.27億 +US$415萬 +1% 0.13% 54.6% 57 3.51% 2.4
Vigilare Wealth Management
2440
Vigilare Wealth Management
Arizona
US$3.27億 +US$58.9萬 +0.2% 0.37% 59.5% 137 20.44% 2.7
ShoreHaven Wealth Partners
2441
ShoreHaven Wealth Partners
New Jersey
US$3.26億 +US$820萬 +3% 1.05% 72.4% 110 10.91% 2.7
Raub Brock Capital Management
2442
Raub Brock Capital Management
California
US$3.26億 -US$3728萬 -10% 2% 54.7% 51 19.61% 2.6
Glass Jacobson Investment Advisors
2443
Glass Jacobson Investment Advisors
Maryland
US$3.26億 +US$504萬 +2% 0.12% 63.1% 647 9.43% 2.8
Paragon Private Wealth Management
2444
Paragon Private Wealth Management
Kentucky
US$3.26億 -US$5720萬 -15% 1.09% 104% 235 22.13% 2.7
Phoenix Wealth Advisors
2445
Phoenix Wealth Advisors
North Carolina
US$3.26億 +US$2895萬 +10% 2.28% 68.8% 136 8.82% 3.4
Bluesphere Advisors
2446
Bluesphere Advisors
Pennsylvania
US$3.25億 +US$125萬 +0.4% 2.26% 105% 125 11.2% 2.7
Hapanowicz & Associates Financial Services
2447
Hapanowicz & Associates Financial Services
Pennsylvania
US$3.25億 +US$336萬 +1% 0.05% 65% 39 7.69% 3.7
Berkeley Inc
2448
Berkeley Inc
Idaho
US$3.24億 +US$554萬 +2% 3.02% 49.4% 91 13.19% 3.3
Robinswood Financial
2449
Robinswood Financial
Washington
US$3.24億 -US$2480萬 -7% 0.62% 43.2% 428 83.18% 3
River Street Advisors
2450
River Street Advisors
Illinois
US$3.24億 -US$1541萬 -5% 0.14% 93.5% 185 9.19% 2.3