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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4,696檔基金(占~53%)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)
Royal Harbor Partners
2451
Royal Harbor Partners
Texas
US$3.27億 +US$415萬 +1% 0.13% 54.6% 57 3.51% 2.4
Vigilare Wealth Management
2452
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
2453
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
2454
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
2455
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
2456
Paragon Private Wealth Management
Kentucky
US$3.26億 -US$5720萬 -15% 1.09% 104% 235 22.13% 2.7
Phoenix Wealth Advisors
2457
Phoenix Wealth Advisors
North Carolina
US$3.26億 +US$2895萬 +10% 2.28% 68.8% 136 8.82% 3.4
Bluesphere Advisors
2458
Bluesphere Advisors
Pennsylvania
US$3.25億 +US$125萬 +0.4% 2.26% 105% 125 11.2% 2.7
Hapanowicz & Associates Financial Services
2459
Hapanowicz & Associates Financial Services
Pennsylvania
US$3.25億 +US$336萬 +1% 0.05% 65% 39 7.69% 3.7
Berkeley Inc
2460
Berkeley Inc
Idaho
US$3.24億 +US$554萬 +2% 3.02% 49.4% 91 13.19% 3.3
Robinswood Financial
2461
Robinswood Financial
Washington
US$3.24億 -US$2480萬 -7% 0.62% 43.2% 428 83.18% 3
River Street Advisors
2462
River Street Advisors
Illinois
US$3.24億 -US$1541萬 -5% 0.14% 93.5% 185 9.19% 2.3
Traveka Wealth
2463
Traveka Wealth
California
US$3.24億 +US$2336萬 +8% 1.38% 78.1% 221 13.57% 1.6
ticino wealth
2464
ticino wealth
California
US$3.24億 +US$687萬 +2% 1.92% – 140 6.43% 0.7
Wealth Management Resources
2465
Wealth Management Resources
Rhode Island
US$3.24億 -US$42.7萬 -0.1% 2.21% 37.7% 31 6.45% 3.5
Mullooly Asset Management
2466
Mullooly Asset Management
New Jersey
US$3.24億 -US$123萬 -0.4% 2.91% – 60 5% 1.3
VPC
2467
Valen Private Capital
Pennsylvania
US$3.23億 – – 0.58% – 88 – 0
Essex Woodlands Management
2468
Essex Woodlands Management
Texas
US$3.23億 +US$6892萬 +27% 33.7% 119% 5 0% 7.4
Harper Investing
2469
Harper Investing
California
US$3.23億 +US$2647萬 +9% 2.84% 58.7% 88 6.82% 1.8
LA
2470
Latitude Advisors
Florida
US$3.23億 +US$7222萬 +29% 1.25% 79.6% 1,384 82.44% 0.5
Omega Financial Group
2471
Omega Financial Group
California
US$3.23億 -US$577萬 -2% 2.87% 47% 107 16.82% 4.4
Biltmore Wealth Management
2472
Biltmore Wealth Management
Arizona
US$3.23億 +US$248萬 +0.8% 0.85% 59.8% 61 8.2% 4.7
Bishop & Co Investment Management
2473
Bishop & Co Investment Management
Pennsylvania
US$3.23億 -US$228萬 -0.7% 0.24% 53.7% 26 0% 7.2
LFP
2474
Lakeshore Financial Planning
Michigan
US$3.23億 +US$1186萬 +4% 2.28% 65.4% 102 14.71% 1.9
Davis Investment Partners
2475
Davis Investment Partners
North Carolina
US$3.22億 -US$603萬 -2% 0.71% 97.8% 184 16.3% 2