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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6,148檔基金(占~69%)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)
BridgePort Financial Solutions
2776
BridgePort Financial Solutions
Iowa
US$4.29億 +US$3619萬 +9% 1.97% – 275 16.73% 1.2
WA
2777
WealthTrust Axiom
Pennsylvania
US$4.29億 -US$1868萬 -4% 1.05% 123% 309 5.5% 6.3
Strategic Family Wealth Counselors
2778
Strategic Family Wealth Counselors
New Jersey
US$4.29億 -US$141萬 -0.3% 1.14% 83.8% 181 7.73% 3.7
Oldfield Partners
2779
Oldfield Partners
United Kingdom
US$4.28億 +US$1348萬 +3% 1.1% 98% 18 0% 4.5
BOS Asset Management
2780
BOS Asset Management
Illinois
US$4.28億 -US$267萬 -0.6% 0.46% 70.3% 205 6.83% 2.5
SimplyRich
2781
SimplyRich
California
US$4.28億 +US$69.3萬 +0.2% 1.89% 105% 225 27.11% 3.6
Squire Investment Management Company
2782
Squire Investment Management Company
Utah
US$4.28億 +US$1235萬 +3% 0.34% 62.4% 101 14.85% 1.8
Colton Groome Financial Advisors
2783
Colton Groome Financial Advisors
North Carolina
US$4.27億 +US$1326萬 +3% 0.12% 65.8% 174 12.64% 2.7
Manske Wealth Management
2784
Manske Wealth Management
Texas
US$4.27億 +US$2418萬 +6% 2.16% – 238 8.82% 1.4
Strata Wealth Advisors
2785
Strata Wealth Advisors
Texas
US$4.26億 +US$1625萬 +4% 0.88% 73.6% 106 16.04% 1.9
Westwind Capital
2786
Westwind Capital
New Mexico
US$4.26億 +US$414萬 +1% 4.06% 87.6% 100 36% 1.3
Wealth Management Partners
2787
Wealth Management Partners
Arizona
US$4.26億 +US$68.6萬 +0.2% 2.07% 194% 165 12.73% 3
True Wealth Design
2788
True Wealth Design
Ohio
US$4.26億 +US$520萬 +1% 0.12% 57% 2,829 14.74% 1.8
Prudent Man Advisors
2789
Prudent Man Advisors
Illinois
US$4.26億 -US$1196萬 -3% 1.86% 92.5% 150 10.67% 3.9
Canal Insurance Company
2790
Canal Insurance Company
South Carolina
US$4.26億 -US$3075萬 -7% 4.5% 114% 77 6.49% 6.4
CenterStar Asset Management
2791
CenterStar Asset Management
Illinois
US$4.25億 -US$1.63億 -28% 3.11% 104% 364 76.37% 0.4
BankPlus Trust Department
2792
BankPlus Trust Department
Mississippi
US$4.25億 -US$204萬 -0.5% 3.32% – 472 60.81% 1.6
Delta Financial Advisors
2793
Delta Financial Advisors
Louisiana
US$4.25億 +US$443萬 +1% 2.93% 107% 158 8.23% 4.5
Siena Capital Partners
2794
Siena Capital Partners
Illinois
US$4.25億 +US$1190萬 +3% 0.37% 42.5% 103 3.88% 4.5
Carmel Capital Management
2795
Carmel Capital Management
California
US$4.25億 -US$3106萬 -7% 8.32% 247% 31 9.68% 3.3
KFA Private Wealth Group
2796
KFA Private Wealth Group
Virginia
US$4.25億 +US$999萬 +2% 0.3% 62.8% 162 10.49% 2.7
Independence Asset Advisors
2797
Independence Asset Advisors
Pennsylvania
US$4.25億 +US$4132萬 +11% 1.22% 20.3% 31 19.35% 0.8
Fedenia Advisers
2798
Fedenia Advisers
Wisconsin
US$4.25億 +US$391萬 +0.9% 10.3% – 468 76.07% 1
Western Standard LLC
2799
Western Standard LLC
California
US$4.24億 +US$1.29億 +44% 7.29% 79.1% 48 68.75% 0.3
Pioneer Wealth Management Group
2800
Pioneer Wealth Management Group
Texas
US$4.24億 +US$991萬 +2% 1.64% – 60 15% 2.3