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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7,143檔基金(占~80%)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)
Valicenti Advisory Services
2851
Valicenti Advisory Services
New York
US$5.31億 +US$81.6萬 +0.2% 2.35% 134% 86 9.3% 5.8
Frontier Asset Management
2852
Frontier Asset Management
Wyoming
US$5.3億 -US$2856萬 -5% 0.06% 57.1% 94 18.09% 2.3
TGY2IT
2853
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
US$5.3億 +US$1964萬 +4% 0.73% – 147 74.83% 0.3
Vickerman Investment Advisors
2854
Vickerman Investment Advisors
Washington
US$5.3億 +US$1442萬 +3% 1.47% 53.1% 103 3.88% 3
Kirr Marbach & Co
2855
Kirr Marbach & Co
Indiana
US$5.3億 -US$6426萬 -11% 6.67% 121% 61 13.11% 4.7
Morton Community Bank
2856
Morton Community Bank
Illinois
US$5.29億 +US$3830萬 +8% 0.19% 67.7% 126 11.11% 2.2
Cranbrook Wealth Management
2857
Cranbrook Wealth Management
Michigan
US$5.29億 -US$509萬 -1% 0.41% 54.3% 418 13.4% 6.1
Trigran Investments
2858
Trigran Investments
Illinois
US$5.29億 -US$1612萬 -3% 1.23% 44.7% 19 15.79% 3.5
Bright Rock Capital Management
2859
Bright Rock Capital Management
Massachusetts
US$5.29億 +US$3004萬 +6% 6.08% 53.1% 80 18.75% 5.3
Beacon Financial Advisory
2860
Beacon Financial Advisory
Ohio
US$5.29億 +US$2049萬 +4% 1.37% 76.8% 448 12.95% 2.8
Waterway Wealth Management
2861
Waterway Wealth Management
Texas
US$5.28億 +US$3818萬 +8% 0.28% 52.2% 113 18.58% 1.2
Prudent Investors Network
2862
Prudent Investors Network
California
US$5.28億 +US$1150萬 +2% 1.51% – 94 10.64% 2.2
Schwarz Dygos Wheeler Investment Advisors
2863
Schwarz Dygos Wheeler Investment Advisors
Minnesota
US$5.28億 +US$378萬 +0.7% 2.3% 82.6% 182 8.24% 4.4
Aspire Capital Advisors
2864
Aspire Capital Advisors
Washington
US$5.27億 +US$1390萬 +3% 2.04% 68.6% 146 13.01% 2
MPS Loria Financial Planners
2865
MPS Loria Financial Planners
Illinois
US$5.27億 +US$9209萬 +21% 2.39% 80% 93 8.6% 5.4
Brown Capital Management
2866
Brown Capital Management
Maryland
US$5.27億 +US$2668萬 +5% 10.7% 107% 58 12.07% 3.8
Adams Wealth Management
2867
Adams Wealth Management
Utah
US$5.27億 +US$453萬 +0.9% 0.21% 112% 153 8.5% 2.7
Highline Wealth Partners
2868
Highline Wealth Partners
California
US$5.27億 +US$3364萬 +7% 3.19% 93.8% 1,552 15.01% 1.5
Wendel SE
2869
Wendel SE
US$5.26億 +US$756萬 +1% 1.46% – 1 0% 1.5
Continental General Insurance Company
2870
Continental General Insurance Company
Texas
US$5.26億 +US$4637萬 +10% 2.06% 117% 14 50% 1
Beacon Harbor Wealth Advisors
2871
Beacon Harbor Wealth Advisors
Virginia
US$5.26億 +US$1259萬 +2% 1.52% 150% 80 26.25% 2.6
Weaver Capital Management
2872
Weaver Capital Management
Georgia
US$5.25億 +US$7145萬 +16% 1.72% 79.4% 196 18.88% 1.9
Newman Dignan & Sheerar Inc
2873
Newman Dignan & Sheerar Inc
Rhode Island
US$5.25億 +US$216萬 +0.4% 1.89% 82.6% 203 14.29% 6.4
Fulcrum Capital
2874
Fulcrum Capital
Washington
US$5.25億 +US$3199萬 +6% 5.88% 102% 106 7.55% 4.1
Bender Robert & Associates
2875
Bender Robert & Associates
California
US$5.25億 +US$4339萬 +9% 9.61% 146% 49 26.53% 1.5