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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5,210檔基金(占~58%)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)
Burrus Financial Services
3526
Burrus Financial Services
Utah
US$2.22億 -US$863萬 -4% 2.16% 31.3% 11 0% 2.5
Sitrin Capital Management
3527
Sitrin Capital Management
California
US$2.22億 -US$400萬 -2% 5.06% 139% 41 7.32% 4.8
Meriwether Wealth & Planning
3528
Meriwether Wealth & Planning
Louisiana
US$2.22億 +US$1986萬 +10% 0.4% – 874 86.27% 0.2
CH
3529
Cromwell Holdings
Wyoming
US$2.22億 -US$128萬 -0.6% 4.49% – 1,137 3.78% 1.6
Solano Wealth Investment Advisors
3530
Solano Wealth Investment Advisors
California
US$2.21億 +US$165萬 +0.7% 0% – 38 7.89% 1.5
1GI
3531
180 GPS Investments
US$2.21億 +US$8605萬 +64% 0.35% – 39 48.72% 0.4
SIAIK
3532
Summit Investment Advisors, Inc.\KS
Kansas
US$2.21億 +US$254萬 +1% 1.02% – 106 11.32% 0.7
Bull Street Advisors
3533
Bull Street Advisors
Georgia
US$2.21億 +US$222萬 +1% 2.73% 48.5% 96 5.21% 6.1
Kennicott Capital Management
3534
Kennicott Capital Management
California
US$2.21億 +US$535萬 +2% 1.21% 98% 49 6.12% 3.6
Seven Bridges Advisors
3535
Seven Bridges Advisors
New York
US$2.21億 +US$1380萬 +7% 1.08% – 17 5.88% 1.3
Summit Place Financial Advisors
3536
Summit Place Financial Advisors
New Jersey
US$2.21億 -US$718萬 -3% 2.6% 111% 124 16.94% 3.1
Wealth Forward LLC
3537
Wealth Forward LLC
North Dakota
US$2.21億 +US$2008萬 +10% 1.02% 48.8% 55 20% 1.8
Comprehensive Wealth Management
3538
Comprehensive Wealth Management
Washington
US$2.21億 +US$198萬 +0.9% 1.26% 40.6% 44 2.27% 2.1
Grove Street Fiduciary
3539
Grove Street Fiduciary
New Hampshire
US$2.21億 -US$1606萬 -7% 1.21% – 80 10% 1.4
Omni 360 Wealth
3540
Omni 360 Wealth
New Jersey
US$2.21億 +US$423萬 +2% 0.09% 59.9% 143 7.69% 2
Baugh & Associates
3541
Baugh & Associates
Georgia
US$2.21億 -US$537萬 -2% 3.43% 98.8% 42 2.38% 6.3
Beech Hill Advisors
3542
Beech Hill Advisors
New York
US$2.2億 -US$576萬 -3% 1.65% 117% 102 7.84% 5.4
Charter Capital Management
3543
Charter Capital Management
Wisconsin
US$2.2億 -US$554萬 -2% 1.81% – 77 12.99% 1
Founders Capital Management (Texas)
3544
Founders Capital Management (Texas)
Texas
US$2.2億 -US$1083萬 -5% 2.72% 131% 420 84.05% 7.6
FreeGulliver LLC
3545
FreeGulliver LLC
Louisiana
US$2.2億 -US$6348萬 -22% 1% 94.4% 133 30.08% 1.3
Stephenson & Company
3546
Stephenson & Company
California
US$2.2億 +US$663萬 +3% 1.12% 47% 63 26.98% 1.6
Brendel Financial Advisors
3547
Brendel Financial Advisors
New Hampshire
US$2.2億 +US$408萬 +2% 5.29% 139% 125 33.6% 1.7
Riverbend Wealth Management
3548
Riverbend Wealth Management
South Carolina
US$2.2億 +US$2087萬 +10% 2.71% – 185 12.43% 1.3
SCA
3549
Sander Capital Advisors
Washington
US$2.2億 +US$3093萬 +16% 19.8% 113% 13 15.38% 5.9
Nipun Capital
3550
Nipun Capital
California
US$2.2億 +US$516萬 +2% 0.91% 30.2% 10 30% 1.6