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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)
Oxler Private Wealth
3601
Oxler Private Wealth
New York
US$3.72億 +US$2228萬 +6% 9.82% 119% 94 6.38% 4.2
Private Client Services
3602
Private Client Services
Kentucky
US$3.72億 -US$916萬 -2% 1.1% 72% 271 29.89% 1.4
CVA
3603
Central Valley Advisors
California
US$3.72億 -US$1772萬 -5% 1.83% 77.8% 202 24.75% 1.8
Blackhawk Capital Partners
3604
Blackhawk Capital Partners
Wisconsin
US$3.72億 +US$6601萬 +22% 1.1% 92.9% 211 45.02% 1.5
Santori & Peters Inc
3605
Santori & Peters Inc
Pennsylvania
US$3.72億 +US$1727萬 +5% 3.73% 103% 88 7.95% 3.8
Veracity Capital
3606
Veracity Capital
Georgia
US$3.72億 +US$123萬 +0.3% 1.86% 149% 248 20.56% 3.1
SA
3607
SAM Advisors
California
US$3.72億 +US$526萬 +1% 0.92% 64.3% 49 2.04% 2.8
Argos Wealth Advisors
3608
Argos Wealth Advisors
California
US$3.71億 -US$636萬 -2% 3.56% – 238 13.45% 0.6
Regimen Wealth
3609
Regimen Wealth
Georgia
US$3.71億 +US$4.63萬 +0% 0.85% 37.8% 86 23.26% 2.2
Comprehensive Financial Consultants Institutional
3610
Comprehensive Financial Consultants Institutional
Indiana
US$3.71億 -US$729萬 -2% 2.04% 78% 219 15.98% 2.8
Missouri Trust & Investment Company
3611
Missouri Trust & Investment Company
Missouri
US$3.71億 +US$263萬 +0.7% 4.1% 81.6% 149 4.7% 4.3
Stone Summit Wealth
3612
Stone Summit Wealth
Florida
US$3.7億 -US$2375萬 -6% 0.35% 67% 145 6.21% 3.8
One Advisory Partners
3613
One Advisory Partners
Kansas
US$3.7億 +US$285萬 +0.8% 1.25% 58.3% 79 22.78% 2.4
Rench Wealth Management
3614
Rench Wealth Management
Texas
US$3.7億 -US$251萬 -0.7% 2.43% 121% 69 11.59% 5.5
Aspen Investment Management
3615
Aspen Investment Management
Michigan
US$3.7億 -US$199萬 -0.5% 1.63% 92.6% 191 6.81% 6.2
Keeler & Nadler Financial Planning & Wealth Management
3616
Keeler & Nadler Financial Planning & Wealth Management
Ohio
US$3.7億 +US$1754萬 +5% 0.48% 72.1% 89 8.99% 2.8
Commonwealth Retirement Investments
3617
Commonwealth Retirement Investments
Virginia
US$3.7億 +US$134萬 +0.4% 2.87% 96.7% 415 69.4% 2.3
Wealth Effects
3618
Wealth Effects
Massachusetts
US$3.7億 -US$96.4萬 -0.3% 1.52% 235% 270 11.85% 2.7
Solitude Financial Services
3619
Solitude Financial Services
Virginia
US$3.7億 +US$829萬 +2% 1.64% 62.4% 42 9.52% 3.1
Reston Wealth Management
3620
Reston Wealth Management
Virginia
US$3.69億 -US$208萬 -0.6% 0.18% 66.4% 72 11.11% 3.7
Fosun International
3621
Fosun International
China
US$3.69億 -US$7740萬 -17% 6.21% 37.8% 79 18.99% 1.7
Kentucky Farm Bureau Mutual Insurance
3622
Kentucky Farm Bureau Mutual Insurance
Kentucky
US$3.69億 +US$841萬 +2% 4.5% 96.4% 70 1.43% 6.6
Seafarer Capital Partners
3623
Seafarer Capital Partners
California
US$3.69億 -US$6527萬 -15% 3.86% 61.3% 9 0% 3.8
FSA
3624
Financial Services Advisory
Maryland
US$3.68億 -US$3091萬 -8% 0.76% 82.5% 92 43.48% 1.2
PCA Investment Advisory Services
3625
PCA Investment Advisory Services
Ohio
US$3.68億 +US$1000萬 +3% 0.87% 71.4% 61 4.92% 2.5