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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5,156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)
Allen Wealth Management
3651
Allen Wealth Management
North Carolina
US$2.05億 -US$17.6萬 -0.1% 3.09% 60.3% 61 16.39% 2.3
Loudon Investment Management
3652
Loudon Investment Management
New Hampshire
US$2.05億 +US$125萬 +0.6% 3.29% 72.5% 98 8.16% 6.3
Hardin Capital Partners
3653
Hardin Capital Partners
South Carolina
US$2.05億 -US$1065萬 -5% 5.71% – 156 15.38% 1.6
Clarity Asset Management
3654
Clarity Asset Management
Iowa
US$2.05億 +US$71.1萬 +0.3% 0.02% 51.8% 69 10.14% 1.4
Tejara Capital
3655
Tejara Capital
United Kingdom
US$2.05億 -US$3873萬 -16% 0.16% 7.93% 90 61.11% 0.7
AtlasMark Financial
3656
AtlasMark Financial
Texas
US$2.04億 +US$138萬 +0.7% 0.65% – 50 16% 4.5
Stephens Group
3657
Stephens Group
Arkansas
US$2.04億 -US$193萬 -0.9% 1.28% 45% 4 0% 3.5
MG
3658
McHugh Group
Ohio
US$2.04億 +US$842萬 +4% 5.02% – 90 6.67% 1.4
Pacific Asset Management
3659
Pacific Asset Management
Washington
US$2.04億 +US$25.6萬 +0.1% 0.51% – 83 15.66% 1.3
Echo Wealth Management
3660
Echo Wealth Management
Minnesota
US$2.04億 +US$794萬 +4% 1.14% 42.9% 50 8% 3.2
Optivise Advisory Services
3661
Optivise Advisory Services
Tennessee
US$2.04億 +US$667萬 +3% 1.85% – 253 18.18% 1.2
First City Capital Management
3662
First City Capital Management
Georgia
US$2.04億 -US$188萬 -0.9% 2.84% 86.4% 170 8.82% 6.9
Strategent Financial
3663
Strategent Financial
Virginia
US$2.03億 +US$2989萬 +17% 0.29% – 42 2.38% 1.5
Promethium Advisors
3664
Promethium Advisors
Maryland
US$2.03億 -US$488萬 -2% 1.87% – 128 12.5% 1.6
Beacon Financial Strategies
3665
Beacon Financial Strategies
North Carolina
US$2.03億 +US$220萬 +1% 0.71% 54.2% 245 17.14% 1.2
Spectrum Strategic Capital Management
3666
Spectrum Strategic Capital Management
Oregon
US$2.03億 +US$157萬 +0.8% 5.08% 85.6% 79 8.86% 1.4
Corrado Advisors
3667
Corrado Advisors
New Jersey
US$2.03億 -US$1416萬 -7% 0.76% 73.1% 124 12.9% 2.9
BDFS Capital
3668
BDFS Capital
Delaware
US$2.03億 -US$2718萬 -12% 0.04% – 125 13.6% 0.6
Virginia Wealth Management Group
3669
Virginia Wealth Management Group
Virginia
US$2.03億 +US$204萬 +1% 2.53% 49.4% 58 1.72% 3.2
Bauman Advisory Group
3670
Bauman Advisory Group
Nevada
US$2.03億 +US$1398萬 +7% 0.36% – 98 20.41% 0.5
Bullseye Investment Management
3671
Bullseye Investment Management
Ohio
US$2.03億 -US$84.2萬 -0.4% 0.9% 38.2% 326 79.14% 1.5
JKA
3672
Jones Kertz & Associates
Minnesota
US$2.02億 -US$1453萬 -7% 0.97% – 67 2.99% 0.7
Tassel Capital Management
3673
Tassel Capital Management
North Carolina
US$2.02億 -US$1143萬 -5% 1.45% – 48 10.42% 1.2
Legacy Financial Independent Advisors
3674
Legacy Financial Independent Advisors
Kentucky
US$2.02億 -US$1039萬 -5% 2.03% – 136 14.71% 0.4
NWA
3675
Northwest Wealth Advisors
Washington
US$2.02億 +US$2805萬 +16% 2.05% – 68 4.41% 0.7