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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)
LifeGuide Financial Advisors
3701
LifeGuide Financial Advisors
Pennsylvania
US$3.56億 +US$479萬 +1% 2.75% 35.4% 49 12.24% 2.9
Crestmont Private Wealth
3702
Crestmont Private Wealth
Texas
US$3.56億 -US$55萬 -0.2% 0.53% 59.3% 107 15.89% 2.3
BCR Wealth Strategies
3703
BCR Wealth Strategies
Alabama
US$3.56億 -US$9.9萬 -0% 1.39% 45.1% 33 6.06% 3
Elevation Wealth Partners
3704
Elevation Wealth Partners
California
US$3.56億 +US$2202萬 +7% 0.31% 69.9% 1,423 13.91% 1.3
Sycale Advisors
3705
Sycale Advisors
New York
US$3.56億 +US$2970萬 +9% 5.98% 46.1% 30 30% 0.8
RC
3706
Reik & Co
New York
US$3.56億 -US$2839萬 -7% 1.75% 47.2% 60 0% 8.6
Hamilton Capital Partners
3707
Hamilton Capital Partners
Georgia
US$3.56億 +US$1125萬 +3% 0.31% – 34 17.65% 1
IAS
3708
Investment Advisory Services
Texas
US$3.55億 +US$794萬 +2% 3.16% 74.9% 144 9.03% 4.1
Owl Creek Wealth Partners
3709
Owl Creek Wealth Partners
Colorado
US$3.55億 +US$1316萬 +4% 1.15% – 1,376 10.54% 0.4
SCH
3710
Shengqi Capital (HK)
Hong Kong
US$3.55億 -US$1.29億 -27% 5.14% – 16 87.5% 0.2
Highview Capital Management
3711
Highview Capital Management
Illinois
US$3.55億 +US$753萬 +2% 4.4% 138% 136 23.53% 2.2
BWIA
3712
Bryant Woods Investment Advisors
New York
US$3.55億 -US$475萬 -1% 0.44% 74.4% 90 30% 2.7
AFP
3713
Advus Financial Partners
Florida
US$3.55億 +US$382萬 +1% 0.34% 56.5% 148 7.43% 1.6
Rise Advisors
3714
Rise Advisors
New York
US$3.55億 -US$63.7萬 -0.2% 0.65% 62.8% 112 15.18% 3.6
Genesis Private Wealth
3715
Genesis Private Wealth
Virginia
US$3.54億 -US$177萬 -0.5% 0.65% – 206 19.42% 1.2
Spectrum Wealth Advisory Group
3716
Spectrum Wealth Advisory Group
California
US$3.54億 +US$288萬 +0.8% 0.97% 76.1% 543 86.19% 2.7
Beacon Bridge Wealth Partners
3717
Beacon Bridge Wealth Partners
Pennsylvania
US$3.54億 +US$295萬 +0.8% 1.19% 56.1% 111 9.91% 2.3
Prudent Man Investment Management
3718
Prudent Man Investment Management
Colorado
US$3.54億 +US$6085萬 +21% 0.27% – 268 39.18% 1
GBFG
3719
Gerald Baker Financial Group
Texas
US$3.54億 +US$254萬 +0.7% 0.92% – 129 6.98% 0.5
Somerset Trust
3720
Somerset Trust
Pennsylvania
US$3.54億 +US$35.3萬 +0.1% 2.71% 80.5% 192 6.25% 5.4
WA
3721
Wealthstar Advisors
Texas
US$3.54億 +US$1087萬 +3% 1.57% – 126 19.05% 1.5
Ravenswood Partners
3722
Ravenswood Partners
Virginia
US$3.53億 +US$4078萬 +13% 0.41% – 37 10.81% 0.8
GWMT
3723
Guardian Wealth Management (Tennessee)
Tennessee
US$3.53億 -US$336萬 -0.9% 1.21% – 31 6.45% 0.7
RIA Advisory Group
3724
RIA Advisory Group
Iowa
US$3.53億 -US$1.06億 -23% 4.12% – 167 27.54% 1.7
Equita Financial Network
3725
Equita Financial Network
Pennsylvania
US$3.53億 -US$702萬 -2% 0.51% 50.5% 98 15.31% 2.1