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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)
Auour Investments
3726
Auour Investments
Massachusetts
US$3.53億 +US$441萬 +1% 0.12% 39.2% 97 4.12% 2.4
Westwood Wealth Management
3727
Westwood Wealth Management
California
US$3.53億 +US$789萬 +2% 9.19% 495% 48 12.5% 1.5
Alaethes Wealth
3728
Alaethes Wealth
Nevada
US$3.53億 +US$811萬 +2% 3.64% 106% 118 16.95% 2.9
Your Advocates Ltd
3729
Your Advocates Ltd
Texas
US$3.52億 +US$258萬 +0.7% 0.26% 53.6% 217 6.45% 3.2
Financial Life Advisors
3730
Financial Life Advisors
Texas
US$3.52億 +US$51.2萬 +0.1% 1.05% 47% 68 23.53% 3.1
RR Advisors
3731
RR Advisors
Texas
US$3.52億 +US$658萬 +2% 4.55% 89.8% 31 25.81% 3.9
Lumbard & Kellner
3732
Lumbard & Kellner
New Hampshire
US$3.52億 +US$2213萬 +7% 0.7% 135% 117 10.26% 3.2
Pines Wealth Management
3733
Pines Wealth Management
North Carolina
US$3.52億 +US$408萬 +1% 1.93% – 228 6.14% 1.5
FCM
3734
Fieldview Capital Management
Michigan
US$3.52億 +US$79.3萬 +0.2% 6.59% – 761 64.78% 0.3
Riverview Capital Advisers
3735
Riverview Capital Advisers
Massachusetts
US$3.51億 +US$265萬 +0.8% 3.23% 98.7% 95 18.95% 2.8
ODFS
3736
O'Donnell Financial Services
California
US$3.51億 +US$1148萬 +3% 0.91% 64.3% 80 13.75% 1.8
Silverleafe Capital Partners
3737
Silverleafe Capital Partners
Tennessee
US$3.51億 -US$1548萬 -4% 2.29% 87.7% 117 29.91% 2.4
USAdvisors Wealth Management
3738
USAdvisors Wealth Management
Minnesota
US$3.51億 +US$218萬 +0.6% 0.51% 59.6% 152 7.89% 3.2
PAM
3739
Pegasus Asset Management
New York
US$3.51億 -US$20.7萬 -0.1% 3.04% 101% 77 11.69% 5.3
Boothe Investment Group
3740
Boothe Investment Group
Delaware
US$3.51億 +US$3321萬 +10% 6.8% 75.6% 40 7.5% 2.5
Jeppson Wealth Management
3741
Jeppson Wealth Management
California
US$3.5億 +US$1109萬 +3% 4.57% 107% 257 10.89% 3.7
Wilson Asset Management
3742
Wilson Asset Management
Australia
US$3.5億 -US$1366萬 -4% 3.83% 58% 47 38.3% 1.3
VC
3743
Vision Capital
Ontario, Canada
US$3.5億 +US$4130萬 +13% 13.7% 13.9% 22 59.09% 0.6
Ameliora Wealth Management
3744
Ameliora Wealth Management
Switzerland
US$3.5億 +US$1337萬 +4% 0.77% 73.9% 251 13.55% 2.3
Inlight Wealth Management
3745
Inlight Wealth Management
Georgia
US$3.5億 +US$3560萬 +11% 1.35% – 79 22.78% 1.1
Chesapeake Wealth Management
3746
Chesapeake Wealth Management
Virginia
US$3.5億 -US$694萬 -2% 2.06% 74.9% 169 7.69% 6.1
Argyle Capital Management
3747
Argyle Capital Management
Pennsylvania
US$3.49億 +US$222萬 +0.6% 3.81% 106% 140 5% 9.5
DHJJ Financial Advisors
3748
DHJJ Financial Advisors
Illinois
US$3.49億 +US$189萬 +0.5% 0.04% 62.5% 1,110 4.41% 2.6
Ascension Capital Advisors
3749
Ascension Capital Advisors
Texas
US$3.49億 -US$741萬 -2% 0.47% 64.1% 105 28.57% 1.9
Jacobsen Capital Management
3750
Jacobsen Capital Management
Utah
US$3.48億 +US$631萬 +2% 1.75% 97.3% 133 10.53% 2.7