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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)
Redmond Asset Management
3826
Redmond Asset Management
Virginia
US$3.38億 -US$6261萬 -16% 0.55% 68.2% 203 10.34% 5
Haverford Financial Services
3827
Haverford Financial Services
Pennsylvania
US$3.38億 -US$130萬 -0.4% 5.91% 75.9% 51 5.88% 6.1
FP
3828
FFG Partners
Florida
US$3.38億 -US$1464萬 -4% 2.3% 277% 57 38.6% 0.9
IronBridge Private Wealth
3829
IronBridge Private Wealth
Texas
US$3.38億 +US$3320萬 +11% 9.38% 143% 58 36.21% 1.8
Red Lighthouse Investment Management
3830
Red Lighthouse Investment Management
New York
US$3.38億 +US$197萬 +0.6% 1.4% 71.1% 86 2.33% 2.3
Aikya Investment Management
3831
Aikya Investment Management
United Kingdom
US$3.37億 -US$317萬 -0.9% 5.92% 11.1% 5 0% 2
Passive Capital Management
3832
Passive Capital Management
Maryland
US$3.37億 +US$1734萬 +5% 1.81% 41% 118 25.42% 2.3
PFW Advisors
3833
PFW Advisors
Georgia
US$3.37億 -US$626萬 -2% 0.21% – 135 17.78% 4.7
L.K. Benson & Company
3834
L.K. Benson & Company
Maryland
US$3.37億 +US$516萬 +2% 3.61% – 125 13.6% 1.4
Investment Research & Advisory Group
3835
Investment Research & Advisory Group
Georgia
US$3.37億 +US$1269萬 +4% 5.35% 105% 352 16.76% 2.8
Sovereign Investment Advisors
3836
Sovereign Investment Advisors
Arizona
US$3.37億 -US$1.96億 -37% 1.09% 46.6% 119 13.45% 1.6
Cliffwater
3837
Cliffwater
California
US$3.37億 -US$6511萬 -16% 0.9% 28.7% 24 25% 5
NKCFO LLC
3838
NKCFO LLC
Illinois
US$3.37億 +US$636萬 +2% 8.78% 237% 117 47.86% 1.1
Empirical Capital Management
3839
Empirical Capital Management
Tennessee
US$3.36億 -US$2948萬 -8% 1.33% 205% 34 47.06% 1.7
Triton Wealth Management
3840
Triton Wealth Management
Arizona
US$3.36億 +US$1084萬 +3% 2.1% – 149 20.13% 2.7
LWMM
3841
Legacy Wealth Management (Mississippi)
Mississippi
US$3.36億 -US$5332萬 -14% 4.47% 105% 132 19.7% 2.9
Corbyn Investment Management
3842
Corbyn Investment Management
Maryland
US$3.36億 -US$1008萬 -3% 4.95% 71% 68 4.41% 5.6
United Airlines Holdings
3843
United Airlines Holdings
Illinois
US$3.36億 -US$4908萬 -13% 12.6% – 4 0% 0.6
Nicollet Investment Management
3844
Nicollet Investment Management
Minnesota
US$3.36億 +US$1220萬 +4% 8.91% 104% 81 9.88% 5.2
Intrepid Financial Planning Group
3845
Intrepid Financial Planning Group
Indiana
US$3.36億 +US$4175萬 +14% 1.24% 100% 141 9.22% 2.6
Tieton Capital Management
3846
Tieton Capital Management
Washington
US$3.36億 -US$1186萬 -3% 4.63% 155% 37 5.41% 5.7
United Community Bank
3847
United Community Bank
South Carolina
US$3.36億 +US$1252萬 +4% 1.42% 72.7% 595 16.64% 2.3
HF Advisory Group
3848
HF Advisory Group
Maryland
US$3.36億 +US$1230萬 +4% 2.33% 73.2% 175 4.57% 3
Core Wealth Management
3849
Core Wealth Management
Florida
US$3.36億 -US$2009萬 -6% 1.42% 44.5% 44 31.82% 2.5
GSI Capital Advisors
3850
GSI Capital Advisors
California
US$3.35億 +US$1.23億 +58% 5.88% 41.1% 35 28.57% 2.2