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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6,140檔基金(占~69%)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)
Broadway Wealth Solutions
4176
Broadway Wealth Solutions
Texas
US$2.23億 +US$894萬 +4% 0.54% – 96 12.5% 1.4
StoryOne LLC
4177
StoryOne LLC
Kansas
US$2.23億 +US$1135萬 +5% 0.68% – 87 18.39% 0.6
Grant Private Wealth Management
4178
Grant Private Wealth Management
California
US$2.23億 -US$1425萬 -6% 7.19% – 190 31.58% 0.9
Oak Wealth Advisors
4179
Oak Wealth Advisors
Illinois
US$2.23億 +US$1430萬 +7% 0.23% – 79 18.99% 1.3
Two Point Capital Management
4180
Two Point Capital Management
New York
US$2.23億 -US$2552萬 -10% 0.32% – 32 12.5% 2.9
Alchemi Wealth
4181
Alchemi Wealth
Connecticut
US$2.23億 +US$919萬 +4% 4.74% – 178 11.24% 0.7
Holos Integrated Wealth
4182
Holos Integrated Wealth
Pennsylvania
US$2.23億 +US$839萬 +4% 0.64% – 399 7.27% 1.4
Center For Asset Management
4183
Center For Asset Management
Florida
US$2.22億 -US$309萬 -1% 0.45% 66.6% 189 25.93% 2.1
Apricus Wealth
4184
Apricus Wealth
South Carolina
US$2.22億 +US$1259萬 +6% 2.86% 80.6% 141 17.73% 2.8
LF
4185
Lighthouse Financial
Florida
US$2.22億 +US$2917萬 +15% 1.62% – 98 20.41% 1.1
Burrus Financial Services
4186
Burrus Financial Services
Utah
US$2.22億 -US$863萬 -4% 2.16% 31.3% 11 0% 2.5
Sitrin Capital Management
4187
Sitrin Capital Management
California
US$2.22億 -US$400萬 -2% 5.06% 139% 41 7.32% 4.8
Meriwether Wealth & Planning
4188
Meriwether Wealth & Planning
Louisiana
US$2.22億 +US$1986萬 +10% 0.4% – 874 86.27% 0.2
CH
4189
Cromwell Holdings
Wyoming
US$2.22億 -US$128萬 -0.6% 4.49% – 1,137 3.78% 1.6
Solano Wealth Investment Advisors
4190
Solano Wealth Investment Advisors
California
US$2.21億 +US$165萬 +0.7% 0% – 38 7.89% 1.5
1GI
4191
180 GPS Investments
US$2.21億 +US$8605萬 +64% 0.35% – 39 48.72% 0.4
SIAIK
4192
Summit Investment Advisors, Inc.\KS
Kansas
US$2.21億 +US$254萬 +1% 1.02% – 106 11.32% 0.7
Bull Street Advisors
4193
Bull Street Advisors
Georgia
US$2.21億 +US$222萬 +1% 2.73% 48.5% 96 5.21% 6.1
Kennicott Capital Management
4194
Kennicott Capital Management
California
US$2.21億 +US$535萬 +2% 1.21% 98% 49 6.12% 3.6
Seven Bridges Advisors
4195
Seven Bridges Advisors
New York
US$2.21億 +US$1380萬 +7% 1.08% – 17 5.88% 1.3
Summit Place Financial Advisors
4196
Summit Place Financial Advisors
New Jersey
US$2.21億 -US$718萬 -3% 2.6% 111% 124 16.94% 3.1
Wealth Forward LLC
4197
Wealth Forward LLC
North Dakota
US$2.21億 +US$2008萬 +10% 1.02% 48.8% 55 20% 1.8
Comprehensive Wealth Management
4198
Comprehensive Wealth Management
Washington
US$2.21億 +US$198萬 +0.9% 1.26% 40.6% 44 2.27% 2.1
Grove Street Fiduciary
4199
Grove Street Fiduciary
New Hampshire
US$2.21億 -US$1606萬 -7% 1.21% – 80 10% 1.4
Disciplined Investors
4200
Disciplined Investors
Texas
US$2.21億 +US$2083萬 +10% 0.72% – 165 15.76% 1.2