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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)
Altman Advisors
4251
Altman Advisors
Illinois
US$2.84億 +US$539萬 +2% 5.1% 143% 96 11.46% 3
Kanen Wealth Management
4252
Kanen Wealth Management
Florida
US$2.84億 -US$1.29億 -31% 11.8% 321% 39 20.51% 1.3
MBE Wealth Management
4253
MBE Wealth Management
Wisconsin
US$2.84億 -US$53.3萬 -0.2% 0.65% 66.5% 180 8.89% 2.6
SGL Investment Advisors
4254
SGL Investment Advisors
Montana
US$2.84億 -US$616萬 -2% 2.35% – 134 2.99% 1.5
Montanaro Asset Management
4255
Montanaro Asset Management
United Kingdom
US$2.84億 -US$3360萬 -11% 2.4% 59.3% 43 9.3% 2.5
NavPoint Financial
4256
NavPoint Financial
Minnesota
US$2.83億 +US$1344萬 +5% 1.39% 58.5% 76 3.95% 2
GoodHaven Capital Management
4257
GoodHaven Capital Management
New Jersey
US$2.83億 -US$3448萬 -11% 4.84% 69.9% 27 3.7% 6.1
Union Heritage Capital
4258
Union Heritage Capital
Michigan
US$2.83億 -US$1195萬 -4% 2.68% 93% 64 3.13% 4.3
Keener Financial Planning
4259
Keener Financial Planning
Texas
US$2.83億 +US$342萬 +1% 0.15% 70.5% 67 13.43% 2.2
VU
4260
Valence8 US
Massachusetts
US$2.83億 -US$1755萬 -6% 0.07% 76.6% 15 6.67% 2.4
Red Spruce Capital
4261
Red Spruce Capital
Pennsylvania
US$2.83億 -US$390萬 -1% 0.64% 98.4% 96 4.17% 4.2
CIS
4262
Custom Index Systems
New York
US$2.83億 +US$455萬 +2% 1.44% 121% 587 37.82% 0.7
MAS
4263
Madden Advisory Services
Florida
US$2.83億 +US$374萬 +1% 0.18% 58.4% 115 4.35% 5.9
Cambridge Financial Group
4264
Cambridge Financial Group
Ohio
US$2.83億 -US$482萬 -2% 3.17% – 34 5.88% 5.4
Hillcrest Wealth Advisors
4265
Hillcrest Wealth Advisors
New Jersey
US$2.82億 +US$301萬 +1% 1.45% 58.7% 57 5.26% 5.3
Sentry LLC
4266
Sentry LLC
Tennessee
US$2.82億 -US$7511萬 -21% 1.35% 52.6% 135 5.19% 2.8
Provident Wealth Management
4267
Provident Wealth Management
Tennessee
US$2.82億 -US$1.06億 -27% 1.02% 61.1% 165 27.27% 3
Values Added Financial
4268
Values Added Financial
District of Columbia
US$2.82億 +US$518萬 +2% 0.41% 65.9% 151 7.95% 2.2
Pacifica Capital Investments
4269
Pacifica Capital Investments
Texas
US$2.82億 -US$1090萬 -4% 5.2% 69.8% 16 6.25% 7.4
O'Connor Financial Group
4270
O'Connor Financial Group
Illinois
US$2.82億 -US$75.4萬 -0.3% 0.94% 48.4% 73 12.33% 2.1
NVP Associates
4271
NVP Associates
California
US$2.82億 -US$4624萬 -14% 5.2% 930% 7 14.29% 1.4
Tumwater Wealth Management
4272
Tumwater Wealth Management
Idaho
US$2.82億 +US$520萬 +2% 0.02% – 35 8.57% 1.5
ANB Bank
4273
ANB Bank
Colorado
US$2.82億 +US$1349萬 +5% 1.31% – 138 18.84% 1.3
Spreng Capital Management
4274
Spreng Capital Management
Ohio
US$2.81億 +US$631萬 +2% 2.9% 84.4% 79 7.59% 4.6
SFG Wealth Management
4275
SFG Wealth Management
Maryland
US$2.81億 +US$307萬 +1% 0.23% 86.3% 118 16.95% 2.1