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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5,393檔基金(占~60%)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)
Renasant Bank
4501
Renasant Bank
Mississippi
US$1.48億 -US$732萬 -5% 1.82% 72.3% 155 21.29% 3.2
Elevation Wealth Management
4502
Elevation Wealth Management
Minnesota
US$1.48億 +US$1444萬 +11% 3.8% – 157 12.1% 0.6
Washington Capital Management
4503
Washington Capital Management
Washington
US$1.48億 -US$342萬 -2% 1.01% 81.8% 128 19.53% 2.7
OIA
4504
Oakmont Investment Advisors
Pennsylvania
US$1.48億 +US$393萬 +3% 0.98% – 133 27.82% 0.5
Gilpin Wealth Management
4505
Gilpin Wealth Management
Colorado
US$1.48億 +US$322萬 +2% 1.43% – 1,484 32.48% 0.5
Essential Investment Partners
4506
Essential Investment Partners
Colorado
US$1.48億 +US$2323萬 +19% 5.49% – 463 34.13% 0.5
Commons Capital
4507
Commons Capital
Massachusetts
US$1.48億 +US$480萬 +3% 8.02% 166% 101 16.83% 2.2
Lionshead Wealth Management
4508
Lionshead Wealth Management
New York
US$1.48億 -US$631萬 -4% 2.34% – 118 12.71% 1.4
Moulton Wealth Management
4509
Moulton Wealth Management
Washington
US$1.48億 -US$448萬 -3% 0.8% 47.8% 69 13.04% 0.9
Green Alpha Advisors
4510
Green Alpha Advisors
Colorado
US$1.48億 -US$144萬 -1% 7.35% 316% 120 14.17% 3.6
IDG China Venture Capital Fund IV Associates
4511
IDG China Venture Capital Fund IV Associates
Hong Kong
US$1.48億 +US$33.1萬 +0.2% 0.44% 13.3% 4 0% 4.6
Cravens & Co Advisors
4512
Cravens & Co Advisors
Tennessee
US$1.47億 -US$147萬 -1% 1.59% 70.4% 72 22.22% 2.3
Ipsen Advisor Group
4513
Ipsen Advisor Group
Arkansas
US$1.47億 -US$812萬 -5% 1.01% – 107 1.87% 2.7
Tenzing Financial
4514
Tenzing Financial
Virginia
US$1.47億 +US$171萬 +1% 0.22% – 87 13.79% 0.7
Brown University
4515
Brown University
Rhode Island
US$1.47億 +US$3550萬 +32% 6.95% 40.1% 17 64.71% 1.1
Impala Asset Management
4516
Impala Asset Management
Florida
US$1.47億 -US$2933萬 -17% 3.69% 68.3% 26 38.46% 1
Ball & Co Wealth Management
4517
Ball & Co Wealth Management
Tennessee
US$1.47億 +US$591萬 +4% 1.66% – 76 67.11% 1.3
Turn8 Private Wealth
4518
Turn8 Private Wealth
US$1.47億 -US$297萬 -2% 3.25% – 63 28.57% 1
Midwest Financial Network
4519
Midwest Financial Network
Illinois
US$1.47億 +US$34.6萬 +0.2% 0.05% – 111 10.81% 1
Blodgett Wealth Advisors
4520
Blodgett Wealth Advisors
California
US$1.47億 -US$249萬 -2% 8.22% 150% 74 13.51% 3.2
BCG
4521
BRIA Capital Group
Florida
US$1.47億 +US$1121萬 +8% 4.31% – 74 8.11% 0.5
PVG Asset Management
4522
PVG Asset Management
Colorado
US$1.47億 -US$2653萬 -15% 0.49% – 150 28% 0.9
Arnold Financial Planning
4523
Arnold Financial Planning
Iowa
US$1.47億 +US$1258萬 +9% 1.29% – 46 13.04% 0.5
Peak Wealth Management
4524
Peak Wealth Management
New Hampshire
US$1.47億 +US$412萬 +3% 0.25% – 69 17.39% 0.6
ALAM
4525
Asahi Life Asset Management
Japan
US$1.47億 -US$3035萬 -17% 3.06% 133% 213 54.93% 2.2