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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)
ClientFirst Wealth Management
4651
ClientFirst Wealth Management
Arkansas
US$1.38億 +US$1645萬 +14% 16.1% – 54 5.56% 3.1
AG Asset Advisory
4652
AG Asset Advisory
California
US$1.38億 +US$1437萬 +12% 13% – 29 3.45% 1.4
Smith Partners Wealth Management
4653
Smith Partners Wealth Management
North Carolina
US$1.38億 +US$1208萬 +10% 0.55% – 80 25% 0.6
Travelers Companies
4654
Travelers Companies
Minnesota
US$1.38億 -US$387萬 -3% 2.92% 55.3% 2 0% 1.5
Ferguson Johnson Wealth Management
4655
Ferguson Johnson Wealth Management
Maryland
US$1.38億 +US$61.2萬 +0.4% 2.07% – 40 7.5% 0.7
MFG Wealth Management
4656
MFG Wealth Management
Indiana
US$1.38億 -US$209萬 -1% 1.65% – 69 18.84% 1
Box Hill Private Wealth
4657
Box Hill Private Wealth
Arizona
US$1.38億 +US$1287萬 +10% 1.57% – 79 20.25% 0.6
Dynamic Financial Group
4658
Dynamic Financial Group
Iowa
US$1.38億 +US$511萬 +4% 0.95% – 80 7.5% 1.3
Innovative Advisory Group
4659
Innovative Advisory Group
Massachusetts
US$1.37億 +US$555萬 +4% 5.85% – 37 29.73% 1.2
TL
4660
TowerView LLC
New York
US$1.37億 -US$1520萬 -10% 3.71% 16.3% 17 5.88% 6.2
Eagle Bay Advisors
4661
Eagle Bay Advisors
New York
US$1.37億 +US$367萬 +3% 1.57% 85% 159 20.13% 2.6
Luts & Greenleigh Group
4662
Luts & Greenleigh Group
Maryland
US$1.37億 +US$501萬 +4% 6.72% – 107 7.48% 2.4
MY Wealth Management
4663
MY Wealth Management
Maryland
US$1.37億 -US$499萬 -4% 1.03% 41.2% 47 10.64% 2
VIS
4664
Vertex Investment Solutions
US$1.37億 -US$1121萬 -8% 3.13% – 30 30% 0.6
Challenger Wealth Management
4665
Challenger Wealth Management
California
US$1.37億 +US$113萬 +0.8% 3.16% – 66 6.06% 1.6
Robocap Asset Management
4666
Robocap Asset Management
United Kingdom
US$1.37億 +US$1287萬 +10% 3.63% 274% 24 12.5% 2
Aventus Investment Advisors
4667
Aventus Investment Advisors
Florida
US$1.37億 +US$37.7萬 +0.3% 0.96% – 181 17.68% 0.9
Aegon USA Investment Management
4668
Aegon USA Investment Management
Iowa
US$1.37億 -US$288萬 -2% 0.27% 44.9% 47 14.89% 2.1
Titan Investment Management
4669
Titan Investment Management
Indiana
US$1.37億 +US$175萬 +1% 3.84% – 52 50% 0.5
TT Capital Management
4670
TT Capital Management
California
US$1.37億 +US$842萬 +7% 2.49% – 91 19.78% 1
AA
4671
Alpha Advisors
Virginia
US$1.37億 +US$368萬 +3% 2.88% – 53 9.43% 1.4
Financial Planning Fort Collins
4672
Financial Planning Fort Collins
Colorado
US$1.37億 +US$468萬 +4% 2.35% – 34 2.94% 0.7
OF
4673
Outfitter Financial
Maine
US$1.37億 -US$593萬 -4% 0.65% 97.6% 80 7.5% 3.6
Chung Wu Investment Group
4674
Chung Wu Investment Group
Texas
US$1.37億 -US$1551萬 -10% 2.83% – 330 27.27% 0.9
Koenig Investment Advisory
4675
Koenig Investment Advisory
Oregon
US$1.37億 +US$785萬 +6% 2.68% – 38 2.63% 0.7