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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)
LWM Advisors
4726
LWM Advisors
California
US$1.32億 -US$163萬 -1% 0.87% – 40 20% 1.2
Pacific Capital Partners
4727
Pacific Capital Partners
US$1.32億 +US$1691萬 +15% 1.98% 61.4% 45 20% 0.4
Tannin Capital
4728
Tannin Capital
North Carolina
US$1.32億 -US$1971萬 -13% 1.65% – 182 21.43% 0.6
E6 Portfolios
4729
E6 Portfolios
Utah
US$1.32億 +US$724萬 +6% 1.68% – 102 17.65% 0.6
James Reed Financial Services
4730
James Reed Financial Services
Ohio
US$1.32億 +US$136萬 +1% 0.24% – 19 5.26% 2.7
Summerhill Capital Management
4731
Summerhill Capital Management
Ontario, Canada
US$1.32億 +US$705萬 +6% 1.07% – 18 5.56% 2
Kitching Partners
4732
Kitching Partners
Pennsylvania
US$1.32億 +US$1587萬 +14% 1.16% 45.8% 43 16.28% 1.7
Global Strategic Management
4733
Global Strategic Management
Puerto Rico
US$1.32億 +US$260萬 +2% 17.1% – 33 33.33% 3.8
Scheeler Financial
4734
Scheeler Financial
Ohio
US$1.32億 – – 1.87% – 78 – 0
SCC
4735
Seal Cove Capital
California
US$1.32億 +US$165萬 +1% 2.2% – 11 18.18% 0.6
Veratis Advisors
4736
Veratis Advisors
North Carolina
US$1.32億 -US$920萬 -7% 0.77% – 90 13.33% 0.7
Alliance Wealth Strategies
4737
Alliance Wealth Strategies
Virginia
US$1.32億 +US$477萬 +4% 0.73% – 67 2.99% 0.7
Journey Beyond Wealth
4738
Journey Beyond Wealth
Georgia
US$1.32億 +US$392萬 +3% 0.07% – 35 20% 1.3
NewCorp Financial Services
4739
NewCorp Financial Services
Georgia
US$1.32億 +US$133萬 +1% 0.7% – 59 16.95% 0.6
CDKV Holdings
4740
CDKV Holdings
Colorado
US$1.32億 +US$399萬 +3% 1.02% – 278 0.72% 0.7
Paragon Capital Management (Utah)
4741
Paragon Capital Management (Utah)
Utah
US$1.32億 -US$306萬 -2% 0.9% 72.3% 83 19.28% 1.9
MCFP
4742
McCarley & Cook Financial Planners
Ohio
US$1.32億 +US$300萬 +2% 0.17% – 282 9.57% 0.7
Miller Financial Services
4743
Miller Financial Services
Michigan
US$1.32億 +US$763萬 +6% 0.94% – 163 17.79% 1.1
Wulff, Hansen & Co
4744
Wulff, Hansen & Co
California
US$1.32億 +US$137萬 +1% 1.52% 94.7% 115 7.83% 2.9
Guardian Capital (Pennsylvania)
4745
Guardian Capital (Pennsylvania)
Pennsylvania
US$1.32億 +US$953萬 +8% 1.04% – 83 20.48% 0.7
Nightview Capital
4746
Nightview Capital
Texas
US$1.32億 -US$184萬 -1% 7.27% 170% 15 20% 1.9
Vision Financial Markets
4747
Vision Financial Markets
Connecticut
US$1.31億 +US$1604萬 +14% 0.45% – 438 17.35% 1.5
HPM
4748
Hudson Portfolio Management
New York
US$1.31億 -US$106萬 -0.8% 1.27% – 125 10.4% 3.5
Santa Clara Valley Transportation Authority
4749
Santa Clara Valley Transportation Authority
California
US$1.31億 +US$204萬 +2% 2.71% – 4 0% 2
AFG Fiduciary Services
4750
AFG Fiduciary Services
Massachusetts
US$1.31億 +US$266萬 +2% 1.29% 72.4% 65 10.77% 2.9