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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)
Catalyst Private Wealth
4726
Catalyst Private Wealth
California
US$2.39億 +US$3240萬 +16% 12.9% 120% 107 24.3% 2.9
Koesten Hirschmann & Crabtree
4727
Koesten Hirschmann & Crabtree
Kansas
US$2.39億 -US$82.7萬 -0.3% 0.24% 68.7% 57 14.04% 2.5
Plotkin Financial Advisors
4728
Plotkin Financial Advisors
Maryland
US$2.39億 -US$183萬 -0.8% 1.72% 108% 121 13.22% 3.5
Cadence Wealth Management
4729
Cadence Wealth Management
Massachusetts
US$2.39億 +US$1587萬 +7% 6.42% 77.7% 64 4.69% 2.8
Econ Financial Services
4730
Econ Financial Services
Pennsylvania
US$2.39億 +US$2512萬 +12% 4.5% 16.9% 115 63.48% 0.6
AFC
4731
AFT Forsyth & Company
Florida
US$2.39億 +US$3120萬 +15% 8.04% 159% 124 14.52% 7.6
Olistico Wealth
4732
Olistico Wealth
Oklahoma
US$2.39億 +US$529萬 +2% 2.7% 108% 367 12.53% 1.4
Bright Financial Advisors
4733
Bright Financial Advisors
Michigan
US$2.39億 +US$14.9萬 +0.1% 0.34% – 73 2.74% 1.8
Brighton Securities
4734
Brighton Securities
New York
US$2.39億 +US$614萬 +3% 0.51% – 57 28.07% 1.2
One Plus One Wealth Management
4735
One Plus One Wealth Management
Florida
US$2.39億 +US$715萬 +3% 2.87% 71.9% 97 11.34% 2.9
International Private Wealth Advisors
4736
International Private Wealth Advisors
California
US$2.39億 +US$4460萬 +23% 1.15% 63.4% 185 16.76% 1.4
MFG
4737
MTM Financial Group
Pennsylvania
US$2.39億 +US$539萬 +2% 0.7% 40.3% 98 6.12% 2.6
Ryan Investment Management
4738
Ryan Investment Management
Colorado
US$2.39億 +US$1776萬 +8% 0.32% – 46 41.3% 0.5
Blue Sky Capital Consultants Group
4739
Blue Sky Capital Consultants Group
California
US$2.39億 +US$473萬 +2% 7.41% – 81 11.11% 1.2
Westbourne Investments
4740
Westbourne Investments
Virginia
US$2.39億 -US$673萬 -3% 0.17% – 166 22.89% 1.1
Sustainable Insight Capital Management
4741
Sustainable Insight Capital Management
New York
US$2.38億 +US$532萬 +2% 4.01% 168% 104 44.23% 1.5
Oasis Advisors
4742
Oasis Advisors
Iowa
US$2.38億 +US$8428萬 +55% 0.12% – 93 50.54% 0.2
Brucke Financial
4743
Brucke Financial
Indiana
US$2.38億 +US$1329萬 +6% 2.36% – 202 21.78% 1.1
Trevian Wealth Management
4744
Trevian Wealth Management
Massachusetts
US$2.38億 +US$358萬 +2% 1.49% 103% 47 8.51% 1.9
10Elms LLP
4745
10Elms LLP
Oklahoma
US$2.38億 +US$185萬 +0.8% 0.97% – 571 16.11% 1.3
Saxony Capital Management
4746
Saxony Capital Management
Missouri
US$2.38億 +US$1977萬 +9% 3.06% 90% 215 24.19% 1.3
Compass Capital Corp
4747
Compass Capital Corp
Massachusetts
US$2.38億 -US$6927萬 -23% 4.09% – 224 32.59% 1.2
II
4748
Ironclad Investments
Florida
US$2.38億 +US$502萬 +2% 2.16% 78.4% 3 0% 2.8
FCFC
4749
First Citizens Financial Corp
Iowa
US$2.38億 -US$126萬 -0.5% 0.45% 72.9% 142 5.63% 3.9
NFL
4750
Nova Financial LLC
Arizona
US$2.38億 – – 2.88% – 865 – 0