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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)
TWM
4751
Todd Wealth Management
Florida
US$1.31億 -US$89.5萬 -0.7% 3.85% – 116 10.34% 0.7
Asempa Wealth Advisors
4752
Asempa Wealth Advisors
Louisiana
US$1.31億 -US$305萬 -2% 1.14% – 122 9.02% 0.7
SF
4753
Schaeffer Financial
Maryland
US$1.31億 +US$170萬 +1% 0.89% 52.2% 31 16.13% 2.3
Legacy Solutions LLC
4754
Legacy Solutions LLC
Pennsylvania
US$1.31億 +US$736萬 +6% 0.69% – 94 9.57% 1.4
Lord & Richards Wealth Management
4755
Lord & Richards Wealth Management
Colorado
US$1.31億 +US$316萬 +2% 1.17% – 84 46.43% 0.9
Virtus Family Office
4756
Virtus Family Office
Texas
US$1.31億 +US$439萬 +3% 4.63% 60.9% 63 3.17% 1.5
First Financial Group
4757
First Financial Group
North Carolina
US$1.31億 -US$748萬 -5% 3.13% – 92 18.48% 1.3
Haven Capital Group
4758
Haven Capital Group
California
US$1.31億 +US$631萬 +5% 4.34% – 41 14.63% 1.3
City Center Advisors LLC
4759
City Center Advisors LLC
Michigan
US$1.31億 +US$728萬 +6% 1.43% – 208 29.33% 1.2
Kennon-Green & Company
4760
Kennon-Green & Company
Ohio
US$1.31億 +US$228萬 +2% 4.84% 58.4% 43 6.98% 3
JHP Wealth Management
4761
JHP Wealth Management
Colorado
US$1.3億 +US$840萬 +7% 0% – 43 18.6% 0.6
Roxbury Financial
4762
Roxbury Financial
New Jersey
US$1.3億 +US$389萬 +3% 3.84% – 446 12.78% 1.3
Paller Financial Services
4763
Paller Financial Services
Colorado
US$1.3億 -US$346萬 -3% 4.51% – 47 10.64% 0.6
Troutman Wealth Management
4764
Troutman Wealth Management
Pennsylvania
US$1.3億 +US$30.8萬 +0.2% 1.83% – 38 0% 0.7
Benchmark Financial
4765
Benchmark Financial
Delaware
US$1.3億 +US$748萬 +6% 1.25% – 61 13.11% 0.6
Greenline Wealth Management
4766
Greenline Wealth Management
Florida
US$1.3億 +US$846萬 +7% 0.2% – 158 29.75% 0.5
Farley Capital
4767
Farley Capital
New York
US$1.3億 +US$272萬 +2% 9.31% 116% 16 18.75% 6.7
Walsh & Associates
4768
Walsh & Associates
Florida
US$1.3億 +US$769萬 +6% 0.73% – 265 9.06% 0.7
Freestate Advisors
4769
Freestate Advisors
Kansas
US$1.3億 -US$388萬 -3% 0.97% – 43 2.33% 1.9
Hudson Oak Wealth Advisory
4770
Hudson Oak Wealth Advisory
New Jersey
US$1.3億 +US$33.5萬 +0.3% 0.1% – 55 7.27% 0.7
O'Domhnaill Enterprises
4771
O'Domhnaill Enterprises
Wyoming
US$1.3億 +US$472萬 +4% 3.09% – 67 16.42% 0.6
Aldebaran Financial
4772
Aldebaran Financial
US$1.3億 +US$666萬 +5% 5.88% 115% 90 12.22% 5.7
Grand Central Investment Group
4773
Grand Central Investment Group
Florida
US$1.3億 +US$1020萬 +9% 6.48% – 43 9.3% 3.3
M Wealth Management LLC
4774
M Wealth Management LLC
California
US$1.3億 +US$238萬 +2% 0.76% – 61 6.56% 1.3
Ramiah Investment Group
4775
Ramiah Investment Group
Wisconsin
US$1.3億 -US$132萬 -1% 0.38% 62.2% 91 29.67% 2.3