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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)
PIA
4801
Prudent Investor Advisors
California
US$1.28億 – – 0.71% – 34 – 0
Frankly Finances
4802
Frankly Finances
Florida
US$1.28億 +US$110萬 +0.9% 1.08% – 91 1.1% 0.6
NWM Advisors
4803
NWM Advisors
California
US$1.28億 +US$63萬 +0.5% 2.23% – 23 8.7% 0.7
Advocate Investing Services
4804
Advocate Investing Services
Maryland
US$1.28億 -US$228萬 -2% 1.27% – 472 7.42% 0.7
TLC
4805
True Light Capital
US$1.27億 -US$2437萬 -16% 1.44% – 8 0% 0.8
GH
4806
GLP Holdings
Georgia
US$1.27億 +US$1593萬 +14% 14.4% – 4 0% 0.8
Putney Financial Group
4807
Putney Financial Group
California
US$1.27億 +US$1596萬 +14% 7.72% – 299 73.91% 0.4
McLaughlin Asset Management
4808
McLaughlin Asset Management
Illinois
US$1.27億 -US$1820萬 -13% 0.29% – 100 10% 0.7
Investment Management Corporation
4809
Investment Management Corporation
Virginia
US$1.27億 +US$718萬 +6% 0.77% – 60 18.33% 1.2
Graetz Wealth
4810
Graetz Wealth
Michigan
US$1.27億 +US$144萬 +1% 0.53% – 90 13.33% 0.6
Topor & Co Korea
4811
Topor & Co Korea
US$1.27億 -US$7.67萬 -0.1% 0.43% – 19 0% 0.7
Garda Capital Partners
4812
Garda Capital Partners
Minnesota
US$1.27億 -US$1.59億 -56% 31.2% 34.1% 15 86.67% 0.1
Medicxi Ventures Management
4813
Medicxi Ventures Management
Jersey
US$1.27億 -US$5077萬 -29% 27.7% 369% 3 0% 5.1
Andrew Hill Investment Advisors
4814
Andrew Hill Investment Advisors
Florida
US$1.27億 -US$817萬 -6% 6.39% 269% 72 40.28% 1.2
Mission Financial Group
4815
Mission Financial Group
Nevada
US$1.27億 +US$601萬 +5% 2.3% – 170 15.29% 3.4
Kassira Wealth Management
4816
Kassira Wealth Management
Tennessee
US$1.27億 +US$183萬 +1% 0.55% – 69 13.04% 0.8
Cypress Capital Management (Wyoming)
4817
Cypress Capital Management (Wyoming)
Wyoming
US$1.26億 +US$682萬 +6% 10.5% 206% 223 7.17% 3.9
John Boyer Inc
4818
John Boyer Inc
Florida
US$1.26億 +US$1110萬 +10% 0.38% – 227 82.82% 0.2
AA
4819
AF Advisors
California
US$1.26億 -US$7717萬 -38% 30.3% 14.8% 33 15.15% 2.8
High Point Wealth Management
4820
High Point Wealth Management
New Jersey
US$1.26億 +US$414萬 +3% 1.8% – 304 18.75% 0.6
MeadowBrook Investment Advisors
4821
MeadowBrook Investment Advisors
Michigan
US$1.26億 +US$12.5萬 +0.1% 2.25% 81.5% 201 5.97% 2.2
Chesapeake Capital Corp
4822
Chesapeake Capital Corp
Florida
US$1.26億 -US$6399萬 -34% 4.23% – 199 94.47% 0.2
Stegent Equity Advisors
4823
Stegent Equity Advisors
Texas
US$1.26億 -US$1329萬 -10% 3.64% 96.4% 124 34.68% 2.2
JMN Financial
4824
JMN Financial
Ohio
US$1.26億 -US$239萬 -2% 2.69% – 262 32.44% 0.5
TenCore Partners
4825
TenCore Partners
New York
US$1.26億 -US$223萬 -2% 16.5% 78.4% 16 12.5% 3.4