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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)
DAM
4851
Directional Asset Management
Illinois
US$1.24億 +US$566萬 +5% 1.16% – 105 24.76% 0.6
Artesa Financial Group
4852
Artesa Financial Group
Texas
US$1.24億 +US$688萬 +6% 0.84% – 69 17.39% 0.6
PIS
4853
POM Investment Strategies
North Carolina
US$1.24億 +US$3564萬 +40% 1.58% 67.9% 425 22.82% 0.9
Curtis Wealth Management
4854
Curtis Wealth Management
Nevada
US$1.24億 +US$580萬 +5% 0.08% – 65 24.62% 0.6
Waycross Investment Management
4855
Waycross Investment Management
Washington
US$1.24億 -US$755萬 -6% 0.31% 49.6% 61 8.2% 1.9
Auctus Advisors
4856
Auctus Advisors
North Carolina
US$1.24億 +US$479萬 +4% 4.96% – 34 11.76% 0.7
Accuvest Global Advisors
4857
Accuvest Global Advisors
Utah
US$1.24億 +US$730萬 +6% 13% 163% 91 45.05% 1.3
Milestones Private Investment Advisors
4858
Milestones Private Investment Advisors
New York
US$1.23億 -US$223萬 -2% 0.06% – 78 7.69% 1.2
Stephen J. Garry & Associates
4859
Stephen J. Garry & Associates
New York
US$1.23億 -US$1388萬 -10% 0.12% 67.2% 56 12.5% 2.1
Wolfstich Capital
4860
Wolfstich Capital
Massachusetts
US$1.23億 -US$632萬 -5% 1.99% – 24 33.33% 0.8
Shuttleworth & Co
4861
Shuttleworth & Co
Ohio
US$1.23億 -US$208萬 -2% 1.16% – 51 1.96% 1
Financial Management Inc
4862
Financial Management Inc
Arkansas
US$1.23億 +US$93.7萬 +0.8% 1.9% – 53 24.53% 0.6
Smith Asset Management
4863
Smith Asset Management
Florida
US$1.23億 -US$438萬 -3% 3.63% – 75 9.33% 1.5
TandemGrowth Financial Advisors
4864
TandemGrowth Financial Advisors
Georgia
US$1.23億 +US$21.1萬 +0.2% 1.26% – 28 10.71% 0.7
PC
4865
Payne Capital
Oregon
US$1.23億 +US$254萬 +2% 2.39% – 60 10% 0.8
Torrey-Payne Wealth Management
4866
Torrey-Payne Wealth Management
California
US$1.23億 +US$92.2萬 +0.8% 0.01% – 41 7.32% 0.7
Gallacher Capital Management
4867
Gallacher Capital Management
Colorado
US$1.22億 -US$5598萬 -31% 3.26% 82.8% 298 43.62% 2.1
Conquis Financial
4868
Conquis Financial
California
US$1.22億 -US$191萬 -2% 0.42% – 105 50.48% 0.8
Hanseatic Management Services
4869
Hanseatic Management Services
New Mexico
US$1.22億 -US$1387萬 -10% 1.73% – 113 46.02% 0.8
Hicks Capital Management
4870
Hicks Capital Management
Ohio
US$1.22億 US$0 0% 0.94% – 39 0% 1
Wealth Advisory Team
4871
Wealth Advisory Team
Kentucky
US$1.22億 -US$106萬 -0.9% 0.97% – 41 9.76% 1.1
Hobbs Wealth Management
4872
Hobbs Wealth Management
Indiana
US$1.22億 +US$358萬 +3% 0.35% – 23 8.7% 1.3
Crescent Sterling
4873
Crescent Sterling
Louisiana
US$1.22億 +US$1007萬 +9% 5.01% 68.6% 96 15.63% 2.5
LCS
4874
Luma Capital SA
US$1.22億 +US$965萬 +9% 0.05% – 13 7.69% 0.7
Portus Wealth Advisors
4875
Portus Wealth Advisors
North Carolina
US$1.22億 +US$11.4萬 +0.1% 1.72% – 52 7.69% 0.9