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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)
Chronos Wealth Management
4876
Chronos Wealth Management
Florida
US$2.25億 -US$73.1萬 -0.3% 1.68% 92.3% 38 2.63% 4.8
GAA
4877
Guardian Asset Advisors
Pennsylvania
US$2.24億 +US$758萬 +3% 4.58% 106% 131 8.4% 1.9
Sylvest Advisors
4878
Sylvest Advisors
Texas
US$2.24億 +US$256萬 +1% 1.87% – 81 7.41% 1.3
LI
4879
Latigo Investments
Florida
US$2.24億 -US$13.9萬 -0.1% 0.38% 62.6% 16 12.5% 3.8
Tudor Financial
4880
Tudor Financial
Ohio
US$2.24億 +US$179萬 +0.8% 1.5% – 171 14.62% 1.4
LCM
4881
Lionhunter Capital Management
New York
US$2.24億 +US$248萬 +1% 3.6% – 120 19.17% 0.2
Kingsman Wealth Management
4882
Kingsman Wealth Management
Florida
US$2.24億 +US$1045萬 +5% 4.67% – 91 26.37% 0.9
Vestment Financial
4883
Vestment Financial
Minnesota
US$2.24億 +US$66.3萬 +0.3% 1.18% – 47 19.15% 1.4
Banque de Luxembourg
4884
Banque de Luxembourg
Luxembourg
US$2.24億 +US$1164萬 +5% 8.07% – 86 10.47% 1.3
C
4885
Croban
Ohio
US$2.24億 -US$332萬 -1% 0.63% – 82 6.1% 2
Polaris Financial Partners
4886
Polaris Financial Partners
Ohio
US$2.23億 – – 4.08% – 372 – 0
NWMP
4887
Noble Wealth Management PBC
Colorado
US$2.23億 +US$496 +0% 1.51% – 881 22.47% 1
Barnes Wealth Management Group
4888
Barnes Wealth Management Group
California
US$2.23億 +US$711萬 +3% 1.49% – 215 14.42% 1.3
KilterHowling LLC
4889
KilterHowling LLC
Colorado
US$2.23億 +US$3.62萬 +0% 0.27% 55.1% 53 9.43% 3.4
Acasta Partners UK
4890
Acasta Partners UK
US$2.23億 +US$3368萬 +18% 0.73% – 23 26.09% 0.5
Broadway Wealth Solutions
4891
Broadway Wealth Solutions
Texas
US$2.23億 +US$894萬 +4% 0.54% – 96 12.5% 1.4
StoryOne LLC
4892
StoryOne LLC
Kansas
US$2.23億 +US$1135萬 +5% 0.68% – 87 18.39% 0.6
Grant Private Wealth Management
4893
Grant Private Wealth Management
California
US$2.23億 -US$1425萬 -6% 7.19% – 190 31.58% 0.9
Fortis Advisors
4894
Fortis Advisors
Pennsylvania
US$2.23億 +US$928萬 +4% 1.32% 74.4% 137 19.71% 3
Oak Wealth Advisors
4895
Oak Wealth Advisors
Illinois
US$2.23億 +US$1430萬 +7% 0.23% – 79 18.99% 1.3
Two Point Capital Management
4896
Two Point Capital Management
New York
US$2.23億 -US$2552萬 -10% 0.32% – 32 12.5% 2.9
Alchemi Wealth
4897
Alchemi Wealth
Connecticut
US$2.23億 +US$919萬 +4% 4.74% – 178 11.24% 0.7
Holos Integrated Wealth
4898
Holos Integrated Wealth
Pennsylvania
US$2.23億 +US$839萬 +4% 0.64% – 399 7.27% 1.4
Exit Wealth Advisors
4899
Exit Wealth Advisors
Georgia
US$2.22億 +US$286萬 +1% 6.69% – 186 40.32% 0.6
Center For Asset Management
4900
Center For Asset Management
Florida
US$2.22億 -US$309萬 -1% 0.45% 66.6% 189 25.93% 2.1