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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)
Draper Asset Management
4951
Draper Asset Management
New York
US$2.19億 +US$2079萬 +11% 10.2% 187% 21 28.57% 2.7
Pinnacle Wealth Management Group
4952
Pinnacle Wealth Management Group
Michigan
US$2.18億 +US$395萬 +2% 1.43% 64.3% 135 12.59% 2.7
SCM
4953
Sunbeam Capital Management
Georgia
US$2.18億 -US$50.8萬 -0.2% 3.1% – 128 9.38% 1.3
CIA
4954
Citadel Investment Advisory
Ohio
US$2.18億 -US$203萬 -0.9% 1.1% 66.1% 77 2.6% 5.1
Morgan Dempsey Capital Management
4955
Morgan Dempsey Capital Management
Wisconsin
US$2.18億 -US$1518萬 -7% 0.67% 55.4% 130 8.46% 3.7
CAP Partners LLC
4956
CAP Partners LLC
Tennessee
US$2.18億 +US$1367萬 +7% 4.05% 97% 170 9.41% 1.8
Canerector Inc
4957
Canerector Inc
Ontario, Canada
US$2.18億 -US$108萬 -0.5% 0.83% – 9 0% 1.8
Wolff Wiese Magana
4958
Wolff Wiese Magana
California
US$2.18億 +US$63萬 +0.3% 1.16% 149% 1,077 8.17% 3.1
Financial Freedom LLC
4959
Financial Freedom LLC
Ohio
US$2.18億 +US$12.9萬 +0.1% 0.25% 76.9% 348 69.25% 1
Northland Capital Management
4960
Northland Capital Management
Minnesota
US$2.18億 +US$3235萬 +17% 1.83% 37.5% 35 20% 3
PCMK
4961
Paragon Capital Management (Kansas)
Kansas
US$2.18億 +US$173萬 +0.8% 3.7% 95.5% 68 17.65% 6.3
Peterson Wealth Management
4962
Peterson Wealth Management
Nevada
US$2.18億 +US$316萬 +1% 1.94% 88.9% 199 14.57% 1
Lake Hills Wealth Management
4963
Lake Hills Wealth Management
Texas
US$2.18億 -US$236萬 -1% 1.86% 83.7% 75 34.67% 1.1
KA
4964
Kearns & Associates
California
US$2.18億 +US$343萬 +2% 1.5% 78.7% 42 9.52% 3.5
David J. Yvars Group
4965
David J. Yvars Group
Florida
US$2.18億 +US$570萬 +3% 3.23% 143% 115 13.04% 2.7
CCP
4966
Cunning Capital Partners
North Carolina
US$2.17億 -US$3036萬 -12% 0.1% 271% 55 1.82% 2.7
LFC
4967
LCC Family Corp
US$2.17億 -US$2832萬 -12% 19.2% – 1 0% 1.3
GuidedMoney
4968
GuidedMoney
Wisconsin
US$2.17億 +US$132萬 +0.6% 0.98% – 35 8.57% 0.7
American Financial & Tax Strategies
4969
American Financial & Tax Strategies
New York
US$2.17億 -US$411萬 -2% 0.84% 46.9% 102 0.98% 2.5
Addison Advisors
4970
Addison Advisors
Vermont
US$2.17億 +US$531萬 +3% 0.58% 54.5% 817 19.46% 3
Tilia Fiduciary Partners
4971
Tilia Fiduciary Partners
North Carolina
US$2.17億 +US$596萬 +3% 3.24% 101% 133 18.8% 3.2
Successful Portfolios
4972
Successful Portfolios
Florida
US$2.17億 +US$270萬 +1% 1.57% 110% 205 6.34% 5
Wernau Asset Management
4973
Wernau Asset Management
Massachusetts
US$2.17億 +US$2420萬 +13% 6.76% – 52 3.85% 1.6
Dahring Cusmano
4974
Dahring Cusmano
Michigan
US$2.17億 +US$2690萬 +14% 1.66% – 75 21.33% 1.1
Peoples Bank (Ohio)
4975
Peoples Bank (Ohio)
Ohio
US$2.17億 +US$2201萬 +11% 1.22% 78.9% 112 12.5% 5.7