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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)
Generations Wealth LLC
4951
Generations Wealth LLC
Ohio
US$1.16億 +US$1037萬 +10% 0.01% – 44 25% 0.5
Strategic Equity Management
4952
Strategic Equity Management
Arizona
US$1.16億 -US$1.82億 -61% 0.87% 74.9% 67 46.27% 2.4
Arrow Investment Advisors
4953
Arrow Investment Advisors
Maryland
US$1.16億 +US$1216萬 +12% 1.06% 38.1% 84 17.86% 0.9
21 West Wealth Management
4954
21 West Wealth Management
California
US$1.15億 -US$183萬 -2% 1.26% – 70 15.71% 1.1
Aubrey Capital Management
4955
Aubrey Capital Management
United Kingdom
US$1.15億 -US$4444萬 -28% 11.4% 319% 56 62.5% 0.6
J. Team Financial
4956
J. Team Financial
Texas
US$1.15億 +US$1217萬 +12% 2.85% – 114 25.44% 0.7
Ebert Capital Management
4957
Ebert Capital Management
California
US$1.15億 +US$855萬 +8% 5.86% – 30 10% 0.6
Helium Advisors
4958
Helium Advisors
Washington
US$1.15億 -US$534萬 -4% 3.21% – 110 10% 1.3
Value Investment Professionals
4959
Value Investment Professionals
New York
US$1.15億 -US$399萬 -3% 0.48% – 107 14.95% 0.4
Gainline Financial Partners
4960
Gainline Financial Partners
Colorado
US$1.15億 +US$771萬 +7% 0.34% – 60 16.67% 0.2
Members Capital Advisors Inc
4961
Members Capital Advisors Inc
Wisconsin
US$1.15億 -US$165萬 -1% 0.54% – 7 0% 2.5
Vavra Capital Management
4962
Vavra Capital Management
Pennsylvania
US$1.15億 +US$45.1萬 +0.4% 0.22% – 25 16% 0.6
MH & Associates Securities Management
4963
MH & Associates Securities Management
California
US$1.15億 +US$320萬 +3% 3.68% – 103 3.88% 0.7
KAM
4964
Kazazian Asset Management
Florida
US$1.15億 +US$334萬 +3% 0.26% – 66 34.85% 1.8
FCM
4965
Floyd Capital Management
Texas
US$1.15億 -US$1691萬 -13% 2.12% – 1 0% 1.8
Traub Capital Management
4966
Traub Capital Management
Massachusetts
US$1.14億 +US$221萬 +2% 2.91% – 137 8.76% 1.1
Lakehouse Capital
4967
Lakehouse Capital
Australia
US$1.14億 +US$2359萬 +26% 23.5% 87.4% 12 0% 4.2
AIM
4968
Athena Investment Management
California
US$1.14億 -US$5465萬 -32% 1.41% 88.5% 137 18.98% 3.9
Valued Retirements
4969
Valued Retirements
Texas
US$1.14億 +US$262萬 +2% 2.43% 84.6% 110 19.09% 1.8
Unified Investment Management
4970
Unified Investment Management
Georgia
US$1.14億 +US$535萬 +5% 4.22% – 157 14.65% 1.4
Arrow Capital
4971
Arrow Capital
Australia
US$1.13億 -US$403萬 -3% 4.85% – 34 73.53% 0.3
Briggs Wealth Management
4972
Briggs Wealth Management
Connecticut
US$1.13億 +US$391萬 +4% 0.63% – 65 10.77% 0.6
Opus Financial Solutions
4973
Opus Financial Solutions
Illinois
US$1.13億 -US$1082萬 -9% 1.16% – 125 24.8% 0.6
Eleva Capital
4974
Eleva Capital
France
US$1.13億 -US$2.3億 -67% 11.2% – 43 83.72% 0.2
IMT
4975
Investment Management Trust
Massachusetts
US$1.13億 +US$157萬 +1% 3.31% – 82 10.98% 0.5