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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)
YC
5001
Yunqi Capital
Hong Kong
US$1.11億 -US$1405萬 -11% 11.1% 65.3% 4 25% 2.4
Lane Generational
5002
Lane Generational
Massachusetts
US$1.11億 -US$313萬 -3% 7.65% 172% 47 12.77% 2
Intentional Wealth Strategies
5003
Intentional Wealth Strategies
Colorado
US$1.11億 +US$409萬 +4% 0.89% – 77 23.38% 0.4
Brickwood Asset Management
5004
Brickwood Asset Management
United Kingdom
US$1.11億 -US$2851萬 -20% 5.97% – 11 9.09% 0.8
Merrithew & Thorsten Inc
5005
Merrithew & Thorsten Inc
California
US$1.11億 -US$678萬 -6% 0.07% – 108 82.41% 0.7
Hallstatt Advisors
5006
Hallstatt Advisors
New York
US$1.11億 -US$3135萬 -22% 9.58% – 16 37.5% 0.5
Layline Advisors
5007
Layline Advisors
New York
US$1.11億 -US$94.2萬 -0.8% 0.05% – 80 8.75% 0.4
RCW Management
5008
RCW Management
Florida
US$1.11億 -US$103萬 -0.9% 0.47% – 68 1.47% 0.7
IronOak Wealth
5009
IronOak Wealth
Texas
US$1.1億 – – 2.81% – 59 – 0.8
Chicago Capital Management
5010
Chicago Capital Management
Illinois
US$1.1億 -US$187萬 -2% 7.44% 270% 37 48.65% 0.5
Decision Investments
5011
Decision Investments
California
US$1.1億 +US$52.3萬 +0.5% 2.62% – 155 9.68% 0.7
Michael Brady & Co
5012
Michael Brady & Co
Ohio
US$1.1億 -US$314萬 -3% 1.01% – 58 5.17% 0.7
Barden Capital Management
5013
Barden Capital Management
Texas
US$1.1億 +US$157萬 +1% 1.21% 80.1% 58 8.62% 3
Board of the Pension Protection Fund
5014
Board of the Pension Protection Fund
United Kingdom
US$1.1億 +US$440萬 +4% 0.13% – 256 60.55% 0.3
Deer Park Road Corp
5015
Deer Park Road Corp
Colorado
US$1.1億 +US$8525萬 +347% 52.9% 55.9% 6 16.67% 3.5
Weber Capital Management
5016
Weber Capital Management
California
US$1.1億 -US$781萬 -7% 0.07% – 13 0% 0.8
Kachkovsky & Fisher Inc
5017
Kachkovsky & Fisher Inc
California
US$1.1億 +US$555萬 +5% 2.34% – 74 16.22% 0.2
American National Bank of Texas
5018
American National Bank of Texas
Texas
US$1.09億 -US$8.87萬 -0.1% 0.16% – 57 10.53% 0.9
Aspirean Wealth
5019
Aspirean Wealth
California
US$1.09億 +US$157萬 +1% 0.05% – 20 10% 0.7
Karras Company
5020
Karras Company
Utah
US$1.09億 -US$120萬 -1% 0.13% – 66 9.09% 0.7
Yanni & Associates Investment Advisors
5021
Yanni & Associates Investment Advisors
Pennsylvania
US$1.09億 +US$65.7萬 +0.6% 1.41% – 38 13.16% 0.7
Unify Financial Advisors
5022
Unify Financial Advisors
Florida
US$1.09億 +US$72.5萬 +0.7% 1.7% – 95 14.74% 0.7
CFG Wealth Management Services
5023
CFG Wealth Management Services
Indiana
US$1.09億 +US$243萬 +2% 2.54% – 173 64.16% 0.3
Ramsey Quantitative Systems
5024
Ramsey Quantitative Systems
Kentucky
US$1.09億 -US$263萬 -2% 1.3% 51.1% 83 49.4% 0.3
Rosenthal Henry Capital Advisors
5025
Rosenthal Henry Capital Advisors
Indiana
US$1.09億 -US$545萬 -5% 5.47% 80.2% 51 9.8% 3.7