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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)
Xena Financial Planning
5051
Xena Financial Planning
Oregon
US$1.05億 +US$55.2萬 +0.5% 1.08% – 40 10% 0.7
Hyposwiss Advisors
5052
Hyposwiss Advisors
US$1.05億 -US$80.6萬 -0.8% 0.21% – 104 1.92% 0.7
Reality Financial Planning Services
5053
Reality Financial Planning Services
Florida
US$1.05億 +US$112萬 +1% 0.65% – 20 10% 0.7
Freemont Management
5054
Freemont Management
Switzerland
US$1.05億 +US$135萬 +1% 6.64% 102% 17 23.53% 2.5
Trailhead Planners
5055
Trailhead Planners
Minnesota
US$1.05億 +US$121萬 +1% 0.29% – 57 3.51% 0.6
CF
5056
Calder Financial
Pennsylvania
US$1.05億 -US$156萬 -1% 0.67% – 43 2.33% 0.7
Bluebird Wealth Management
5057
Bluebird Wealth Management
Massachusetts
US$1.04億 -US$1117萬 -10% 4.65% – 99 21.21% 0.5
Surience Private Wealth
5058
Surience Private Wealth
Washington
US$1.04億 -US$952萬 -8% 0.47% 169% 64 62.5% 0.4
Crosspoint Capital Strategies
5059
Crosspoint Capital Strategies
California
US$1.04億 – – 1.81% – 139 – 0.3
Q Fund Management (Hong Kong)
5060
Q Fund Management (Hong Kong)
US$1.04億 -US$552萬 -5% 9.72% – 42 47.62% 0.4
Montchanin Asset Management
5061
Montchanin Asset Management
Delaware
US$1.04億 +US$589萬 +6% 7.66% 120% 66 12.12% 2.4
Succession Financial
5062
Succession Financial
Texas
US$1.04億 -US$123萬 -1% 2.69% – 55 21.82% 0.2
Willow Creek Capital Management
5063
Willow Creek Capital Management
Montana
US$1.04億 +US$72.8萬 +0.7% 3.78% – 106 12.26% 0.2
T3 Companies
5064
T3 Companies
New York
US$1.03億 +US$970萬 +10% 1.69% – 292 72.26% 0.2
UPWM
5065
UMB Private Wealth Management
Missouri
US$1.03億 – – 1.91% – 1,409 – 0
Strategic Financial Group
5066
Strategic Financial Group
Michigan
US$1.03億 -US$112萬 -1% 2.08% – 20 5% 0.5
Gritstone Asset Management
5067
Gritstone Asset Management
Maryland
US$1.03億 -US$84.6萬 -0.8% 0.36% – 226 36.73% 0.6
Provident Living Financial Services
5068
Provident Living Financial Services
Utah
US$1.03億 +US$143萬 +1% 2.03% – 54 9.26% 0.7
Parrish Capital
5069
Parrish Capital
Georgia
US$1.03億 -US$109萬 -1% 2.12% – 88 5.68% 0.7
PBK
5070
Peoples Bank (Kansas)
Kansas
US$1.03億 -US$33.9萬 -0.3% 3.28% 74.5% 101 6.93% 2.6
RCDBASW
5071
Rudd Co d/b/a Styre Wealth
Texas
US$1.03億 – – 2.29% – 75 – 0
Langley Wealth Management
5072
Langley Wealth Management
Mississippi
US$1.02億 -US$20.9萬 -0.2% 1.68% – 139 23.02% 0.2
Palladiem
5073
Palladiem
Pennsylvania
US$1.02億 -US$88.4萬 -0.9% 0.24% – 142 9.86% 1.6
Guilbault Capital
5074
Guilbault Capital
Louisiana
US$1.02億 +US$244萬 +2% 1.75% – 81 19.75% 0.6
Schuylkill Financial
5075
Schuylkill Financial
Pennsylvania
US$1.02億 -US$623萬 -6% 2.19% – 72 16.67% 0.2