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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)
IWMO
5076
Integrated Wealth Management (Ohio)
Ohio
US$1.02億 +US$690萬 +7% 1.93% – 104 17.31% 0.5
Financial Network Wealth Advisors
5077
Financial Network Wealth Advisors
Utah
US$1.01億 +US$273萬 +3% 1.88% 57.7% 973 18.5% 1.4
Englebert Financial Advisers
5078
Englebert Financial Advisers
Pennsylvania
US$1.01億 -US$47.8萬 -0.5% 0.58% – 80 41.25% 0.5
Katamaran Capital
5079
Katamaran Capital
United Kingdom
US$1.01億 -US$2447萬 -19% 0.1% – 49 57.14% 0.6
Aspen Private Advisors
5080
Aspen Private Advisors
South Dakota
US$1.01億 +US$121萬 +1% 0.33% – 17 58.82% 0.1
KFP
5081
Kroeger Financial Partners
California
US$1.01億 -US$260萬 -3% 1.07% – 143 11.19% 0.2
Chiron Capital Management
5082
Chiron Capital Management
Florida
US$1.01億 -US$1090萬 -10% 4.32% – 144 18.75% 2.2
Sulzberger Capital Advisors
5083
Sulzberger Capital Advisors
Florida
US$1.01億 -US$191萬 -2% 2.6% – 59 15.25% 1.3
Transce3nd
5084
Transce3nd
Texas
US$1億 +US$8901萬 +785% 1.64% – 533 69.61% 0.5
AIP
5085
Alapocas Investment Partners
Massachusetts
US$1億 -US$222萬 -2% 4.65% 58.3% 25 4% 3.4
Sage Investment Counsel
5086
Sage Investment Counsel
Tennessee
US$1億 +US$33.8萬 +0.3% 0.9% – 138 18.12% 1.4
Villanova Investment Management
5087
Villanova Investment Management
Pennsylvania
US$1億 -US$523萬 -5% 2.15% – 62 20.97% 1.6
Ulrich Consultants & Investment Group
5088
Ulrich Consultants & Investment Group
New Mexico
US$1億 – – 1.07% – 47 – 1.6
Luminist Capital
5089
Luminist Capital
Michigan
US$9973萬 +US$1076萬 +12% 1.59% – 469 30.28% 0.4
CSP Financial Group
5090
CSP Financial Group
Arizona
US$9926萬 -US$1808萬 -15% 0.36% – 25 12% 0.4
AM
5091
Account Management
Massachusetts
US$9920萬 +US$20.3萬 +0.2% 0.82% 88.3% 25 12% 5
Lane Brothers & Co
5092
Lane Brothers & Co
Arizona
US$9908萬 -US$5378萬 -35% 0.81% – 95 41.05% 0.7
HFG Wealth Management
5093
HFG Wealth Management
Texas
US$9901萬 -US$43萬 -0.4% 3.16% 45.9% 42 2.38% 2.3
October Effect
5094
October Effect
Virginia
US$9831萬 -US$804萬 -8% 4% – 68 14.71% 0.9
Professional Financial Management
5095
Professional Financial Management
Wisconsin
US$9823萬 -US$37.4萬 -0.4% 3.75% – 28 35.71% 0.5
August Group Capital
5096
August Group Capital
US$9803萬 +US$702萬 +8% 3.5% – 107 16.82% 0.6
Vima LLC
5097
Vima LLC
Michigan
US$9792萬 -US$467萬 -5% 1.4% – 381 10.24% 0.6
Piper Sandler & Co
5098
Piper Sandler & Co
Minnesota
US$9765萬 -US$3724萬 -28% 0.01% 0.05% 16 12.5% 0.4
Wedgewood Investors
5099
Wedgewood Investors
Pennsylvania
US$9764萬 +US$27.7萬 +0.3% 3.82% – 113 8.85% 7.7
HIIL
5100
HS Investments IV Ltd
US$9746萬 -US$1468萬 -13% 4.56% – 2 0% 0.6