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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6,530檔基金(占~73%)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)
Del-Sette Capital Management
5101
Del-Sette Capital Management
New York
US$1.72億 +US$50.6萬 +0.3% 0.41% 112% 57 26.32% 2.3
Waypoint Wealth Counsel
5102
Waypoint Wealth Counsel
Georgia
US$1.72億 +US$1177萬 +7% 4.56% 111% 181 27.62% 1.8
Kastel Capital Advisors
5103
Kastel Capital Advisors
Massachusetts
US$1.72億 +US$1342萬 +8% 1.18% – 65 18.46% 0.6
Lugano Financial Advisors SA (LFA)
5104
Lugano Financial Advisors SA (LFA)
Switzerland
US$1.71億 +US$532萬 +3% 1.56% 51.3% 296 26.01% 2.4
Sentry Investment Management
5105
Sentry Investment Management
Wisconsin
US$1.71億 +US$344萬 +2% 2.05% 113% 1 0% 0.8
MontVue Capital Management
5106
MontVue Capital Management
Virginia
US$1.71億 -US$250萬 -1% 0.56% 76% 78 6.41% 2.2
Lakeside Advisors
5107
Lakeside Advisors
Washington
US$1.71億 +US$1245萬 +8% 9.32% 83.7% 70 12.86% 3.7
AAM
5108
Ackerman Asset Management
Maryland
US$1.71億 +US$460萬 +3% 2.92% – 38 2.63% 1.2
CE
5109
Cornerstone Enterprises
Wisconsin
US$1.71億 -US$5090萬 -23% 0.87% 85.7% 56 33.93% 1.1
TopTier Wealth Management
5110
TopTier Wealth Management
Wisconsin
US$1.71億 +US$556萬 +3% 0.77% – 138 7.25% 0.7
Evansbrook
5111
Evansbrook
Illinois
US$1.71億 +US$345萬 +2% 2.38% – 130 5.38% 0.7
SLT Holdings
5112
SLT Holdings
Arizona
US$1.71億 +US$826萬 +5% 11.7% – 196 44.39% 0.8
Northland Securities
5113
Northland Securities
Minnesota
US$1.71億 -US$73.6萬 -0.4% 0.91% – 121 12.4% 0.7
MQS Management
5114
MQS Management
New York
US$1.71億 +US$8905萬 +109% 5.77% 4.55% 545 81.83% 0.1
Fairscale Capital
5115
Fairscale Capital
New Hampshire
US$1.71億 +US$347萬 +2% 4.82% – 553 20.61% 1.5
Petros Family Wealth
5116
Petros Family Wealth
Minnesota
US$1.71億 +US$735萬 +4% 1.77% – 146 17.81% 1.2
BCM
5117
Beartown Capital Management
Michigan
US$1.71億 -US$5656萬 -25% 19.6% – 56 66.07% 0.4
Hahn Capital Management
5118
Hahn Capital Management
California
US$1.71億 +US$576萬 +3% 6.91% 71.7% 33 21.21% 7.3
Marathon Strategic Advisors
5119
Marathon Strategic Advisors
Pennsylvania
US$1.71億 -US$645萬 -4% 3.56% 110% 53 11.32% 1.8
Stolz & Associates
5120
Stolz & Associates
Washington
US$1.71億 +US$1040萬 +6% 0.59% – 42 26.19% 0.5
State of Wisconsin - Board of Commissioners of Public Lands
5121
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
US$1.71億 +US$1775萬 +12% 2.33% 4.78% 7 14.29% 3
Granite Islands Private Wealth
5122
Granite Islands Private Wealth
Connecticut
US$1.7億 +US$3524萬 +26% 5.24% – 94 25.53% 0.6
Coastwise Capital Group
5123
Coastwise Capital Group
California
US$1.7億 -US$162萬 -0.9% 4.43% 105% 149 8.05% 2.8
Genesis Wealth Advisors
5124
Genesis Wealth Advisors
Massachusetts
US$1.7億 +US$300萬 +2% 0.67% – 76 10.53% 5.5
Basepoint Wealth
5125
Basepoint Wealth
Iowa
US$1.7億 -US$464萬 -3% 0.8% 118% 631 81.46% 3