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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)
Atlas Wealth Partners
5101
Atlas Wealth Partners
Pennsylvania
US$9710萬 +US$554萬 +6% 11.3% 136% 67 10.45% 1.9
ACIM
5102
Ask Capital Investment Managers
Texas
US$9708萬 – – 5.39% – 28 – 0
Independent Order of Foresters
5103
Independent Order of Foresters
Ontario, Canada
US$9699萬 -US$569萬 -6% 1.17% 75.1% 2 0% 6.5
Florin Court Capital
5104
Florin Court Capital
United Kingdom
US$9695萬 +US$3575萬 +58% 9.36% 129% 29 37.93% 1.5
University of Cambridge Investment Management
5105
University of Cambridge Investment Management
US$9640萬 +US$250萬 +3% 2.66% – 1 0% 0.8
Turner Financial Group
5106
Turner Financial Group
Florida
US$9639萬 -US$415萬 -4% 2.38% – 125 30.4% 0.2
DB&C Advisors
5107
DB&C Advisors
Michigan
US$9627萬 +US$392萬 +4% 5.12% – 79 7.59% 0.7
Closed-End Fund Advisors
5108
Closed-End Fund Advisors
Virginia
US$9624萬 -US$614萬 -6% 5.11% – 175 10.86% 0.7
FF
5109
Formulate Financial
Florida
US$9619萬 +US$118萬 +1% 2.81% – 29 20.69% 0.8
IDG China Capital Fund GP III Associates
5110
IDG China Capital Fund GP III Associates
China
US$9574萬 +US$2226萬 +30% 31.1% – 2 0% 0.8
Holland Advisory Services
5111
Holland Advisory Services
Florida
US$9561萬 +US$507萬 +6% 0.6% 63% 51 5.88% 3.1
Delphi Management
5112
Delphi Management
Massachusetts
US$9546萬 -US$682萬 -7% 2.03% 107% 85 8.24% 3.8
Meadowbrook Wealth Management
5113
Meadowbrook Wealth Management
New York
US$9543萬 +US$257萬 +3% 6.7% – 91 31.87% 0.7
York GP
5114
York GP
Cayman Islands
US$9516萬 -US$3119萬 -25% 24.2% – 3 0% 1.7
WealthSpring Partners
5115
WealthSpring Partners
California
US$9442萬 -US$2195萬 -19% 0.94% – 82 23.17% 2.6
OneAscent Investment Solutions
5116
OneAscent Investment Solutions
Alabama
US$9397萬 -US$1164萬 -11% 0.31% – 158 24.68% 0.9
Measured Risk Portfolios
5117
Measured Risk Portfolios
California
US$9378萬 -US$1863萬 -17% 0.02% – 66 7.58% 1.5
Deuterium Capital Management
5118
Deuterium Capital Management
Florida
US$9333萬 +US$93.7萬 +1% 10.3% 262% 25 4% 2
Steel Partners Holdings
5119
Steel Partners Holdings
New York
US$9304萬 +US$1504萬 +19% 11.6% – 12 25% 0.8
FSR Wealth Management
5120
FSR Wealth Management
Illinois
US$9294萬 +US$519萬 +6% 2.92% – 42 19.05% 0.8
Capitol Family Office
5121
Capitol Family Office
Oregon
US$9290萬 -US$179萬 -2% 1.9% 72% 47 23.4% 2.2
MIL
5122
MFG Investments, LLC
New Jersey
US$9284萬 – – 0.65% – 79 – 0
Demming Financial Services
5123
Demming Financial Services
Ohio
US$9210萬 -US$6521萬 -41% 0.02% – 43 11.63% 0.6
CPWA  LLC
5124
CPWA LLC
Oregon
US$9198萬 +US$589萬 +7% 2.8% – 101 13.86% 0.5
HCM
5125
Helios Capital Management
Singapore
US$9190萬 -US$1046萬 -10% 3.55% 124% 27 11.11% 1.8