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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6,148檔基金(占~69%)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)
Strategic Wealth Advisors
5376
Strategic Wealth Advisors
Arizona
US$1.34億 +US$1693萬 +14% 0.65% – 260 80.38% 0.8
Kraematon Investment Advisors
5377
Kraematon Investment Advisors
Massachusetts
US$1.34億 -US$42.2萬 -0.3% 0.58% 89.8% 109 6.42% 2.8
Waystone Advisors
5378
Waystone Advisors
Washington
US$1.34億 -US$45.1萬 -0.3% 2.91% – 110 0% 0.6
RD Lewis Holdings
5379
RD Lewis Holdings
Florida
US$1.34億 -US$164萬 -1% 1.07% – 90 4.44% 1.5
Epacria Capital Partners
5380
Epacria Capital Partners
Colorado
US$1.34億 +US$398萬 +3% 0.86% 86.1% 25 4% 3.1
Harbor Asset Planning
5381
Harbor Asset Planning
Massachusetts
US$1.33億 +US$29.5萬 +0.2% 0.18% – 423 3.55% 1.2
Clearview Wealth Management
5382
Clearview Wealth Management
California
US$1.33億 -US$2221萬 -14% 1.42% – 66 13.64% 0.5
Eagle Harbor Asset Management
5383
Eagle Harbor Asset Management
Washington
US$1.33億 +US$598萬 +5% 1.02% 76.2% 158 25.32% 2.7
Point Break Capital Management
5384
Point Break Capital Management
Florida
US$1.33億 +US$4141萬 +45% 8.88% – 27 40.74% 0.8
Yorkville Advisors Global
5385
Yorkville Advisors Global
New Jersey
US$1.33億 +US$4682萬 +54% 5.16% – 53 50.94% 0.3
Axos Invest
5386
Axos Invest
Nevada
US$1.33億 -US$368萬 -3% 0.19% – 22 13.64% 1.5
Barnett & Company
5387
Barnett & Company
Tennessee
US$1.33億 -US$239萬 -2% 6.07% 77% 92 23.91% 4.1
SIM
5388
Summitas Investment Management
Texas
US$1.33億 -US$189萬 -1% 1.83% – 10 0% 0.8
SBI Holdings USA
5389
SBI Holdings USA
California
US$1.33億 +US$3154萬 +31% 31.2% – 1 0% 0.8
Ruggiero Investments
5390
Ruggiero Investments
Florida
US$1.33億 +US$1384萬 +12% 4.99% – 101 22.77% 0.5
Poinciana Advisors Group
5391
Poinciana Advisors Group
Florida
US$1.32億 -US$227萬 -2% 1.01% – 125 16% 1.2
RM Financial Services
5392
RM Financial Services
Maine
US$1.32億 -US$209萬 -2% 0.91% – 81 6.17% 0.7
LWM Advisors
5393
LWM Advisors
California
US$1.32億 -US$163萬 -1% 0.87% – 40 20% 1.2
Pacific Capital Partners
5394
Pacific Capital Partners
US$1.32億 +US$1691萬 +15% 1.98% 61.4% 45 20% 0.4
Tannin Capital
5395
Tannin Capital
North Carolina
US$1.32億 -US$1971萬 -13% 1.65% – 182 21.43% 0.6
E6 Portfolios
5396
E6 Portfolios
Utah
US$1.32億 +US$724萬 +6% 1.68% – 102 17.65% 0.6
James Reed Financial Services
5397
James Reed Financial Services
Ohio
US$1.32億 +US$136萬 +1% 0.24% – 19 5.26% 2.7
Summerhill Capital Management
5398
Summerhill Capital Management
Ontario, Canada
US$1.32億 +US$705萬 +6% 1.07% – 18 5.56% 2
Kitching Partners
5399
Kitching Partners
Pennsylvania
US$1.32億 +US$1587萬 +14% 1.16% 45.8% 43 16.28% 1.7
Global Strategic Management
5400
Global Strategic Management
Puerto Rico
US$1.32億 +US$260萬 +2% 17.1% – 33 33.33% 3.8