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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)
Virtus Family Office
5426
Virtus Family Office
Texas
US$1.31億 +US$439萬 +3% 4.63% 60.9% 63 3.17% 1.5
First Financial Group
5427
First Financial Group
North Carolina
US$1.31億 -US$748萬 -5% 3.13% – 92 18.48% 1.3
Haven Capital Group
5428
Haven Capital Group
California
US$1.31億 +US$631萬 +5% 4.34% – 41 14.63% 1.3
Index Technologies Group
5429
Index Technologies Group
New York
US$1.31億 +US$574萬 +5% 0.63% – 339 30.68% 0.4
City Center Advisors LLC
5430
City Center Advisors LLC
Michigan
US$1.31億 +US$728萬 +6% 1.43% – 208 29.33% 1.2
Kennon-Green & Company
5431
Kennon-Green & Company
Ohio
US$1.31億 +US$228萬 +2% 4.84% 58.4% 43 6.98% 3
JHP Wealth Management
5432
JHP Wealth Management
Colorado
US$1.3億 +US$840萬 +7% 0% – 43 18.6% 0.6
Roxbury Financial
5433
Roxbury Financial
New Jersey
US$1.3億 +US$389萬 +3% 3.84% – 446 12.78% 1.3
Paller Financial Services
5434
Paller Financial Services
Colorado
US$1.3億 -US$346萬 -3% 4.51% – 47 10.64% 0.6
Troutman Wealth Management
5435
Troutman Wealth Management
Pennsylvania
US$1.3億 +US$30.8萬 +0.2% 1.83% – 38 0% 0.7
Benchmark Financial
5436
Benchmark Financial
Delaware
US$1.3億 +US$748萬 +6% 1.25% – 61 13.11% 0.6
Greenline Wealth Management
5437
Greenline Wealth Management
Florida
US$1.3億 +US$846萬 +7% 0.2% – 158 29.75% 0.5
Farley Capital
5438
Farley Capital
New York
US$1.3億 +US$272萬 +2% 9.31% 116% 16 18.75% 6.7
Walsh & Associates
5439
Walsh & Associates
Florida
US$1.3億 +US$769萬 +6% 0.73% – 265 9.06% 0.7
Freestate Advisors
5440
Freestate Advisors
Kansas
US$1.3億 -US$388萬 -3% 0.97% – 43 2.33% 1.9
Hudson Oak Wealth Advisory
5441
Hudson Oak Wealth Advisory
New Jersey
US$1.3億 +US$33.5萬 +0.3% 0.1% – 55 7.27% 0.7
O'Domhnaill Enterprises
5442
O'Domhnaill Enterprises
Wyoming
US$1.3億 +US$472萬 +4% 3.09% – 67 16.42% 0.6
Aldebaran Financial
5443
Aldebaran Financial
US$1.3億 +US$666萬 +5% 5.88% 115% 90 12.22% 5.7
Grand Central Investment Group
5444
Grand Central Investment Group
Florida
US$1.3億 +US$1020萬 +9% 6.48% – 43 9.3% 3.3
M Wealth Management LLC
5445
M Wealth Management LLC
California
US$1.3億 +US$238萬 +2% 0.76% – 61 6.56% 1.3
Ramiah Investment Group
5446
Ramiah Investment Group
Wisconsin
US$1.3億 -US$132萬 -1% 0.38% 62.2% 91 29.67% 2.3
EDMP Inc
5447
EDMP Inc
Florida
US$1.3億 +US$531萬 +4% 1.73% 78% 75 8% 4.3
KW Wealth Management
5448
KW Wealth Management
California
US$1.3億 – – 4.06% – 79 – 0.9
Tandem Investment Partners
5449
Tandem Investment Partners
New Jersey
US$1.29億 -US$33.7萬 -0.3% 1.56% – 77 2.6% 1.5
Ativo Capital Management
5450
Ativo Capital Management
Illinois
US$1.29億 -US$121萬 -0.9% 0.18% 63.2% 61 18.03% 2.1