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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)
Corps Capital Advisors
5451
Corps Capital Advisors
Texas
US$1.29億 +US$533萬 +4% 8.16% – 102 8.82% 1.1
Cedrus Wealth Group LLC
5452
Cedrus Wealth Group LLC
Minnesota
US$1.29億 +US$1478萬 +13% 0.1% – 55 9.09% 0.5
Orca Investment Management
5453
Orca Investment Management
Oregon
US$1.29億 -US$853萬 -6% 3.35% 139% 62 12.9% 8.4
Integrity Wealth Partners
5454
Integrity Wealth Partners
California
US$1.29億 – – 1.57% – 103 – 0.5
Tribridge Partners Financial
5455
Tribridge Partners Financial
Maryland
US$1.29億 -US$1.26億 -49% 0.18% – 86 38.37% 1.1
Blue Line Capital
5456
Blue Line Capital
Illinois
US$1.29億 +US$888萬 +7% 6.56% – 96 35.42% 0.6
Pandowealth
5457
Pandowealth
Georgia
US$1.29億 +US$726萬 +6% 0.06% – 30 50% 0.4
Argus Investors Counsel
5458
Argus Investors Counsel
New York
US$1.29億 -US$123萬 -0.9% 2.13% 132% 115 15.65% 5.5
Platt Wealth Management
5459
Platt Wealth Management
California
US$1.29億 +US$416萬 +3% 0.64% – 66 16.67% 0.6
Frisco Financial Planning
5460
Frisco Financial Planning
Texas
US$1.29億 -US$418萬 -3% 3.15% – 34 14.71% 1.2
C2C Wealth Management
5461
C2C Wealth Management
Arizona
US$1.28億 +US$79萬 +0.6% 3.62% 77.2% 97 9.28% 3.7
MSK
5462
Melissa S. Kampmann
US$1.28億 -US$395萬 -3% 2.89% 82.1% 44 9.09% 2.5
Bristlecone Value Partners
5463
Bristlecone Value Partners
California
US$1.28億 +US$398萬 +3% 1.59% – 78 16.67% 0.6
RWIA
5464
Roger Wittlin Investment Advisory
California
US$1.28億 +US$98.5萬 +0.8% 0.93% 61.3% 48 14.58% 2.5
Cornerstone Financial Management
5465
Cornerstone Financial Management
Massachusetts
US$1.28億 +US$355萬 +3% 0.09% – 2,126 33.02% 0.4
BI
5466
BluePrint Investing
California
US$1.28億 -US$558萬 -4% 0.38% – 26 3.85% 0.8
Purewater Capital
5467
Purewater Capital
Texas
US$1.28億 -US$1038萬 -7% 7.41% – 70 30% 0.4
Graham Capital Wealth Management
5468
Graham Capital Wealth Management
District of Columbia
US$1.28億 -US$119萬 -0.9% 3.43% 50.6% 66 21.21% 1.7
Financial Concepts Unlimited
5469
Financial Concepts Unlimited
Maine
US$1.28億 +US$37.1萬 +0.3% 0.58% – 44 6.82% 0.5
WWMP
5470
Wagner Wealth Management (Pennsylvania)
Pennsylvania
US$1.28億 +US$396萬 +3% 0.76% – 117 28.21% 0.6
DWM Financial Group
5471
DWM Financial Group
Illinois
US$1.28億 +US$1554萬 +14% 0.41% – 68 45.59% 0.8
AK Global Asset Management
5472
AK Global Asset Management
California
US$1.28億 +US$961萬 +8% 11.1% – 30 20% 0.6
PIA
5473
Prudent Investor Advisors
California
US$1.28億 – – 0.71% – 34 – 0
Frankly Finances
5474
Frankly Finances
Florida
US$1.28億 +US$110萬 +0.9% 1.08% – 91 1.1% 0.6
NWM Advisors
5475
NWM Advisors
California
US$1.28億 +US$63萬 +0.5% 2.23% – 23 8.7% 0.7