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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)
WW
5526
Wavvest Wealth
Illinois
US$1.24億 – – 0.52% – 97 – 0
Miller Global Investments
5527
Miller Global Investments
Texas
US$1.24億 +US$328萬 +3% 3.44% – 338 15.98% 0.6
DAM
5528
Directional Asset Management
Illinois
US$1.24億 +US$566萬 +5% 1.16% – 105 24.76% 0.6
Artesa Financial Group
5529
Artesa Financial Group
Texas
US$1.24億 +US$688萬 +6% 0.84% – 69 17.39% 0.6
PIS
5530
POM Investment Strategies
North Carolina
US$1.24億 +US$3564萬 +40% 1.58% 67.9% 425 22.82% 0.9
Vines Capital Management
5531
Vines Capital Management
Louisiana
US$1.24億 +US$191萬 +2% 4.16% – 93 11.83% 0.6
Curtis Wealth Management
5532
Curtis Wealth Management
Nevada
US$1.24億 +US$580萬 +5% 0.08% – 65 24.62% 0.6
Waycross Investment Management
5533
Waycross Investment Management
Washington
US$1.24億 -US$755萬 -6% 0.31% 49.6% 61 8.2% 1.9
Auctus Advisors
5534
Auctus Advisors
North Carolina
US$1.24億 +US$479萬 +4% 4.96% – 34 11.76% 0.7
Accuvest Global Advisors
5535
Accuvest Global Advisors
Utah
US$1.24億 +US$730萬 +6% 13% 163% 91 45.05% 1.3
Milestones Private Investment Advisors
5536
Milestones Private Investment Advisors
New York
US$1.23億 -US$223萬 -2% 0.06% – 78 7.69% 1.2
Risk Paradigm Group
5537
Risk Paradigm Group
Texas
US$1.23億 -US$418萬 -3% 3.37% – 59 5.08% 4.5
Stephen J. Garry & Associates
5538
Stephen J. Garry & Associates
New York
US$1.23億 -US$1388萬 -10% 0.12% 67.2% 56 12.5% 2.1
Wolfstich Capital
5539
Wolfstich Capital
Massachusetts
US$1.23億 -US$632萬 -5% 1.99% – 24 33.33% 0.8
Shuttleworth & Co
5540
Shuttleworth & Co
Ohio
US$1.23億 -US$208萬 -2% 1.16% – 51 1.96% 1
Financial Management Inc
5541
Financial Management Inc
Arkansas
US$1.23億 +US$93.7萬 +0.8% 1.9% – 53 24.53% 0.6
Explore Capital Management
5542
Explore Capital Management
Delaware
US$1.23億 +US$887萬 +8% 6.05% – 12 8.33% 0.9
Smith Asset Management
5543
Smith Asset Management
Florida
US$1.23億 -US$438萬 -3% 3.63% – 75 9.33% 1.5
TandemGrowth Financial Advisors
5544
TandemGrowth Financial Advisors
Georgia
US$1.23億 +US$21.1萬 +0.2% 1.26% – 28 10.71% 0.7
PC
5545
Payne Capital
Oregon
US$1.23億 +US$254萬 +2% 2.39% – 60 10% 0.8
Torrey-Payne Wealth Management
5546
Torrey-Payne Wealth Management
California
US$1.23億 +US$92.2萬 +0.8% 0.01% – 41 7.32% 0.7
Gallacher Capital Management
5547
Gallacher Capital Management
Colorado
US$1.22億 -US$5598萬 -31% 3.26% 82.8% 298 43.62% 2.1
Conquis Financial
5548
Conquis Financial
California
US$1.22億 -US$191萬 -2% 0.42% – 105 50.48% 0.8
Hanseatic Management Services
5549
Hanseatic Management Services
New Mexico
US$1.22億 -US$1387萬 -10% 1.73% – 113 46.02% 0.8
Hicks Capital Management
5550
Hicks Capital Management
Ohio
US$1.22億 US$0 0% 0.94% – 39 0% 1