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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)
SA
5576
Stonebridge Advisors
Connecticut
US$1.21億 +US$3767萬 +45% 6.88% 0.03% 4 25% 1.5
Twin Cities Retirement Group
5577
Twin Cities Retirement Group
Minnesota
US$1.21億 +US$370萬 +3% 1.77% – 27 18.52% 0.6
Blom & Howell Financial Planning
5578
Blom & Howell Financial Planning
California
US$1.2億 +US$17.1萬 +0.1% 0.79% – 71 15.49% 0.7
Red Mountain Financial
5579
Red Mountain Financial
Colorado
US$1.2億 +US$68.4萬 +0.6% 0.54% – 85 8.24% 2
Finhabits Advisors
5580
Finhabits Advisors
New York
US$1.2億 +US$91.7萬 +0.8% 1.88% – 15 0% 0.8
GC
5581
Gruss & Co
Florida
US$1.2億 +US$7903萬 +194% 6.57% 173% 43 23.26% 2.1
BankChampaign National Association
5582
BankChampaign National Association
Illinois
US$1.2億 -US$1048萬 -8% 0.38% – 227 22.91% 0.5
HighRoad Wealth Advisors
5583
HighRoad Wealth Advisors
Oregon
US$1.2億 +US$106萬 +0.9% 0.17% – 46 32.61% 0.6
Cooke Wealth Management
5584
Cooke Wealth Management
California
US$1.2億 -US$250萬 -2% 1.43% – 40 7.5% 0.7
Morangie Management
5585
Morangie Management
Florida
US$1.19億 -US$102萬 -0.8% 4.11% – 37 10.81% 1.4
Bedminster
5586
Bedminster
South Carolina
US$1.19億 +US$227萬 +2% 0.55% – 52 5.77% 0.7
River's Edge Wealth Management
5587
River's Edge Wealth Management
Pennsylvania
US$1.19億 +US$561萬 +5% 1.83% – 50 14% 0.7
Clio Asset Management
5588
Clio Asset Management
Virginia
US$1.19億 -US$675萬 -5% 4.87% 60.6% 16 12.5% 1.8
CDM Financial Counseling Services
5589
CDM Financial Counseling Services
Connecticut
US$1.19億 +US$289萬 +2% 1.98% – 77 0% 0.7
D
5590
Drystone
Virginia
US$1.19億 -US$268萬 -2% 1.77% – 18 0% 4.2
Wisconsin Wealth Advisors
5591
Wisconsin Wealth Advisors
Wisconsin
US$1.19億 +US$223萬 +2% 3.02% – 92 10.87% 1.4
Prospect Financial Group
5592
Prospect Financial Group
Virginia
US$1.19億 -US$523萬 -4% 0.64% – 74 21.62% 1.5
Fund Advisors of America Inc
5593
Fund Advisors of America Inc
Florida
US$1.19億 +US$866萬 +8% 3.05% – 141 19.86% 0.6
Bretton Capital Management
5594
Bretton Capital Management
California
US$1.19億 -US$652萬 -5% 0.03% – 22 18.18% 1.8
Western Pacific Wealth Management
5595
Western Pacific Wealth Management
Illinois
US$1.19億 +US$813萬 +7% 5.85% 91.4% 186 5.91% 3
Belleair Asset Management
5596
Belleair Asset Management
Florida
US$1.19億 -US$12.4萬 -0.1% 0.74% – 87 10.34% 0.7
Barnes Dennig Private Wealth Management
5597
Barnes Dennig Private Wealth Management
Ohio
US$1.19億 -US$635萬 -5% 0.74% – 412 23.3% 1
JMNC
5598
J. Mark Nickell & Co
Tennessee
US$1.19億 -US$676萬 -5% 0.43% – 36 36.11% 0.6
Provident Company of the Employees of the Hebrew University
5599
Provident Company of the Employees of the Hebrew University
Israel
US$1.18億 -US$1238萬 -9% 0.12% – 37 8.11% 1.1
OakTrust Wealth Advisors
5600
OakTrust Wealth Advisors
Connecticut
US$1.18億 +US$232萬 +2% 0.24% – 74 13.51% 0.6