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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)
Worthington Financial Partners
5601
Worthington Financial Partners
Ohio
US$1.18億 -US$256萬 -2% 0.7% – 100 3% 0.7
Anchor Capital Management Group
5602
Anchor Capital Management Group
California
US$1.18億 -US$2686萬 -19% 0.81% – 16 25% 1.4
Peck Wealth Management
5603
Peck Wealth Management
New York
US$1.18億 -US$52.9萬 -0.4% 1.84% – 139 11.51% 0.9
Tsai Capital
5604
Tsai Capital
New York
US$1.18億 -US$1717萬 -13% 3.4% 29.8% 19 26.32% 2.8
Midway Capital Research & Management
5605
Midway Capital Research & Management
Illinois
US$1.18億 -US$772萬 -6% 2.88% – 116 58.62% 0.7
Wheels Up Wealth
5606
Wheels Up Wealth
California
US$1.18億 +US$14萬 +0.1% 1.54% – 25 8% 0.7
WG
5607
Wealth Group
North Carolina
US$1.18億 -US$2.83億 -71% 2.66% – 122 38.52% 1.8
Savoir Faire Capital Management
5608
Savoir Faire Capital Management
Connecticut
US$1.18億 -US$4301萬 -27% 10.3% 0.01% 47 19.15% 1.6
Fortress Financial Solutions
5609
Fortress Financial Solutions
Arizona
US$1.18億 – – 1% – 66 – 1.2
Brandywine Financial Group
5610
Brandywine Financial Group
Tennessee
US$1.18億 +US$1.09億 +1,305% 0.12% – 71 74.65% 0.2
TrustWell Financial Advisors
5611
TrustWell Financial Advisors
Florida
US$1.18億 -US$13.5萬 -0.1% 0.31% – 79 7.59% 0.6
Turner Capital Investments
5612
Turner Capital Investments
Texas
US$1.18億 – – 0.63% – 6 – 0
Minot DeBlois Advisors
5613
Minot DeBlois Advisors
Massachusetts
US$1.18億 +US$106萬 +0.9% 3.03% – 246 6.5% 1.4
Larry Mathis Financial Planning
5614
Larry Mathis Financial Planning
Arizona
US$1.18億 -US$1376萬 -10% 0.54% – 157 30.57% 0.6
CG
5615
Curat Global
New Hampshire
US$1.17億 -US$491萬 -4% 3.14% – 260 5% 1.4
Indie Asset Partners
5616
Indie Asset Partners
Indiana
US$1.17億 +US$1282萬 +12% 2.72% 115% 104 25% 2.3
Invested Advisors
5617
Invested Advisors
Pennsylvania
US$1.17億 +US$417萬 +4% 1.36% – 169 14.2% 0.7
ORBA Wealth Advisors
5618
ORBA Wealth Advisors
Illinois
US$1.17億 +US$18.8萬 +0.2% 2.58% 70.5% 86 6.98% 1.6
FCP
5619
Fosse Capital Partners
United Kingdom
US$1.17億 -US$6485萬 -36% 9.45% 61.1% 3 0% 3.9
MS
5620
Monetary Solutions
Ohio
US$1.17億 +US$97.7萬 +0.8% 0.1% – 644 39.6% 0.4
Linden Rose Investment
5621
Linden Rose Investment
Texas
US$1.17億 -US$1172萬 -9% 4.1% – 9 22.22% 0.4
IFC & Insurance Marketing
5622
IFC & Insurance Marketing
California
US$1.17億 +US$339萬 +3% 0.56% – 90 16.67% 0.6
Figure 8 Investment Strategies
5623
Figure 8 Investment Strategies
Idaho
US$1.17億 -US$156萬 -1% 1.71% – 59 6.78% 1.4
Red Tree Management
5624
Red Tree Management
California
US$1.17億 -US$3057萬 -21% 7% – 3 0% 1.8
E&R Wealth Management
5625
E&R Wealth Management
South Carolina
US$1.17億 -US$128萬 -1% 1.95% – 12 0% 0.8