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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)
Zenith Solutions
5676
Zenith Solutions
Pennsylvania
US$1.12億 +US$198萬 +2% 1.02% – 96 23.96% 0.2
Vericrest Private Wealth
5677
Vericrest Private Wealth
Pennsylvania
US$1.12億 -US$19.5萬 -0.2% 0% – 44 6.82% 2.7
Fortune Financial Group
5678
Fortune Financial Group
Florida
US$1.12億 -US$1555萬 -12% 0.24% – 121 28.93% 0.6
Haven Global Partners
5679
Haven Global Partners
Georgia
US$1.12億 -US$1832萬 -14% 1.12% – 9 11.11% 1.2
Teza Capital Management
5680
Teza Capital Management
Illinois
US$1.12億 +US$6019萬 +116% 6.67% 133% 295 71.19% 0.3
Banta Asset Management
5681
Banta Asset Management
California
US$1.12億 -US$11.7萬 -0.1% 1.3% – 21 19.05% 4.8
Plus Group Wealth Advisors
5682
Plus Group Wealth Advisors
Wisconsin
US$1.12億 +US$548萬 +5% 0.93% – 54 16.67% 0.6
Arbor Wealth Management (Arizona)
5683
Arbor Wealth Management (Arizona)
Arizona
US$1.12億 -US$87.4萬 -0.8% 0.43% – 27 18.52% 0.7
Urban Wealth Management
5684
Urban Wealth Management
California
US$1.12億 -US$309萬 -3% 2.45% – 118 17.8% 1.5
Objective Capital Management
5685
Objective Capital Management
Ohio
US$1.12億 -US$106萬 -0.9% 1.78% – 111 18.02% 2.7
Expressive Wealth
5686
Expressive Wealth
Illinois
US$1.11億 +US$550萬 +5% 3.29% – 155 23.23% 0.5
Sensenig Capital Advisors
5687
Sensenig Capital Advisors
Pennsylvania
US$1.11億 +US$200萬 +2% 0.64% – 37 18.92% 0.7
BJB
5688
Broadhurst Jeffrey B
US$1.11億 +US$6420萬 +137% 1.03% – 47 51.06% 0.3
Atlas Venture Advisors
5689
Atlas Venture Advisors
Massachusetts
US$1.11億 -US$3225萬 -22% 21.5% 34.6% 3 0% 6.9
Thayer Financial
5690
Thayer Financial
North Carolina
US$1.11億 +US$104萬 +0.9% 0.43% – 39 33.33% 0.6
YC
5691
Yunqi Capital
Hong Kong
US$1.11億 -US$1405萬 -11% 11.1% 65.3% 4 25% 2.4
Lane Generational
5692
Lane Generational
Massachusetts
US$1.11億 -US$313萬 -3% 7.65% 172% 47 12.77% 2
Intentional Wealth Strategies
5693
Intentional Wealth Strategies
Colorado
US$1.11億 +US$409萬 +4% 0.89% – 77 23.38% 0.4
Brickwood Asset Management
5694
Brickwood Asset Management
United Kingdom
US$1.11億 -US$2851萬 -20% 5.97% – 11 9.09% 0.8
Merrithew & Thorsten Inc
5695
Merrithew & Thorsten Inc
California
US$1.11億 -US$678萬 -6% 0.07% – 108 82.41% 0.7
Hallstatt Advisors
5696
Hallstatt Advisors
New York
US$1.11億 -US$3135萬 -22% 9.58% – 16 37.5% 0.5
Layline Advisors
5697
Layline Advisors
New York
US$1.11億 -US$94.2萬 -0.8% 0.05% – 80 8.75% 0.4
RCW Management
5698
RCW Management
Florida
US$1.11億 -US$103萬 -0.9% 0.47% – 68 1.47% 0.7
IronOak Wealth
5699
IronOak Wealth
Texas
US$1.1億 – – 2.81% – 59 – 0.8
Chicago Capital Management
5700
Chicago Capital Management
Illinois
US$1.1億 -US$187萬 -2% 7.44% 270% 37 48.65% 0.5