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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)
Decision Investments
5701
Decision Investments
California
US$1.1億 +US$52.3萬 +0.5% 2.62% – 155 9.68% 0.7
Michael Brady & Co
5702
Michael Brady & Co
Ohio
US$1.1億 -US$314萬 -3% 1.01% – 58 5.17% 0.7
Barden Capital Management
5703
Barden Capital Management
Texas
US$1.1億 +US$157萬 +1% 1.21% 80.1% 58 8.62% 3
Board of the Pension Protection Fund
5704
Board of the Pension Protection Fund
United Kingdom
US$1.1億 +US$440萬 +4% 0.13% – 256 60.55% 0.3
Deer Park Road Corp
5705
Deer Park Road Corp
Colorado
US$1.1億 +US$8525萬 +347% 52.9% 55.9% 6 16.67% 3.5
Weber Capital Management
5706
Weber Capital Management
California
US$1.1億 -US$781萬 -7% 0.07% – 13 0% 0.8
Kachkovsky & Fisher Inc
5707
Kachkovsky & Fisher Inc
California
US$1.1億 +US$555萬 +5% 2.34% – 74 16.22% 0.2
American National Bank of Texas
5708
American National Bank of Texas
Texas
US$1.09億 -US$8.87萬 -0.1% 0.16% – 57 10.53% 0.9
Entelevest
5709
Entelevest
Florida
US$1.09億 -US$776萬 -7% 0.45% – 169 24.85% 0.5
Aspirean Wealth
5710
Aspirean Wealth
California
US$1.09億 +US$157萬 +1% 0.05% – 20 10% 0.7
Karras Company
5711
Karras Company
Utah
US$1.09億 -US$120萬 -1% 0.13% – 66 9.09% 0.7
Yanni & Associates Investment Advisors
5712
Yanni & Associates Investment Advisors
Pennsylvania
US$1.09億 +US$65.7萬 +0.6% 1.41% – 38 13.16% 0.7
Unify Financial Advisors
5713
Unify Financial Advisors
Florida
US$1.09億 +US$72.5萬 +0.7% 1.7% – 95 14.74% 0.7
MFC
5714
Miramar Fiduciary Corp
Nevada
US$1.09億 +US$785萬 +8% 0.92% 67.7% 5 0% 4.8
CFG Wealth Management Services
5715
CFG Wealth Management Services
Indiana
US$1.09億 +US$243萬 +2% 2.54% – 173 64.16% 0.3
Ramsey Quantitative Systems
5716
Ramsey Quantitative Systems
Kentucky
US$1.09億 -US$263萬 -2% 1.3% 51.1% 83 49.4% 0.3
Rosenthal Henry Capital Advisors
5717
Rosenthal Henry Capital Advisors
Indiana
US$1.09億 -US$545萬 -5% 5.47% 80.2% 51 9.8% 3.7
Zinnia Wealth Advisory
5718
Zinnia Wealth Advisory
Florida
US$1.09億 +US$1058萬 +11% 2.56% – 115 22.61% 0.6
PMG Family Office
5719
PMG Family Office
Texas
US$1.08億 -US$39.4萬 -0.4% 1.58% – 117 6.84% 0.9
Oregon Pacific Wealth Management
5720
Oregon Pacific Wealth Management
Oregon
US$1.08億 +US$128萬 +1% 0.15% – 128 21.09% 1.1
RFL
5721
RD Finance Ltd
Cyprus
US$1.08億 +US$634萬 +6% 1.74% – 37 56.76% 0.3
Mirabaud Asset Management
5722
Mirabaud Asset Management
United Kingdom
US$1.08億 -US$1262萬 -10% 1.71% 136% 49 100% –
CogentBlue Wealth Advisors
5723
CogentBlue Wealth Advisors
Tennessee
US$1.08億 -US$6698萬 -38% 0.22% – 104 50.96% 1.4
Shelter Rock Management
5724
Shelter Rock Management
New York
US$1.07億 +US$429萬 +4% 1.45% – 42 19.05% 0.6
Lubar & Co
5725
Lubar & Co
Wisconsin
US$1.07億 -US$1923萬 -15% 14.3% – 3 0% 9.1