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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7,143檔基金(占~80%)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)
Annex Advisory Services
551
Annex Advisory Services
Wisconsin
US$61.1億 +US$2.5億 +4% 0.61% 85.8% 397 15.37% 3.5
Atlantic Union Bankshares
552
Atlantic Union Bankshares
Virginia
US$61.1億 +US$1.21億 +2% 2.48% 85.7% 1,980 18.03% 1.7
Forvis Mazars Wealth Advisors
553
Forvis Mazars Wealth Advisors
Missouri
US$60.9億 +US$9955萬 +2% 0.43% 68.2% 443 5.87% 5.9
MGO One Seven
554
MGO One Seven
Ohio
US$60.8億 +US$2065萬 +0.3% 1.73% 98.8% 1,668 14.15% 2.7
Savvy Advisors Inc
555
Savvy Advisors Inc
New York
US$60.3億 +US$13.2億 +28% 1.47% 86.1% 1,506 21.45% 1
Confluence Investment Management
556
Confluence Investment Management
Missouri
US$59.7億 -US$4.33億 -7% 1.67% 37.7% 310 11.61% 4.7
Mount Yale Investment Advisors
557
Mount Yale Investment Advisors
Colorado
US$59.6億 +US$5.57億 +10% 1.49% 92.1% 1,369 24.11% 1.5
Lazard Frères Gestion
558
Lazard Frères Gestion
France
US$59.5億 +US$1.83億 +3% 7.15% 97.9% 117 2.56% 2.9
J.W. Cole Advisors
559
J.W. Cole Advisors
Florida
US$59.3億 +US$1.08億 +2% 2.09% 95.5% 1,712 13.26% 1.4
Wealthcare Advisory Partners
560
Wealthcare Advisory Partners
Pennsylvania
US$59億 +US$6.24億 +12% 0.03% 65.6% 1,188 15.24% 3.4
IFP Advisors
561
IFP Advisors
Florida
US$58.6億 +US$3.22億 +6% 1.54% 80.6% 5,445 9.75% 3.9
Barings
562
Barings
North Carolina
US$58.4億 +US$2.04億 +4% 0.62% 61.5% 205 20% 3.6
MA
563
Mutual Advisors
Nebraska
US$58.2億 +US$5.07億 +10% 0.79% 74.8% 1,517 14.7% 3.6
Badgley Phelps Wealth Managers
564
Badgley Phelps Wealth Managers
Washington
US$58億 +US$9326萬 +2% 3.08% 100% 356 9.83% 3.1
HUB Investment Partners
565
HUB Investment Partners
Texas
US$58億 +US$2.33億 +4% 3.85% 109% 1,738 27.22% 1.1
Choate Investment Advisors
566
Choate Investment Advisors
Massachusetts
US$58億 +US$1.06億 +2% 2.6% 80.5% 485 6.39% 5.1
Douglass Winthrop Advisors
567
Douglass Winthrop Advisors
New York
US$57.9億 -US$940萬 -0.2% 2.57% 73.2% 319 8.15% 6.1
Country Trust Bank
568
Country Trust Bank
Illinois
US$57.8億 +US$6712萬 +1% 2.18% 85.8% 739 23.55% 3.2
Montrusco Bolton Investments
569
Montrusco Bolton Investments
Quebec, Canada
US$57.7億 -US$6.85億 -11% 5.39% 101% 91 18.68% 3.4
Lingotto Investment Management
570
Lingotto Investment Management
United Kingdom
US$57.4億 +US$10.8億 +23% 10.8% 362% 41 26.83% 2.3
South Dakota Investment Council
571
South Dakota Investment Council
South Dakota
US$57.3億 -US$1.04億 -2% 1.56% 83% 644 8.07% 5.6
Generali Asset Management
572
Generali Asset Management
Italy
US$57.3億 +US$2.02億 +4% 4.65% – 540 9.26% 1.5
Brighton Jones LLC
573
Brighton Jones LLC
Washington
US$57.3億 +US$3.48億 +6% 5.16% 114% 1,551 18.7% 0.7
Wedge Capital Management
574
Wedge Capital Management
North Carolina
US$57.2億 -US$3.38億 -6% 3.09% 150% 519 14.26% 3.8
Folketrygdfondet
575
Folketrygdfondet
Norway
US$57.1億 +US$10.8億 +23% 22.9% 43.6% 13 23.08% 5