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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)
AC
5876
ASB Consultores
Florida
US$8190萬 +US$1579萬 +24% 0.82% 91% 50 20% 1.2
Nordflint Capital Partners Fondsmaeglerselskab
5877
Nordflint Capital Partners Fondsmaeglerselskab
Denmark
US$8120萬 -US$1.06億 -57% 27% – 1 0% 1.8
LDR Capital Management
5878
LDR Capital Management
New York
US$8098萬 -US$569萬 -7% 6.1% 28.4% 49 18.37% 1.3
Charis Legacy Partners
5879
Charis Legacy Partners
Texas
US$8091萬 -US$42萬 -0.5% 2.02% – 29 3.45% 1.4
Regents Gate Capital
5880
Regents Gate Capital
United Kingdom
US$8024萬 +US$509萬 +7% 5.23% – 49 55.1% 0.3
PMV Capital Advisers
5881
PMV Capital Advisers
Texas
US$7997萬 +US$1340萬 +20% 3.13% – 69 17.39% 1.3
Myriad Asset Management US
5882
Myriad Asset Management US
Florida
US$7987萬 +US$747萬 +10% 4.69% – 78 51.28% 0.4
Trium Capital
5883
Trium Capital
United Kingdom
US$7945萬 -US$8313萬 -51% 8.97% 215% 73 54.79% 0.7
WTCUG
5884
WD Thunder CV Ultimate GP
Texas
US$7933萬 -US$1420萬 -15% 15.2% – 1 0% 0.8
Pursuit Wealth Strategies
5885
Pursuit Wealth Strategies
North Carolina
US$7933萬 +US$243萬 +3% 2.15% – 124 12.9% 0.6
Virginia Estate & Retirement Planning Advisors
5886
Virginia Estate & Retirement Planning Advisors
Virginia
US$7908萬 -US$397萬 -5% 2.18% – 262 42.75% 0.3
Avory & Company
5887
Avory & Company
Florida
US$7891萬 -US$112萬 -1% 5.29% 74.9% 34 5.88% 2.3
New Paradigm Capital Management
5888
New Paradigm Capital Management
Virginia
US$7883萬 +US$3204萬 +68% 1.23% – 32 71.88% 0.2
Mayar Capital
5889
Mayar Capital
United Kingdom
US$7876萬 -US$1038萬 -12% 4.4% 16% 17 11.76% 3.2
Alken Asset Management
5890
Alken Asset Management
United Kingdom
US$7849萬 -US$1109萬 -12% 1.61% 2.19% 31 3.23% 0.9
Norwood Investment Partners
5891
Norwood Investment Partners
California
US$7734萬 +US$493萬 +7% 5.1% 24.4% 17 29.41% 1.4
JAWA
5892
John A. Wolfe & Associates
Michigan
US$7733萬 +US$473萬 +7% 1.23% – 47 10.64% 0.6
Stapp Wealth Management
5893
Stapp Wealth Management
Washington
US$7723萬 +US$70.6萬 +0.9% 1.88% 54.4% 34 14.71% 1.7
OR
5894
Olympiad Research
Connecticut
US$7703萬 +US$2898萬 +60% 3.3% 187% 335 82.69% 0.1
Wellington Shields & Co
5895
Wellington Shields & Co
New York
US$7597萬 -US$3.7億 -83% 2.19% 127% 333 87.69% 4.8
Wellington Shields Capital Management
5896
Wellington Shields Capital Management
New York
US$7597萬 -US$7.12億 -90% 2.19% 157% 337 87.54% 6.3
CMANY
5897
Capital Management Associates (New York)
New York
US$7597萬 -US$175萬 -2% 2.19% 215% 50 22% 3.1
Spectrum Asset Management (Connecticut)
5898
Spectrum Asset Management (Connecticut)
Connecticut
US$7591萬 +US$628萬 +9% 5.59% 2.88% 5 40% 3.9
Triad Investment Management
5899
Triad Investment Management
California
US$7544萬 -US$1525萬 -17% 1.69% – 37 21.62% 3.5
Optimas Capital
5900
Optimas Capital
Hong Kong
US$7525萬 -US$2165萬 -22% 3.5% 358% 27 81.48% 0.1