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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)
AP
5926
Arlington Partners
Alabama
US$6539萬 +US$1002萬 +18% 1.31% 46.4% 64 95.31% 1.3
Sullivan Wood Capital Management
5927
Sullivan Wood Capital Management
District of Columbia
US$6523萬 -US$780萬 -11% 9.12% – 24 16.67% 1
Fidelis Wealth Advisors
5928
Fidelis Wealth Advisors
Colorado
US$6477萬 -US$200萬 -3% 1.71% – 29 34.48% 0.4
Clear Investment Research
5929
Clear Investment Research
Georgia
US$6475萬 +US$51.3萬 +0.8% 0.93% 53.7% 61 6.56% 5.9
Breachway Investments
5930
Breachway Investments
Rhode Island
US$6471萬 -US$170萬 -3% 0.07% – 77 12.99% 0.7
Northwestern University
5931
Northwestern University
Illinois
US$6448萬 +US$115萬 +2% 0.34% 28.2% 5 20% 2.9
Mercato Management Legacy
5932
Mercato Management Legacy
Utah
US$6273萬 +US$598萬 +11% 10.5% – 1 0% 0.5
Stone Ridge Holdings Group
5933
Stone Ridge Holdings Group
New York
US$6119萬 +US$4257萬 +229% 28.7% – 13 7.69% 1.4
Thurston Springer Miller Herd & Titak
5934
Thurston Springer Miller Herd & Titak
Indiana
US$6112萬 -US$2.14億 -78% 0.9% – 1,261 52.02% 1.7
Groesbeck Investment Management
5935
Groesbeck Investment Management
New Jersey
US$6038萬 -US$241萬 -4% 1.1% 155% 100 6% 4.6
Green Court Capital Management
5936
Green Court Capital Management
Hong Kong
US$6033萬 -US$5666萬 -48% 2.32% 30% 3 33.33% 0.9
Impact Investors
5937
Impact Investors
California
US$6032萬 -US$7644萬 -56% 1.09% – 94 56.38% 1.3
TSG Consumer Partners
5938
TSG Consumer Partners
California
US$6027萬 -US$5371萬 -47% 46.3% 12.3% 1 0% 4.8
Charles Schwab Trust Bank
5939
Charles Schwab Trust Bank
Nevada
US$6016萬 -US$209萬 -3% 2.59% – 1 0% 2.5
New Jersey Better Educational Savings Trust
5940
New Jersey Better Educational Savings Trust
New Jersey
US$5991萬 -US$224萬 -4% 3.54% 38.4% 4 0% 1.1
Versor Investments
5941
Versor Investments
New York
US$5981萬 +US$1228萬 +26% 11.9% 240% 46 65.22% 0.2
HB
5942
Hauser Brothers
Germany
US$5969萬 -US$2335萬 -28% 11.9% 169% 5 40% 2
Medici Capital
5943
Medici Capital
California
US$5959萬 +US$858萬 +17% 14.6% 155% 7 14.29% 1.9
Landesbank Baden-Wuerttemberg
5944
Landesbank Baden-Wuerttemberg
Germany
US$5929萬 -US$2.1億 -78% 4.39% – 6 50% 0.8
DT
5945
DBA Trading
Florida
US$5926萬 -US$1.4億 -70% 2.48% – 51 66.67% 0.4
SWGLO
5946
Summit Wealth Group, LLC/OK
Oklahoma
US$5902萬 -US$1803萬 -23% 3% – 63 17.46% 0.7
Lexington Partners
5947
Lexington Partners
New York
US$5888萬 -US$7495萬 -56% 27.6% 24.5% 3 33.33% 2
Praxis Capital Management
5948
Praxis Capital Management
Illinois
US$5886萬 -US$424萬 -7% 1.82% – 36 36.11% 0.5
QVIDTVM Management
5949
QVIDTVM Management
Texas
US$5778萬 -US$1882萬 -25% 1.91% 27.1% 16 25% 1.1
PFA
5950
Portland Financial Advisors
New York
US$5752萬 +US$272萬 +5% 0.08% – 95 9.47% 1.3