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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5,393檔基金(占~60%)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)
Quintet Private Bank (Europe)
676
Quintet Private Bank (Europe)
Luxembourg
US$22.8億 +US$6.72億 +42% 9.2% 111% 206 12.14% 3
Angeles Wealth Management
677
Angeles Wealth Management
California
US$22.7億 +US$8143萬 +4% 2.65% 80.6% 669 15.99% 1.9
Signal Advisors Wealth
678
Signal Advisors Wealth
Michigan
US$22.7億 +US$2.92億 +15% 2.29% 70.5% 745 21.34% 1.1
Strategic Financial Services
679
Strategic Financial Services
New York
US$22.7億 -US$1209萬 -0.5% 1.68% 61.5% 166 14.46% 6.4
1ST Source Bank
680
1ST Source Bank
Indiana
US$22.7億 +US$6422萬 +3% 1.41% 88.7% 304 8.22% 7.6
Alerus Financial
681
Alerus Financial
North Dakota
US$22.7億 -US$1806萬 -0.8% 1.77% 107% 556 13.49% 2.3
Maj Invest Holding A/S
682
Maj Invest Holding A/S
Denmark
US$22.6億 +US$6478萬 +3% 5.7% 106% 40 5% 4.1
Investment House LLC
683
Investment House LLC
California
US$22.5億 +US$4117萬 +2% 3.39% 137% 237 21.52% 6.8
BNDES Participacoes SA
684
BNDES Participacoes SA
Brazil
US$22.5億 -US$1.12億 -5% 4.73% – 1 0% 0.8
Sound Income Strategies
685
Sound Income Strategies
Florida
US$22.4億 +US$1421萬 +0.6% 0.66% 31.4% 534 20.04% 4.4
Old Republic International (ORI)
686
Old Republic International (ORI)
Illinois
US$22.4億 -US$4.27億 -16% 0.63% 53.8% 70 22.86% 7.4
GDS Wealth Management
687
GDS Wealth Management
Texas
US$22.4億 +US$1.36億 +6% 3.3% 95.1% 275 23.27% 2.1
ARS Investment Partners
688
ARS Investment Partners
New York
US$22.3億 -US$6377萬 -3% 0.09% 266% 195 11.28% 3.9
Greenspring Advisors
689
Greenspring Advisors
Maryland
US$22.2億 +US$4.17億 +23% 0.22% – 392 14.54% 1.3
Creative Financial Designs
690
Creative Financial Designs
Indiana
US$22.2億 +US$1.16億 +6% 0.94% 58.8% 2,454 11.41% 3.3
Dymon Asia Capital (Singapore)
691
Dymon Asia Capital (Singapore)
Singapore
US$22.1億 -US$1.78億 -7% 1.96% 291% 312 68.59% 0.3
Oak Grove Capital
692
Oak Grove Capital
New Hampshire
US$22.1億 +US$1.08億 +5% 2.11% 470% 120 15% 1.9
Advisornet Financial
693
Advisornet Financial
Minnesota
US$22.1億 +US$2071萬 +0.9% 0.76% 71.2% 2,285 71.03% 6
Cyndeo Wealth Partners
694
Cyndeo Wealth Partners
Florida
US$22.1億 +US$8635萬 +4% 2.5% 93% 592 17.74% 2.1
Greenwood Gearhart
695
Greenwood Gearhart
Arkansas
US$22.1億 +US$5867萬 +3% 0.56% 79% 180 15.56% 3.5
Marathon Asset Management (UK)
696
Marathon Asset Management (UK)
United Kingdom
US$22億 -US$2.62億 -11% 4.22% 94.3% 79 10.13% 4.8
Plante Moran Financial Advisors
697
Plante Moran Financial Advisors
Michigan
US$22億 +US$4628萬 +2% 0.69% 69.2% 1,661 59.48% 5.7
Aprio Wealth Management
698
Aprio Wealth Management
Georgia
US$22億 +US$1.71億 +8% 0.06% 66.1% 680 12.65% 1.8
Highland Capital Management (Tennessee)
699
Highland Capital Management (Tennessee)
Tennessee
US$21.9億 +US$1922萬 +0.9% 4.54% 160% 498 34.14% 5
Soltis Investment Advisors
700
Soltis Investment Advisors
Utah
US$21.9億 +US$3.93億 +22% 3.8% 95.1% 800 22.75% 2